Form 5500

3,277 topics in this forum

1. Audit for NQA assets held in foreign bank

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

2. 5500 Due Date for 6/30/2015 plan year

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

3. Changing Filing Type on 5500

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

4. Filing Electronically with EFAST

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

5. Company Health Insurance - Not A Plan Asset

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

6. 2008 and 2009 filings

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

7. Delinquent 5500-EZ - paper or e-file?

   By Spencer, October 3, 2016   

   • 5500-EZ
   • delinquent
   • (and 1 more)

     Tagged with:

     • 5500-EZ
     • delinquent
     • e-file
   • 1 reply
   • 936 views
   • 
   • Flyboyjohn
   • October 3, 2016

8. 5500 required for MP/SEP over $100M

   By Guest Lisa Karlin, August 21, 2003
   • 1 reply
   • 935 views
   • 
   • Lynn Campbell
   • August 21, 2003

9. Schedule T

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

10. Small plan needs audit?

    By Flyboyjohn, June 4, 2014
    • 1 reply
    • 935 views
    • 
    • Kevin C
    • June 4, 2014

11. Welfare plan filing question

    By Teatree, October 4, 2019   

    • health plan
    • 5500
    • (and 2 more)

      Tagged with:

      • health plan
      • 5500
      • welfare plans
      • welfare benefit plan-5500?
    • 2 replies
    • 935 views
    • 
    • Teatree
    • October 7, 2019

12. 1099R issued to Plan Sponsor

    By thepensionmaven, March 2, 2022
    • 4 replies
    • 934 views
    • 
    • david rigby
    • March 2, 2022

13. Trade date vs Settlement date

    By B21, July 30, 2018
    • 2 replies
    • 934 views
    • 
    • B21
    • August 1, 2018

14. 412(i) Plans

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

15. DFVCP Questions

    By Ajillity, April 17, 2019
    • 5 replies
    • 933 views
    • 
    • chc93
    • April 18, 2019

16. Schedule D

    By Guest rachd, July 25, 2003
    • 0 replies
    • 933 views
    • 
    • Guest
    • July 25, 2003

17. Relius Webclient - Attachment when no attachment

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

18. Schedule C/Schedule A conundrum

    By pmacduff, March 24, 2016
    • 2 replies
    • 931 views
    • 
    • pmacduff
    • March 28, 2016

19. 2007 5500

    By ombskid, April 16, 2010
    • 0 replies
    • 931 views
    • 
    • ombskid
    • April 16, 2010

20. Qualifying Plan Assets

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

21. assets of company sold

    By thepensionmaven, April 15, 2020
    • 5 replies
    • 930 views
    • 
    • Bill Presson
    • April 22, 2020

22. Webclient - recent updates and saved credentials

    By hunter001, May 22, 2013
    • 0 replies
    • 929 views
    • 
    • hunter001
    • May 22, 2013

23. Filings incorrect for years - MPP

    By HarleyBabe, September 6, 2012
    • 2 replies
    • 928 views
    • 
    • HarleyBabe
    • September 6, 2012

24. 5500-EZ mailed in late, penalized, can amend?

    By TPApril, November 17, 2018
    • 4 replies
    • 928 views
    • 
    • chc93
    • December 6, 2018

25. Form 5500 and Conversion From Single Employer to Multiple Employer Plan

    By Ananda, September 22, 2021
    • 1 reply
    • 928 views
    • 
    • Sabrina1
    • September 22, 2021

26. 5500 filed with incorrect/unrecognized electronic signature

    By 12AX7, December 13, 2012
    • 1 reply
    • 927 views
    • 
    • ESOP Guy
    • December 14, 2012

27. Sch. A and life insurance

    By Chippy, August 14, 2008
    • 1 reply
    • 926 views
    • 
    • Bill Presson
    • August 14, 2008

28. Schedule D

    By Guest Alwaysthinking, July 25, 2003
    • 0 replies
    • 925 views
    • 
    • Guest
    • July 25, 2003

