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Form 5500

3,281 topics in this forum

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

    By SSRRS,
    • 3 replies
    • 858 views

  2. Davis Bacon - delinquent contributions?

    By TPApril,
    • 2 replies
    • 598 views

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

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

  4. EZ filer?

    By SSRRS,
    • 2 replies
    • 491 views

  5. PS Plan Established Today - No Extension Filed

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

  6. 5500ez's for controlled group

    By TPApril,
    • 2 replies
    • 449 views

  7. Spin out of PEO

    By #toomanyrules,
    • 1 reply
    • 586 views

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

    By JHalligan,
    • 3 replies
    • 479 views

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

    By Archimage,
    • 1 reply
    • 534 views

  10. Extending by means of Automatic Extension

    By TPApril,
    • 6 replies
    • 1.1k views

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

    By Brian Murphy,
    • 11 replies
    • 1k views

  12. 5500 EZ IDA Extension and received late penalty

    By SSRRS,
    • 5 replies
    • 991 views

  13. Final 5500 EZ

    By user99,
    • 2 replies
    • 865 views

  14. First year Form 5500 with no assets

    By cathyw,
    • 4 replies
    • 777 views

  15. Short year audit issue - Schedule H

    By bzorc,
    • 11 replies
    • 2.5k views

  16. Form 5500-SF filed with old Employer address

    By karl,
    • 3 replies
    • 635 views

  17. 5558 for new plan but then 5500 not needed

    By TPApril,
    • 2 replies
    • 604 views

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

    By WDIK,
    • 14 replies
    • 2.6k views

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

    By Basically,
    • 8 replies
    • 9.2k views

  20. USERRA Make Up Contributions

    By Purplemandinga,
    • 4 replies
    • 998 views

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

    By TPApril,
    • 6 replies
    • 1k views

  22. Form 5500 Schedule C Service Codes

    By TPABob,
    • 1 reply
    • 1.2k views

  23. Audit needed?

    By bzorc,
    • 9 replies
    • 1.1k views

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

    By Bulldogs5445,
    • 1 reply
    • 420 views

  25. schedule A included commissions & premiums for 2 years

    By DMcGovern,
    • 0 replies
    • 332 views

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

    By BG5150,
    • 13 replies
    • 1.3k views

  27. REQUIRED to file form 5500-EZ Electronically?

    By K-t-F,
    • 8 replies
    • 2.4k views

  28. How to Correct EIN on Form 5500-SF

    By pensionreview,
    • 1 reply
    • 481 views

  29. 5558 and Plan Sponsor change

    By pmacduff,
    • 15 replies
    • 3.8k views

  30. fidelity bond w/inflation guard

    By TPApril,
    • 6 replies
    • 2.3k views

  31. ETFs in 401k - 5500 Reporting

    By 5500sorBust,
    • 1 reply
    • 1.1k views

  32. 1099-1096

    By thepensionmaven,
    • 5 replies
    • 821 views

  33. Audit Counts - Participants with Balances

    By austin3515,
    • 12 replies
    • 1.2k views

  34. Schedule D - Relius

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

  35. Final Year Master Trust Filing

    By bzorc,
    • 0 replies
    • 455 views

  36. Plan Year Change (after eoy)

    By TPApril,
    • 1 reply
    • 453 views

  37. 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
    • 459 views

  38. Answered

    By Insurnacegirl555,
    • 1 reply
    • 442 views

  39. 6/30/2021 5500 due today or Monday the 18th?

    By SSRRS,
    • 1 reply
    • 385 views

  40. Wrong Form Filed

    By mming,
    • 7 replies
    • 1.1k views

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

    By Santo Gold,
    • 4 replies
    • 810 views

  42. 5500-sf

    By Insurnacegirl555,
    • 1 reply
    • 559 views

  43. Small Welfare Plan

    By Insurnacegirl555,
    • 1 reply
    • 685 views

  44. 5500 fa

    By Insurnacegirl555,
    • 9 replies
    • 1k views

  45. Pooled Separate Accounts- Sched. A

    By Coleboy1,
    • 2 replies
    • 903 views

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

    By WCC,
    • 6 replies
    • 977 views

  47. 1099R issued to Plan Sponsor

    By thepensionmaven,
    • 4 replies
    • 951 views

  48. Is Schedule A required with 5500-SF

    By Pammie57,
    • 4 replies
    • 1.4k views

  49. Failed to file form 5500ez

    By Solo,
    • 2 replies
    • 558 views

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

    By PensionPro,
    • 1 reply
    • 704 views
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