Form 5500

3,277 topics in this forum

1. 5500SF, item 10e

   By Guest Margaret25, April 21, 2010
   • 1 reply
   • 1.3k views
   • 
   • Bird
   • April 22, 2010

2. schedule I and forfeitures

   By Guest carsonv, July 10, 2003
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • July 10, 2003

3. Current Value Cost Reporting

   By Gruegen, August 20, 2003
   • 1 reply
   • 2k views
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   • Guest
   • August 22, 2003

4. Large Plan Audit

   By KateSmithPA, May 19, 2005
   • 1 reply
   • 1.4k views
   • 
   • WDIK
   • May 19, 2005

5. Schedule SSA

   By Guest notapensiongeek, May 12, 2008
   • 1 reply
   • 1.8k views
   • 
   • david rigby
   • May 12, 2008

6. How to Correct EIN on Form 5500-SF

   By pensionreview, June 22, 2022
   • 1 reply
   • 469 views
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   • Lou S.
   • June 22, 2022

7. 1999 Schedule A - how to fill in lines 3 and 4 for a DC plan?

   By Guest Stacie Barth, June 20, 2000
   • 1 reply
   • 2.1k views
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   • Guest
   • July 18, 2000

8. Schedule T

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

9. Online access to Form 5500 and all attachments?

   By tuni88, May 19, 2010
   • 1 reply
   • 2.7k views
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   • david rigby
   • May 19, 2010

10. Contributions to ineligible employees forfeited

    By Guest HJoseph, June 6, 2013
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • June 6, 2013

11. Combined SAR for multiple plans?

    By Guest Laura A Anderson, August 1, 2002
    • 1 reply
    • 1.3k views
    • 
    • KIP KRAUS
    • August 2, 2002

12. DC Master Trust and Form 5500

    By alexa, October 4, 2024
    • 1 reply
    • 400 views
    • 
    • Bug on my window
    • October 4, 2024

13. Schedule I--Q's 2a1 total Contribution and forfeitures

    By Guest James Osterhaus, July 12, 2001
    • 1 reply
    • 1.5k views
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    • Guest
    • July 12, 2001

14. Schedule A for CCT

    By Guest nls, August 20, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 22, 2003

15. Help - Schedule D / Schedule A Confusion

    By Guest lawdawg, June 17, 2005
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • June 20, 2005

16. New Schedule R - skip line 3, or not (for a profit-sharing plan)?

    By Guest CGBS, June 28, 2000
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • July 12, 2000

17. Participant Count

    By MBCarey, May 30, 2003
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • May 30, 2003

18. How to report Sched A insurance contract coverage if different from plan year

    By Guest marciab, February 4, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • February 4, 2004

19. Form 5500 v Schedule A

    By Guest SuzieQNEC, June 10, 2009
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • June 10, 2009

20. Form 5500 Required

    By Guest cease, July 31, 2003
    • 1 reply
    • 1k views
    • 
    • Guest
    • July 31, 2003

21. Form 5500-EZ

    By Lori H, May 11, 2009
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • May 11, 2009

22. Schedule H-Value of funds held in insurance company general account

    By mm57451, April 12, 2016
    • 1 reply
    • 1.1k views
    • 
    • My 2 cents
    • April 14, 2016

23. One participant plan with real estate

    By cpc0506, October 11, 2016
    • 1 reply
    • 1.2k views
    • 
    • Soundbc1
    • October 11, 2016

24. Code 3H applies to affiliated service group

    By Tom, April 17, 2025
    • 1 reply
    • 1.3k views
    • 
    • Bill Presson
    • April 17, 2025

25. What is participant count at BOY for a new Plan?

    By Guest michaelv, May 24, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 24, 2001

26. Checkbox marked for final return- but it's not.

    By Guest rachd, May 30, 2003
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • May 30, 2003

27. Code 3e on Form 5500

    By Guest chris4013, May 20, 2005
    • 1 reply
    • 2.1k views
    • 
    • wmyer
    • May 20, 2005

28. Going from a 5500 to a 5500 ez?

    By Guest chris4013, May 20, 2005
    • 1 reply
    • 1.1k views
    • 
    • wmyer
    • May 20, 2005

29. Schedule R for terminated plan

    By Guest jusducki, April 6, 2006
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • April 6, 2006

30. Form 5500 vs Form 5500-SF

    By doombuggy, August 10, 2010
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • August 10, 2010

31. 5500 Codes - PPT Directed switched to Pooled

    By Lynda Hill, April 17, 2025
    • 1 reply
    • 1.4k views
    • 
    • Peter Gulia
    • April 17, 2025

32. Missing Trustee on Schedule P

    By Guest BostonBay, July 16, 2005
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • July 16, 2005

33. 8955-SSA question

    By pmacduff, May 21, 2015
    • 1 reply
    • 876 views
    • 
    • My 2 cents
    • May 26, 2015

34. calendar year plan, fiscal year taxpayer

    By R. Butler, October 12, 2016
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • October 12, 2016

35. Form 5500 for MEWA?

    By Guest lawdawg, July 12, 2001
    • 1 reply
    • 2.2k views
    • 
    • Steve72
    • July 13, 2001

36. What is an active participant in a welfare plan?

    By Lori Foresz, November 14, 2003
    • 1 reply
    • 2.4k views
    • 
    • JohnCheek
    • November 16, 2003

37. Sch SSA for 2006

    By Guest ames, September 10, 2007
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • September 10, 2007

38. Distribution Fees on 5500

    By BG5150, December 31, 2015
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • December 31, 2015

39. Filing for Employer funded FSA

    By GBurns, October 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • jpod
    • October 3, 2001

40. 5500-EZ lines 10b and 11b

    By Guest Noidy, October 1, 2005
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • October 1, 2005

41. participant count - union employees

    By pmacduff, April 27, 2011
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • April 27, 2011

42. 5500 Late Filing

    By KevinMc, December 11, 2013
    • 1 reply
    • 1k views
    • 
    • BG5150
    • December 11, 2013

43. relief for late filers of 5500 EZ

    By Tom Poje, May 13, 2014
    • 1 reply
    • 791 views
    • 
    • A Shot in the Dark
    • May 13, 2014

44. Schedule A information deadline?

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

45. Schedule SF - Qualifed Assets

    By Chippy, October 8, 2014
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • October 8, 2014

46. Sch. T Lines 4c and 4d - which disaggregated part?

    By John A, August 2, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 2, 2000

47. Summary Annual Report

    By Guest hitt24, May 26, 2004
    • 1 reply
    • 2.2k views
    • 
    • maverick
    • May 28, 2004

48. Schedule MEP - Who Must File

    By Catch22PGM, October 8, 2024   

    • 5500
    • 5500sf
    • (and 1 more)

      Tagged with:

      • 5500
      • 5500sf
      • mep
    • 0 replies
    • 562 views
    • 
    • Catch22PGM
    • October 8, 2024

49. Sch C Question

    By Gilmore, May 30, 2003
    • 0 replies
    • 1k views
    • 
    • Gilmore
    • May 30, 2003

50. Schedule C - Good Faith Statement

    By justbsur, January 27, 2010
    • 0 replies
    • 1.1k views
    • 
    • justbsur
    • January 27, 2010