Form 5500

3,272 topics in this forum

1. Small Plan Audit for Non-Qualified Assets

   By dmb, May 29, 2003
   • 1 reply
   • 2.3k views
   • 
   • Theresa Lynn
   • May 29, 2003

2. Small Plan Audit Question

   By pbarrett, August 14, 2003
   • 1 reply
   • 1k views
   • 
   • WDIK
   • August 14, 2003

3. Small Plan Audit Requirement

   By bdeancpa, March 23, 2002
   • 6 replies
   • 2.2k views
   • 
   • Belgarath
   • June 5, 2002

4. Small plan audit waiver

   By Belgarath, September 9, 2003
   • 7 replies
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • September 15, 2003

5. Small Plan Audit Waiver

   By RDY2RTR, January 30, 2017
   • 5 replies
   • 2k views
   • 
   • RatherBeGolfing
   • February 28, 2017

6. Small Plan Audit Waiver Bonding when Non Qualified Assets change during plan year

   By Pixie, August 23, 2013
   • 2 replies
   • 2k views
   • 
   • Kevin C
   • August 23, 2013

7. Small plan audit waiver question

   By Belgarath, February 21, 2002
   • 2 replies
   • 1.5k views
   • 
   • david rigby
   • March 2, 2002

8. Small plan audits

   By pbarrett, August 12, 2003
   • 13 replies
   • 2.3k views
   • 
   • Guest
   • June 10, 2004

9. Small plan needs audit?

   By Flyboyjohn, June 4, 2014
   • 1 reply
   • 922 views
   • 
   • Kevin C
   • June 4, 2014

10. Small Plan Sch I 4i Cash>20% of Assets

    By Guest dfeltens, January 4, 2007
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • January 5, 2007

11. Small Welfare Plan

    By Insurnacegirl555, April 4, 2022
    • 1 reply
    • 662 views
    • 
    • Dare Johnson
    • April 4, 2022

12. Small Welfare Plan Filing Issue

    By Guest ANNEBV, July 25, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 26, 2001

13. Software

    By Guest akwallace, May 31, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 31, 2002

14. Sole Proprietor has no EIN for 5500ez

    By kwalified, May 29, 2015
    • 3 replies
    • 1k views
    • 
    • Bill Presson
    • June 2, 2015

15. Sole-P did not file 5558 for 2006 - Options?

    By Bruddah Kimo, August 10, 2007
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • August 16, 2007

16. Solo 401k - Forms 5500 & 5500-EZ

    By Guest MSDalt, November 14, 2008
    • 10 replies
    • 7.1k views
    • 
    • Bird
    • November 17, 2008

17. Solo 401k plan closed issue

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

18. SOLO 401K TERMINATION

    By Guest xi9001, June 25, 2010
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • June 25, 2010

19. SOP 94-4-1 & Form 5500

    By Guest LauraVanSteeter, June 28, 2007
    • 3 replies
    • 4.6k views
    • 
    • sbutler
    • September 17, 2007

20. Source for old f5500 codes?

    By J Simmons, January 4, 2010
    • 2 replies
    • 1.1k views
    • 
    • BG5150
    • January 4, 2010

21. Special Extension Box

    By austin3515, April 24, 2020
    • 2 replies
    • 1.4k views
    • 
    • 5500Nerd
    • April 24, 2020

22. Special Extension for Form 5500s due to Covid 19

    By 5500Nerd, March 30, 2020
    • 4 replies
    • 1.6k views
    • 
    • 5500Nerd
    • March 30, 2020

23. Spin Off Plan 5500 EIN

    By JulieAG, September 11, 2015
    • 0 replies
    • 961 views
    • 
    • JulieAG
    • September 11, 2015

24. Spin out of PEO

    By #toomanyrules, September 14, 2022
    • 1 reply
    • 548 views
    • 
    • CuseFan
    • September 14, 2022

25. Split Plan into 2 Plans with one investment contract

    By Guest, September 28, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 28, 2000

26. SSA - from the year 2000!

    By RestAssured, April 10, 2013   

    • missing participant
    • closed plan
    • (and 1 more)

