Form 5500

3,281 topics in this forum

1. company leaving MEP

   By Earl, June 10, 2015   

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

2. Is the 2017 Form 5500 Available?

   By 5500Nerd, November 16, 2017   

   • 2017 form 5500
   • 2 replies
   • 1k views
   • 
   • Lois Baker
   • November 21, 2017

3. Unreported Insurance Account

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

4. Large Plan Filing - audit requirements

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

5. Schedule D filing

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

6. 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
   • 1k views
   • 
   • gle3186
   • June 26, 2004

7. Wrap-Around Plan

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

8. EZ Eligible?

   By Basically, January 20, 2022
   • 4 replies
   • 1k views
   • 
   • Peter Gulia
   • January 21, 2022

9. Entering the Schedule SB

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

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

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

11. Duplicate Filings

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

12. Schedule A not filed- Info not complete

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

13. Form 8955-SSA

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

14. 5500 transmission of filing, filing stopped error

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

15. MEP's

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

16. DFVCP Fee

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

17. Form 5500

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

18. Plan terminations...

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

19. USERRA Make Up Contributions

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

20. Ineligible employees allowed to participate in error

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

21. Welfare Plan Form 5500 - Final

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

22. 8955-SSA

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

23. Uninsured Health Spending Accounts

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

24. EFAST3 / Revised 5500

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

25. Schedule C Eligible Indirect Disclosures

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

26. prelim 5500 for 2011 released

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

27. Schedule C

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

28. money purchase plan and 1st 5500

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

29. Relius 2010 forms

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

30. Delinquent filer program

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

31. Useless 5500-EZ IRS Correspondence

    By shERPA, October 15, 2023
    • 4 replies
    • 983 views
    • 
    • imchipbrown
    • October 17, 2023

32. 5500 EZ IDA Extension and received late penalty

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

33. Form 5500-EZ late filings

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

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

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

35. Former Multiple Employer Plan

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

36. Schedule A - fail to provide any information checkbox

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

37. Form 8955 Deliquent filing

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

38. 2008 Form 5500 paper filing

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

39. incorrect EIN for years

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

40. Finge Benefit Plan Count

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

41. New Plan Audit Requirement for Large Plan status

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

42. Schedule R

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

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

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

44. Filing Under Transposed EIN

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

45. Schedule P

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

46. Form 5500 and asset sale

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

47. Multiemployer signatures

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

48. Keep getting form CP214 even though S corp was terminated. Worried about $150k penalty and /or $1500

    By JanetJ, February 23, 2021
    • 1 reply
    • 976 views
    • 
    • Mike Preston
    • February 23, 2021

49. 8955-SSA

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

50. FAB 2009-02 clarification

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