Form 5500

3,277 topics in this forum

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

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

2. 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

3. MTIA / Master Trust Investment Account Setup

   By 5500sorBust, May 31, 2023
   • 2 replies
   • 1k views
   • 
   • Bug on my window
   • June 2, 2023

4. Short Plan Year 5500 for 2023

   By bzorc, August 29, 2023
   • 2 replies
   • 1k views
   • 
   • bzorc
   • August 30, 2023

5. SF Asset vs SB Asset

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

6. ESOP 409(n) issue

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

7. Form 5500 Required

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

8. Schedule T

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

9. Loan reporting on accompanying schedules for Form 5500

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

10. Form 5500SF and Code 4R

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

11. Schedule A and Form 5500-SF or 5500?

    By Pammie57, August 31, 2015
    • 1 reply
    • 1k views
    • 
    • BG5150
    • August 31, 2015

12. Bond Question

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

13. Distributions returned - Sch I & Sch R

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

14. 2011 Form 5500

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

15. form 5500 filing guide

    By Guest mariecummiskey, July 29, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 29, 2003

16. Contributions Funded Through Forfeiture (Schedule I Question)

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

17. ft william

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

18. DFVC - quick question

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

19. 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

20. 5500-EZ

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

21. Minimum Funding Question on 5500 EZ

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

22. 5530 for what year?

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

23. File date for 5500's filed manually

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

24. Nonexempt transaction Party-in-interest

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

25. Abatement of $150,000 Late Filing Penalty

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

26. Relius Web Client Emails

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

27. Master Trust Form 5500 & Sch C

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

28. Extensions Not Scanned, right?

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

29. Schedule I Small Plan Reporting

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

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

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

31. 5500-ez

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

32. Small Plan Audit Question

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

33. 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

34. Schedule C Web-Cast or Workshop

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

35. Plan Year on 5500

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

36. Schedule R

    By Elizabeth Matthews, March 7, 2024
    • 1 reply
    • 1k views
    • 
    • Paul I
    • March 7, 2024

37. Wrap Plan for Section 125 Plan

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

38. Schedule C

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

39. Failure to file 5500 Welfare Medical Plan for failing to address refund allocations in SPD

    By Insurnacegirl555, March 22, 2024   

    • 5500
    • exemption
    • (and 5 more)

      Tagged with:

      • 5500
      • exemption
      • welfare benefit plan-5500?
      • welfare plans
      • welfare
      • 5500sf
      • 5500 - reporting of options
    • 3 replies
    • 1k views
    • 
    • Brian Gilmore
    • March 23, 2024

40. Missing 2008 5500

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

41. Insufficient Postage

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

42. 5500-EZ and Collectibles

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

43. New Plan, no assets

    By Chey1999, March 17, 2015
    • 3 replies
    • 1k views
    • 
    • My 2 cents
    • March 17, 2015

44. Participant

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

45. amending Form 5500-SF

    By thepensionmaven, November 1, 2019
    • 1 reply
    • 1k views
    • 
    • justanotheradmin
    • November 1, 2019

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

    By Lynn Campbell, August 23, 2004
    • 0 replies
    • 1k views
    • 
    • Lynn Campbell
    • August 23, 2004

47. 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

48. Schedule T for a cross tested plan

    By Guest revier, September 16, 2004
    • 2 replies
    • 1k views
    • 
    • jquazza
    • September 17, 2004

49. 5500

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

50. Sch C Question

    By Gilmore, May 30, 2003
    • 0 replies
    • 1k views
    • 
    • Gilmore
    • May 30, 2003