Form 5500

3,277 topics in this forum

1. Sch R for terminated Money Purchase plan

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

2. Schedule A question 11

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

3. One Participant Plan

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

4. 5500 Attachment Upload Error

   By WhatsESUP, March 21, 2018   

   • 5500
   • audited financial statements
   • (and 1 more)

     Tagged with:

     • 5500
     • audited financial statements
     • efast
   • 2 replies
   • 818 views
   • 
   • Kristina
   • March 22, 2018

5. Amending 2008 form: Sch C

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

6. Schedule MEP

   By R. Butler, April 1, 2024
   • 2 replies
   • 818 views
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   • R. Butler
   • April 2, 2024

7. Term plan number of participants

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

8. Automatic Extension

   By MAS, April 15, 2020
   • 1 reply
   • 816 views
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   • Lois Baker
   • April 15, 2020

9. Sched C, Name of entity that provided prospectus

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

10. Incorrect Plan Characteristics codes

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

11. Takeover plan has assets from 457 tax exempt

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

12. 5500-SF vs Plan Document

    By pmacduff, August 16, 2023
    • 6 replies
    • 813 views
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    • pmacduff
    • August 18, 2023

13. Form 5500 requirement

    By Guest moseelig, February 15, 2012
    • 0 replies
    • 813 views
    • 
    • Guest
    • February 15, 2012

14. Can you check both "Trust" and "General Assets" on line 9?

    By Bug on my window, July 10, 2018   

    • form 5500
    • funding
    • 3 replies
    • 812 views
    • 
    • Bug on my window
    • August 14, 2018

15. 8955-ssa for 5500-ez

    By TPApril, October 14, 2021
    • 1 reply
    • 812 views
    • 
    • BG5150
    • October 14, 2021

16. Reporting Life Insurance and Annuity values for 412 Plan

    By JMR, October 26, 2021
    • 7 replies
    • 811 views
    • 
    • ErnieG
    • October 27, 2021

17. Schedule A requuired?

    By Craig Schiller, September 3, 2014
    • 0 replies
    • 810 views
    • 
    • Craig Schiller
    • September 3, 2014

18. Filing due on the business day after

    By thepensionmaven, August 2, 2021
    • 2 replies
    • 809 views
    • 
    • SSRRS
    • August 3, 2021

19. When is final 5500 due?

    By Jakyasar, April 11, 2023
    • 5 replies
    • 808 views
    • 
    • Jakyasar
    • April 12, 2023

20. Master Trust

    By Guest Form5500, October 29, 2009
    • 0 replies
    • 808 views
    • 
    • Guest
    • October 29, 2009

21. Prior Year SSA never filed

    By jmartin, February 3, 2012
    • 0 replies
    • 806 views
    • 
    • jmartin
    • February 3, 2012

22. H&W plan's Form 5500 filing requirement when number of employees drops below 100

    By R. Butler, March 28, 2017
    • 1 reply
    • 805 views
    • 
    • Flyboyjohn
    • March 28, 2017

23. Mailing Form 5558 for confirmed delivery

    By Tom, July 22, 2024
    • 3 replies
    • 804 views
    • 
    • Tom
    • July 22, 2024

24. Insured Welfare Plan - Final Return

    By EBECatty, April 3, 2018
    • 2 replies
    • 802 views
    • 
    • EBECatty
    • April 5, 2018

25. Small employer failed to file a 2019 5500 and received the IRS letter.

    By Santo Gold, April 7, 2022
    • 4 replies
    • 800 views
    • 
    • Nate S
    • April 21, 2022

26. 8955-SSA DVFC?

