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Form 5500

3,286 topics in this forum

  1. Overpaid on a DFVC filing

    By thepensionmaven,
    • 3 replies
    • 774 views

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

    By Basically,
    • 4 replies
    • 903 views

  3. When is CPA audit displayed on EFAST

    By Sully,
    • 7 replies
    • 1.4k views

  4. 250 steep penalty

    By SSRRS,
    • 10 replies
    • 1.3k views

  5. Hurricane extension

    By BG5150,
    • 6 replies
    • 1.1k views

  6. SF or EZ

    By thepensionmaven,
    • 2 replies
    • 796 views

  7. IRS Plan Number Rules?

    By BG5150,
    • 8 replies
    • 6.6k views

  8. 5500 Schedule of Delinquent Contributions

    By pam@bbm,
    • 2 replies
    • 936 views

  9. TIAA CREF Deemed Loan Reporting Issue

    By austin3515,
    • 0 replies
    • 514 views

  10. 5500 for a PEP

    By BG5150,
    • 3 replies
    • 1.9k views

  11. Amending a Large Plan Form 5500

    By bhodge113,
    • 1 reply
    • 871 views

  12. 2021 5500 for new plan - docs signed in 2022

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

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

    By SSRRS,
    • 3 replies
    • 992 views

  14. Davis Bacon - delinquent contributions?

    By TPApril,
    • 2 replies
    • 732 views

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

    By TPApril,
    • 9 replies
    • 1k views
    • Bird
    • Bird

  16. EZ filer?

    By SSRRS,
    • 2 replies
    • 605 views

  17. 5500ez's for controlled group

    By TPApril,
    • 2 replies
    • 548 views

  18. PS Plan Established Today - No Extension Filed

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

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

    By JHalligan,
    • 3 replies
    • 594 views

  20. Spin out of PEO

    By #toomanyrules,
    • 1 reply
    • 700 views

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

    By Archimage,
    • 1 reply
    • 646 views

  22. 5500 EZ IDA Extension and received late penalty

    By SSRRS,
    • 5 replies
    • 1.1k views

  23. Extending by means of Automatic Extension

    By TPApril,
    • 6 replies
    • 1.3k views

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

    By Brian Murphy,
    • 11 replies
    • 1.3k views

  25. Final 5500 EZ

    By user99,
    • 2 replies
    • 1.1k views

  26. Short year audit issue - Schedule H

    By bzorc,
    • 11 replies
    • 2.9k views

  27. First year Form 5500 with no assets

    By cathyw,
    • 4 replies
    • 921 views

  28. Form 5500-SF filed with old Employer address

    By karl,
    • 3 replies
    • 767 views

  29. 5558 for new plan but then 5500 not needed

    By TPApril,
    • 2 replies
    • 710 views

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

    By TPApril,
    • 6 replies
    • 1.5k views

  31. USERRA Make Up Contributions

    By Purplemandinga,
    • 4 replies
    • 1.2k views

  32. Audit needed?

    By bzorc,
    • 9 replies
    • 1.3k views

  33. Form 5500 Schedule C Service Codes

    By TPABob,
    • 1 reply
    • 1.5k views

  34. 5558 and Plan Sponsor change

    By pmacduff,
    • 15 replies
    • 4.6k views

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

    By Bulldogs5445,
    • 1 reply
    • 497 views

  36. schedule A included commissions & premiums for 2 years

    By DMcGovern,
    • 0 replies
    • 404 views

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

    By BG5150,
    • 13 replies
    • 1.5k views

  38. REQUIRED to file form 5500-EZ Electronically?

    By K-t-F,
    • 8 replies
    • 3k views

  39. How to Correct EIN on Form 5500-SF

    By pensionreview,
    • 1 reply
    • 593 views

  40. fidelity bond w/inflation guard

    By TPApril,
    • 6 replies
    • 2.8k views

  41. Audit Counts - Participants with Balances

    By austin3515,
    • 12 replies
    • 1.4k views

  42. ETFs in 401k - 5500 Reporting

    By 5500sorBust,
    • 1 reply
    • 1.3k views

  43. 1099-1096

    By thepensionmaven,
    • 5 replies
    • 1k views

  44. 5500 reporting of asset reversion in terminated DB plan

    By bvhea,
    • 13 replies
    • 7.1k views

  45. Schedule D - Relius

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

  46. Final Year Master Trust Filing

    By bzorc,
    • 0 replies
    • 546 views

  47. 5500 fa

    By Insurnacegirl555,
    • 9 replies
    • 1.2k views

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

    By Santo Gold,
    • 4 replies
    • 912 views

  49. Plan Year Change (after eoy)

    By TPApril,
    • 1 reply
    • 525 views

  50. 6/30/2021 5500 due today or Monday the 18th?

    By SSRRS,
    • 1 reply
    • 448 views
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