Form 5500

3,277 topics in this forum

1. Schedule SSA question

   By BG5150, July 21, 2011
   • 1 reply
   • 1.1k views
   • 
   • Andy the Actuary
   • July 21, 2011

2. Schedule R question

   By Guest basilb, August 7, 2006
   • 1 reply
   • 1.5k views
   • 
   • WDIK
   • August 8, 2006

3. Can one report a plan on an accrual basis while one reports a 1040 on a cash basis?

   By Guest Enda80, April 7, 2008
   • 1 reply
   • 1.8k views
   • 
   • Mike Preston
   • April 7, 2008

4. 5500 filing - plan with employer securities

   By hunter001, July 16, 2013
   • 1 reply
   • 1.4k views
   • 
   • BG5150
   • July 16, 2013

5. Schedule A - Part III

   By Guest rreisner@mcwane.com, October 1, 2007
   • 1 reply
   • 2.6k views
   • 
   • Guest
   • October 2, 2007

6. 5500 Schedule H Short Year Audit Requirements

   By BTH, September 24, 2024
   • 1 reply
   • 496 views
   • 
   • Bill Presson
   • September 24, 2024

7. PWBA request for more information

   By Guest Barge Girl, August 21, 2002
   • 1 reply
   • 1.2k views
   • 
   • KJohnson
   • August 21, 2002

8. 5500-EZ to 5500-SF

   By thepensionmaven, October 13, 2013
   • 1 reply
   • 1.3k views
   • 
   • Flyboyjohn
   • October 13, 2013

9. Same Three-Digit Plan Number for two different Plans of a Sponsor

   By Rena Breeding, May 1, 2020
   • 1 reply
   • 901 views
   • 
   • Kristina
   • May 4, 2020

10. Filing An Extension - Change of Employer

    By Guest Peter Riggins, July 26, 2001
    • 1 reply
    • 1.7k views
    • 
    • RCK
    • July 26, 2001

11. Schedule A - "Additional compensation paid"

    By Lori Friedman, August 31, 2005
    • 1 reply
    • 2k views
    • 
    • WDIK
    • August 31, 2005

12. Amended Filing Needs Schedule P

    By Jean, August 5, 2010
    • 1 reply
    • 1.3k views
    • 
    • JohnCheek
    • August 12, 2010

13. Plan Term. 5500 on extension?

    By Guest CCarter, February 4, 2003
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • February 4, 2003

14. Form 5500-EZ loan disclosure

    By Guest jaf036, September 6, 2006
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • September 6, 2006

15. First Year of a DB Plan

    By Archimage, May 20, 2004
    • 1 reply
    • 955 views
    • 
    • rcline46
    • May 20, 2004

16. CD's and checking accounts not qualified plan assets?

    By AlbanyConsultant, October 19, 2005
    • 1 reply
    • 2.2k views
    • 
    • Bird
    • October 19, 2005

17. Schedule H Requirement for Wrap Plan

    By 401 Chaos, September 25, 2009
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • October 5, 2009

18. Schedule C Codes, oh my!

    By austin3515, October 4, 2010
    • 1 reply
    • 1.2k views
    • 
    • Laura Harrington
    • October 4, 2010

19. DOL Non-filer Notice

    By Insurnacegirl555, November 22, 2023
    • 1 reply
    • 848 views
    • 
    • Luke Bailey
    • November 27, 2023

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

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

21. one person..two plans first filing year only one plan funded

    By Draper55, September 25, 2024
    • 1 reply
    • 525 views
    • 
    • C. B. Zeller
    • September 25, 2024

22. Voluntary Alternative Reporting Option

    By jukeboy56, January 8, 2009
    • 1 reply
    • 1.3k views
    • 
    • BG5150
    • January 8, 2009

23. Plan assets over $100k

    By Guest taxmanrog, August 5, 2010
    • 1 reply
    • 1k views
    • 
    • Bird
    • August 6, 2010

24. Reportable Transactions

    By Guest Rebel TPA, May 13, 2011
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 20, 2011

