Form 5500

3,277 topics in this forum

1. Short Plan Year

   By khn, July 23, 2020
   • 3 replies
   • 909 views
   • 
   • Bird
   • July 23, 2020

2. Sch A info redemption fees reporting

   By pmacduff, August 31, 2010
   • 1 reply
   • 909 views
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   • Belgarath
   • August 31, 2010

3. Form 5500 Schedule H

   By pitkofsky, April 20, 2016
   • 1 reply
   • 908 views
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   • TPAMan
   • April 20, 2016

4. IRS LETTER RE: 09 FILING

   By HarleyBabe, August 5, 2010
   • 0 replies
   • 908 views
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   • HarleyBabe
   • August 5, 2010

5. Final 5500-EZ needed for under $250k?

   By doombuggy, May 12, 2023
   • 3 replies
   • 908 views
   • 
   • doombuggy
   • May 12, 2023

6. Profit Share Deduction

   By coleboy, January 26, 2018
   • 3 replies
   • 908 views
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   • Larry Starr
   • January 30, 2018

7. Form 8955-SSA

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

8. Building Repoairs

   By austin3515, October 26, 2011
   • 4 replies
   • 905 views
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   • austin3515
   • October 27, 2011

9. form 5558

   By Tom Poje, June 2, 2016
   • 1 reply
   • 905 views
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   • GMK
   • June 2, 2016

10. Form 5558 was filed without EIN

    By jkharvey, August 7, 2012
    • 0 replies
    • 904 views
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    • jkharvey
    • August 7, 2012

11. Final 2019 5500

    By Chippy, February 3, 2020
    • 2 replies
    • 904 views
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    • Bird
    • February 3, 2020

12. 5500 EZ on paper of EFile

    By Jim Chad, June 10, 2016
    • 3 replies
    • 902 views
    • 
    • Tom Poje
    • June 10, 2016

13. 403b Form 5500

    By Richard Anderson, September 22, 2010
    • 0 replies
    • 901 views
    • 
    • Richard Anderson
    • September 22, 2010

14. Can I file a 2015 5500EZ under these facts?

    By D Syrett, January 28, 2016
    • 4 replies
    • 901 views
    • 
    • D Syrett
    • January 28, 2016

15. Same Three-Digit Plan Number for two different Plans of a Sponsor

    By Rena Breeding, May 1, 2020
    • 1 reply
    • 901 views
    • 
    • Kristina
    • May 4, 2020

16. Independent Auditor Report

    By thepensionmaven, July 17, 2016
    • 1 reply
    • 900 views
    • 
    • RatherBeGolfing
    • July 17, 2016

17. Schedule A - timing question

    By Guest calcu, June 14, 2004
    • 0 replies
    • 900 views
    • 
    • Guest
    • June 14, 2004

18. Form 5330

    By bzorc, September 29, 2018
    • 1 reply
    • 898 views
    • 
    • RatherBeGolfing
    • September 29, 2018

19. SF or EZ?

    By retbenser, November 29, 2011
    • 2 replies
    • 897 views
    • 
    • retbenser
    • November 29, 2011

20. Schedule A for Welfare Benefit Plan?

    By Sara Hotvedt, January 25, 2020
    • 3 replies
    • 897 views
    • 
    • MRestum
    • January 28, 2020

21. Filed 5500EZ by mistake last year

    By nsfpsp, February 20, 2023
    • 5 replies
    • 897 views
    • 
    • WDIK
    • February 23, 2023

22. SAR Not Required for Unfunded Plan?

    By 5500Nerd, July 25, 2018   

    • sar
    • 2 replies
    • 896 views
    • 
    • 5500Nerd
    • July 26, 2018

23. DFVC for 403b plan

    By Santo Gold, February 1, 2011
    • 1 reply
    • 896 views
    • 
    • Santo Gold
    • February 1, 2011

24. Wrap plan 5500's

    By Belgarath, April 28, 2021
    • 2 replies
    • 895 views
    • 
    • PensionPete
    • April 29, 2021

25. Plan to Plan transfer as of 1/1/2010 and 2009 5500

    By Guest GPNPort, April 20, 2010
    • 1 reply
    • 895 views
    • 
    • Bird
    • April 21, 2010

26. Hurricane extension

    By BG5150, October 17, 2022
    • 6 replies
    • 894 views
    • 
    • BG5150
    • October 20, 2022

