Form 5500

3,281 topics in this forum

1. One-Participant Plan Aggregated for coverage

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

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

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

3. Multiple Employer Plan & Audit

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

4. 2A - Form 5500

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

5. 5500SF, item 10e

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

6. schedule I and forfeitures

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

7. Current Value Cost Reporting

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

8. Large Plan Audit

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

9. Schedule SSA

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

10. How to Correct EIN on Form 5500-SF

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

11. 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
    • 
    • Guest
    • July 18, 2000

12. Schedule T

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

13. Online access to Form 5500 and all attachments?

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

14. Contributions to ineligible employees forfeited

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

15. Combined SAR for multiple plans?

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

16. DC Master Trust and Form 5500

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

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

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

18. Schedule A for CCT

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

19. Help - Schedule D / Schedule A Confusion

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

20. 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

21. Participant Count

    By MBCarey, May 30, 2003
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • May 30, 2003

22. 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

23. Form 5500 v Schedule A

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

24. Form 5500 Required

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

25. Form 5500-EZ

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

26. 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

27. One participant plan with real estate

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

28. Code 3H applies to affiliated service group

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

29. 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

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

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

31. Code 3e on Form 5500

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

32. Going from a 5500 to a 5500 ez?

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

33. Schedule R for terminated plan

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

34. Form 5500 vs Form 5500-SF

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

35. 5500 Codes - PPT Directed switched to Pooled

    By Lynda Hill, April 17, 2025
    • 1 reply
    • 1.5k views
    • 
    • Peter Gulia
    • April 17, 2025

36. Missing Trustee on Schedule P

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

37. 8955-SSA question

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

38. calendar year plan, fiscal year taxpayer

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

39. Form 5500 for MEWA?

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

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

    By Lori Foresz, November 14, 2003
    • 1 reply
    • 2.5k views
    • 
    • JohnCheek
    • November 16, 2003

41. Sch SSA for 2006

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

42. Distribution Fees on 5500

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

43. Filing for Employer funded FSA

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

44. 5500-EZ lines 10b and 11b

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

45. participant count - union employees

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

46. 5500 Late Filing

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

47. relief for late filers of 5500 EZ

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

48. Schedule A information deadline?

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

49. Schedule SF - Qualifed Assets

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

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

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