25. Form 5500 Schedule A

    By Guest Annette Leerhoff, September 28, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • October 2, 2011

26. EFAST 5500 and the Schedule P

    By Guest PAINPA, May 28, 2003
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • June 2, 2003

27. Unnecessary H&W 5500s

    By Griswold, September 22, 2023
    • 1 reply
    • 717 views
    • 
    • Luke Bailey
    • September 26, 2023

28. How should 5500 be completed when a correction is pending?

    By John A, September 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • September 28, 2001

29. Merging a MPP plan into a PS plan; what must you do? I know that spousal consent issues come, still attached to the funds that derived from the money

    By Guest Enda80, April 8, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • April 8, 2008

30. uncashed checks

    By Chippy, June 20, 2011
    • 1 reply
    • 1.6k views
    • 
    • BG5150
    • June 20, 2011

31. Late 5500 - IRS and DOL penalties

    By t.haley, July 3, 2012
    • 1 reply
    • 2.4k views
    • 
    • ETA Consulting LLC
    • July 3, 2012

32. Retroactively adopted DB plan filing 5500-SF

    By dougmal, July 24, 2023
    • 1 reply
    • 527 views
    • 
    • John Feldt ERPA CPC QPA
    • July 24, 2023

33. Master Trust vs Commingled Trust

    By TPATC, July 27, 2001
    • 1 reply
    • 3.5k views
    • 
    • Guest
    • July 31, 2001

34. 5330 paid preparer

    By Guest bernie lomax, August 4, 2009
    • 1 reply
    • 2k views
    • 
    • Bill Presson
    • August 4, 2009

35. 2023 Form 5500-SF Questions 14a - IRS Compliance Questions

    By TN CPA, January 30, 2024
    • 1 reply
    • 2.3k views
    • 
    • RatherBeGolfing
    • January 30, 2024

36. collectively bargained plan

    By eilano, July 10, 2002
    • 1 reply
    • 1.7k views
    • 
    • JohnCheek
    • July 19, 2002

37. Group Health/Dental Insurance

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

38. EFAST2 Credentials

    By Guest MrsJones, August 5, 2010
    • 1 reply
    • 1.4k views
    • 
    • Bill Presson
    • August 5, 2010

39. Prohibited Transactions

    By JCK535, October 22, 2015
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • October 23, 2015

40. Any such thing as "plain English" definitions of the various

    By John A, January 17, 2001
    • 1 reply
    • 24.5k views
    • 
    • Kristina
    • January 17, 2001

41. Can you withdraw both insurance costs and premiums paid tax free from

    By Guest david e. g. roberts, March 15, 2001
    • 1 reply
    • 1.4k views
    • 
    • Cathy from Chicago
    • March 24, 2001

42. How cumbersome is Electronic filing of the 5500?

    By Guest cohenron, May 22, 2001
    • 1 reply
    • 1.5k views
    • 
    • Kristina
    • May 22, 2001

43. 5500 filing

    By Guest Happy, October 22, 2008
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • October 22, 2008

44. 2011 Form 5500

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

45. Welfare Plan Codes

    By Guest ANNEBV, July 9, 2001
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • July 10, 2001

46. Large Plan Filing - audit requirements

    By Guest nps, October 21, 2003
    • 1 reply
    • 1k views
    • 
    • WDIK
    • October 21, 2003

47. New Wrap Plan that includes 3 former seperate plans

    By Guest KAHarshman, May 8, 2008
    • 1 reply
    • 2.1k views
    • 
    • J Simmons
    • May 8, 2008

48. Actual Return on Plan Assets

    By Andy the Actuary, September 6, 2010
    • 1 reply
    • 1.1k views
    • 
    • My 2 cents
    • September 7, 2010

49. Fidelity bonds-required?

    By Guest A. Rostosky, August 23, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 23, 2000

50. Late filing of 5500-EZ plus over-contribution to Keogh MPPP

    By Guest retiree, January 4, 2005
    • 1 reply
    • 1.9k views
    • 
    • WDIK
    • January 5, 2005