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Form 5500

3,271 topics in this forum

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

    By Brian Murphy,
    • 11 replies
    • 954 views

  2. 5500 EZ IDA Extension and received late penalty

    By SSRRS,
    • 5 replies
    • 954 views

  3. Final 5500 EZ

    By user99,
    • 2 replies
    • 790 views

  4. First year Form 5500 with no assets

    By cathyw,
    • 4 replies
    • 731 views

  5. Short year audit issue - Schedule H

    By bzorc,
    • 11 replies
    • 2.2k views

  6. Form 5500-SF filed with old Employer address

    By karl,
    • 3 replies
    • 593 views

  7. 5558 for new plan but then 5500 not needed

    By TPApril,
    • 2 replies
    • 580 views

  8. Penalty for Filing Exempt Form 5500-EZ After Deadline

    By WDIK,
    • 14 replies
    • 2.3k views

  9. Form 5500EZ, assets dip below $250,000

    By Basically,
    • 8 replies
    • 7.7k views

  10. USERRA Make Up Contributions

    By Purplemandinga,
    • 4 replies
    • 937 views

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

    By TPApril,
    • 6 replies
    • 904 views

  12. Form 5500 Schedule C Service Codes

    By TPABob,
    • 1 reply
    • 1.1k views

  13. Audit needed?

    By bzorc,
    • 9 replies
    • 1.1k views

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

    By Bulldogs5445,
    • 1 reply
    • 390 views

  15. schedule A included commissions & premiums for 2 years

    By DMcGovern,
    • 0 replies
    • 306 views

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

    By BG5150,
    • 13 replies
    • 1.2k views

  17. REQUIRED to file form 5500-EZ Electronically?

    By K-t-F,
    • 8 replies
    • 2.2k views

  18. How to Correct EIN on Form 5500-SF

    By pensionreview,
    • 1 reply
    • 454 views

  19. 5558 and Plan Sponsor change

    By pmacduff,
    • 15 replies
    • 3.5k views

  20. fidelity bond w/inflation guard

    By TPApril,
    • 6 replies
    • 2k views

  21. ETFs in 401k - 5500 Reporting

    By 5500sorBust,
    • 1 reply
    • 1k views

  22. 1099-1096

    By thepensionmaven,
    • 5 replies
    • 750 views

  23. Audit Counts - Participants with Balances

    By austin3515,
    • 12 replies
    • 1.2k views

  24. Schedule D - Relius

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

  25. Final Year Master Trust Filing

    By bzorc,
    • 0 replies
    • 427 views

  26. Plan Year Change (after eoy)

    By TPApril,
    • 1 reply
    • 410 views

  27. 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
    • 431 views

  28. Answered

    By Insurnacegirl555,
    • 1 reply
    • 408 views

  29. 6/30/2021 5500 due today or Monday the 18th?

    By SSRRS,
    • 1 reply
    • 347 views

  30. Wrong Form Filed

    By mming,
    • 7 replies
    • 1.1k views

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

    By Santo Gold,
    • 4 replies
    • 774 views

  32. 5500-sf

    By Insurnacegirl555,
    • 1 reply
    • 516 views

  33. Small Welfare Plan

    By Insurnacegirl555,
    • 1 reply
    • 657 views

  34. 5500 fa

    By Insurnacegirl555,
    • 9 replies
    • 960 views

  35. Pooled Separate Accounts- Sched. A

    By Coleboy1,
    • 2 replies
    • 811 views

  36. two small plans merge mid year, when do they become a large plan filer?

    By WCC,
    • 6 replies
    • 931 views

  37. 1099R issued to Plan Sponsor

    By thepensionmaven,
    • 4 replies
    • 912 views

  38. Is Schedule A required with 5500-SF

    By Pammie57,
    • 4 replies
    • 1.3k views

  39. Failed to file form 5500ez

    By Solo,
    • 2 replies
    • 512 views

  40. Form 5500 - Which Version to Use for Prior Filing

    By PensionPro,
    • 1 reply
    • 666 views

  41. Contradictory instructions on EFAST web site

    By Khatva,
    • 2 replies
    • 802 views

  42. Can this plan FILE with an SF?

    By SSRRS,
    • 3 replies
    • 498 views

  43. DOL Email Regarding Missing 5500

    By 401 Chaos,
    • 13 replies
    • 1.8k views

  44. New York FEMA extension Through February 15th

    By thepensionmaven,
    • 5 replies
    • 634 views

  45. 5500ez vs "effective date of plan termination"

    By Khatva,
    • 3 replies
    • 896 views

  46. Form 5500-SF Line 8e

    By steve45,
    • 5 replies
    • 1.1k views

  47. EZ Eligible?

    By Basically,
    • 4 replies
    • 967 views

  48. Paying DFVC Fee

    By K-t-F,
    • 4 replies
    • 670 views

  49. Bond for non-qualfying assets--capped at $500k?

    By BG5150,
    • 7 replies
    • 937 views

  50. IRS sending out late 5500 penalty for plans that have the IDA extension

    By Zimkap,
    • 3 replies
    • 1.1k views
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