Form 5500

3,277 topics in this forum

1. How to distribute the SAR

   By Guest Powers, July 26, 2012
   • 0 replies
   • 1.5k views
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   • Guest
   • July 26, 2012

2. 5500 SAR & Plan Mergers

   By wmyer, February 12, 2003
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   • 1.5k views
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   • wmyer
   • February 12, 2003

3. Schedule C - Finders Fees

   By k man, April 28, 2003
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   • 1.3k views
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   • k man
   • April 28, 2003

4. Form 5558 Rejection

   By Guest padmin, February 4, 2010
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   • Guest
   • February 4, 2010

5. Welfare plan filing

   By bzorc, October 10, 2001
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   • 1.4k views
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   • bzorc
   • October 10, 2001

6. Qualifying Plan Assets

   By Lori Foresz, January 22, 2004
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   • Lori Foresz
   • January 22, 2004

7. Form 5500EZ Exemption

   By Guest sdolce, October 10, 2001
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   • 1.7k views
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   • Guest
   • October 10, 2001

8. Schedule A question 11

   By Guest Georgia1, August 18, 2010
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   • 819 views
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   • Guest
   • August 18, 2010

9. Form 5500 requirement

   By Guest moseelig, February 15, 2012
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   • 811 views
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   • Guest
   • February 15, 2012

10. Info for Schedule of Reportable Transactions

    By Guest Laura A, March 20, 2003
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    • Guest
    • March 20, 2003

11. 5500-EZ

    By Guest widget75, March 31, 2010
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    • Guest
    • March 31, 2010

12. SSA for Short 2011 Plan Year

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

13. Who gets what SAR's?

    By Guest PAL100759, August 9, 2002
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    • 1.6k views
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    • Guest
    • August 9, 2002

14. Late Form 5500-EZ

    By Guest slpace, April 7, 2003
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    • 1.1k views
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    • Guest
    • April 7, 2003

15. 5500 for foreign plan

    By Guest beppie_stark, June 5, 2003
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    • 1.2k views
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    • Guest
    • June 5, 2003

16. 2009 Form 5500-SF

    By Guest ABABAK, May 28, 2010
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    • 1.4k views
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    • Guest
    • May 28, 2010

17. Partial participant direction

    By Richard Anderson, October 10, 2001
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    • 1.4k views
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    • Richard Anderson
    • October 10, 2001

18. Form 5500 - Schedule I - 4i - Trustee directed

    By Guest Scrappy, February 3, 2005
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    • 1.3k views
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    • Guest
    • February 3, 2005

19. Incorrect Plan Year End

    By Dazednconfused, October 17, 2011
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    • 1k views
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    • Dazednconfused
    • October 17, 2011

20. Bond Question

    By bzorc, June 29, 2004
    • 0 replies
    • 1k views
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    • bzorc
    • June 29, 2004

21. Receipt of Settlement Assets after a plan has terminated

    By buckaroo, July 23, 2009
    • 0 replies
    • 1.3k views
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    • buckaroo
    • July 23, 2009

22. 5500 for certain areas extended until 2 2025

    By SSRRS, August 27, 2024
    • 0 replies
    • 239 views
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    • SSRRS
    • August 27, 2024

23. Reporting currency gains

    By JohnCheek, January 9, 2001
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    • 1.5k views
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    • JohnCheek
    • January 9, 2001

24. Sch H, Line 2i(2) -- Particpant Distribution Fee?

    By Jean, January 23, 2004
    • 0 replies
    • 1k views
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    • Jean
    • January 23, 2004

25. 2008 5500 for HW Plan "Wrapped" January 1, 2009

    By Guest Chaffee, July 23, 2009
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    • 918 views
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    • Guest
    • July 23, 2009

26. 5550 - What information needs to be at all work locations?

