Form 5500

3,277 topics in this forum

1. incorrect EIN for years

   By DMcGovern, March 30, 2011
   • 0 replies
   • 977 views
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   • DMcGovern
   • March 30, 2011

2. 8955 SSA filing on FIRE system

   By pmacduff, September 6, 2011
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   • 1.2k views
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   • pmacduff
   • September 6, 2011

3. One Participant Plan

   By Guest kmvr, July 14, 2010
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   • 818 views
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   • Guest
   • July 14, 2010

4. Form 5500 Schedule A

   By Guest Annette Leerhoff, May 30, 2012
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   • 1k views
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   • Guest
   • May 30, 2012

5. Should 5500 be filed with State?

   By Guest JDVJr, July 16, 2002
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   • 1.5k views
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   • Guest
   • July 16, 2002

6. Request to waive all late filing fees?

   By John A, August 21, 2003
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   • 1.2k views
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   • John A
   • August 21, 2003

7. Form 5500 for Foreign Plan?

   By Guest ScarletKnight, October 9, 2007
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   • 1.3k views
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   • Guest
   • October 9, 2007

8. Incorrect Plan Characteristics codes

   By Belgarath, June 10, 2016
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   • 814 views
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   • Belgarath
   • June 10, 2016

9. DFVC after E-FAST

   By Alonzo, January 2, 2001
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   • 1.4k views
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   • Alonzo
   • January 2, 2001

10. IRS now officially linked with DOL DFVC program

    By Tom Poje, May 15, 2014
    • 0 replies
    • 1.1k views
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    • Tom Poje
    • May 15, 2014

11. Copy of Prior 5500 EZ

    By TPA2015, August 28, 2018   

    • 5500 ez
    • 0 replies
    • 611 views
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    • TPA2015
    • August 28, 2018

12. Master Trust

    By Guest wax, April 2, 2003
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    • 1.3k views
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    • Guest
    • April 2, 2003

13. Fidelity Bonds, dates, retroactive & 5500

    By TPApril, September 15, 2015
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    • 1.3k views
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    • TPApril
    • September 15, 2015

14. Does an Employee Achievement Award Plan have to file a 5500?

    By Guest SCUDDESLER, January 2, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • January 2, 2001

15. Address to use when requesting penalty abatement.

    By katieinny, June 18, 2003
    • 0 replies
    • 1.1k views
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    • katieinny
    • June 18, 2003

16. Plan has small investment in a Publicly Traded partnership (PTP)

    By jkharvey, April 15, 2016
    • 0 replies
    • 713 views
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    • jkharvey
    • April 15, 2016

17. schedule I item3(a)

    By Draper55, July 22, 2015   

    • partnership definition
    • 0 replies
    • 858 views
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    • Draper55
    • July 22, 2015

18. Fees paid to an insurance company

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

19. Form 8955-SSA

    By mming, December 23, 2011
    • 0 replies
    • 905 views
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    • mming
    • December 23, 2011

20. Attachment to Line 4a

    By Guest Napilivillas, May 28, 2004
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    • 1.2k views
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    • Guest
    • May 28, 2004

21. Do I file

    By wsp, December 19, 2005
    • 0 replies
    • 1.4k views
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    • wsp
    • December 19, 2005

22. Plan Characteristic Codes

    By jkharvey, June 28, 2011
    • 0 replies
    • 1k views
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    • jkharvey
    • June 28, 2011

23. Late Filing Penalties under new system

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

24. Changing Filing Type on 5500

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

25. Welfare benefit plan - SAR and "experience rated" insurance contracts

    By Lori Friedman, December 16, 2004
    • 0 replies
    • 5.4k views
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    • Lori Friedman
    • December 16, 2004

26. PTIN & 83(b)

    By smit1970, April 28, 2011
    • 0 replies
    • 776 views
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    • smit1970
    • April 28, 2011

27. Schedule H Expenses - What HC expenses go in Line 2(e)(1)?

    By Guest luluthetool, June 21, 2005
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    • 1.4k views
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    • Guest
    • June 21, 2005

