Form 5500

3,272 topics in this forum

1. 5500 form - Page 2 Participant Count & Tedrminated Plan

   By Guest pensionslave, June 23, 2006
   • 2 replies
   • 1.4k views
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   • Guest
   • June 23, 2006

2. 5500 form for TIAA-CREF plan

   By K2retire, October 4, 2017
   • 6 replies
   • 2.1k views
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   • Tom Poje
   • October 5, 2017

3. 5500 Forms

   By Guest Kjack, March 6, 2002
   • 2 replies
   • 1.5k views
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   • Guest
   • March 12, 2002

4. 5500 forms filed when not required - what happens when you stop?

   By Belgarath, July 2, 2013
   • 2 replies
   • 1.4k views
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   • Flyboyjohn
   • July 2, 2013

5. 5500 Forms on Pension Reporter

   By Sunny, May 6
   • 3 replies
   • 1.9k views
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   • Peter Gulia
   • May 7

6. 5500 has not been filed

   By PainPA, May 7, 2008
   • 2 replies
   • 1.5k views
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   • Kevin C
   • May 13, 2008

7. 5500 Inquiry - 9 years later

   By LMOC, April 26, 2016
   • 25 replies
   • 4.1k views
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   • Mike Preston
   • May 24, 2017

8. 5500 instructions

   By Tom Poje, February 27, 2004
   • 3 replies
   • 1.6k views
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   • jquazza
   • March 18, 2004

9. 5500 IRS v DOL

   By ombskid, November 21, 2010
   • 6 replies
   • 2.3k views
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   • ombskid
   • December 8, 2010

10. 5500 is overdue - final notice - CP-406

    By tymesup, April 18, 2016
    • 19 replies
    • 2.3k views
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    • My 2 cents
    • July 22, 2016

11. 5500 Issue

    By Guest Gibson, April 19, 2001
    • 2 replies
    • 1.8k views
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    • Guest
    • April 20, 2001

12. 5500 Large Plan - fees

    By PFranckowiak, May 10, 2013
    • 1 reply
    • 1.3k views
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    • ACox
    • May 10, 2013

13. 5500 Late Filing

    By KevinMc, December 11, 2013
    • 1 reply
    • 1k views
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    • BG5150
    • December 11, 2013

14. 5500 Line 7b

    By doombuggy, March 25, 2004
    • 1 reply
    • 1.2k views
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    • maverick
    • March 25, 2004

15. 5500 line 8

    By Guest TAG, October 7, 2003
    • 2 replies
    • 1.7k views
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    • Guest
    • October 7, 2003

16. 5500 Line 8A and 8B

    By Medusa, January 15, 2009
    • 1 reply
    • 1.9k views
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    • WDIK
    • February 3, 2009

17. 5500 line 8a page 2

    By caryn22359, December 2, 2005
    • 10 replies
    • 3.1k views
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    • JanetM
    • December 14, 2005

18. 5500 mailed w/o contribution being sent?

    By Guest rachd, July 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • K-t-F
    • July 22, 2004

19. 5500 MEP Schedule "Other" Blank in Part I Describing Type of MEP

    By RPP2001, October 9, 2024
    • 4 replies
    • 1.1k views
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    • RPP2001
    • October 14, 2024

20. 5500 Mia

    By Guest ANNEBV, October 18, 2001
    • 4 replies
    • 1.7k views
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    • TPAVP
    • October 22, 2001

21. 5500 on Accrual Basis

    By Guest Tracy H, July 12, 2001
    • 6 replies
    • 7.6k views
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    • Guest
    • August 19, 2001

22. 5500 Or 5500ez

    By Richard Anderson, June 28, 2001
    • 1 reply
    • 1.5k views
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    • wmyer
    • June 28, 2001

23. 5500 or 5500ez

    By tertue, February 19, 2015   

    • C Corp 1 employee 5 owners
    • 13 replies
    • 2.4k views
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    • Mike Preston
    • April 16, 2015

24. 5500 or 5500EZ

    By Guest sueczer, May 30, 2006
    • 11 replies
    • 5.1k views
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    • Guest
    • July 21, 2010

25. 5500 or 5500ez?

    By Guest terid, December 10, 2003
    • 2 replies
    • 1.2k views
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    • Lynn Campbell
    • December 15, 2003

26. 5500 or EZ?

