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Form 5500

3,283 topics in this forum

  1. 250 steep penalty

    By SSRRS,
    • 10 replies
    • 1.2k views

  2. Hurricane extension

    By BG5150,
    • 6 replies
    • 987 views

  3. SF or EZ

    By thepensionmaven,
    • 2 replies
    • 741 views

  4. IRS Plan Number Rules?

    By BG5150,
    • 8 replies
    • 6.1k views

  5. 5500 Schedule of Delinquent Contributions

    By pam@bbm,
    • 2 replies
    • 853 views

  6. TIAA CREF Deemed Loan Reporting Issue

    By austin3515,
    • 0 replies
    • 480 views

  7. 5500 for a PEP

    By BG5150,
    • 3 replies
    • 1.8k views

  8. Amending a Large Plan Form 5500

    By bhodge113,
    • 1 reply
    • 813 views

  9. 2021 5500 for new plan - docs signed in 2022

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

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

    By SSRRS,
    • 3 replies
    • 933 views

  11. Davis Bacon - delinquent contributions?

    By TPApril,
    • 2 replies
    • 672 views

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

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

  13. EZ filer?

    By SSRRS,
    • 2 replies
    • 560 views

  14. 5500ez's for controlled group

    By TPApril,
    • 2 replies
    • 498 views

  15. PS Plan Established Today - No Extension Filed

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

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

    By JHalligan,
    • 3 replies
    • 540 views

  17. Spin out of PEO

    By #toomanyrules,
    • 1 reply
    • 649 views

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

    By Archimage,
    • 1 reply
    • 593 views

  19. 5500 EZ IDA Extension and received late penalty

    By SSRRS,
    • 5 replies
    • 1.1k views

  20. Extending by means of Automatic Extension

    By TPApril,
    • 6 replies
    • 1.2k views

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

    By Brian Murphy,
    • 11 replies
    • 1.2k views

  22. Final 5500 EZ

    By user99,
    • 2 replies
    • 984 views

  23. Short year audit issue - Schedule H

    By bzorc,
    • 11 replies
    • 2.7k views

  24. First year Form 5500 with no assets

    By cathyw,
    • 4 replies
    • 852 views

  25. Form 5500-SF filed with old Employer address

    By karl,
    • 3 replies
    • 702 views

  26. 5558 for new plan but then 5500 not needed

    By TPApril,
    • 2 replies
    • 661 views

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

    By TPApril,
    • 6 replies
    • 1.3k views

  28. USERRA Make Up Contributions

    By Purplemandinga,
    • 4 replies
    • 1.1k views

  29. Audit needed?

    By bzorc,
    • 9 replies
    • 1.2k views

  30. Form 5500 Schedule C Service Codes

    By TPABob,
    • 1 reply
    • 1.3k views

  31. 5558 and Plan Sponsor change

    By pmacduff,
    • 15 replies
    • 4.2k views

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

    By Bulldogs5445,
    • 1 reply
    • 459 views

  33. schedule A included commissions & premiums for 2 years

    By DMcGovern,
    • 0 replies
    • 369 views

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

    By BG5150,
    • 13 replies
    • 1.4k views

  35. REQUIRED to file form 5500-EZ Electronically?

    By K-t-F,
    • 8 replies
    • 2.7k views

  36. How to Correct EIN on Form 5500-SF

    By pensionreview,
    • 1 reply
    • 520 views

  37. fidelity bond w/inflation guard

    By TPApril,
    • 6 replies
    • 2.6k views

  38. Audit Counts - Participants with Balances

    By austin3515,
    • 12 replies
    • 1.3k views

  39. ETFs in 401k - 5500 Reporting

    By 5500sorBust,
    • 1 reply
    • 1.2k views

  40. 1099-1096

    By thepensionmaven,
    • 5 replies
    • 944 views

  41. 5500 reporting of asset reversion in terminated DB plan

    By bvhea,
    • 13 replies
    • 6.9k views

  42. Schedule D - Relius

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

  43. Final Year Master Trust Filing

    By bzorc,
    • 0 replies
    • 498 views

  44. 5500 fa

    By Insurnacegirl555,
    • 9 replies
    • 1.1k views

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

    By Santo Gold,
    • 4 replies
    • 859 views

  46. Plan Year Change (after eoy)

    By TPApril,
    • 1 reply
    • 493 views

  47. 6/30/2021 5500 due today or Monday the 18th?

    By SSRRS,
    • 1 reply
    • 420 views

  48. Answered

    By Insurnacegirl555,
    • 1 reply
    • 486 views

  49. 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
    • 506 views

  50. Wrong Form Filed

    By mming,
    • 7 replies
    • 1.2k views
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