    By Guest Denise M., October 17, 2006
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    • 1.2k views
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    • Guest
    • October 17, 2006

27. 403b Form 5500

    By Richard Anderson, September 22, 2010
    • 0 replies
    • 901 views
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    • Richard Anderson
    • September 22, 2010

28. Investment entities

    By Guest meggie, August 10, 2000
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    • 2.8k views
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    • Guest
    • August 10, 2000

29. Two Schedule A questions

    By BG5150, June 20, 2008
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    • 1.4k views
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    • BG5150
    • June 20, 2008

30. SAR deadline - 2 months after 5500 due date?

    By TPApril, July 1, 2021
    • 0 replies
    • 583 views
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    • TPApril
    • July 1, 2021

31. Split Plan into 2 Plans with one investment contract

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

32. Schedule R of 2009 Form 5500

    By Guest Teddie, June 25, 2010
    • 0 replies
    • 5.7k views
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    • Guest
    • June 25, 2010

33. 5500 sup instructions

    By Tom Poje, December 22, 2014
    • 0 replies
    • 1.5k views
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    • Tom Poje
    • December 22, 2014

34. 5500 Schedule H - NRA and FATCA Withholding

    By pitkofsky, December 30, 2016
    • 0 replies
    • 595 views
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    • pitkofsky
    • December 30, 2016

35. DFE GIA Filer

    By Guest cease, April 19, 2004
    • 0 replies
    • 1.6k views
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    • Guest
    • April 19, 2004

36. Schedule H - Reporting of Uninvested Cash Balances

    By pitkofsky, December 30, 2016
    • 0 replies
    • 1.1k views
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    • pitkofsky
    • December 30, 2016

37. Need help regarding when an insurance company has to report to Plan on

    By Guest LisaPA, October 14, 2002
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    • 1.1k views
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    • Guest
    • October 14, 2002

38. Legal Services Plan

    By Guest Rocky, May 5, 2005
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    • 1.4k views
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    • Guest
    • May 5, 2005

39. Health FSA

    By Guest Mel Kiper Jr., November 16, 2010
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    • 1.6k views
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    • Guest
    • November 16, 2010

40. Life Insurance Policies and Schedule I Reporting

    By Guest J Dennis, July 22, 2002
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    • 1.4k views
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    • Guest
    • July 22, 2002

41. How to complete Schedule G if employer failed to timely transmit elect

    By Guest BDH, July 17, 2000
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    • 2.1k views
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    • Guest
    • July 17, 2000

42. schedule a reporting

    By betheeg, August 24, 2006
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    • 1.2k views
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    • betheeg
    • August 24, 2006

43. Experience rated groups

    By Denise, September 13, 2018
    • 0 replies
    • 403 views
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    • Denise
    • September 13, 2018

44. Tax Relief for Storm Victims - Form 5500

    By pcbenefits007, October 1, 2015   

    • Texas
    • tax relief
    • (and 1 more)

      Tagged with:

      • Texas
      • tax relief
      • form 5500 2007-56
    • 0 replies
    • 1.1k views
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    • pcbenefits007
    • October 1, 2015

45. Unique PCORI Fee Question

    By 5500Nerd, July 7, 2021
    • 0 replies
    • 553 views
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    • 5500Nerd
    • July 7, 2021

46. IRS Notice 216F

    By thepensionmaven, September 3, 2021
    • 0 replies
    • 378 views
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    • thepensionmaven
    • September 3, 2021

47. Reporting of nondeductible contributions on Schedule I

    By mwyatt, January 29, 2001
    • 0 replies
    • 1.5k views
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    • mwyatt
    • January 29, 2001

48. 5500 for Trust w/forfeiture balance but no participants?

    By TPApril, September 15, 2025
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    • 1.2k views
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    • TPApril
    • September 15, 2025

49. Wrong EIN filed

    By Guest rachd, June 6, 2003
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    • 1.7k views
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    • Guest
    • June 6, 2003

50. Never Reported as a MEWA

    By 5500Nerd, October 29, 2021
    • 0 replies
    • 421 views
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    • 5500Nerd
    • October 29, 2021