Form 5500

3,277 topics in this forum

1. Client mailed 2019 5500 instead of filing through EFAST - now what?

   By t.haley, July 21, 2020
   • 4 replies
   • 1k views
   • 
   • imchipbrown
   • July 24, 2020

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

   By Belgarath, January 26, 2012
   • 0 replies
   • 1k views
   • 
   • Belgarath
   • January 26, 2012

3. Form 5500 for employee severance plan

   By holdco, June 6, 2012
   • 0 replies
   • 1k views
   • 
   • holdco
   • June 6, 2012

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

   By Jean, January 23, 2004
   • 0 replies
   • 1k views
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   • Jean
   • January 23, 2004

5. Online payment for DFVC?

   By Guest erisamelissa, May 4, 2009
   • 0 replies
   • 1k views
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   • Guest
   • May 4, 2009

6. Schedule T for a cross tested plan

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

7. Small Plan Audit - Insurance Co Wants Audit

   By Guest S Boutwell, December 11, 2008
   • 2 replies
   • 1k views
   • 
   • Guest
   • December 12, 2008

8. Looking to terminate plan cannot find record of 5500 filings

   By Brian Murphy, August 31, 2022
   • 11 replies
   • 1k views
   • 
   • Belgarath
   • September 1, 2022

9. 8955-SSA Filing Software

   By WhatsESUP, July 7, 2017   

   • 8955
   • ssa
   • (and 1 more)

     Tagged with:

     • 8955
     • ssa
     • software
   • 3 replies
   • 1k views
   • 
   • Kevin C
   • July 10, 2017

10. Late penalty question

    By soosil, December 13, 2016
    • 5 replies
    • 1k views
    • 
    • Tom Poje
    • December 15, 2016

11. Is Form 5500 required to be filed

    By jala, July 13, 2011
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • July 13, 2011

12. One Person Plan - Problem with Filing!

    By Guest m.n.ouellette, July 2, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 2, 2010

13. 866-GOEFAST No longer for EFAST 1 Paper Filings

    By Guest BenFolds, July 2, 2010
    • 1 reply
    • 1k views
    • 
    • Guest
    • July 6, 2010

14. 1996 Form 5500

    By Guest cease, September 5, 2003
    • 3 replies
    • 1k views
    • 
    • Harwood
    • September 5, 2003

15. Counting participants when there's a prevailing wage contribution

    By Flyboyjohn, May 25, 2017   

    • 5500
    • plan audits
    • (and 1 more)

      Tagged with:

      • 5500
      • plan audits
      • prevailing wage
    • 2 replies
    • 1k views
    • 
    • Peter Gulia
    • May 25, 2017

16. Valuing an Insurance Policy

    By BG5150, July 21, 2016
    • 5 replies
    • 1k views
    • 
    • My 2 cents
    • July 21, 2016

17. Can separate welfare plans file one Form 5500?

    By Guest benefitsdude6, May 20, 2004
    • 2 replies
    • 1k views
    • 
    • Guest
    • May 21, 2004

18. Plan Administrator signed 5500 form electronically

    By Belgarath, March 27, 2020
    • 2 replies
    • 1k views
    • 
    • Belgarath
    • March 30, 2020

19. Hurricane Florence 5500 Extension

    By L_Ann_F, September 20, 2018   

    • hurricane
    • extension
    • (and 1 more)

      Tagged with:

      • hurricane
      • extension
      • florence
    • 4 replies
    • 1k views
    • 
    • L_Ann_F
    • September 20, 2018

20. Form 5500 Schedule A

    By Guest Annette Leerhoff, May 30, 2012
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 30, 2012

21. multiple employer plan

    By blue, November 15, 2010
    • 1 reply
    • 1k views
    • 
    • rcline46
    • November 15, 2010

22. Filing Deadline

    By wmyer, January 9, 2003
    • 0 replies
    • 1k views
    • 
    • wmyer
    • January 9, 2003

23. DFVCP Filing for Pre-1999 years

    By trumpy43560, August 16, 2016
    • 2 replies
    • 1k views
    • 
    • Flyboyjohn
    • August 17, 2016

