Form 5500

3,277 topics in this forum

1. How do you handle delinquent returns?

   By Guest death and taxes, May 23, 2001
   • 1 reply
   • 1.5k views
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   • Kristina
   • May 23, 2001

2. VCR Plan for Cafeteria Plan 5500s

   By SLuskin, July 10, 2001
   • 1 reply
   • 1.6k views
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   • Steve72
   • July 10, 2001

3. Form 5500 EZ or 5500?

   By Guest schmpa, July 12, 2002
   • 1 reply
   • 1.4k views
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   • Mike Preston
   • July 12, 2002

4. 5500

   By Guest eruiz, October 4, 2007
   • 1 reply
   • 1.5k views
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   • J Simmons
   • October 5, 2007

5. E-Filing 5500's

   By Guest RJM, May 3, 2000
   • 1 reply
   • 2.3k views
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   • Guest
   • May 4, 2000

6. Schedule I, Line 4(i)

   By R. Butler, May 23, 2001
   • 1 reply
   • 1.6k views
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   • Kristina
   • May 23, 2001

7. Initial Year 5500-EZ

   By bzorc, January 8, 2003
   • 1 reply
   • 1.1k views
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   • imchipbrown
   • January 8, 2003

8. Small plan audit exception

   By Guest Diane DuFresne, June 16, 2003
   • 1 reply
   • 1.3k views
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   • Theresa Lynn
   • June 17, 2003

9. Small Welfare Plan

   By Insurnacegirl555, April 4, 2022
   • 1 reply
   • 675 views
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   • Dare Johnson
   • April 4, 2022

10. SAR

    By SLuskin, May 4, 2000
    • 1 reply
    • 2.4k views
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    • pjkoehler
    • May 4, 2000

11. 5500 Audit for merged plan

    By dmb, October 22, 2002
    • 1 reply
    • 1.4k views
    • 
    • E as in ERISA
    • October 22, 2002

12. 5500-EZ (Cash or Accrual)

    By Buffys Redrum, July 12, 2010
    • 1 reply
    • 1.8k views
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    • Bird
    • July 12, 2010

13. Form 8955-SSA

    By nancy, December 22, 2020   

    • 8955-ssa
    • 1 reply
    • 728 views
    • 
    • mming
    • December 22, 2020

14. IRS Guidance on Form 5500 requirements for retroactively adopted plans

    By C. B. Zeller, August 6, 2021
    • 1 reply
    • 788 views
    • 
    • Bird
    • August 6, 2021

15. The Form 5500 for a Short Plan Year Ending in 2000

    By Guest J_Cira_70, November 13, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 13, 2000

16. Amended Schedule I

    By Richard Anderson, August 20, 2001
    • 1 reply
    • 1.4k views
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    • Guest
    • August 21, 2001

17. Amended 5500 for 1997

    By Guest Ed Walker, January 31, 2002
    • 1 reply
    • 1.4k views
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    • Guest
    • January 31, 2002

18. 2002 VERSION O.K.?

    By Guest RONNIE WASEL, October 22, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 22, 2003

19. How are Forfeitures accounted for on the 5500?

    By Alex Daisy, September 2, 2009
    • 1 reply
    • 3.5k views
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    • TPAMan
    • September 2, 2009

20. 5500

    By Guest tina.jordan@altigro.com, May 24, 2012
    • 1 reply
    • 1k views
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    • Kevin C
    • May 25, 2012

21. Qualifying Plan Assets

    By Guest MCarey1, May 25, 2004
    • 1 reply
    • 930 views
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    • Guest
    • May 25, 2004

22. Standard for When to Amend 5500?

    By SadieJane, May 15, 2015   

    • 5500
    • 1 reply
    • 4.4k views
    • 
    • Belgarath
    • May 15, 2015

23. 5500 Question

    By Guest LoloV, April 17, 2003
    • 1 reply
    • 1.3k views
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    • pmacduff
    • April 17, 2003

