Form 5500

3,281 topics in this forum

1. 5500

   By Guest John Trusler, January 3, 2003
   • 1 reply
   • 1.3k views
   • 
   • JohnCheek
   • January 4, 2003

2. Multiple employers

   By Guest ramay, December 16, 2009
   • 1 reply
   • 1k views
   • 
   • pmacduff
   • December 16, 2009

3. Form 5500SF and Code 4R

   By pjr@frdayton.com, October 12, 2020
   • 1 reply
   • 1.1k views
   • 
   • FORMER ESQ.
   • October 12, 2020

4. Form 5558 - 10/15 or 10/17?

   By PAL, July 15, 2011
   • 1 reply
   • 1.8k views
   • 
   • mbozek
   • July 16, 2011

5. Exempt Entity Filed in Error

   By pr2222, November 15, 2018
   • 1 reply
   • 535 views
   • 
   • JamesK
   • November 15, 2018

6. Schedule A Insurance in a 401(k) Plan

   By Guest Frank Jackson, July 21, 2000
   • 1 reply
   • 2.2k views
   • 
   • Guest
   • July 28, 2000

7. Non-filed large plan Forms 5500

   By Guest timcnelson, December 9, 2011
   • 1 reply
   • 863 views
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   • ETA Consulting LLC
   • December 11, 2011

8. 6/30/19 5558 rec'd approval for 12/31/19

   By TPApril, August 18, 2020
   • 1 reply
   • 527 views
   • 
   • Bug on my window
   • August 20, 2020

9. Form 5500 EZ

   By Guest mollym5, November 6, 2002
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • November 15, 2002

10. What happens if ...

    By Kimberly S, July 1, 2008
    • 1 reply
    • 1.1k views
    • 
    • PAL
    • July 1, 2008

11. Form 5500 for Welfare Benefit Plans

    By Nancy D, January 23, 2012
    • 1 reply
    • 1k views
    • 
    • Guest
    • January 23, 2012

12. Form 945 and 945-V

    By thepensionmaven, November 14, 2017
    • 1 reply
    • 863 views
    • 
    • pmacduff
    • November 14, 2017

13. Question about DFVC

    By KateSmithPA, September 10, 2002
    • 1 reply
    • 1.2k views
    • 
    • BFree
    • September 11, 2002

14. Ssa - Good News

    By Tom Poje, March 27, 2003
    • 1 reply
    • 1.9k views
    • 
    • MGB
    • March 27, 2003

15. Participant Distribution of SAR Required for DVFC Program?

    By Guest cease, January 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • January 15, 2004

16. Sending clients a printable 5500 filing by e-mail

    By SoCalActuary, March 3, 2005
    • 1 reply
    • 1.2k views
    • 
    • No Name
    • March 3, 2005

17. Schedules P & SSA removed from 5500 for 2006?

    By Guest RJMOB, August 4, 2006
    • 1 reply
    • 1.4k views
    • 
    • Leopurrd
    • August 4, 2006

18. Question 4L on Schedule H

    By justatester, August 31, 2010
    • 1 reply
    • 1.7k views
    • 
    • My 2 cents
    • September 1, 2010

19. Schedule D filing for JOhn Hancock

    By Guest RustyNickel, June 14, 2011
    • 1 reply
    • 2k views
    • 
    • A Shot in the Dark
    • June 14, 2011

20. Form 5500 for the 1999 plan year - Final Return--for defined benefit p

    By Guest meggie, July 21, 2000
    • 1 reply
    • 2.1k views
    • 
    • mwyatt
    • July 25, 2000

21. Schedule A - Commissions Paid

    By Guest Alison Williams, January 4, 2003
    • 1 reply
    • 1.9k views
    • 
    • KIP KRAUS
    • January 7, 2003

22. efast auditors report

    By SheilaD, May 12, 2010
    • 1 reply
    • 948 views
    • 
    • ACox
    • May 12, 2010

23. Sch A info redemption fees reporting

    By pmacduff, August 31, 2010
    • 1 reply
    • 913 views
    • 
    • Belgarath
    • August 31, 2010