      Tagged with:

      • missing participant
      • closed plan
      • ssa
    • 12 replies
    • 1.8k views
    • 
    • Lou S.
    • April 12, 2013

27. Ssa - Good News

    By Tom Poje, March 27, 2003
    • 1 reply
    • 1.9k views
    • 
    • MGB
    • March 27, 2003

28. SSA / FIRE Down

    By austin3515, January 7, 2016
    • 5 replies
    • 945 views
    • 
    • Tom Poje
    • January 22, 2016

29. SSA and Deceased Participants

    By DTH, August 2, 2002
    • 8 replies
    • 2.1k views
    • 
    • mwyatt
    • May 14, 2003

30. SSA Count

    By Leopurrd, May 18, 2006
    • 20 replies
    • 4.5k views
    • 
    • Guest
    • June 26, 2009

31. SSA Extensions?

    By austin3515, January 16, 2012
    • 9 replies
    • 1.5k views
    • 
    • austin3515
    • February 2, 2012

32. SSA for 403b's

    By austin3515, July 28, 2011
    • 6 replies
    • 2.2k views
    • 
    • austin3515
    • August 11, 2011

33. SSA for Short 2011 Plan Year

    By austin3515, January 10, 2012
    • 0 replies
    • 727 views
    • 
    • austin3515
    • January 10, 2012

34. SSA for takeover plans

    By AlbanyConsultant, April 6, 2007
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • April 6, 2007

35. SSA Information

    By Guest furiousfurrball, June 8, 2009
    • 9 replies
    • 1.8k views
    • 
    • KateSmithPA
    • June 12, 2009

36. SSA information in statement to terminated participants

    By Guest, March 21, 2001
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • March 22, 2001

37. SSA Letter About Potential Retirement Benefits

    By austin3515, October 29, 2015
    • 8 replies
    • 1.7k views
    • 
    • ESOP Guy
    • October 30, 2015

38. SSA problem with terminated plan

    By Guest jc1457, March 30, 2009
    • 3 replies
    • 1.8k views
    • 
    • RCK
    • April 30, 2009

39. SSA question

    By BG5150, October 11, 2012
    • 3 replies
    • 1.1k views
    • 
    • mbozek
    • October 13, 2012

40. SSA--When to report as "D"

    By jkharvey, May 27, 2015
    • 4 replies
    • 1.2k views
    • 
    • ESOP Guy
    • May 27, 2015

41. Stable Value Fund and Schedule H

    By Guest jefe96, April 3, 2007
    • 1 reply
    • 4.7k views
    • 
    • Guest
    • June 20, 2007

42. Standard for When to Amend 5500?

    By SadieJane, May 15, 2015   

    • 5500
    • 1 reply
    • 4.4k views
    • 
    • Belgarath
    • May 15, 2015

43. Statement of Reasonable Cause

    By ombskid, February 2, 2007
    • 4 replies
    • 6.7k views
    • 
    • Guest
    • February 22, 2007

44. Statement to Terminated Participants ERISA 105(c) Notice

    By Guest BR58W, May 13, 2011
    • 0 replies
    • 2k views
    • 
    • Guest
    • May 13, 2011

45. Statute of limitations if plan assets < $100k

    By Guest helpmewithtaxes, July 29, 2007
    • 16 replies
    • 8.2k views
    • 
    • Guest
    • August 1, 2007

46. statutory exclusion for participant count?

    By Guest lindamichals, May 19, 2005
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • May 19, 2005

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

    By Guest SAG, November 21, 2000
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 21, 2000

48. Still question on 5500 regarding whether summary of material modification has been provided for any amendments?

    By chris, September 20, 2005
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • September 21, 2005

49. Stop 5500-EZ?

    By Sara Hotvedt, May 3, 2019
    • 5 replies
    • 2.2k views
    • 
    • FPGuy
    • May 7, 2019

50. Stop Loss Paid by Employees

    By 5500Nerd, May 24, 2018   

    • stop loss
    • 5 replies
    • 1.7k views
    • 
    • Luke Bailey
    • May 25, 2018