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Form 5500

3,273 topics in this forum

  1. Davis Bacon - delinquent contributions?

    By TPApril,
    • 2 replies
    • 572 views

  2. cash to acccrued basis for 1st 5500's

    By TPApril,
    • 9 replies
    • 842 views
    • Bird
    • Bird

  3. EZ filer?

    By SSRRS,
    • 2 replies
    • 468 views

  4. 5500ez's for controlled group

    By TPApril,
    • 2 replies
    • 436 views

  5. PS Plan Established Today - No Extension Filed

    By austin3515,
    • 2 replies
    • 532 views
    • Bird
    • Bird

  6. separate 5500s for solo(k) and DB plan?

    By JHalligan,
    • 3 replies
    • 463 views

  7. Spin out of PEO

    By #toomanyrules,
    • 1 reply
    • 564 views

  8. Closed MEP Filed Separate 5500s as an "open" MEP

    By Archimage,
    • 1 reply
    • 511 views

  9. 5500 EZ IDA Extension and received late penalty

    By SSRRS,
    • 5 replies
    • 968 views

  10. Extending by means of Automatic Extension

    By TPApril,
    • 6 replies
    • 1k views

  11. Looking to terminate plan cannot find record of 5500 filings

    By Brian Murphy,
    • 11 replies
    • 978 views

  12. Final 5500 EZ

    By user99,
    • 2 replies
    • 825 views

  13. Short year audit issue - Schedule H

    By bzorc,
    • 11 replies
    • 2.3k views

  14. First year Form 5500 with no assets

    By cathyw,
    • 4 replies
    • 757 views

  15. Form 5500-SF filed with old Employer address

    By karl,
    • 3 replies
    • 612 views

  16. 5558 for new plan but then 5500 not needed

    By TPApril,
    • 2 replies
    • 594 views

  17. Plan Sponsor & Plan Name Changes - 5500 - "accrued or cash"

    By TPApril,
    • 6 replies
    • 946 views

  18. USERRA Make Up Contributions

    By Purplemandinga,
    • 4 replies
    • 966 views

  19. Audit needed?

    By bzorc,
    • 9 replies
    • 1.1k views

  20. Form 5500 Schedule C Service Codes

    By TPABob,
    • 1 reply
    • 1.1k views

  21. 5558 and Plan Sponsor change

    By pmacduff,
    • 15 replies
    • 3.6k views

  22. Large welfare plan paid DFVCP payment but never submitted filings

    By Bulldogs5445,
    • 1 reply
    • 404 views

  23. schedule A included commissions & premiums for 2 years

    By DMcGovern,
    • 0 replies
    • 319 views

  24. Filed late, got IRS letter; any options?

    By BG5150,
    • 13 replies
    • 1.2k views

  25. REQUIRED to file form 5500-EZ Electronically?

    By K-t-F,
    • 8 replies
    • 2.3k views

  26. How to Correct EIN on Form 5500-SF

    By pensionreview,
    • 1 reply
    • 468 views

  27. fidelity bond w/inflation guard

    By TPApril,
    • 6 replies
    • 2k views

  28. Audit Counts - Participants with Balances

    By austin3515,
    • 12 replies
    • 1.2k views

  29. ETFs in 401k - 5500 Reporting

    By 5500sorBust,
    • 1 reply
    • 1.1k views

  30. 1099-1096

    By thepensionmaven,
    • 5 replies
    • 771 views

  31. 5500 reporting of asset reversion in terminated DB plan

    By bvhea,
    • 13 replies
    • 6.5k views

  32. Schedule D - Relius

    By ratherbereading,
    • 1 reply
    • 669 views
    • Bri
    • Bri

  33. Final Year Master Trust Filing

    By bzorc,
    • 0 replies
    • 439 views

  34. 5500 fa

    By Insurnacegirl555,
    • 9 replies
    • 980 views

  35. Small employer failed to file a 2019 5500 and received the IRS letter.

    By Santo Gold,
    • 4 replies
    • 792 views

  36. Plan Year Change (after eoy)

    By TPApril,
    • 1 reply
    • 444 views

  37. 6/30/2021 5500 due today or Monday the 18th?

    By SSRRS,
    • 1 reply
    • 373 views

  38. Answered

    By Insurnacegirl555,
    • 1 reply
    • 426 views

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

    By Scott A. Davis,
    • 0 replies
    • 446 views

  40. Wrong Form Filed

    By mming,
    • 7 replies
    • 1.1k views

  41. DOL Email Regarding Missing 5500

    By 401 Chaos,
    • 13 replies
    • 1.9k views

  42. Do you know how 2022’s holidays fit?

    By Peter Gulia,   
    • 3 replies
    • 764 views

  43. 5500-sf

    By Insurnacegirl555,
    • 1 reply
    • 548 views

  44. Small Welfare Plan

    By Insurnacegirl555,
    • 1 reply
    • 670 views

  45. two small plans merge mid year, when do they become a large plan filer?

    By WCC,
    • 6 replies
    • 956 views

  46. Pooled Separate Accounts- Sched. A

    By Coleboy1,
    • 2 replies
    • 857 views

  47. 1099R issued to Plan Sponsor

    By thepensionmaven,
    • 4 replies
    • 922 views

  48. Is Schedule A required with 5500-SF

    By Pammie57,
    • 4 replies
    • 1.4k views

  49. Failed to file form 5500ez

    By Solo,
    • 2 replies
    • 543 views

  50. Contradictory instructions on EFAST web site

    By Khatva,
    • 2 replies
    • 838 views
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