Form 5500

3,272 topics in this forum

1. Minimum Funding Question on 5500 EZ

   By MarZDoates, March 31, 2015
   • 3 replies
   • 1k views
   • 
   • MarZDoates
   • March 31, 2015

2. ESOP 409(n) issue

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

3. 2011 Form 5500

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

4. Sole Proprietor has no EIN for 5500ez

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

5. Bond Question

   By bzorc, June 29, 2004
   • 0 replies
   • 1k views
   • 
   • bzorc
   • June 29, 2004

6. ft william

   By pmacduff, February 4, 2011
   • 0 replies
   • 1k views
   • 
   • pmacduff
   • February 4, 2011

7. Relius Web Client Emails

   By Guest xo85xo, July 26, 2010
   • 1 reply
   • 1k views
   • 
   • TPAMan
   • July 26, 2010

8. Form 5500 Required

   By Guest cease, July 31, 2003
   • 1 reply
   • 1k views
   • 
   • Guest
   • July 31, 2003

9. Contributions Funded Through Forfeiture (Schedule I Question)

   By Stash026, April 7, 2015
   • 1 reply
   • 1k views
   • 
   • david rigby
   • April 7, 2015

10. Schedule SSA of 5500

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

11. Distributions returned - Sch I & Sch R

    By Guest crosseyedtester, November 18, 2004
    • 3 replies
    • 1k views
    • 
    • Bird
    • November 19, 2004

12. Relius Gov't Forms - "filing for plan year"

    By Dinosaur, October 20, 2010
    • 2 replies
    • 1k views
    • 
    • austin3515
    • October 20, 2010

13. 5500-EZ

    By Belgarath, May 11, 2010
    • 2 replies
    • 1k views
    • 
    • Belgarath
    • May 12, 2010

14. File date for 5500's filed manually

    By TPApril, June 22, 2012
    • 1 reply
    • 1k views
    • 
    • Bill Presson
    • June 23, 2012

15. Nonexempt transaction Party-in-interest

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

16. Reporting PS Contribution on Sched. I and 5500

    By Guest BarryK, May 13, 2004
    • 3 replies
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • May 13, 2004

17. Extensions Not Scanned, right?

    By austin3515, April 27, 2011
    • 2 replies
    • 1k views
    • 
    • mwyatt
    • May 2, 2011

18. Extending by means of Automatic Extension

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

19. DFVC - quick question

    By Guest m.n.ouellette, September 17, 2010
    • 2 replies
    • 1k views
    • 
    • Tom Poje
    • September 17, 2010

20. Schedule C

    By Guest JMN, August 17, 2011
    • 1 reply
    • 1k views
    • 
    • Guest
    • October 2, 2011

21. Plan sponsor is also the custodian. Is the plan required to be audited?

    By Trisports, April 27, 2021
    • 2 replies
    • 1k views
    • 
    • Peter Gulia
    • April 27, 2021

22. Master Trust Form 5500 & Sch C

    By alexa, October 13, 2008
    • 1 reply
    • 1k views
    • 
    • JanetM
    • October 15, 2008

23. Small Plan Audit Question

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

24. DFVC

    By thepensionmaven, August 6
    • 4 replies
    • 1k views
    • 
    • justanotheradmin
    • August 7

25. Wrap Plan for Section 125 Plan

    By Guest ESOPADMIN, September 2, 2014
    • 1 reply
    • 1k views
    • 
    • Flyboyjohn
    • September 2, 2014

26. Schedule C Web-Cast or Workshop

    By blue, March 29, 2010
    • 1 reply
    • 1k views
    • 
    • Jim Chad
    • March 31, 2010

27. Abatement of $150,000 Late Filing Penalty

    By austin3515, September 26, 2023
    • 3 replies
    • 1k views
    • 
    • RatherBeGolfing
    • September 27, 2023

28. Plan Year on 5500

    By oriecat, March 20, 2003
    • 1 reply
    • 1k views
    • 
    • E as in ERISA
    • March 20, 2003

29. Missing 2008 5500

    By Guest TomV, August 19, 2010
    • 3 replies
    • 1k views
    • 
    • PainPA
    • August 19, 2010

30. 5500-EZ and Collectibles

    By KateSmithPA, September 26, 2012
    • 2 replies
    • 1k views
    • 
    • masteff
    • September 26, 2012

31. 5500-ez

    By abanky, March 6, 2003
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • March 6, 2003

32. 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

33. Schedule I Small Plan Reporting

    By Guest mhmarino, October 11, 2011
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • October 12, 2011

34. 5500

    By Guest tina.jordan@altigro.com, May 24, 2012
    • 1 reply
    • 1k views
    • 
    • Kevin C
    • May 25, 2012

35. Insufficient Postage

    By Guest pjg, July 24, 2003
    • 1 reply
    • 1k views
    • 
    • Earl
    • July 24, 2003

36. Do I need to include this contract on the Schedule A?

    By Guest BMA, October 15, 2013
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 15, 2013

37. Participant

    By Guest Rutager, December 15, 2008
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 15, 2008

38. MTIA / Master Trust Investment Account Setup

    By 5500sorBust, May 31, 2023
    • 2 replies
    • 998 views
    • 
    • Bug on my window
    • June 2, 2023

39. Sch H, Line 2i(2) -- Particpant Distribution Fee?

    By Jean, January 23, 2004
    • 0 replies
    • 998 views
    • 
    • Jean
    • January 23, 2004

40. 401(a) Thrift Plan issues

    By bzorc, April 18, 2023
    • 4 replies
    • 998 views
    • 
    • CuseFan
    • April 19, 2023

41. Online payment for DFVC?

    By Guest erisamelissa, May 4, 2009
    • 0 replies
    • 998 views
    • 
    • Guest
    • May 4, 2009

42. 1996 Form 5500

    By Guest cease, September 5, 2003
    • 3 replies
    • 998 views
    • 
    • Harwood
    • September 5, 2003

43. When filing amended 5500 Form OK to switch to 5500-EZ if eligible?

    By Lynn Campbell, August 23, 2004
    • 0 replies
    • 998 views
    • 
    • Lynn Campbell
    • August 23, 2004

44. New Plan, no assets

    By Chey1999, March 17, 2015
    • 3 replies
    • 998 views
    • 
    • My 2 cents
    • March 17, 2015

45. Small Plan Audit - Insurance Co Wants Audit

    By Guest S Boutwell, December 11, 2008
    • 2 replies
    • 998 views
    • 
    • Guest
    • December 12, 2008

46. Form 5500 for employee severance plan

    By holdco, June 6, 2012
    • 0 replies
    • 997 views
    • 
    • holdco
    • June 6, 2012

47. One Person Plan - Problem with Filing!

    By Guest m.n.ouellette, July 2, 2010
    • 0 replies
    • 997 views
    • 
    • Guest
    • July 2, 2010

48. Form 5500 filed for governmental 403(b) when not required

    By Belgarath, January 26, 2012
    • 0 replies
    • 997 views
    • 
    • Belgarath
    • January 26, 2012

49. Form 5500 Schedule A

    By Guest Annette Leerhoff, May 30, 2012
    • 0 replies
    • 996 views
    • 
    • Guest
    • May 30, 2012

50. 5530 for what year?

    By BG5150, February 28, 2020
    • 1 reply
    • 996 views
    • 
    • justanotheradmin
    • February 29, 2020