24. Short plan year (Merged Plan), Extension allowed?

    By Guest DonJones, October 31, 2007
    • 1 reply
    • 1.8k views
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    • WDIK
    • October 31, 2007

25. Schedule C For Union Plan

    By goldtpa, October 6, 2010
    • 1 reply
    • 839 views
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    • My 2 cents
    • October 6, 2010

26. Schedule R

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

27. 5500EZ - filing requirement if assets drop below 250k

    By Jakyasar, December 17, 2019
    • 1 reply
    • 878 views
    • 
    • BG5150
    • December 19, 2019

28. 5500-sf

    By Insurnacegirl555, April 4, 2022
    • 1 reply
    • 554 views
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    • Dare Johnson
    • April 5, 2022

29. Sch. R question

    By FJR, October 3, 2002
    • 1 reply
    • 1.2k views
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    • Guest
    • October 9, 2002

30. Schedule C -- Who is a "service provider"?

    By Lori Friedman, July 13, 2005
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • July 14, 2005

31. Required SAR filing?

    By Guest Alison Hetrick, May 31, 2000
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • May 31, 2000

32. Schedule B - line 6i Estimated investment return

    By Guest joe22, December 18, 2002
    • 1 reply
    • 1.1k views
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    • david rigby
    • December 18, 2002

33. 5500EZ late

    By Guest harvisachar, January 23, 2007
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 23, 2007

34. 5500 SF IRS Compliance Question SH Plan with no deferrals in the year

    By jkharvey, October 2, 2024
    • 1 reply
    • 474 views
    • 
    • RatherBeGolfing
    • October 2, 2024

35. 5500s and Merged Plans

    By PMC, December 6, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 7, 2000

36. DOL Letters for Not Completing Part II of Schedule B

    By Chester, October 22, 2003
    • 1 reply
    • 951 views
    • 
    • WDIK
    • October 22, 2003

37. Late 5500's....REAL LATE

    By wsp, October 21, 2005
    • 1 reply
    • 1.9k views
    • 
    • WDIK
    • October 24, 2005

38. Plan to Plan transfer as of 1/1/2010 and 2009 5500

    By Guest GPNPort, April 20, 2010
    • 1 reply
    • 894 views
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    • Bird
    • April 21, 2010

39. 8955-SSA

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

40. Audit Required? - Control Group - 2 separate 401(k)plan documents

    By Guest Don J. Smith, August 1, 2000
    • 1 reply
    • 2.9k views
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    • Guest
    • August 1, 2000

41. Schedule D for non calendar year Plan

    By Guest TrustMe401k, April 23, 2002
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 23, 2002

42. Bonding/Reporting Requirements - SAR - for small plans

    By Cathy from Chicago, December 18, 2002
    • 1 reply
    • 1.5k views
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    • Guest
    • December 18, 2002

43. Missing 5500

    By Guest BHAMEB, July 9, 2009
    • 1 reply
    • 1.4k views
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    • WDIK
    • July 9, 2009

44. Form 5500, Schedule A and PSAs

    By RDY2RTR, November 1, 2010
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • November 2, 2010

45. Filing due date for Form 5500

    By tuni88, July 29, 2011
    • 1 reply
    • 844 views
    • 
    • Bill Presson
    • July 29, 2011

46. Takeover plan has assets from 457 tax exempt

    By leighl, October 6, 2016
    • 1 reply
    • 815 views
    • 
    • XTitan
    • October 6, 2016

47. One-Participant Plan Aggregated for coverage

    By austin3515, September 10, 2019
    • 1 reply
    • 699 views
    • 
    • John Feldt ERPA CPC QPA
    • September 11, 2019

48. Schedule D, and line 1(c) on the Schedule H.

    By Belgarath, January 6, 2005
    • 1 reply
    • 1.6k views
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    • Harwood
    • January 6, 2005

49. Multiple Employer Plan & Audit

    By Guest EricWings, July 9, 2008
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • July 9, 2008

50. 2A - Form 5500

    By pixmax, June 9, 2009
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • June 9, 2009