28. 5500 Extensions for Hurricane Sandy Disaster Areas

    By Guest tommyknicks, November 27, 2012
    • 0 replies
    • 1.1k views
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    • Guest
    • November 27, 2012

29. 5330 Questions/Verification

    By Guest LVanSteeter, June 25, 2002
    • 0 replies
    • 1.4k views
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    • Guest
    • June 25, 2002

30. Schedule SSA - Defined Benefit Plan purchases annuity contract guarant

    By Guest rocnrols2, March 18, 2003
    • 0 replies
    • 885 views
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    • Guest
    • March 18, 2003

31. Plan switched carriers in 2023--do I need attachment per 4j on Sch H?

    By BG5150, October 11, 2024
    • 0 replies
    • 430 views
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    • BG5150
    • October 11, 2024

32. Relius SB 5500 not printing

    By pgold, August 12, 2010
    • 0 replies
    • 857 views
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    • pgold
    • August 12, 2010

33. Amending Schedule B after the SOL has run

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

34. Combining FSA and Limited Purpose FSA on 5500?

    By Guest rulesrulesrules, August 14, 2007
    • 0 replies
    • 1.3k views
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    • Guest
    • August 14, 2007

35. ALL Of FLORIDA now extended past oct 15th

    By SSRRS, October 13, 2024
    • 0 replies
    • 477 views
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    • SSRRS
    • October 13, 2024

36. Reporting dividend distribution to S shareholders

    By k man, August 16, 2005
    • 0 replies
    • 1.2k views
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    • k man
    • August 16, 2005

37. ERISA Bond

    By PFranckowiak, April 1, 2011
    • 0 replies
    • 1.2k views
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    • PFranckowiak
    • April 1, 2011

38. Form 5330, Line 3b

    By Susan S., May 2, 2013
    • 0 replies
    • 1.4k views
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    • Susan S.
    • May 2, 2013

39. schedule A included commissions & premiums for 2 years

    By DMcGovern, July 1, 2022
    • 0 replies
    • 326 views
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    • DMcGovern
    • July 1, 2022

40. Nationwide's Innovator Fund

    By Oh so SIMPLE, October 10, 2012
    • 0 replies
    • 1k views
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    • Oh so SIMPLE
    • October 10, 2012

41. VFCP filing question

    By pmacduff, August 31, 2018
    • 0 replies
    • 679 views
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    • pmacduff
    • August 31, 2018

42. Do Municipalities over 100ees have to file 5500

    By Guest Wayne, June 3, 2003
    • 0 replies
    • 3.4k views
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    • Guest
    • June 3, 2003

43. 5330 Excise Tax

    By CJS07, July 16, 2009
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    • 1.1k views
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    • CJS07
    • July 16, 2009

44. Limited Scope Audit

    By wmyer, November 4, 2004
    • 0 replies
    • 1.2k views
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    • wmyer
    • November 4, 2004

45. Are eligible employees not just participating employees to be counted per 2021 Form 5500 Instructions for Welfare Benefit plans.

    By Scott A. Davis, April 16, 2022
    • 0 replies
    • 450 views
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    • Scott A. Davis
    • April 16, 2022

46. 2009 Form 5500-EZ

    By Guest 4:15 Limit, March 2, 2010
    • 0 replies
    • 1.4k views
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    • Guest
    • March 2, 2010

47. 5500 Schedule C for Health Plans

    By Guest Quicksilver, June 18, 2010
    • 0 replies
    • 1.8k views
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    • Guest
    • June 18, 2010

48. Schedule C - broker/dealer and Reg Inv Advisor

    By Anonymoose, August 12, 2010
    • 0 replies
    • 975 views
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    • Anonymoose
    • August 12, 2010

49. Form 5500 Schedule T inquiry

    By Guest LVanSteeter, October 12, 2004
    • 0 replies
    • 1.2k views
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    • Guest
    • October 12, 2004

50. Welfare Benefit Plan - what to include in the SAR?

    By Guest jc1457, August 15, 2007
    • 0 replies
    • 1.5k views
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    • Guest
    • August 15, 2007