Form 5500

3,277 topics in this forum

1. 5500-SF allowed if plan participates in 103-12 IE

   By tymesup, July 26, 2019
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   • 542 views
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   • tymesup
   • July 26, 2019

2. Schedule A - Redemption Fees

   By Guest ChrisInMD, September 10, 2008
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   • Guest
   • September 10, 2008

3. Pro's and Con's of E-Filing 5500s?

   By AndyH, September 19, 2002
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   • AndyH
   • September 19, 2002

4. Schedule A Insurance Contract

   By Dazednconfused, April 19, 2012
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   • Dazednconfused
   • April 19, 2012

5. No More Schedule F

   By Guest Emiliano, April 5, 2002
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   • Guest
   • April 5, 2002

6. Final 5500 for small unfunded welfare plan that previously filed?

   By ERISA guy, August 26, 2025
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   • ERISA guy
   • August 26, 2025

7. Multiple Amendments to the 5500...

   By TBob, August 9, 2004
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   • TBob
   • August 9, 2004

8. Child Care - 5500 due

   By Guest jetfaninmn, May 9, 2006
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   • Guest
   • May 9, 2006

9. Form 5500 for employee severance plan

   By holdco, June 6, 2012
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   • holdco
   • June 6, 2012

10. Form 5500: Nonexempt transaction

    By Guest meeh3704, October 7, 2008
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    • Guest
    • October 7, 2008

11. Form 5500 for employee severance plan

    By holdco, June 6, 2012
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    • holdco
    • June 6, 2012

12. Schedule A requuired?

    By Craig Schiller, September 3, 2014
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    • 809 views
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    • Craig Schiller
    • September 3, 2014

13. Should long form be used for investments in a mortgage loan company.

    By Elizabeth Matthews, April 11, 2024
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    • Elizabeth Matthews
    • April 11, 2024

14. Form 5500

    By Guest mmc, August 9, 2011
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    • Guest
    • August 9, 2011

15. Schedule R

    By Guest ag31, March 29, 2010
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    • Guest
    • March 29, 2010

16. 4T - Multiple Employer Code

    By 5500Nerd, October 16, 2024
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    • 668 views
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    • 5500Nerd
    • October 16, 2024

17. Loan reporting on accompanying schedules for Form 5500

    By Guest tcurtisashley, May 5, 2004
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    • Guest
    • May 5, 2004

18. 5500-SF line 10f benefits due

    By Guest AP914, August 1, 2013
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    • Guest
    • August 1, 2013

19. Finge Benefit Plan Count

    By Guest cease, August 25, 2003
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    • 976 views
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    • Guest
    • August 25, 2003

20. Retiree Health Plan

    By Guest KLM, August 12, 2008
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    • Guest
    • August 12, 2008

21. Code D / 8955 SSA & Required Participant Notice

    By BeanCounterBlues, July 1, 2011
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    • 1.2k views
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    • BeanCounterBlues
    • July 1, 2011

22. $100,000 Exemption for Multiple Plans

    By David MacLennan, September 16, 2003
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    • David MacLennan
    • September 16, 2003

23. Filing for Plan not subject to ERISA

    By Guest JWOL9, October 6, 2009
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    • Guest
    • October 6, 2009

24. 5500 Plan Characteristics Code 3C

    By jkharvey, April 3, 2015
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    • jkharvey
    • April 3, 2015

25. Defined Benefit Plans and Tax Return Verifications

    By Guest Lynn123, March 27, 2009
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    • Guest
    • March 27, 2009

26. 5500 Electronic Filing in 2008, Schedule B requirements

    By Guest meghanmonkey, May 15, 2007
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    • Guest
    • May 15, 2007

27. Schedule A for ASO's not required to file

    By TPApril, April 1, 2014
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    • TPApril
    • April 1, 2014

28. Attachment For Late Deferrals

    By blue, May 26, 2010
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    • blue
    • May 26, 2010

29. Final Year Master Trust Filing

    By bzorc, April 25, 2022
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    • 444 views
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    • bzorc
    • April 25, 2022

30. filing requirements for a publicly traded company

    By eilano, June 7, 2002
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    • eilano
    • June 7, 2002

31. Form 5500 Sch R

    By ESOP Guy, October 13, 2011
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    • 783 views
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    • ESOP Guy
    • October 13, 2011

32. Schedule SSA--in a db plan scenario, how should (or should they) the beneficiaries of deceased participants be reported?

    By gle3186, June 26, 2004
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    • 997 views
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    • gle3186
    • June 26, 2004

33. Schedule SB

    By Guest Doogie61, August 16, 2010
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    • Guest
    • August 16, 2010

34. 5500 Schedule H and Reporting of Options

    By pitkofsky, December 20, 2016   

    • 5500 - Reporting of Options
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    • pitkofsky
    • December 20, 2016

35. MTIA Form 5500 filing - who generally does this?

    By John A, October 9, 2001
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    • John A
    • October 9, 2001

36. Schedule C - Question 2 (c)

    By Guest Janiele, June 18, 2013
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    • Guest
    • June 18, 2013

37. Employee Assistance Plan- any 5500 schedules required?

    By britoski, November 6, 2009
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    • britoski
    • November 6, 2009

38. Master Trust

    By justbsur, July 21, 2010
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    • justbsur
    • July 21, 2010

39. form 8955-ssa

    By Tom Poje, January 12, 2011
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    • Tom Poje
    • January 12, 2011

40. complinace questions

    By Tom Poje, March 3, 2016
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    • 640 views
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    • Tom Poje
    • March 3, 2016

41. STIF Fund that is also a common trust fund - should it be reported as

    By Guest SAG, November 21, 2000
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    • Guest
    • November 21, 2000

42. Extension filed with wrong plan number - now what?

    By John A, October 9, 2001
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    • 1.6k views
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    • John A
    • October 9, 2001

43. Controlled Group Umbrella Plan

    By QDROphile, September 16, 2006
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    • QDROphile
    • September 16, 2006

44. Schedule SSA - Notice to Participant

    By Guest TPAStacey, August 17, 2009
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    • Guest
    • August 17, 2009

45. Schedule SSA for merged plans

    By JanetM, July 19, 2002
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    • JanetM
    • July 19, 2002

46. Form 5330

    By Chippy, August 26, 2016
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    • 919 views
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    • Chippy
    • August 26, 2016

47. Defaulted Loans reporting.

    By jquazza, March 25, 2004
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    • 1.4k views
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    • jquazza
    • March 25, 2004

48. Help with EFAST2 filing

    By Andy the Actuary, September 21, 2010
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    • 920 views
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    • Andy the Actuary
    • September 21, 2010

49. 5500 Reporting for Synthetic GICs

    By austin3515, June 25, 2021
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    • 784 views
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    • austin3515
    • June 25, 2021

50. Schedule SSA and Multiemployer Plan

    By Guest TPAStacey, July 22, 2009
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    • 842 views
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    • Guest
    • July 22, 2009