Form 5500

3,272 topics in this forum

1. Extra 401k deposited, but not withheld - how to show on 5500

   By TPApril, October 30, 2024
   • 2 replies
   • 1k views
   • 
   • TPApril
   • October 31, 2024

2. EFAST2

   By 415 Limit, July 9, 2010
   • 2 replies
   • 1k views
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   • 415 Limit
   • July 9, 2010

3. Nationwide's Innovator Fund

   By Oh so SIMPLE, October 10, 2012
   • 0 replies
   • 1k views
   • 
   • Oh so SIMPLE
   • October 10, 2012

4. Incorrect Plan Year End

   By Dazednconfused, October 17, 2011
   • 0 replies
   • 1k views
   • 
   • Dazednconfused
   • October 17, 2011

5. Form 5500

   By Guest Annette Leerhoff, September 25, 2012
   • 1 reply
   • 1k views
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   • BG5150
   • September 25, 2012

6. Controlled Group / Active or Term'd Participants?

   By Guest notapensiongeek, December 31, 2008
   • 3 replies
   • 1k views
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   • K2retire
   • January 2, 2009

7. Multiple employers

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

8. Form-5500SF, Lines 7 & 8 question

   By jsmith1985, July 28, 2015
   • 1 reply
   • 1k views
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   • Lou S.
   • July 28, 2015

9. controlled group delinquent 5500 and penalty

   By Guest lisasig, March 11, 2009
   • 3 replies
   • 1k views
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   • Guest
   • March 12, 2009

10. Incorrect Plan Year End

    By Dazednconfused, July 9, 2010
    • 1 reply
    • 1k views
    • 
    • Belgarath
    • July 9, 2010

11. Schedule C - Question 2 (c)

    By Guest Janiele, June 18, 2013
    • 0 replies
    • 1k views
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    • Guest
    • June 18, 2013

12. Late employee contributions question

    By Guest LVanSteeter, June 17, 2004
    • 3 replies
    • 1k views
    • 
    • Guest
    • June 18, 2004

13. 2023 Start up plan 5500 audit requirements

    By MicheleH, October 20, 2023
    • 2 replies
    • 1k views
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    • MicheleH
    • October 20, 2023

14. 2011 Form 5500-EZ released

    By chc93, March 28, 2012
    • 0 replies
    • 1k views
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    • chc93
    • March 28, 2012

15. amended 5500 - employer/sponsor recently moved

    By doombuggy, May 6, 2004
    • 1 reply
    • 1k views
    • 
    • doombuggy
    • May 7, 2004

16. Benefits Payments / Loan Defaults

    By Alex Daisy, June 3, 2010
    • 1 reply
    • 1k views
    • 
    • rcline46
    • June 3, 2010

17. Schedule I and Insurance Premiums

    By Chippy, June 22, 2012
    • 2 replies
    • 1k views
    • 
    • Bird
    • June 22, 2012

18. Audit For New Plan

    By austin3515, September 23, 2015
    • 3 replies
    • 1k views
    • 
    • PensionPro
    • September 23, 2015

19. Can 5500-EZ be filed now that only the owner is participant?

    By Beltane, September 30, 2013   

    • 5500-SFs filed in past
    • 1 reply
    • 1k views
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    • Lou S.
    • September 30, 2013

20. Form 5500 - employer transition from non-ERISA to ERISA - short plan year?

    By t.haley, November 13, 2024
    • 1 reply
    • 1k views
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    • Paul I
    • November 13, 2024

21. Group Health/Dental Insurance

    By Guest rcalise, May 7, 2003
    • 1 reply
    • 1k views
    • 
    • GBurns
    • May 7, 2003

22. 5500 Late Filing

    By KevinMc, December 11, 2013
    • 1 reply
    • 1k views
    • 
    • BG5150
    • December 11, 2013

23. Schedule H

    By cdavis25, June 10, 2015
    • 2 replies
    • 1k views
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    • cdavis25
    • June 10, 2015

24. Form 5500 for Welfare Benefit Plans

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

25. No Form 5500 filed since inception (2004)

    By Trisports, March 24, 2021   

    • 5500
    • dfvc
    • (and 1 more)

      Tagged with:

      • 5500
      • dfvc
      • 403(b)
    • 7 replies
    • 1k views
    • 
    • Trisports
    • March 30, 2021