29. From Sole Proprietor to LLC, 5500 Issues

    By Guest tgraham, October 7, 2003
    • 1 reply
    • 924 views
    • 
    • R. Butler
    • October 7, 2003

30. Is the IRS office open and processing 5500-EZ's

    By Jakyasar, April 12, 2020
    • 6 replies
    • 924 views
    • 
    • Bug on my window
    • April 15, 2020

31. Amend 5500 and Attach Audit for Prior Years?

    By jukeboy56, April 10, 2017
    • 3 replies
    • 924 views
    • 
    • WillSanDiego CPA
    • May 24, 2017

32. Question- FORM 5500 Help needed

    By nan, March 7, 2021
    • 3 replies
    • 923 views
    • 
    • thepensionmaven
    • March 9, 2021

33. Help with EFAST2 filing

    By Andy the Actuary, September 21, 2010
    • 0 replies
    • 921 views
    • 
    • Andy the Actuary
    • September 21, 2010

34. Short Plan Year

    By Guest Julie Woulfe, July 27, 2010
    • 0 replies
    • 921 views
    • 
    • Guest
    • July 27, 2010

35. Plan year end is last Friday of December - no 5500 on 2021 form

    By Trisports, June 7, 2021   

    • 5500
    • 5 replies
    • 921 views
    • 
    • ESOP Guy
    • June 8, 2021

36. Short Plan Year and $5000 Sched C Limit-Prorata?

    By dmwe, August 25, 2010
    • 1 reply
    • 920 views
    • 
    • My 2 cents
    • August 26, 2010

37. 5500ez vs "effective date of plan termination"

    By Khatva, January 26, 2022
    • 3 replies
    • 920 views
    • 
    • Khatva
    • February 5, 2022

38. Form 5330

    By Chippy, August 26, 2016
    • 0 replies
    • 919 views
    • 
    • Chippy
    • August 26, 2016

39. Welfare plans switch to a "wrap" document

    By Belgarath, February 15, 2016
    • 1 reply
    • 919 views
    • 
    • Bill Presson
    • February 15, 2016

40. Large Plan SSA filings

    By RCK, June 17, 2009
    • 1 reply
    • 918 views
    • 
    • david rigby
    • June 17, 2009

41. 2008 5500 for HW Plan "Wrapped" January 1, 2009

    By Guest Chaffee, July 23, 2009
    • 0 replies
    • 918 views
    • 
    • Guest
    • July 23, 2009

42. 5500EZ qualifications

    By Cathy from Chicago, March 11, 2010
    • 1 reply
    • 918 views
    • 
    • WDIK
    • March 11, 2010

43. form 5500 & late deposits

    By doombuggy, April 4, 2012
    • 0 replies
    • 917 views
    • 
    • doombuggy
    • April 4, 2012

44. 5330 Not extended

    By CJS07, October 9, 2014
    • 1 reply
    • 914 views
    • 
    • ESOP Guy
    • October 9, 2014

45. Schedule A - Post Merger - Nontransferred Assets

    By JRG, May 25, 2010
    • 1 reply
    • 914 views
    • 
    • rcline46
    • May 25, 2010

46. Retiree Death Benefits

    By Cassopy, December 8, 2022
    • 5 replies
    • 911 views
    • 
    • Luke Bailey
    • December 20, 2022

47. Is missed RMD a benefit due but not paid that should be reported

    By jkharvey, July 13, 2014
    • 1 reply
    • 910 views
    • 
    • Andy the Actuary
    • July 13, 2014

48. EFAST Acknowledgement Files

    By DP, September 9, 2004
    • 0 replies
    • 910 views
    • 
    • DP
    • September 9, 2004

49. Fees paid to an insurance company

    By Lori Friedman, October 11, 2004
    • 0 replies
    • 909 views
    • 
    • Lori Friedman
    • October 11, 2004

50. trade date vs payroll date

    By thepensionmaven, October 20, 2017
    • 1 reply
    • 909 views
    • 
    • ETA Consulting LLC
    • October 20, 2017