Form 5500

3,277 topics in this forum

1. Incorrect EIN Used in Prior Years

   By Guest dms9999, May 28, 2009
   • 9 replies
   • 3.1k views
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   • Bill Presson
   • June 3, 2009

2. Do I need to file?

   By pixmax, June 26, 2009
   • 9 replies
   • 2.2k views
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   • pixmax
   • June 26, 2009

3. 3(16) Signing 5500

   By SSSCCH, January 29, 2016
   • 9 replies
   • 2.3k views
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   • BG5150
   • February 2, 2016

4. Small Plan Audit Exemption

   By Guest Giovanni, May 24, 2002
   • 9 replies
   • 2.9k views
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   • Lynn Campbell
   • May 30, 2002

5. Privacy concerns and Form 5500

   By Craig Garner, November 2, 2012
   • 9 replies
   • 1.6k views
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   • K2retire
   • November 6, 2012

6. 80-120 Rule

   By coleboy, October 14, 2015
   • 9 replies
   • 2.7k views
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   • Andrea
   • February 19, 2020

7. Form 5558

   By Guest HiKidsImASrPensionAdmin, June 29, 2006
   • 9 replies
   • 3.6k views
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   • Belgarath
   • July 25, 2006

8. Final 5500 not marked final

   By Guest cbclark, September 22, 2011
   • 9 replies
   • 1.8k views
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   • Guest
   • September 23, 2011

9. Independent qualified public accountants for audit

   By Guest 401kadmin, November 16, 2006
   • 9 replies
   • 3.5k views
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   • Archimage
   • November 22, 2006

10. Schedule A

    By SSRRS, July 21, 2021
    • 9 replies
    • 1.3k views
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    • Peter Gulia
    • July 23, 2021

11. reporting contributions when there was a plan merger

    By Santo Gold, March 17, 2021
    • 9 replies
    • 1.3k views
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    • Belgarath
    • April 12, 2021

12. EFAST 2 Email from EFAST email account

    By austin3515, December 22, 2022
    • 9 replies
    • 1.7k views
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    • pmacduff
    • December 27, 2022

13. Controlled Group and 5500

    By HarleyBabe, August 2, 2007
    • 9 replies
    • 9.9k views
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    • HarleyBabe
    • August 2, 2007

14. Extensions for PYE 1/31/2013

    By Rob P, October 14, 2013
    • 9 replies
    • 1.5k views
    • 
    • Rob P
    • October 15, 2013

15. Schedule of Assets Held - mutual funds

    By Monica Barnard, September 7, 2006
    • 9 replies
    • 6.8k views
    • 
    • Guest
    • October 2, 2006

16. 8955-SSA for less than cash out benefit

    By Belgarath, October 3, 2016
    • 9 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • October 7, 2016

17. Signatures on Schedule P

    By blue, April 1, 2006
    • 9 replies
    • 2.7k views
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    • E as in ERISA
    • April 6, 2006

18. deadline to file 5500 forms

    By Jakyasar, March 29, 2020
    • 9 replies
    • 1.5k views
    • 
    • Jakyasar
    • March 31, 2020

19. Final 5500 EZ

    By Benbob13, February 8, 2021
    • 9 replies
    • 1.3k views
    • 
    • Lou S.
    • February 16, 2021

20. 2001 5500 forms?

    By Guest BillClinton, May 13, 2002
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • June 1, 2002

21. 5d(1) and 5d(2) on Form 5500 Question

    By Vlad401k, July 13, 2015
    • 9 replies
    • 2k views
    • 
    • austin3515
    • July 15, 2015

22. SSA Information

    By Guest furiousfurrball, June 8, 2009
    • 9 replies
    • 1.8k views
    • 
    • KateSmithPA
    • June 12, 2009

23. 5500 fa

    By Insurnacegirl555, April 3, 2022
    • 9 replies
    • 1k views
    • 
    • Luke Bailey
    • April 23, 2022

24. IRS Notice - 2008 Form 5500 not received

    By Spencer, June 22, 2011
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • June 23, 2011

25. SAR due date for extended 5500 filed by original due date

    By TPApril, July 30, 2024
    • 9 replies
    • 1.7k views
    • 
    • Gilmore
    • August 8, 2024

26. Independent audit required for self-funded welfare plan in which TPA s

    By Guest jfgc, May 26, 2000
    • 9 replies
    • 4.1k views
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    • Moe Howard
    • October 24, 2000

