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Form 5500

3,281 topics in this forum

  1. SF or EZ

    By thepensionmaven,
    • 2 replies
    • 677 views

  2. IRS Plan Number Rules?

    By BG5150,
    • 8 replies
    • 5.3k views

  3. 5500 Schedule of Delinquent Contributions

    By pam@bbm,
    • 2 replies
    • 764 views

  4. TIAA CREF Deemed Loan Reporting Issue

    By austin3515,
    • 0 replies
    • 427 views

  5. 5500 for a PEP

    By BG5150,
    • 3 replies
    • 1.7k views

  6. Amending a Large Plan Form 5500

    By bhodge113,
    • 1 reply
    • 758 views

  7. 2021 5500 for new plan - docs signed in 2022

    By doombuggy,
    • 3 replies
    • 645 views
    • Bri
    • Bri

  8. PSA--Florida extended to 2/15/23

    By SSRRS,
    • 3 replies
    • 866 views

  9. Davis Bacon - delinquent contributions?

    By TPApril,
    • 2 replies
    • 606 views

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

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

  11. EZ filer?

    By SSRRS,
    • 2 replies
    • 503 views

  12. 5500ez's for controlled group

    By TPApril,
    • 2 replies
    • 455 views

  13. PS Plan Established Today - No Extension Filed

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

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

    By JHalligan,
    • 3 replies
    • 488 views

  15. Spin out of PEO

    By #toomanyrules,
    • 1 reply
    • 595 views

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

    By Archimage,
    • 1 reply
    • 539 views

  17. 5500 EZ IDA Extension and received late penalty

    By SSRRS,
    • 5 replies
    • 1k views

  18. Extending by means of Automatic Extension

    By TPApril,
    • 6 replies
    • 1.1k views

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

    By Brian Murphy,
    • 11 replies
    • 1.1k views

  20. Final 5500 EZ

    By user99,
    • 2 replies
    • 896 views

  21. Short year audit issue - Schedule H

    By bzorc,
    • 11 replies
    • 2.5k views

  22. First year Form 5500 with no assets

    By cathyw,
    • 4 replies
    • 787 views

  23. Form 5500-SF filed with old Employer address

    By karl,
    • 3 replies
    • 647 views

  24. 5558 for new plan but then 5500 not needed

    By TPApril,
    • 2 replies
    • 616 views

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

    By TPApril,
    • 6 replies
    • 1.1k views

  26. USERRA Make Up Contributions

    By Purplemandinga,
    • 4 replies
    • 1k views

  27. Audit needed?

    By bzorc,
    • 9 replies
    • 1.2k views

  28. Form 5500 Schedule C Service Codes

    By TPABob,
    • 1 reply
    • 1.2k views

  29. 5558 and Plan Sponsor change

    By pmacduff,
    • 15 replies
    • 3.9k views

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

    By Bulldogs5445,
    • 1 reply
    • 425 views

  31. schedule A included commissions & premiums for 2 years

    By DMcGovern,
    • 0 replies
    • 338 views

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

    By BG5150,
    • 13 replies
    • 1.3k views

  33. REQUIRED to file form 5500-EZ Electronically?

    By K-t-F,
    • 8 replies
    • 2.5k views

  34. How to Correct EIN on Form 5500-SF

    By pensionreview,
    • 1 reply
    • 490 views

  35. fidelity bond w/inflation guard

    By TPApril,
    • 6 replies
    • 2.4k views

  36. Audit Counts - Participants with Balances

    By austin3515,
    • 12 replies
    • 1.2k views

  37. ETFs in 401k - 5500 Reporting

    By 5500sorBust,
    • 1 reply
    • 1.1k views

  38. 1099-1096

    By thepensionmaven,
    • 5 replies
    • 860 views

  39. 5500 reporting of asset reversion in terminated DB plan

    By bvhea,
    • 13 replies
    • 6.7k views

  40. Schedule D - Relius

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

  41. Final Year Master Trust Filing

    By bzorc,
    • 0 replies
    • 467 views

  42. 5500 fa

    By Insurnacegirl555,
    • 9 replies
    • 1k views

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

    By Santo Gold,
    • 4 replies
    • 816 views

  44. Plan Year Change (after eoy)

    By TPApril,
    • 1 reply
    • 461 views

  45. 6/30/2021 5500 due today or Monday the 18th?

    By SSRRS,
    • 1 reply
    • 395 views

  46. Answered

    By Insurnacegirl555,
    • 1 reply
    • 449 views

  47. 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
    • 471 views

  48. Wrong Form Filed

    By mming,
    • 7 replies
    • 1.2k views

  49. DOL Email Regarding Missing 5500

    By 401 Chaos,
    • 13 replies
    • 2k views

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

    By Peter Gulia,   
    • 3 replies
    • 792 views
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