24. Form 5500 for Employee Benefit Plans

    By Guest Rettop, August 15, 2001
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • August 15, 2001

25. 5500-EZ

    By J Simmons, May 5, 2008
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • May 5, 2008

26. Form 5558 "Authorized Representative"

    By TPApril, May 14, 2012
    • 1 reply
    • 1.2k views
    • 
    • TPApril
    • May 14, 2012

27. 2 late 5500-EZ and one timely 5500-EZ

    By Sara Hotvedt, July 12, 2024
    • 1 reply
    • 409 views
    • 
    • Bill Presson
    • July 13, 2024

28. Form 8955-SSA

    By CLE401kGuy, October 28, 2011
    • 1 reply
    • 1k views
    • 
    • shERPA
    • October 28, 2011

29. 5500-EZ Penalty Relief Program - taking it back

    By TPApril, June 27, 2019
    • 1 reply
    • 536 views
    • 
    • RatherBeGolfing
    • June 28, 2019

30. 5500EZ MP Plan, no contribution by 10-15

    By TPApril, October 15, 2019
    • 1 reply
    • 554 views
    • 
    • Bill Presson
    • October 15, 2019

31. Schedule A for individual life insurance policies

    By Guest PC, September 13, 2000
    • 1 reply
    • 1.8k views
    • 
    • JohnCheek
    • September 18, 2000

32. Amended filings??

    By Guest Factster, September 30, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • October 1, 2002

33. Nonexempt transaction Party-in-interest

    By jason, August 8, 2018
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • August 8, 2018

34. Small Welfare Plan Filing Issue

    By Guest ANNEBV, July 25, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 26, 2001

35. Small Plan Audit Question

    By pbarrett, August 14, 2003
    • 1 reply
    • 1k views
    • 
    • WDIK
    • August 14, 2003

36. How to answer Lines 6a and 10b of 5500-SF

    By Oh so SIMPLE, June 15, 2011
    • 1 reply
    • 2k views
    • 
    • Guest
    • October 2, 2012

37. 401k Plan w/ Life Insurance Policies

    By austin3515, December 9, 2015
    • 1 reply
    • 941 views
    • 
    • rcline46
    • December 9, 2015

38. Electronic Signature for EFAST Filing

    By Guest SusanA, August 21, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 25, 2000

39. Schedule H Reporting

    By Guest Joseph Corona, August 15, 2001
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • August 16, 2001

40. Schedule A's and HMOs

    By Guest xgn7t, November 22, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 26, 2002

41. 5500 Schedules for Unfunded/Insured Health Plans

    By DTH, September 13, 2004
    • 1 reply
    • 1.9k views
    • 
    • WDIK
    • September 13, 2004

42. Participant Count

    By pmacduff, March 9, 2007
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • March 13, 2007

43. Welfare Plan - Contract Year vs Plan year issues

    By Guest ANNEBV, July 25, 2001
    • 1 reply
    • 2k views
    • 
    • KIP KRAUS
    • July 25, 2001

44. Self-insured health plan

    By Guest Tara Curran, November 7, 2001
    • 1 reply
    • 2.3k views
    • 
    • JohnCheek
    • November 10, 2001

45. Relius 5500 software question

    By TPAnnie, October 17, 2005
    • 1 reply
    • 1.5k views
    • 
    • Fredman
    • October 18, 2005

46. 2005 Short plan merger-failure to file

    By Guest LVanSteeter, August 4, 2006
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • August 4, 2006

47. avoiding audit requirement

    By Dennis Povloski, November 27, 2007
    • 1 reply
    • 1.5k views
    • 
    • Bill Presson
    • November 27, 2007

48. Extensions

    By Guest babs51, July 18, 2011
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • July 19, 2011

49. SAR distribution

    By Guest paybdb, January 12, 2004
    • 1 reply
    • 2.6k views
    • 
    • Belgarath
    • January 12, 2004

50. audit exemption for insured pension plans

    By k man, September 28, 2007
    • 1 reply
    • 2k views
    • 
    • BeckyMiller
    • October 1, 2007