27. Can a non-US citizen sign the 5500?

    By AlbanyConsultant, October 7, 2025
    • 9 replies
    • 998 views
    • 
    • AlbanyConsultant
    • October 9, 2025

28. Active Participant count in a terminated plan

    By buckaroo, April 25, 2005
    • 9 replies
    • 7k views
    • 
    • JanetM
    • June 20, 2008

29. New Schedule H P2 Expense Breakout Question

    By Numb3rsGame, May 29, 2024
    • 9 replies
    • 1.7k views
    • 
    • Numb3rsGame
    • May 31, 2024

30. How does a small plan filer upload a .pdf attachment of financial statements?

    By Peter Gulia, January 30, 2017   

    • form 5500; schedule i; attachment; efast2
    • 9 replies
    • 1k views
    • 
    • Peter Gulia
    • January 31, 2017

31. Commission Info for Line 10e of Schedule A

    By Gilmore, May 21, 2019
    • 8 replies
    • 1.7k views
    • 
    • Gilmore
    • May 26, 2019

32. Is insurance cash value to be reported on the 5500 forms as assets?

    By Jakyasar, August 13, 2021
    • 8 replies
    • 1.5k views
    • 
    • Jakyasar
    • August 13, 2021

33. Extension mess ups changing PYE??

    By ESOP Guy, October 9, 2023
    • 8 replies
    • 1.1k views
    • 
    • ESOP Guy
    • October 17, 2023

34. Delinquent Filer Voluntary compliance program

    By Chippy, December 8, 2010
    • 8 replies
    • 1.9k views
    • 
    • Chippy
    • December 10, 2010

35. Loan from Insurance Policy

    By Lori Foresz, September 12, 2003
    • 8 replies
    • 1.8k views
    • 
    • ljr
    • September 15, 2003

36. Simplified reporting under PPA?

    By Kimberly S, October 11, 2007
    • 8 replies
    • 2.4k views
    • 
    • pmacduff
    • October 25, 2007

37. 5500 Schedule C information not avaialble

    By Molly the cat, July 11, 2017   

    • 5500
    • 8 replies
    • 1.9k views
    • 
    • Molly the cat
    • August 15, 2017

38. Small Plan Audit - IRA's

    By austin3515, September 19, 2002
    • 8 replies
    • 1.7k views
    • 
    • austin3515
    • October 16, 2002

39. plan never filed 5500 DFVCP

    By Santo Gold, May 21, 2020
    • 8 replies
    • 1.4k views
    • 
    • BG5150
    • July 13, 2020

40. Form 5500 Bulk Signing

    By pr2222, June 3, 2019
    • 8 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • June 3, 2019

41. Schedule C needed for change in Enrolled Actuary?

    By Guest HarveyC, October 7, 2003
    • 8 replies
    • 6k views
    • 
    • Guest
    • October 9, 2003

42. Bonding Requirements- CR

    By pbarrett, April 24, 2003
    • 8 replies
    • 1.9k views
    • 
    • Archimage
    • April 28, 2003

43. Schedule C - a mutual fund's service providers

    By Peter Gulia, February 3, 2010
    • 8 replies
    • 2.3k views
    • 
    • RCK
    • September 9, 2010

44. changes to form 5500 for 2014

    By Tom Poje, December 16, 2014
    • 8 replies
    • 2.6k views
    • 
    • BeanCounterBlues
    • January 8, 2015

45. QDRO Fee - Who Pays?

    By 401(k)athryn, June 24, 2016   

    • QDRO
    • 8 replies
    • 5.7k views
    • 
    • david rigby
    • June 27, 2016

46. DOL Notices

    By BG5150, November 13, 2015
    • 8 replies
    • 1.7k views
    • 
    • Calavera
    • November 16, 2015

47. Form 5500-EZ Employee Definition

    By MarZDoates, August 13, 2008
    • 8 replies
    • 2.7k views
    • 
    • MarZDoates
    • August 20, 2008

48. 2009 5500-EZ and EFAST2

    By goldtpa, February 3, 2010
    • 8 replies
    • 2.2k views
    • 
    • four01kman
    • February 4, 2010

49. Form 5558

    By DPSRich, June 23, 2010
    • 8 replies
    • 2.9k views
    • 
    • My 2 cents
    • August 30, 2010

50. 5500 Filed 12 hours late...

    By austin3515, July 16, 2014
    • 8 replies
    • 1.8k views
    • 
    • austin3515
    • July 16, 2014