Form 5500

3,272 topics in this forum

1. Form 5500 - ING Sched C Info

   By Guest AHS527, September 29, 2010
   • 1 reply
   • 952 views
   • 
   • pmacduff
   • September 29, 2010

2. Plan Transfer to 457 Plan

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

3. EFAST Filing Problem

   By Guest tbowling, July 29, 2003
   • 0 replies
   • 948 views
   • 
   • Guest
   • July 29, 2003

4. 5558 for new plan

   By pmacduff, July 29, 2015
   • 2 replies
   • 947 views
   • 
   • My 2 cents
   • July 29, 2015

5. Elimination of Non-Reporting of Those Pd Prior to 8955 being Filed

   By BeanCounterBlues, July 1, 2011
   • 3 replies
   • 947 views
   • 
   • rcline46
   • July 1, 2011

6. SSA / FIRE Down

   By austin3515, January 7, 2016
   • 5 replies
   • 945 views
   • 
   • Tom Poje
   • January 22, 2016

7. Bond for non-qualfying assets--capped at $500k?

   By BG5150, January 11, 2022
   • 7 replies
   • 945 views
   • 
   • Belgarath
   • January 12, 2022

8. EFAST2 Password

   By Andy the Actuary, October 1, 2010
   • 0 replies
   • 944 views
   • 
   • Andy the Actuary
   • October 1, 2010

9. Attachment For Late Deferrals

   By blue, May 26, 2010
   • 0 replies
   • 943 views
   • 
   • blue
   • May 26, 2010

10. Correcting inaccurate 5500

    By BW, October 15, 2015
    • 1 reply
    • 943 views
    • 
    • BG5150
    • October 15, 2015

11. First Year of a DB Plan

    By Archimage, May 20, 2004
    • 1 reply
    • 943 views
    • 
    • rcline46
    • May 20, 2004

12. 5500-EZ

    By jkdoll2, May 21, 2009
    • 1 reply
    • 941 views
    • 
    • Belgarath
    • May 21, 2009

13. DC Plan Audit Reqm't

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

14. Retiree Health Plan

    By Guest KLM, August 12, 2008
    • 0 replies
    • 940 views
    • 
    • Guest
    • August 12, 2008

15. Significant Deficiency

    By Chaz, July 11, 2024
    • 2 replies
    • 940 views
    • 
    • Chaz
    • July 11, 2024

16. USERRA Make Up Contributions

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

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

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

18. 5500-EZ or SF

    By John Feldt ERPA CPC QPA, November 30, 2018
    • 4 replies
    • 939 views
    • 
    • ERISAAPPLE
    • December 1, 2018

19. Impact of ACA on future of welfare plan 5500s

    By chuTzPA, November 1, 2013
    • 1 reply
    • 938 views
    • 
    • Bill Presson
    • November 1, 2013

20. Electronic availability of filed Form 5500?

    By Guest Labradane, March 23, 2004
    • 2 replies
    • 938 views
    • 
    • WDIK
    • March 23, 2004

21. Schedule T when there are no employees

    By jlea, February 27, 2008
    • 1 reply
    • 937 views
    • 
    • jlea
    • February 27, 2008

22. Schedule of reportable transactions on a merged plan

    By armand2706, July 14, 2016
    • 0 replies
    • 937 views
    • 
    • armand2706
    • July 14, 2016

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

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

24. two small plans merge mid year, when do they become a large plan filer?

    By WCC, March 16, 2022
    • 6 replies
    • 936 views
    • 
    • RatherBeGolfing
    • March 29, 2022

25. Sch C

    By ESOP Guy, April 20, 2011
    • 1 reply
    • 936 views
    • 
    • PensionPro
    • April 20, 2011

26. Schedule C

    By blue, June 12, 2010
    • 0 replies
    • 936 views
    • 
    • blue
    • June 12, 2010

27. Amending Schedule B after the SOL has run

    By Guest Erisanubee, October 3, 2008
    • 0 replies
    • 934 views
    • 
    • Guest
    • October 3, 2008

28. Form 5500 Deadline

    By jsmith1985, October 15, 2014
    • 4 replies
    • 934 views
    • 
    • jsmith1985
    • October 16, 2014

29. Schedule R

    By Elizabeth Matthews, March 7, 2024
    • 1 reply
    • 934 views
    • 
    • Paul I
    • March 7, 2024

30. correction of EIN on 5500s

    By thepensionmaven, March 31, 2020
    • 3 replies
    • 934 views
    • 
    • thepensionmaven
    • April 14, 2020

31. Schedule A information deadline?

    By jkharvey, March 30, 2011
    • 1 reply
    • 934 views
    • 
    • GMK
    • March 30, 2011

32. 403b with no participants?