27. Authorization to file 5500 on behalf

    By TPApril, June 12, 2025
    • 4 replies
    • 894 views
    • 
    • RatherBeGolfing
    • June 16, 2025

28. Reasonable Cause Letters

    By Lifer, October 18, 2016
    • 1 reply
    • 891 views
    • 
    • Lou S.
    • October 18, 2016

29. 5500 required for sep employers of controlled goru

    By Guest moosegirl, July 29, 2003
    • 2 replies
    • 891 views
    • 
    • Guest
    • July 29, 2003

30. VSP Schedule As for the Form 5500

    By 5500Nerd, September 28, 2018   

    • schedule as
    • vsp
    • (and 1 more)

      Tagged with:

      • schedule as
      • vsp
      • form 5500
    • 1 reply
    • 887 views
    • 
    • Bug on my window
    • November 19, 2018

31. Insurance policy transferred out of MPP and into PSP during plan year. File Schedule A for MPP?

    By Guest amybu99, October 14, 2003
    • 0 replies
    • 886 views
    • 
    • Guest
    • October 14, 2003

32. Extended due date for 6/30/16 YE 5500

    By Flyboyjohn, April 14, 2017
    • 4 replies
    • 886 views
    • 
    • My 2 cents
    • April 18, 2017

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

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

34. Form 5500 filing deadlines - terminated plan

    By Tsh94, April 23, 2021
    • 1 reply
    • 885 views
    • 
    • Jakyasar
    • April 23, 2021

35. 5500EZ OK if other eligibles don't contribute?

    By Flyboyjohn, February 11, 2015
    • 1 reply
    • 885 views
    • 
    • Lou S.
    • February 11, 2015

36. 403(b) plan with 125 participants, all of whom are exempt per FAB 2009-02

    By Santo Gold, July 28, 2010
    • 1 reply
    • 885 views
    • 
    • SheilaD
    • July 28, 2010

37. Inclusion of supplemental buy-up

    By Guest KLM, July 24, 2008
    • 0 replies
    • 883 views
    • 
    • Guest
    • July 24, 2008

38. retroactive defined benefit plan and 5500 Filing

    By Rayofsunshine, September 22, 2023
    • 2 replies
    • 883 views
    • 
    • Rayofsunshine
    • September 25, 2023

39. efiling non-standard plan years

    By M Norton, September 16, 2011
    • 0 replies
    • 881 views
    • 
    • M Norton
    • September 16, 2011

40. Schedule R - coverage reporting

    By pmacduff, October 14, 2008
    • 1 reply
    • 878 views
    • 
    • PensionPro
    • October 14, 2008

41. Filing Authorization and EIN

    By Belgarath, February 20, 2018
    • 3 replies
    • 878 views
    • 
    • RatherBeGolfing
    • February 21, 2018

42. Pooled Separate Accounts- Sched. A

    By Coleboy1, March 28, 2022
    • 2 replies
    • 878 views
    • 
    • Bug on my window
    • March 28, 2022

43. 5500EZ - filing requirement if assets drop below 250k

    By Jakyasar, December 17, 2019
    • 1 reply
    • 878 views
    • 
    • BG5150
    • December 19, 2019

44. New Plan for 2013 plan year - IRS Notice about missing 2012 filing

    By mwyatt, August 21, 2014
    • 3 replies
    • 878 views
    • 
    • chc93
    • August 22, 2014

45. 2022 5558 extensions

    By pmacduff, August 14, 2023
    • 5 replies
    • 877 views
    • 
    • pmacduff
    • August 15, 2023

46. Trust reports to Plan Administrators due by certain day?

    By BG5150, August 12, 2016
    • 2 replies
    • 876 views
    • 
    • Bill Presson
    • August 12, 2016

47. 8955-SSA question

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

48. 5500 and No Assets in 1st year

    By lisan1025, September 2, 2021
    • 2 replies
    • 875 views
    • 
    • austin3515
    • September 10, 2021

49. May a retirement plan's auditor act as the plan's representative before the IRS in a correction procedure?

    By Peter Gulia, October 24, 2017   

    • epcrs; vcp; auditor; independence; aicpa
    • 5 replies
    • 873 views
    • 
    • Bob the Swimmer
    • October 25, 2017

50. Experience-rated plans

    By Jane, July 4, 2023
    • 1 reply
    • 873 views
    • 
    • Bug on my window
    • July 5, 2023