Form 5500

3,277 topics in this forum

1. LLC 5500EZ?

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

2. Line 12

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

3. Form 8955-SSA

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

4. EZ Eligible?

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

5. 5500 EZ Ft. William

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

6. Schedule D filing

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

7. Amending 5500-SF to 5500

   By Patrick, April 22, 2024
   • 6 replies
   • 995 views
   • 
   • Patrick
   • April 23, 2024

8. Plan terminations...

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

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

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

10. Duplicate Filings

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

11. Can DFVC be elected on an amended 5500?

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

12. DC Plan Audit Reqm't

    By RestAssured, April 22, 2024
    • 4 replies
    • 992 views
    • 
    • RestAssured
    • May 1, 2024

13. Form 5500

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

14. Welfare Plan Form 5500 - Final

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

15. 8955-SSA

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

16. Ineligible employees allowed to participate in error

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

17. EFAST3 / Revised 5500

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

18. 5500 transmission of filing, filing stopped error

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

19. Uninsured Health Spending Accounts

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

20. Schedule A not filed- Info not complete

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

21. prelim 5500 for 2011 released

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

22. Plan Transfer to 457 Plan

    By tpa_girl, November 13, 2024
    • 2 replies
    • 986 views
    • 
    • TFB3
    • November 14, 2024

23. Schedule C Eligible Indirect Disclosures

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

24. Schedule C

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

25. USERRA Make Up Contributions

    By Purplemandinga, July 20, 2022
    • 4 replies
    • 984 views
    • 
    • CuseFan
    • July 21, 2022

26. Relius 2010 forms

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

27. Delinquent filer program

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

28. Form 5500-EZ late filings

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

29. money purchase plan and 1st 5500

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

30. incorrect EIN for years

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

31. 2008 Form 5500 paper filing

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

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

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

33. Former Multiple Employer Plan

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

34. Schedule R

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

35. Finge Benefit Plan Count

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

36. Plan Sponsor & Plan Name Changes - 5500 - "accrued or cash"

    By TPApril, July 20, 2022
    • 6 replies
    • 977 views
    • 
    • TPApril
    • July 21, 2022

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

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

38. Schedule A - fail to provide any information checkbox

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

39. Form 8955 Deliquent filing

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

40. Schedule P

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

41. Form 5500 and asset sale

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

42. Multiemployer signatures

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

43. New Plan Audit Requirement for Large Plan status

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

44. 5500 EZ IDA Extension and received late penalty

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

45. DFVCP Fee

    By Keith Lowery, October 15, 2024
    • 3 replies
    • 975 views
    • 
    • thepensionmaven
    • October 23, 2025

46. FAB 2009-02 clarification

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

47. Schedule T

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

48. ESOP & Schedule A

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

49. Filing Under Transposed EIN

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

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

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