    By Guest Michael Scott, September 17, 2010
    • 1 reply
    • 933 views
    • 
    • Santo Gold
    • September 18, 2010

33. Failure to file 5500 Welfare Medical Plan for failing to address refund allocations in SPD

    By Insurnacegirl555, March 22, 2024   

    • 5500
    • exemption
    • (and 5 more)

      Tagged with:

      • 5500
      • exemption
      • welfare benefit plan-5500?
      • welfare plans
      • welfare
      • 5500sf
      • 5500 - reporting of options
    • 3 replies
    • 932 views
    • 
    • Brian Gilmore
    • March 23, 2024

34. Form 5500 or 5500-SF

    By JoshuaP123, March 20, 2019   

    • 5500sf
    • 5500
    • (and 1 more)

      Tagged with:

      • 5500sf
      • 5500
      • real estate
    • 4 replies
    • 932 views
    • 
    • Bird
    • March 22, 2019

35. Form 5558 Filed Until 9-15-14

    By khn, September 24, 2014
    • 5 replies
    • 931 views
    • 
    • khn
    • September 25, 2014

36. fORGOT TO FILE AN EXTENSION FOR FORM 5530

    By Guest revier, September 10, 2004
    • 0 replies
    • 930 views
    • 
    • Guest
    • September 10, 2004

37. Schedule C and negative direct fees

    By TPApril, September 10, 2015
    • 0 replies
    • 930 views
    • 
    • TPApril
    • September 10, 2015

38. 401k Plan w/ Life Insurance Policies

    By austin3515, December 9, 2015
    • 1 reply
    • 929 views
    • 
    • rcline46
    • December 9, 2015

39. Abondoned Plan & 5500

    By stphnyok, October 8, 2020
    • 5 replies
    • 928 views
    • 
    • Luke Bailey
    • October 10, 2020

40. Audit for NQA assets held in foreign bank

    By Guest babs51, September 28, 2010
    • 2 replies
    • 927 views
    • 
    • jpod
    • September 29, 2010

41. Filing Electronically with EFAST

    By DP, July 27, 2004
    • 1 reply
    • 927 views
    • 
    • Guest
    • July 27, 2004

42. 2008 and 2009 filings

    By Dazednconfused, October 13, 2010
    • 2 replies
    • 926 views
    • 
    • Bird
    • October 14, 2010

43. 2008 Sch I for DB plans

    By Guest AP914, May 28, 2009
    • 2 replies
    • 926 views
    • 
    • mwyatt
    • June 8, 2009

44. Company Health Insurance - Not A Plan Asset

    By Alex Daisy, October 2, 2008
    • 2 replies
    • 924 views
    • 
    • Guest
    • October 8, 2008

45. Schedule T

    By Guest LVanSteeter, July 16, 2003
    • 2 replies
    • 924 views
    • 
    • Tom Poje
    • July 17, 2003

46. Relius Webclient - Attachment when no attachment

    By TPA Bob, August 25, 2010
    • 1 reply
    • 924 views
    • 
    • Guest
    • August 25, 2010

47. 5500 Due Date for 6/30/2015 plan year

    By austin3515, April 13, 2016
    • 3 replies
    • 924 views
    • 
    • austin3515
    • April 13, 2016

48. 412(i) Plans

    By davef, August 4, 2010
    • 0 replies
    • 923 views
    • 
    • davef
    • August 4, 2010

49. Changing Filing Type on 5500

    By oriecat, April 22, 2003
    • 0 replies
    • 922 views
    • 
    • oriecat
    • April 22, 2003

50. Useless 5500-EZ IRS Correspondence

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