Form 5500

3,207 topics in this forum

1. Retroactively adopted DB plan filing 5500-SF

   By dougmal, July 24, 2023
   • 1 reply
   • 278 views
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   • John Feldt ERPA CPC QPA
   • July 24, 2023

2. DFVC Program after late filed 5500

   By MarkS, July 19, 2023
   • 5 replies
   • 954 views
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   • thepensionmaven
   • July 21, 2023

3. Pre-approved plan opinion letter serial number

   By Belgarath, July 14, 2023
   • 3 replies
   • 1.2k views
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   • RatherBeGolfing
   • July 19, 2023

4. 80-120 rule

   By BG5150, July 7, 2023
   • 10 replies
   • 1.3k views
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   • Bill Presson
   • July 17, 2023

5. Code 3D Pre-approved plans (5500 Pension Feature Code)

   By austin3515, July 10, 2023
   • 1 reply
   • 534 views
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   • Peter Gulia
   • July 11, 2023

6. Experience-rated plans

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

7. Form 5500-EZ - paper

   By thepensionmaven, May 31, 2023
   • 5 replies
   • 739 views
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   • Bird
   • June 2, 2023

8. MTIA / Master Trust Investment Account Setup

   By 5500sorBust, May 31, 2023
   • 2 replies
   • 499 views
   • 
   • Bug on my window
   • June 2, 2023

9. Form 5500-EZ

   By Dougsbpc, May 26, 2023
   • 2 replies
   • 461 views
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   • Jakyasar
   • May 30, 2023

10. 5500EZ Beginning Balance

    By Coleboy1, May 25, 2023
    • 1 reply
    • 253 views
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    • Bri
    • May 26, 2023

11. 5500EZ Beginning Balance

    By Coleboy1, May 25, 2023
    • 1 reply
    • 266 views
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    • Paul I
    • May 25, 2023

12. Form 5500 Rejection Due to Incomplete IQPA report

    By Renafesq, May 23, 2023
    • 8 replies
    • 795 views
    • 
    • Peter Gulia
    • May 24, 2023

13. Employer in MEP, Spinning-Off, 5500 Reporting

    By 401kology, May 11, 2023   

    • 5500
    • spinoff
    • (and 1 more)

      Tagged with:

      • 5500
      • spinoff
      • spin-off
    • 3 replies
    • 961 views
    • 
    • 401kology
    • May 22, 2023

14. PFML Reported in Form 5500

    By 5500Nerd, May 16, 2023
    • 2 replies
    • 410 views
    • 
    • 5500Nerd
    • May 17, 2023

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

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

16. Would a 5500-EZ be required for a plan under $250,000 in this situation? Two separate companies with single participant plans controlled the same individual

    By aaronb26, May 10, 2023
    • 4 replies
    • 799 views
    • 
    • Bill Presson
    • May 11, 2023

17. EFAST2 email notifications

    By BTH, May 10, 2023
    • 0 replies
    • 169 views
    • 
    • BTH
    • May 10, 2023

18. 5500-EZ filing confirmation

    By Tom, May 8, 2023
    • 1 reply
    • 326 views
    • 
    • RatherBeGolfing
    • May 8, 2023

19. Receivable only and participant count for audit

    By AmyETPA, December 14, 2022
    • 4 replies
    • 653 views
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    • BookReader
    • May 3, 2023

20. 401(a) Thrift Plan issues

    By bzorc, April 18, 2023
    • 4 replies
    • 451 views
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    • CuseFan
    • April 19, 2023

21. What Do Participating Employers Do if the MEWA Does not File a Form 5500?

    By 5500Nerd, April 12, 2023
    • 2 replies
    • 387 views
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    • 5500Nerd
    • April 17, 2023

22. When is final 5500 due?

    By Jakyasar, April 11, 2023
    • 5 replies
    • 549 views
    • 
    • Jakyasar
    • April 12, 2023

23. Terminated plan filing

    By pmacduff, March 28, 2023
    • 3 replies
    • 452 views
    • 
    • pmacduff
    • March 30, 2023

24. Form 5500 Sans Audit Report 1 2

    By austin3515, October 6, 2022
    • 34 replies
    • 2.2k views
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    • austin3515
    • March 22, 2023

25. Plan merger and final 5500 - 1/1 merger date

    By Belgarath, June 28, 2016
    • 20 replies
    • 7.1k views
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    • MoJo
    • March 17, 2023