Form 5500

3,272 topics in this forum

1. Non-filed large plan Forms 5500

   By Guest timcnelson, December 9, 2011
   • 1 reply
   • 852 views
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   • ETA Consulting LLC
   • December 11, 2011

2. Amending 5500 vs. DFVCP and Wrap

   By IhrtERISA, January 24, 2019
   • 1 reply
   • 852 views
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   • Bug on my window
   • January 24, 2019

3. incentive allocation

   By R. Butler, June 17, 2016
   • 1 reply
   • 851 views
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   • My 2 cents
   • June 17, 2016

4. association used to sponsor welfare plan - who is responsible for missed 5500s

   By TPApril, September 7, 2013
   • 0 replies
   • 851 views
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   • TPApril
   • September 7, 2013

5. retroactive defined benefit plan and 5500 Filing

   By Rayofsunshine, September 22, 2023
   • 2 replies
   • 850 views
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   • Rayofsunshine
   • September 25, 2023

6. Relius SB 5500 not printing

   By pgold, August 12, 2010
   • 0 replies
   • 848 views
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   • pgold
   • August 12, 2010

7. schedule I item3(a)

   By Draper55, July 22, 2015   

   • partnership definition
   • 0 replies
   • 847 views
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   • Draper55
   • July 22, 2015

8. 2022 5558 extensions

   By pmacduff, August 14, 2023
   • 5 replies
   • 847 views
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   • pmacduff
   • August 15, 2023

9. 8955-SSA question

   By pmacduff, May 21, 2015
   • 1 reply
   • 847 views
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   • My 2 cents
   • May 26, 2015

10. SAR Not Required for Unfunded Plan?

    By 5500Nerd, July 25, 2018   

    • sar
    • 2 replies
    • 846 views
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    • 5500Nerd
    • July 26, 2018

11. Sch. T

    By FJR, July 25, 2003
    • 0 replies
    • 846 views
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    • FJR
    • July 25, 2003

12. 5500 and No Assets in 1st year

    By lisan1025, September 2, 2021
    • 2 replies
    • 844 views
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    • austin3515
    • September 10, 2021

13. 5500 EZ filing required for a 1 life plan when the spouse owns a different business?

    By Santo Gold, September 13, 2023
    • 5 replies
    • 843 views
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    • Santo Gold
    • September 14, 2023

14. Late filing of Form 5500 and SAR

    By cpc0506, January 27, 2017
    • 2 replies
    • 843 views
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    • TPApril
    • March 21, 2017

15. Failure to File Form 5500- Asset Sale

    By SaraJames, April 26, 2021
    • 1 reply
    • 838 views
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    • EBECatty
    • April 26, 2021

16. 5500 - Stock Acquisition

    By 52626, October 2, 2018
    • 3 replies
    • 838 views
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    • Luke Bailey
    • October 3, 2018

17. 5500EZ - filing requirement if assets drop below 250k

    By Jakyasar, December 17, 2019
    • 1 reply
    • 838 views
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    • BG5150
    • December 19, 2019

18. To Schedule C or not to Schedule C

    By Pammie57, July 9, 2018
    • 3 replies
    • 836 views
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    • Bug on my window
    • July 10, 2018

19. determination of land value for land owned by plan

    By cpc0506, July 11, 2016
    • 3 replies
    • 835 views
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    • ESOP Guy
    • July 12, 2016

20. Schedule I

    By Belgarath, April 19, 2010
    • 0 replies
    • 834 views
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    • Belgarath
    • April 19, 2010

21. cash to acccrued basis for 1st 5500's

    By TPApril, September 23, 2022
    • 9 replies
    • 832 views
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    • Bird
    • September 30, 2022

22. Schedule SSA and Multiemployer Plan

    By Guest TPAStacey, July 22, 2009
    • 0 replies
    • 831 views
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    • Guest
    • July 22, 2009

23. Form 945 and 945-V

    By thepensionmaven, November 14, 2017
    • 1 reply
    • 830 views
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    • pmacduff
    • November 14, 2017

24. Filing due date for Form 5500

    By tuni88, July 29, 2011
    • 1 reply
    • 830 views
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    • Bill Presson
    • July 29, 2011

25. Schedule C For Union Plan

    By goldtpa, October 6, 2010
    • 1 reply
    • 829 views
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    • My 2 cents
    • October 6, 2010

