Form 5500

3,272 topics in this forum

1. Short Plan Year 5500 for 2023

   By bzorc, August 29, 2023
   • 2 replies
   • 995 views
   • 
   • bzorc
   • August 30, 2023

2. 401(a) Thrift Plan issues

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

3. Is Form 5500 required to be filed

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

4. 5530 for what year?

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

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

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

6. Plan assets over $100k

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

7. 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
   • 993 views
   • 
   • Peter Gulia
   • May 25, 2017

8. Changing plan, final report?

   By oriecat, September 14, 2004
   • 2 replies
   • 993 views
   • 
   • oriecat
   • September 14, 2004

9. Mortality Code For 94 GAR

   By Guest merlin, July 12, 2004
   • 0 replies
   • 993 views
   • 
   • Guest
   • July 12, 2004

10. amending Form 5500-SF

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

11. DFVCP Filing for Pre-1999 years

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

12. Schedule T for a cross tested plan

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

13. Late penalty question

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

14. 5500 timely filed for 2008 plan year on paper

    By DPL, July 19, 2010
    • 3 replies
    • 991 views
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    • DPL
    • July 19, 2010

15. multiple employer plan

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

16. Schedule A

    By Guest ak, March 29, 2007
    • 0 replies
    • 991 views
    • 
    • Guest
    • March 29, 2007

17. Final 5500

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

18. Filing Deadline

    By wmyer, January 9, 2003
    • 0 replies
    • 991 views
    • 
    • wmyer
    • January 9, 2003

19. MTIA / Master Trust Investment Account Setup

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

20. 8955-SSA Filing Software

    By WhatsESUP, July 7, 2017   

    • 8955
    • ssa
    • (and 1 more)

      Tagged with:

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

21. IRS Letter regarding filing 5500 EZ or 5500 SF

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

22. MEP's

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

23. Large Plan Filing - audit requirements

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

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

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

25. late 5500EZ filer

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

26. Wrap-Around Plan

    By Guest AEA, July 23, 2003
    • 0 replies
    • 987 views
    • 
    • Guest
    • July 23, 2003

27. Entering the Schedule SB

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

28. Schedule H - 5% Transaction Reporting

    By mming, August 21, 2015
    • 0 replies
    • 987 views
    • 
    • mming
    • August 21, 2015

29. Form 5500SF and Code 4R

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

30. company leaving MEP

    By Earl, June 10, 2015   

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

31. Form 8955-SSA

    By CLE401kGuy, October 28, 2011
    • 1 reply
    • 986 views
    • 
    • shERPA
    • October 28, 2011

32. Unreported Insurance Account

    By Guest rachd, May 27, 2003
    • 0 replies
    • 986 views
    • 
    • Guest
    • May 27, 2003

33. Insurance policies and the premium payments on 5500

    By Alex Daisy, June 21, 2016
    • 2 replies
    • 985 views
    • 
    • Alex Daisy
    • June 21, 2016

34. 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
    • 985 views
    • 
    • gle3186
    • June 26, 2004

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

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

36. Plan terminations...

    By Guest RONNIE WASEL, October 31, 2003
    • 1 reply
    • 984 views
    • 
    • WDIK
    • October 31, 2003

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

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

38. Switch to 5500-EZ

    By 415 Limit, June 28, 2010
    • 0 replies
    • 983 views
    • 
    • 415 Limit
    • June 28, 2010

39. Sch C Question

    By Gilmore, May 30, 2003
    • 0 replies
    • 982 views
    • 
    • Gilmore
    • May 30, 2003

40. Schedule D filing

    By Dazednconfused, September 8, 2011
    • 1 reply
    • 982 views
    • 
    • Guest
    • October 2, 2011

41. Hurricane Florence 5500 Extension

    By L_Ann_F, September 20, 2018   

    • hurricane
    • extension
    • (and 1 more)

      Tagged with:

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

42. Form 5500 - Schedule T Using prior year coverage data in case of merger/acquisition

    By MarZDoates, October 13, 2003
    • 1 reply
    • 981 views
    • 
    • MarZDoates
    • October 13, 2003

43. 8955-SSA

    By bevfair, November 1, 2011
    • 1 reply
    • 980 views
    • 
    • Guest
    • November 1, 2011

44. Plan Characteristic Codes

    By jkharvey, June 28, 2011
    • 0 replies
    • 979 views
    • 
    • jkharvey
    • June 28, 2011

45. Form 5500

    By Guest mmc, August 9, 2011
    • 0 replies
    • 979 views
    • 
    • Guest
    • August 9, 2011

46. EFAST3 / Revised 5500

    By austin3515, May 11, 2016
    • 0 replies
    • 979 views
    • 
    • austin3515
    • May 11, 2016

47. Welfare Plan Form 5500 - Final

    By bzorc, June 6, 2016
    • 2 replies
    • 977 views
    • 
    • bzorc
    • June 7, 2016

48. Uninsured Health Spending Accounts

    By Guest PJDay, July 16, 2009
    • 1 reply
    • 976 views
    • 
    • pr2222
    • July 19, 2009

49. LLC 5500EZ?

    By SSRRS, December 19, 2021
    • 5 replies
    • 976 views
    • 
    • SSRRS
    • January 10, 2022

50. Extension filed for first year but no 5500 requirement

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