24. Auditor's Report in 1st Plan year?

    By Guest IRISH79, February 27, 2007
    • 1 reply
    • 1k views
    • 
    • WDIK
    • February 27, 2007

25. Switch to 5500-EZ

    By 415 Limit, June 28, 2010
    • 0 replies
    • 1k views
    • 
    • 415 Limit
    • June 28, 2010

26. Amending a 5500 for a plan year ending 6/30/2001 and 6/30/2002

    By Guest jazmyn, April 29, 2004
    • 2 replies
    • 1k views
    • 
    • Guest
    • May 6, 2004

27. Plan Characteristic Codes

    By jkharvey, June 28, 2011
    • 0 replies
    • 1k views
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    • jkharvey
    • June 28, 2011

28. 5500 timely filed for 2008 plan year on paper

    By DPL, July 19, 2010
    • 3 replies
    • 1k views
    • 
    • DPL
    • July 19, 2010

29. late 5500EZ filer

    By HarleyBabe, November 12, 2010
    • 1 reply
    • 1k views
    • 
    • 12AX7
    • November 23, 2010

30. Significant Deficiency

    By Chaz, July 11, 2024
    • 2 replies
    • 1k views
    • 
    • Chaz
    • July 11, 2024

31. Changing plan, final report?

    By oriecat, September 14, 2004
    • 2 replies
    • 1k views
    • 
    • oriecat
    • September 14, 2004

32. Plan assets over $100k

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

33. 5500 fa

    By Insurnacegirl555, April 3, 2022
    • 9 replies
    • 1k views
    • 
    • Luke Bailey
    • April 23, 2022

34. Schedule A

    By Guest ak, March 29, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 29, 2007

35. Bond for non-qualfying assets--capped at $500k?

    By BG5150, January 11, 2022
    • 7 replies
    • 1k views
    • 
    • Belgarath
    • January 12, 2022

36. Schedule H - 5% Transaction Reporting

    By mming, August 21, 2015
    • 0 replies
    • 1k views
    • 
    • mming
    • August 21, 2015

37. Final 5500

    By k man, May 27, 2003
    • 1 reply
    • 1k views
    • 
    • Lynn Campbell
    • May 27, 2003

38. Mortality Code For 94 GAR

    By Guest merlin, July 12, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 12, 2004

39. Welfare plan merger @ eoy - how to file final 5500

    By TPApril, July 17, 2017
    • 1 reply
    • 1k views
    • 
    • david rigby
    • July 17, 2017

40. Insurance policies and the premium payments on 5500

    By Alex Daisy, June 21, 2016
    • 2 replies
    • 1k views
    • 
    • Alex Daisy
    • June 21, 2016

41. company leaving MEP

    By Earl, June 10, 2015   

    • first 5500?
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • June 10, 2015

42. Wrap-Around Plan

    By Guest AEA, July 23, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 23, 2003

43. Unreported Insurance Account

    By Guest rachd, May 27, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 27, 2003

44. Large Plan Filing - audit requirements

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

45. Extension filed for first year but no 5500 requirement

    By Trisports, August 29, 2019
    • 1 reply
    • 998 views
    • 
    • chc93
    • August 29, 2019

46. Can a non-US citizen sign the 5500?

    By AlbanyConsultant, October 7, 2025
    • 9 replies
    • 998 views
    • 
    • AlbanyConsultant
    • October 9, 2025

47. Schedule SSA--in a db plan scenario, how should (or should they) the beneficiaries of deceased participants be reported?

    By gle3186, June 26, 2004
    • 0 replies
    • 997 views
    • 
    • gle3186
    • June 26, 2004

48. Entering the Schedule SB

    By Guest Mongee, July 1, 2010
    • 1 reply
    • 997 views
    • 
    • FAPInJax
    • July 8, 2010

49. Is the 2017 Form 5500 Available?

    By 5500Nerd, November 16, 2017   

    • 2017 form 5500
    • 2 replies
    • 997 views
    • 
    • Lois Baker
    • November 21, 2017

50. MEP's

    By Belgarath, July 27, 2016
    • 4 replies
    • 997 views
    • 
    • Belgarath
    • July 28, 2016