Form 5500

3,277 topics in this forum

1. Master Trusts

   By Guest ablach, February 7, 2003
   • 9 replies
   • 3.6k views
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   • Guest
   • February 14, 2003

2. 8955-SSA deceased records

   By RSM103, September 20, 2017   

   • 8955-ssa
   • 3 replies
   • 3.6k views
   • 
   • My 2 cents
   • September 20, 2017

3. 5500 Payables - Daily Valued Plans??

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

4. Schedule H Income Reporting

   By MBCarey, September 9, 2002
   • 11 replies
   • 3.5k views
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   • JohnCheek
   • September 12, 2002

5. How are Forfeitures accounted for on the 5500?

   By Alex Daisy, September 2, 2009
   • 1 reply
   • 3.5k views
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   • TPAMan
   • September 2, 2009

6. Master Trust vs Commingled Trust

   By TPATC, July 27, 2001
   • 1 reply
   • 3.5k views
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   • Guest
   • July 31, 2001

7. Participant count question

   By gle318612, September 5, 2008
   • 5 replies
   • 3.5k views
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   • John Feldt ERPA CPC QPA
   • September 14, 2009

8. 5500 vs 5500-SF

   By thepensionmaven, November 14, 2016
   • 4 replies
   • 3.5k views
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   • BG5150
   • November 15, 2016

9. "Keogh" plan - Death of sole proprietor

   By Lori Friedman, September 21, 2005
   • 4 replies
   • 3.5k views
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   • Lori Friedman
   • September 21, 2005

10. How "independent" does an accountant have to be to do an aud

    By pbarrett, July 19, 2000
    • 5 replies
    • 3.5k views
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    • Guest
    • August 2, 2000

11. more adventures of form 8955-SSA

    By Tom Poje, July 26, 2011
    • 16 replies
    • 3.5k views
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    • chc93
    • August 9, 2011

12. Cash or Accrual filing

    By Nancy D, December 8, 2011
    • 6 replies
    • 3.5k views
    • 
    • masteff
    • December 9, 2011

13. Form 5500 Sponsors name change after close of pye

    By Guest EDSAADE, June 12, 2002
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • June 14, 2002

14. Late 401k Deposits Form 5330

    By Lori Foresz, August 26, 2009
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • August 31, 2009

15. New Requirements for Welfare 5500 filings

    By SLuskin, June 25, 2012
    • 8 replies
    • 3.5k views
    • 
    • GMK
    • February 25, 2013

16. LAte Deposits disclosed on 5500

    By austin3515, October 1, 2010
    • 4 replies
    • 3.5k views
    • 
    • 12AX7
    • October 6, 2010

17. Qdro Participant count in participant line

    By JKW, May 31, 2012
    • 1 reply
    • 3.5k views
    • 
    • Hojo
    • May 31, 2012

18. Form 8822-B - change in responsible party

    By Kevin C, November 19, 2013
    • 5 replies
    • 3.5k views
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    • Bill Presson
    • November 21, 2013

19. Would a 5500-EZ be required for a plan under $250,000 in this situation? Two separate companies with single participant plans controlled the same individual

    By aaronb26, May 10, 2023
    • 4 replies
    • 3.5k views
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    • Bill Presson
    • May 11, 2023

20. Independent qualified public accountants for audit

    By Guest 401kadmin, November 16, 2006
    • 9 replies
    • 3.4k views
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    • Archimage
    • November 22, 2006

21. Frozen Money Purchase Plan

    By Just Me, June 26, 2006
    • 5 replies
    • 3.4k views
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    • Bird
    • June 27, 2006

22. Form 8822-B

    By Bird, December 26, 2019
    • 5 replies
    • 3.4k views
    • 
    • digger
    • February 14, 2020

23. Switching from Form 5500 to 5500EZ

    By Richard Anderson, September 21, 2010
    • 5 replies
    • 3.4k views
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    • Bird
    • September 22, 2010

24. Oops, forgot to file for extension for 5500

    By Dave Baker, August 1, 2003
    • 4 replies
    • 3.4k views
    • 
    • maverick
    • August 1, 2003

25. Intranet posting of 5500 Information

    By Gilmore, July 11, 2018
    • 12 replies
    • 3.4k views
    • 
    • Bird
    • July 16, 2018

