Form 5500

3,277 topics in this forum

1. 8955-SSA - No one for 2009

   By austin3515, September 6, 2011
   • 5 replies
   • 1.1k views
   • 
   • austin3515
   • September 6, 2011

2. EFast filing and large SSA

   By RCK, September 15, 2009
   • 1 reply
   • 1.1k views
   • 
   • david rigby
   • September 15, 2009

3. IRS Pre-Announcement of 5500EZ New Late Filer Program

   By David MacLennan, September 21, 2011
   • 1 reply
   • 1.1k views
   • 
   • Bird
   • September 22, 2011

4. Form 5500 Bulk Signing

   By pr2222, June 3, 2019
   • 8 replies
   • 1.1k views
   • 
   • RatherBeGolfing
   • June 3, 2019

5. Is a 5500 required?

   By Guest QKAcked Up, September 1, 2004
   • 1 reply
   • 1.1k views
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   • Guest
   • September 1, 2004

6. Schedule R- MP Plan

   By Guest rachd, July 17, 2003
   • 1 reply
   • 1.1k views
   • 
   • Lynn Campbell
   • July 17, 2003

7. Does Sch SSA have to be given to participants when employer goes out of business?

   By Guest Moe Howard2, June 4, 2004
   • 4 replies
   • 1.1k views
   • 
   • Guest
   • June 5, 2004

8. EFAST2

   By 415 Limit, July 9, 2010
   • 2 replies
   • 1.1k views
   • 
   • 415 Limit
   • July 9, 2010

9. 2011 Form 5500

   By chc93, September 22, 2011
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • September 23, 2011

10. Late Large filer Form 5500

    By cpc0506, October 18, 2016
    • 6 replies
    • 1.1k views
    • 
    • BG5150
    • October 19, 2016

11. H&W Final Form 5500

    By ERISA-SOS, March 12, 2019
    • 2 replies
    • 1.1k views
    • 
    • ERISA-SOS
    • March 28, 2019

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

    By Guest marciab, February 4, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • February 4, 2004

13. Schedule H - Reporting of Uninvested Cash Balances

    By pitkofsky, December 30, 2016
    • 0 replies
    • 1.1k views
    • 
    • pitkofsky
    • December 30, 2016

14. 5500-SF (with loans from 2008)

    By PainPA, August 19, 2010
    • 3 replies
    • 1.1k views
    • 
    • PainPA
    • August 19, 2010

15. Incorrect Plan Year End

    By Dazednconfused, October 17, 2011
    • 0 replies
    • 1.1k views
    • 
    • Dazednconfused
    • October 17, 2011

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

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

17. Nationwide's Innovator Fund

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

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

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

19. Form 5500

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

20. Incorrect Plan Year End

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

21. Schedule SSA

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

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

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

23. Multiple employers

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

24. Late employee contributions question

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

25. amended 5500 - employer/sponsor recently moved

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

26. 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
    • 
    • Lou S.
    • September 30, 2013

27. Schedule I and Insurance Premiums

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

28. Schedule C - Question 2 (c)

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

29. controlled group delinquent 5500 and penalty

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

30. 2011 Form 5500-EZ released

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

31. Reporting Brokerage Commissions on Schedule H

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

32. Schedule C or Schedule A

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

33. Extending by means of Automatic Extension

    By TPApril, September 2, 2022
    • 6 replies
    • 1k views
    • 
    • CuseFan
    • September 7, 2022

34. Audit For New Plan

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

35. Attachment to Schedule A

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

36. IRS Letter regarding filing 5500 EZ or 5500 SF

    By Pam S., December 15, 2020
    • 3 replies
    • 1k views
    • 
    • JanetJ
    • February 23, 2021

37. Form 5500 for Welfare Benefit Plans

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

38. How does a small plan filer upload a .pdf attachment of financial statements?

    By Peter Gulia, January 30, 2017   

    • form 5500; schedule i; attachment; efast2
    • 9 replies
    • 1k views
    • 
    • Peter Gulia
    • January 31, 2017

39. changing employer name that appears on form 945

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

40. Group Health/Dental Insurance

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

41. Benefits Payments / Loan Defaults

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

42. Schedule SSA of 5500

    By gle3186, June 30, 2003
    • 0 replies
    • 1k views
    • 
    • gle3186
    • June 30, 2003

43. 5500 Late Filing

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

44. Sole Proprietor has no EIN for 5500ez

    By kwalified, May 29, 2015
    • 3 replies
    • 1k views
    • 
    • Bill Presson
    • June 2, 2015

45. Child Care - 5500 due

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

46. Schedule SSA Question (Dollar amounts??)

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

47. Schedule T - Question #4

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

48. Form 5500 - Invested 100% in one fund

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

49. Large Plan now a small plan

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

50. $100,000 Exemption for Multiple Plans

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