    By TPApril, July 8, 2024
    • 3 replies
    • 797 views
    • 
    • Paul I
    • July 9, 2024

27. 5500-EZ for 2022 not extended

    By Tom, September 12, 2023
    • 4 replies
    • 796 views
    • 
    • Lou S.
    • September 14, 2023

28. Bond for small plan audit waiver greater than 500K?

    By jkharvey, June 2, 2015
    • 2 replies
    • 795 views
    • 
    • Doghouse
    • June 2, 2015

29. Form 5500 filing for old 403(b) account

    By MoShawn, May 19, 2010
    • 0 replies
    • 795 views
    • 
    • MoShawn
    • May 19, 2010

30. One participant plan??

    By lp1965, July 25, 2016
    • 2 replies
    • 794 views
    • 
    • lp1965
    • July 25, 2016

31. What to do about 2020 5500's when Co. B bought Co. A midyear and kept the same 401k Plan

    By RayJJohnsonJr, October 5, 2021
    • 4 replies
    • 793 views
    • 
    • RayJJohnsonJr
    • October 5, 2021

32. relief for late filers of 5500 EZ

    By Tom Poje, May 13, 2014
    • 1 reply
    • 793 views
    • 
    • A Shot in the Dark
    • May 13, 2014

33. IRS Guidance on Form 5500 requirements for retroactively adopted plans

    By C. B. Zeller, August 6, 2021
    • 1 reply
    • 792 views
    • 
    • Bird
    • August 6, 2021

34. Excluding Terms Invested in Insurance Contracts

    By austin3515, August 19, 2013
    • 0 replies
    • 791 views
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    • austin3515
    • August 19, 2013

35. Schedule C

    By Guest JMN, March 30, 2011
    • 0 replies
    • 791 views
    • 
    • Guest
    • March 30, 2011

36. Amended 5500SF?

    By Susan Graves CPA, September 2, 2020
    • 2 replies
    • 789 views
    • 
    • Bob the Swimmer
    • September 4, 2020

37. 5500 small plan audit due to plan merger?

    By Belgarath, October 21, 2015
    • 1 reply
    • 788 views
    • 
    • Lou S.
    • October 21, 2015

38. 5500-SF & Sch MEP for 2024

    By doombuggy, June 23, 2025
    • 2 replies
    • 788 views
    • 
    • doombuggy
    • June 24, 2025

39. 1st plan yr (short or not) - 5500 large plan?

    By TPApril, October 17, 2023
    • 7 replies
    • 787 views
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    • Bill Presson
    • October 19, 2023

40. What Do Participating Employers Do if the MEWA Does not File a Form 5500?

    By 5500Nerd, April 12, 2023
    • 2 replies
    • 785 views
    • 
    • 5500Nerd
    • April 17, 2023

41. change of sponsorship

    By thepensionmaven, July 15, 2016
    • 1 reply
    • 785 views
    • 
    • Lou S.
    • July 15, 2016

42. Form 5500 Sch R

    By ESOP Guy, October 13, 2011
    • 0 replies
    • 784 views
    • 
    • ESOP Guy
    • October 13, 2011

43. Schedule A's

    By Nora Ramos, September 6, 2018
    • 3 replies
    • 784 views
    • 
    • Peter Gulia
    • September 10, 2018

44. 5500 Reporting for Synthetic GICs

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

45. PFML Reported in Form 5500

    By 5500Nerd, May 16, 2023
    • 2 replies
    • 784 views
    • 
    • 5500Nerd
    • May 17, 2023

46. CRD on 5500

    By AmyETPA, August 26, 2021
    • 1 reply
    • 780 views
    • 
    • RatherBeGolfing
    • August 26, 2021

47. Failure to Timely File 5500 - Relief Under DFVCP

    By David Olive, August 15, 2021
    • 2 replies
    • 779 views
    • 
    • BG5150
    • August 24, 2021

48. Schedule C question

    By bzorc, October 4, 2019
    • 2 replies
    • 779 views
    • 
    • bzorc
    • October 14, 2019

49. PTIN & 83(b)

    By smit1970, April 28, 2011
    • 0 replies
    • 778 views
    • 
    • smit1970
    • April 28, 2011

50. How do I prepare 5500s online so my client can submit thru EFast?

    By RayJJohnsonJr, August 5, 2024
    • 4 replies
    • 778 views
    • 
    • RayJJohnsonJr
    • August 5, 2024