Form 5500

3,272 topics in this forum

1. Relius 2010 forms

   By Guest JPIngold, July 7, 2010
   • 1 reply
   • 976 views
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   • EBDI
   • July 7, 2010

2. Plan Administrator signed 5500 form electronically

   By Belgarath, March 27, 2020
   • 2 replies
   • 976 views
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   • Belgarath
   • March 30, 2020

3. Delinquent filer program

   By Guest Salvador A Mander, November 8, 2011
   • 0 replies
   • 975 views
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   • Guest
   • November 8, 2011

4. Schedule C

   By Guest carsonv, August 5, 2003
   • 2 replies
   • 974 views
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   • Guest
   • August 19, 2003

5. Ineligible employees allowed to participate in error

   By jpokusa, January 28, 2014
   • 3 replies
   • 974 views
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   • ESOP Guy
   • January 28, 2014

6. Schedule C Eligible Indirect Disclosures

   By austin3515, August 10, 2010
   • 0 replies
   • 973 views
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   • austin3515
   • August 10, 2010

7. prelim 5500 for 2011 released

   By Tom Poje, December 21, 2011
   • 0 replies
   • 973 views
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   • Tom Poje
   • December 21, 2011

8. Form 5500-EZ late filings

   By Guest bernverd, September 20, 2011
   • 1 reply
   • 972 views
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   • 12AX7
   • September 22, 2011

9. 2008 Form 5500 paper filing

   By Dazednconfused, October 15, 2010
   • 1 reply
   • 970 views
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   • Bird
   • October 15, 2010

10. Duplicate Filings

    By austin3515, November 5, 2017
    • 2 replies
    • 970 views
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    • goldtpa
    • November 7, 2017

11. Is the 2017 Form 5500 Available?

    By 5500Nerd, November 16, 2017   

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

12. EZ Eligible?

    By Basically, January 20, 2022
    • 4 replies
    • 969 views
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    • Peter Gulia
    • January 21, 2022

13. 5500 EZ Ft. William

    By coleboy, May 19, 2021
    • 7 replies
    • 969 views
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    • coleboy
    • May 28, 2021

14. Multiemployer signatures

    By Guest Dell, October 5, 2010
    • 0 replies
    • 969 views
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    • Guest
    • October 5, 2010

15. Former Multiple Employer Plan

    By Guest KMP, June 18, 2004
    • 0 replies
    • 969 views
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    • Guest
    • June 18, 2004

16. EFAST or Mail - 2007 & 2008 Amended 5500's

    By David, July 7, 2010
    • 1 reply
    • 968 views
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    • Belgarath
    • July 7, 2010

17. incorrect EIN for years

    By DMcGovern, March 30, 2011
    • 0 replies
    • 966 views
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    • DMcGovern
    • March 30, 2011

18. money purchase plan and 1st 5500

    By JKW, October 6, 2015
    • 7 replies
    • 966 views
    • 
    • ESOP Guy
    • October 6, 2015

19. Can DFVC be elected on an amended 5500?

    By Flyboyjohn, November 25, 2022
    • 2 replies
    • 965 views
    • 
    • thepensionmaven
    • December 29, 2022

20. Schedule P

    By Guest nps, June 5, 2003
    • 1 reply
    • 965 views
    • 
    • WDIK
    • June 5, 2003

21. Late Filing Penalties under new system

    By Guest dbvail, March 25, 2010
    • 0 replies
    • 963 views
    • 
    • Guest
    • March 25, 2010

22. Finge Benefit Plan Count

    By Guest cease, August 25, 2003
    • 0 replies
    • 963 views
    • 
    • Guest
    • August 25, 2003

23. Schedule A not filed- Info not complete

    By Guest rachd, July 25, 2003
    • 2 replies
    • 963 views
    • 
    • BFree
    • July 28, 2003

24. 5500 transmission of filing, filing stopped error

    By doombuggy, July 21, 2011
    • 1 reply
    • 963 views
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    • ESOP Guy
    • July 21, 2011

25. Quarterly Contribution Silliness

    By Andy the Actuary, June 8, 2010
    • 0 replies
    • 961 views
    • 
    • Andy the Actuary
    • June 8, 2010