26. Experience-rated plans

    By Jane, July 4, 2023
    • 1 reply
    • 827 views
    • 
    • Bug on my window
    • July 5, 2023

27. Amended 2008 Sch SB

    By Guest GEE, October 1, 2010
    • 0 replies
    • 827 views
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    • Guest
    • October 1, 2010

28. Amend for loan value not reported?

    By hunter001, September 28, 2012
    • 1 reply
    • 826 views
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    • Bird
    • September 28, 2012

29. SB Signed Copy and EFAST2

    By Andy the Actuary, September 19, 2010
    • 1 reply
    • 819 views
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    • Guest
    • September 20, 2010

30. welfare benefit self funded assets of employer

    By jeanh, May 25, 2018
    • 4 replies
    • 819 views
    • 
    • jeanh
    • May 30, 2018

31. Does it matter that the Labor department does not delay an initial July 31 due date?

    By Peter Gulia, April 24, 2020   

    • form 5500; coronavirus
    • 3 replies
    • 817 views
    • 
    • Peter Gulia
    • April 27, 2020

32. Plan Audit Question

    By bzorc, April 16, 2021
    • 3 replies
    • 814 views
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    • Bob the Swimmer
    • April 16, 2021

33. February plan termination

    By R. Butler, October 5, 2015
    • 2 replies
    • 814 views
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    • R. Butler
    • October 5, 2015

34. Pooled Separate Accounts- Sched. A

    By Coleboy1, March 28, 2022
    • 2 replies
    • 814 views
    • 
    • Bug on my window
    • March 28, 2022

35. Final year of the plan?

    By Benbob13, December 15, 2017
    • 2 replies
    • 813 views
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    • thepensionmaven
    • December 18, 2017

36. Schedule A question 11

    By Guest Georgia1, August 18, 2010
    • 0 replies
    • 812 views
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    • Guest
    • August 18, 2010

37. Schedule R

    By Guest ag31, March 29, 2010
    • 0 replies
    • 811 views
    • 
    • Guest
    • March 29, 2010

38. PSA--Florida extended to 2/15/23

    By SSRRS, October 2, 2022
    • 3 replies
    • 811 views
    • 
    • RatherBeGolfing
    • October 3, 2022

39. Sch R for terminated Money Purchase plan

    By chc93, July 30, 2010
    • 0 replies
    • 811 views
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    • chc93
    • July 30, 2010

40. 5500EZ

    By AmyETPA, July 21, 2021
    • 2 replies
    • 811 views
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    • BG5150
    • July 26, 2021

41. Authorization to file 5500 on behalf

    By TPApril, June 12
    • 4 replies
    • 811 views
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    • RatherBeGolfing
    • June 16

42. One Participant Plan

    By Guest kmvr, July 14, 2010
    • 0 replies
    • 808 views
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    • Guest
    • July 14, 2010

43. Amending 2008 form: Sch C

    By Guest cbclark, September 14, 2011
    • 1 reply
    • 808 views
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    • Guest
    • October 2, 2011

44. Create EFAST Credentials to file AMENDED 5500-SF

    By AllThingsForGood, October 8, 2024
    • 2 replies
    • 807 views
    • 
    • AllThingsForGood
    • October 8, 2024

45. Term plan number of participants

    By Guest Georgia1, August 18, 2010
    • 2 replies
    • 807 views
    • 
    • WDIK
    • August 19, 2010

46. Contradictory instructions on EFAST web site

    By Khatva, February 22, 2022
    • 2 replies
    • 805 views
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    • Mike Preston
    • February 26, 2022

47. Takeover plan has assets from 457 tax exempt

    By leighl, October 6, 2016
    • 1 reply
    • 805 views
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    • XTitan
    • October 6, 2016

48. Sched C, Name of entity that provided prospectus

    By Jim Chad, March 29, 2012
    • 0 replies
    • 804 views
    • 
    • Jim Chad
    • March 29, 2012

49. Incorrect Plan Characteristics codes

    By Belgarath, June 10, 2016
    • 0 replies
    • 803 views
    • 
    • Belgarath
    • June 10, 2016

50. Need to know extension timeframe for a terminating plan

    By ahasan, August 20, 2023
    • 4 replies
    • 803 views
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    • CuseFan
    • August 21, 2023