Form 5500

3,277 topics in this forum

1. 8955-SSA

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

2. Schedule G

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

3. Late Filing Penalties under new system

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

4. Quarterly Contribution Silliness

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

5. Useless 5500-EZ IRS Correspondence

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

6. ft william

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

7. Spin Off Plan 5500 EIN

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

8. Previously unrelated adopting ers now related

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

9. Late 2010 Form 5500 filing notices

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

10. 8955-SSA, Part I

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

11. Schedule C requirements

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

12. Wrap 5500 different numbers benefitting under different coverages

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

13. Form 5500 - ING Sched C Info

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

14. 5558 for new plan

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

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

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

16. Abondoned Plan & 5500

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

17. EFAST Filing Problem

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

18. SSA / FIRE Down

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

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

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

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

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

21. correction of EIN on 5500s

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

22. Filing a 5500-SF rather than a 5500-EZ

    By Belgarath, July 2, 2024
    • 2 replies
    • 958 views
    • 
    • Belgarath
    • July 2, 2024

23. EFAST2 Password

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

24. 5500-EZ or SF

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

25. Retiree Health Plan

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

26. Correcting inaccurate 5500

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

27. Attachment For Late Deferrals

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

28. First Year of a DB Plan

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

29. Form 5500 or 5500-SF

    By JoshuaP123, March 20, 2019   

    • 5500sf
    • 5500
    • (and 1 more)

      Tagged with:

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

30. Schedule A information deadline?

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

31. 5500-EZ

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

32. Form 5558 Filed Until 9-15-14

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

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

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

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

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

35. Electronic availability of filed Form 5500?

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

36. Schedule C and negative direct fees

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

37. Calendar Year 5500 Due Date

    By AATPA, July 29, 2020
    • 4 replies
    • 948 views
    • 
    • AATPA
    • August 3, 2020

38. Amending Schedule B after the SOL has run

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

39. Form 5500 Deadline

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

40. Sch C

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

41. Schedule T when there are no employees

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

42. 2008 Sch I for DB plans

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

43. Schedule of reportable transactions on a merged plan

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

44. Schedule C

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

45. efast auditors report

    By SheilaD, May 12, 2010
    • 1 reply
    • 945 views
    • 
    • ACox
    • May 12, 2010

46. 403b with no participants?

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

47. Final 5500-EZ and numbers for section 5

    By Sen, July 19, 2021
    • 4 replies
    • 943 views
    • 
    • Bri
    • July 20, 2021

48. Typo on Participant Count

    By EPCRSGuru, November 10, 2020
    • 2 replies
    • 940 views
    • 
    • Belgarath
    • November 11, 2020

49. fORGOT TO FILE AN EXTENSION FOR FORM 5530

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

50. 401k Plan w/ Life Insurance Policies

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