26. New Plan Audit Requirement for Large Plan status

    By Pammie57, September 4, 2015
    • 3 replies
    • 961 views
    • 
    • Pammie57
    • September 4, 2015

27. 5500 fa

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

28. ESOP & Schedule A

    By Guest SuzieQNEC, October 1, 2009
    • 1 reply
    • 960 views
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    • PensionPro
    • October 1, 2009

29. Schedule A - fail to provide any information checkbox

    By TPApril, December 24, 2013
    • 4 replies
    • 960 views
    • 
    • TPApril
    • December 26, 2013

30. Schedule R

    By Guest Jstriley, June 22, 2011
    • 1 reply
    • 960 views
    • 
    • Andy the Actuary
    • June 22, 2011

31. Schedule T

    By MBCarey, June 17, 2003
    • 1 reply
    • 960 views
    • 
    • Guest
    • June 17, 2003

32. Spin Off Plan 5500 EIN

    By JulieAG, September 11, 2015
    • 0 replies
    • 960 views
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    • JulieAG
    • September 11, 2015

33. Form 5500 and asset sale

    By Guest JDL, March 12, 2003
    • 1 reply
    • 959 views
    • 
    • RCK
    • March 12, 2003

34. Form 8955 Deliquent filing

    By Tom, December 13, 2017
    • 2 replies
    • 958 views
    • 
    • Kristina
    • December 14, 2017

35. ft william

    By goldtpa, September 23, 2010
    • 1 reply
    • 958 views
    • 
    • Mike Preston
    • September 23, 2010

36. Schedule G

    By Guest Guesty McGuesterson, June 23, 2011
    • 0 replies
    • 958 views
    • 
    • Guest
    • June 23, 2011

37. FAB 2009-02 clarification

    By Santo Gold, July 28, 2010
    • 0 replies
    • 957 views
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    • Santo Gold
    • July 28, 2010

38. Late 2010 Form 5500 filing notices

    By chc93, February 16, 2012
    • 1 reply
    • 956 views
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    • K2retire
    • February 16, 2012

39. 8955-SSA, Part I

    By Guest Annette Leerhoff, October 19, 2011
    • 1 reply
    • 956 views
    • 
    • Bird
    • October 19, 2011

40. Wrap 5500 different numbers benefitting under different coverages

    By Nancy D, March 2, 2013
    • 0 replies
    • 956 views
    • 
    • Nancy D
    • March 2, 2013

41. Schedule C requirements

    By Guest ERISA_kid, October 1, 2004
    • 0 replies
    • 955 views
    • 
    • Guest
    • October 1, 2004

42. Previously unrelated adopting ers now related

    By Kathy, July 30, 2003
    • 3 replies
    • 955 views
    • 
    • Blinky the 3-eyed Fish
    • July 30, 2003

43. 8955-SSA

    By jkdoll2, June 23, 2011
    • 1 reply
    • 955 views
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    • BeanCounterBlues
    • July 1, 2011

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

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

45. 5500 EZ IDA Extension and received late penalty

    By SSRRS, August 30, 2022
    • 5 replies
    • 954 views
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    • SSRRS
    • September 9, 2022

46. Line 12

    By Tom, January 19, 2024
    • 2 replies
    • 953 views
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    • Paul I
    • January 19, 2024

47. Latest word on PTIN- there is hope it won't be needed for 5500

    By Tom Poje, December 27, 2010
    • 0 replies
    • 953 views
    • 
    • Tom Poje
    • December 27, 2010

48. Schedule C - broker/dealer and Reg Inv Advisor

    By Anonymoose, August 12, 2010
    • 0 replies
    • 952 views
    • 
    • Anonymoose
    • August 12, 2010

49. issues with EFAST system?

    By t.haley, October 16, 2024
    • 1 reply
    • 952 views
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    • t.haley
    • October 16, 2024

50. Filing Under Transposed EIN

    By Guest mcorson, May 26, 2010
    • 2 replies
    • 952 views
    • 
    • Guest
    • May 26, 2010