26. Master Trust

    By alexa, September 16, 2008
    • 6 replies
    • 3.4k views
    • 
    • JanetM
    • September 23, 2008

27. Large plan audit not done by extension deadline

    By Lori H, March 1, 2018
    • 11 replies
    • 3.4k views
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    • Calavera
    • March 7, 2018

28. Limited scope audit and certified trustee statements

    By Guest Emiman, November 4, 2005
    • 2 replies
    • 3.4k views
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    • Kirk Maldonado
    • November 17, 2005

29. IDAs with LLC investments

    By Lori Foresz, June 4, 2014
    • 1 reply
    • 3.4k views
    • 
    • Bird
    • June 5, 2014

30. Filing 5500 without accountant's opinion

    By Linda L, March 24, 2017
    • 9 replies
    • 3.4k views
    • 
    • Lou S.
    • March 27, 2017

31. Form 8955-SSA Filing

    By French, February 16, 2015
    • 6 replies
    • 3.4k views
    • 
    • Tom Poje
    • February 23, 2015

32. Master Trust Investment Accounts

    By Guest Mark DeBoer, July 29, 2009
    • 0 replies
    • 3.4k views
    • 
    • Guest
    • July 29, 2009

33. file 5500 without audit? I know, this has been discussed many times, but....

    By WCC, October 12, 2021
    • 22 replies
    • 3.4k views
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    • RatherBeGolfing
    • October 20, 2021

34. From 990 and From 5500

    By Guest LVanSteeter, November 11, 2005
    • 2 replies
    • 3.4k views
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    • saabraa
    • November 11, 2005

35. Delayed Audit / Short Plan Year - Interesting Read on Rules

    By austin3515, February 13, 2018
    • 9 replies
    • 3.4k views
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    • K2retire
    • February 15, 2018

36. Do Municipalities over 100ees have to file 5500

    By Guest Wayne, June 3, 2003
    • 0 replies
    • 3.4k views
    • 
    • Guest
    • June 3, 2003

37. Inactive employees and 5500 participant count

    By Tinman, June 9, 2004
    • 5 replies
    • 3.4k views
    • 
    • david rigby
    • June 15, 2004

38. Solo 401k plan closed issue

    By jsmith1985, October 15, 2014
    • 22 replies
    • 3.3k views
    • 
    • Mike Preston
    • October 18, 2014

39. Form 5500-Fringe Benefit

    By Guest dsw713, September 16, 2004
    • 4 replies
    • 3.3k views
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    • J Simmons
    • June 26, 2009

40. Audit Not Ready

    By Rob P, October 15, 2012
    • 7 replies
    • 3.3k views
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    • Rob P
    • November 5, 2012

41. PTIN Welcome Letter

    By Andy the Actuary, November 20, 2010
    • 0 replies
    • 3.3k views
    • 
    • Andy the Actuary
    • November 20, 2010

42. SEP IRA - 5500

    By jmartin, September 1, 2011
    • 2 replies
    • 3.3k views
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    • austin3515
    • September 2, 2011

43. Schedule of Assets Held - Column (a)

    By Guest PHorn, June 25, 2001
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • August 28, 2001

44. DOL 5500 Notices

    By Dawn Hafner, April 25, 2001
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • May 3, 2001

45. 5500SF to 5500EZ

    By TPApril, May 24, 2019
    • 19 replies
    • 3.3k views
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    • chc93
    • July 8, 2019

46. Final 5500 for 401(k) Plan

    By Guest ARuper, June 28, 2002
    • 4 replies
    • 3.3k views
    • 
    • Earl
    • July 10, 2002

47. Schedule H, line 4a - maximum time period - "15th business day&qu

    By John A, May 24, 2001
    • 5 replies
    • 3.3k views
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    • Kristina
    • May 25, 2001

48. 5500 counts terminated 0% vested but still has an account

    By ESOP Guy, September 16, 2014
    • 12 replies
    • 3.3k views
    • 
    • ESOP Guy
    • July 21, 2015

49. Schedule A

    By Guest C.Wendt, May 30, 2001
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • June 29, 2001

50. Short plan year and EFAST

    By Guest JPIngold, December 15, 2009
    • 16 replies
    • 3.2k views
    • 
    • K2retire
    • March 12, 2010