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Form 5500

3,290 topics in this forum

  1. Filing Form 5500 without audit and correcting within 45 days

    By Luke Bailey,
    • 18 replies
    • 6.7k views

  2. Final year 5500-EZ, plan also funded.

    By Basically,
    • 2 replies
    • 920 views

  3. filing under DFVCP after original report filed

    By TPAinPA,
    • 1 reply
    • 1.1k views

  4. Late EZ filer, wants to ask for waive of penalty instead of DFVCP

    By JHalligan,
    • 6 replies
    • 2.5k views

  5. Severance plan filings

    By alexa,
    • 3 replies
    • 3k views

  6. Overpaid on a DFVC filing

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  7. Form 5500-EZ if EE's not eligible?

    By Basically,
    • 4 replies
    • 1.3k views

  8. When is CPA audit displayed on EFAST

    By Sully,
    • 7 replies
    • 2k views

  9. 250 steep penalty

    By SSRRS,
    • 10 replies
    • 1.8k views

  10. Hurricane extension

    By BG5150,
    • 6 replies
    • 1.4k views

  11. SF or EZ

    By thepensionmaven,
    • 2 replies
    • 1.2k views

  12. IRS Plan Number Rules?

    By BG5150,
    • 8 replies
    • 7.7k views

  13. 5500 Schedule of Delinquent Contributions

    By pam@bbm,
    • 2 replies
    • 1.3k views

  14. TIAA CREF Deemed Loan Reporting Issue

    By austin3515,
    • 0 replies
    • 656 views

  15. 5500 for a PEP

    By BG5150,
    • 3 replies
    • 2.4k views

  16. Amending a Large Plan Form 5500

    By bhodge113,
    • 1 reply
    • 1.3k views

  17. 2021 5500 for new plan - docs signed in 2022

    By doombuggy,
    • 3 replies
    • 1.2k views
    • Bri
    • Bri

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

    By SSRRS,
    • 3 replies
    • 1.4k views

  19. Davis Bacon - delinquent contributions?

    By TPApril,
    • 2 replies
    • 1.2k views

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

    By TPApril,
    • 9 replies
    • 1.5k views
    • Bird
    • Bird

  21. EZ filer?

    By SSRRS,
    • 2 replies
    • 880 views

  22. 5500ez's for controlled group

    By TPApril,
    • 2 replies
    • 878 views

  23. PS Plan Established Today - No Extension Filed

    By austin3515,
    • 2 replies
    • 1k views
    • Bird
    • Bird

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

    By JHalligan,
    • 3 replies
    • 975 views

  25. Spin out of PEO

    By #toomanyrules,
    • 1 reply
    • 1.1k views

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

    By Archimage,
    • 1 reply
    • 984 views

  27. 5500 EZ IDA Extension and received late penalty

    By SSRRS,
    • 5 replies
    • 1.5k views

  28. Extending by means of Automatic Extension

    By TPApril,
    • 6 replies
    • 1.7k views

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

    By Brian Murphy,
    • 11 replies
    • 1.8k views

  30. Final 5500 EZ

    By user99,
    • 2 replies
    • 1.6k views

  31. Short year audit issue - Schedule H

    By bzorc,
    • 11 replies
    • 3.6k views

  32. First year Form 5500 with no assets

    By cathyw,
    • 4 replies
    • 1.2k views

  33. Form 5500-SF filed with old Employer address

    By karl,
    • 3 replies
    • 1.2k views

  34. 5558 for new plan but then 5500 not needed

    By TPApril,
    • 2 replies
    • 1k views

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

    By TPApril,
    • 6 replies
    • 2k views

  36. USERRA Make Up Contributions

    By Purplemandinga,
    • 4 replies
    • 1.5k views

  37. Audit needed?

    By bzorc,
    • 9 replies
    • 1.8k views

  38. Form 5500 Schedule C Service Codes

    By TPABob,
    • 1 reply
    • 1.9k views

  39. 5558 and Plan Sponsor change

    By pmacduff,
    • 15 replies
    • 5.6k views

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

    By Bulldogs5445,
    • 1 reply
    • 686 views

  41. schedule A included commissions & premiums for 2 years

    By DMcGovern,
    • 0 replies
    • 582 views

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

    By BG5150,
    • 13 replies
    • 2.1k views

  43. REQUIRED to file form 5500-EZ Electronically?

    By Basically,
    • 8 replies
    • 3.8k views

  44. How to Correct EIN on Form 5500-SF

    By pensionreview,
    • 1 reply
    • 931 views

  45. fidelity bond w/inflation guard

    By TPApril,
    • 6 replies
    • 3.3k views

  46. Audit Counts - Participants with Balances

    By austin3515,
    • 12 replies
    • 1.9k views

  47. ETFs in 401k - 5500 Reporting

    By 5500sorBust,
    • 1 reply
    • 1.5k views

  48. 1099-1096

    By thepensionmaven,
    • 5 replies
    • 1.4k views

  49. 5500 reporting of asset reversion in terminated DB plan

    By bvhea,
    • 13 replies
    • 8.3k views

  50. Schedule D - Relius

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