26. Schedule SSA

    By Guest DIGMYDOG, September 11, 2003
    • 4 replies
    • 1k views
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    • WDIK
    • September 11, 2003

27. Prevailing Wage Participant Count

    By Catch22PGM, May 14, 2020   

    • david bacon; sca; service contract act
    • 2 replies
    • 1k views
    • 
    • Catch22PGM
    • May 18, 2020

28. H&W Final Form 5500

    By ERISA-SOS, March 12, 2019
    • 2 replies
    • 1k views
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    • ERISA-SOS
    • March 28, 2019

29. Form 5500 - Invested 100% in one fund

    By austin3515, February 6, 2012
    • 2 replies
    • 1k views
    • 
    • K2retire
    • February 6, 2012

30. Schedule C or Schedule A

    By SLuskin, December 6, 2011
    • 0 replies
    • 1k views
    • 
    • SLuskin
    • December 6, 2011

31. delinquent 401k deposit w/in blackout period & reporting

    By TPApril, August 23, 2024
    • 2 replies
    • 1k views
    • 
    • david rigby
    • August 25, 2024

32. Schedule T - Question #4

    By buckaroo, May 5, 2003
    • 0 replies
    • 1k views
    • 
    • buckaroo
    • May 5, 2003

33. Reporting Brokerage Commissions on Schedule H

    By pitkofsky, December 2, 2016
    • 1 reply
    • 1k views
    • 
    • My 2 cents
    • December 2, 2016

34. Safe harbor for not filing a 403(b) 5500

    By Bird, September 30, 2010
    • 0 replies
    • 1k views
    • 
    • Bird
    • September 30, 2010

35. Form 5500 Sch SB Prefix

    By Lou S., January 14, 2020
    • 3 replies
    • 1k views
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    • Mike Preston
    • January 16, 2020

36. Schedule SSA Question (Dollar amounts??)

    By Guest Robert72, September 6, 2002
    • 0 replies
    • 1k views
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    • Guest
    • September 6, 2002

37. $100,000 Exemption for Multiple Plans

    By David MacLennan, September 16, 2003
    • 0 replies
    • 1k views
    • 
    • David MacLennan
    • September 16, 2003

38. Is it feasible to file Form 5500 soon after the year ends?

    By Peter Gulia, December 19, 2018
    • 6 replies
    • 1k views
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    • chc93
    • January 2, 2019

39. changing employer name that appears on form 945

    By maverick, December 22, 2004
    • 1 reply
    • 1k views
    • 
    • Earl
    • December 22, 2004

40. Attachment to Schedule A

    By Guest cynthiar, May 12, 2004
    • 2 replies
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • May 12, 2004

41. Large Plan now a small plan

    By Guest Rudy, September 17, 2003
    • 1 reply
    • 1k views
    • 
    • Harwood
    • September 17, 2003

42. Child Care - 5500 due

    By Guest jetfaninmn, May 9, 2006
    • 0 replies
    • 1k views
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    • Guest
    • May 9, 2006

43. Form 5500 - Terminating Solo 401(k)

    By Vlad401k, April 15, 2024
    • 5 replies
    • 1k views
    • 
    • ratherbereading
    • April 16, 2024

44. Loan reporting on accompanying schedules for Form 5500

    By Guest tcurtisashley, May 5, 2004
    • 0 replies
    • 1k views
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    • Guest
    • May 5, 2004

45. SF Asset vs SB Asset

    By retbenser, August 25, 2010
    • 2 replies
    • 1k views
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    • My 2 cents
    • September 2, 2010

46. How to report Sched A insurance contract coverage if different from plan year

    By Guest marciab, February 4, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • February 4, 2004

47. Schedule T

    By Guest pjg, June 23, 2003
    • 2 replies
    • 1k views
    • 
    • Tom Poje
    • June 23, 2003

48. 5500 (welfare plan) didn't need to be filed

    By TPApril, October 30, 2015   

    • can it be removed?
    • 2 replies
    • 1k views
    • 
    • Bill Presson
    • November 2, 2015

49. ESOP 409(n) issue

    By Guest gnappi, November 26, 2007
    • 1 reply
    • 1k views
    • 
    • BeckyMiller
    • December 12, 2007

50. 2011 Form 5500

    By Guest kim5500cpa, November 3, 2011
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • November 3, 2011