    By mming, September 22, 2004
    • 2 replies
    • 1.1k views
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    • Belgarath
    • September 24, 2004

27. 5500 Ownership/HR or Finance?

    By Guest Diane Furry, April 1, 2002
    • 3 replies
    • 2.7k views
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    • david rigby
    • April 1, 2002

28. 5500 Part II, Line 8

    By Guest RJM, April 10, 2002
    • 3 replies
    • 1.8k views
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    • R. Butler
    • April 11, 2002

29. 5500 Participant _ residual balance

    By legort69, April 10, 2018   

    • 5500 participant
    • 1 reply
    • 680 views
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    • CuseFan
    • April 10, 2018

30. 5500 Participant Count - change to ineligible class

    By Guest Holly Foster, July 30, 2011
    • 0 replies
    • 1.1k views
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    • Guest
    • July 30, 2011

31. 5500 Payables - Daily Valued Plans??

    By Guest Charles G, September 22, 2000
    • 5 replies
    • 3.5k views
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    • Guest
    • October 7, 2000

32. 5500 Penalties due to in accurate data

    By TPApril, April 13, 2015
    • 4 replies
    • 4.8k views
    • 
    • RatherBeGolfing
    • February 23, 2021

33. 5500 Plan Characteristics

    By Guest BUG, October 3, 2012
    • 5 replies
    • 3.7k views
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    • Tom Poje
    • October 18, 2012

34. 5500 Plan Characteristics Code 3C

    By jkharvey, April 3, 2015
    • 0 replies
    • 1.6k views
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    • jkharvey
    • April 3, 2015

35. 5500 Plan Names

    By PhilB, January 25, 2003
    • 1 reply
    • 1.3k views
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    • Mike Preston
    • January 27, 2003

36. 5500 Preparer's Manual

    By R. Butler, May 29, 2003
    • 5 replies
    • 2.5k views
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    • Guest
    • May 30, 2003

37. 5500 Processing

    By Guest MississippiTPAgal, May 16, 2011
    • 5 replies
    • 1.8k views
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    • Guest
    • June 14, 2011

38. 5500 Question

    By Guest LoloV, April 17, 2003
    • 1 reply
    • 1.3k views
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    • pmacduff
    • April 17, 2003

39. 5500 Question 6a

    By CJS07, August 17, 2010
    • 2 replies
    • 1.2k views
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    • austin3515
    • August 17, 2010

40. 5500 question 8(a): are Safe Harbor matching contributions and SIMPLE

    By wmyer, September 12, 2000
    • 1 reply
    • 3.9k views
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    • Guest
    • September 12, 2000

41. 5500 Rejection

    By Earl, July 9, 2007
    • 4 replies
    • 1.8k views
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    • Earl
    • July 10, 2007

42. 5500 Reporting for Simple 401(k) to "regular" 401(k)

    By Guest bgiles, May 9, 2002
    • 3 replies
    • 1.6k views
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    • JohnCheek
    • May 21, 2002

43. 5500 Reporting for Stock Brokerage Windows

    By Guest, January 31, 2001
    • 0 replies
    • 1.5k views
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    • Guest
    • January 31, 2001

44. 5500 Reporting for Synthetic GICs

    By austin3515, June 25, 2021
    • 0 replies
    • 763 views
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    • austin3515
    • June 25, 2021

45. 5500 reporting of asset reversion in terminated DB plan

    By bvhea, January 13, 2011
    • 13 replies
    • 6.4k views
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    • Hojo
    • April 29, 2022

46. 5500 reporting of self-directed brokerage account assets

    By pitkofsky, March 16, 2016
    • 0 replies
    • 1.8k views
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    • pitkofsky
    • March 16, 2016

47. 5500 Reporting when plan contract year changes

    By Guest dragonflier, June 14, 2004
    • 7 replies
    • 2.4k views
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    • Guest
    • June 15, 2004

48. 5500 required for MP/SEP over $100M

    By Guest Lisa Karlin, August 21, 2003
    • 1 reply
    • 919 views
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    • Lynn Campbell
    • August 21, 2003

49. 5500 required for only 1099 contractors?

    By CaliBen, July 17, 2019
    • 8 replies
    • 1.5k views
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    • CaliBen
    • July 22, 2019

50. 5500 required for sep employers of controlled goru

    By Guest moosegirl, July 29, 2003
    • 2 replies
    • 879 views
    • 
    • Guest
    • July 29, 2003