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Form 5500

3,277 topics in this forum

  1. PS Plan Established Today - No Extension Filed

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

  2. 5500ez's for controlled group

    By TPApril,
    • 2 replies
    • 439 views

  3. Spin out of PEO

    By #toomanyrules,
    • 1 reply
    • 572 views

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

    By JHalligan,
    • 3 replies
    • 468 views

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

    By Archimage,
    • 1 reply
    • 521 views

  6. Extending by means of Automatic Extension

    By TPApril,
    • 6 replies
    • 1k views

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

    By Brian Murphy,
    • 11 replies
    • 1k views

  8. 5500 EZ IDA Extension and received late penalty

    By SSRRS,
    • 5 replies
    • 976 views

  9. Final 5500 EZ

    By user99,
    • 2 replies
    • 844 views

  10. First year Form 5500 with no assets

    By cathyw,
    • 4 replies
    • 763 views

  11. Short year audit issue - Schedule H

    By bzorc,
    • 11 replies
    • 2.4k views

  12. Form 5500-SF filed with old Employer address

    By karl,
    • 3 replies
    • 623 views

  13. 5558 for new plan but then 5500 not needed

    By TPApril,
    • 2 replies
    • 595 views

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

    By WDIK,
    • 14 replies
    • 2.4k views

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

    By Basically,
    • 8 replies
    • 8.7k views

  16. USERRA Make Up Contributions

    By Purplemandinga,
    • 4 replies
    • 984 views

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

    By TPApril,
    • 6 replies
    • 973 views

  18. Form 5500 Schedule C Service Codes

    By TPABob,
    • 1 reply
    • 1.2k views

  19. Audit needed?

    By bzorc,
    • 9 replies
    • 1.1k views

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

    By Bulldogs5445,
    • 1 reply
    • 412 views

  21. schedule A included commissions & premiums for 2 years

    By DMcGovern,
    • 0 replies
    • 326 views

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

    By BG5150,
    • 13 replies
    • 1.3k views

  23. REQUIRED to file form 5500-EZ Electronically?

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

  24. How to Correct EIN on Form 5500-SF

    By pensionreview,
    • 1 reply
    • 469 views

  25. 5558 and Plan Sponsor change

    By pmacduff,
    • 15 replies
    • 3.7k views

  26. fidelity bond w/inflation guard

    By TPApril,
    • 6 replies
    • 2.1k views

  27. ETFs in 401k - 5500 Reporting

    By 5500sorBust,
    • 1 reply
    • 1.1k views

  28. 1099-1096

    By thepensionmaven,
    • 5 replies
    • 776 views

  29. Audit Counts - Participants with Balances

    By austin3515,
    • 12 replies
    • 1.2k views

  30. Schedule D - Relius

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

  31. Final Year Master Trust Filing

    By bzorc,
    • 0 replies
    • 444 views

  32. Plan Year Change (after eoy)

    By TPApril,
    • 1 reply
    • 447 views

  33. 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
    • 450 views

  34. Answered

    By Insurnacegirl555,
    • 1 reply
    • 432 views

  35. 6/30/2021 5500 due today or Monday the 18th?

    By SSRRS,
    • 1 reply
    • 379 views

  36. Wrong Form Filed

    By mming,
    • 7 replies
    • 1.1k views

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

    By Santo Gold,
    • 4 replies
    • 800 views

  38. 5500-sf

    By Insurnacegirl555,
    • 1 reply
    • 554 views

  39. Small Welfare Plan

    By Insurnacegirl555,
    • 1 reply
    • 675 views

  40. 5500 fa

    By Insurnacegirl555,
    • 9 replies
    • 1k views

  41. Pooled Separate Accounts- Sched. A

    By Coleboy1,
    • 2 replies
    • 878 views

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

    By WCC,
    • 6 replies
    • 960 views

  43. 1099R issued to Plan Sponsor

    By thepensionmaven,
    • 4 replies
    • 934 views

  44. Is Schedule A required with 5500-SF

    By Pammie57,
    • 4 replies
    • 1.4k views

  45. Failed to file form 5500ez

    By Solo,
    • 2 replies
    • 546 views

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

    By PensionPro,
    • 1 reply
    • 690 views

  47. Contradictory instructions on EFAST web site

    By Khatva,
    • 2 replies
    • 854 views

  48. Can this plan FILE with an SF?

    By SSRRS,
    • 3 replies
    • 517 views

  49. DOL Email Regarding Missing 5500

    By 401 Chaos,
    • 13 replies
    • 1.9k views

  50. New York FEMA extension Through February 15th

    By thepensionmaven,
    • 5 replies
    • 659 views
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