Form 5500

3,272 topics in this forum

1. Record DFVCP Filing

   By MarZDoates, January 4, 2021
   • 4 replies
   • 801 views
   • 
   • Mike Preston
   • January 19, 2021

2. Form 5500 requirement

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

3. Master Trust

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

4. Schedule A requuired?

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

5. Final 5500 EZ

   By user99, August 23, 2022
   • 2 replies
   • 794 views
   • 
   • user99
   • August 23, 2022

6. Prior Year SSA never filed

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

7. 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
   • 793 views
   • 
   • Kristina
   • March 22, 2018

8. Short Plan Year & First full year using same 2015 5500 Form?

   By KTB, April 21, 2016
   • 1 reply
   • 792 views
   • 
   • Lou S.
   • April 21, 2016

9. Filing due on the business day after

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

10. Need to file an initial extension for a plan with a participating employer (husband/wife) - couple questions

    By aaronb26, July 25, 2023
    • 4 replies
    • 792 views
    • 
    • Towanda
    • July 26, 2023

11. Schedule MEP

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

12. Reporting Life Insurance and Annuity values for 412 Plan

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

13. Can you change from 5500-SF to 5500-EZ for final filing

    By R. Butler, November 2, 2023
    • 2 replies
    • 787 views
    • 
    • BeanCounterBlues
    • January 5, 2024

14. Automatic Extension

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

15. DOL Non-filer Notice

    By Insurnacegirl555, November 22, 2023
    • 1 reply
    • 786 views
    • 
    • Luke Bailey
    • November 27, 2023

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

    By Bug on my window, July 10, 2018   

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

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

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

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

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

19. When is final 5500 due?

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

20. 8955-ssa for 5500-ez

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

21. Insured Welfare Plan - Final Return

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

22. One participant plan??

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

23. Excluding Terms Invested in Insurance Contracts

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

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

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

25. relief for late filers of 5500 EZ

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

26. 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
    • 778 views
    • 
    • RayJJohnsonJr
    • October 5, 2021

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

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

28. change of sponsorship

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

29. Schedule C

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

30. Form 5500 Sch R

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

31. 5500-SF vs Plan Document

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

32. 5500-EZ for 2022 not extended

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

33. Did anything about Schedule C change?

    By Peter Gulia, April 24, 2017   

    • form 5500; schedule c; instructions; disclosure
    • 2 replies
    • 769 views
    • 
    • chc93
    • April 25, 2017

34. Amended 5500SF?

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

35. 5500 Reporting for Synthetic GICs

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

36. Form 5500 Filing Question

    By Brian Murphy, July 22
    • 2 replies
    • 764 views
    • 
    • RatherBeGolfing
    • July 22

37. Schedule C question

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

38. Mailing Form 5558 for confirmed delivery

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

39. PTIN & 83(b)

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

40. CRD on 5500

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

41. Schedule A's

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

42. Filing under DFVCP

    By msmith, November 15, 2021
    • 3 replies
    • 754 views
    • 
    • msmith
    • November 23, 2021

43. 1099-1096

    By thepensionmaven, April 30, 2022
    • 5 replies
    • 753 views
    • 
    • Dare Johnson
    • May 4, 2022

44. 8955-SSA duplicate filing

    By wvbeachgirl, June 19, 2017
    • 1 reply
    • 753 views
    • 
    • chc93
    • June 19, 2017

45. 5500 small plan audit due to plan merger?

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

46. 8955-SSA DVFC?

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

47. Final 5500 - Citation?

    By ERISAAPPLE, June 21, 2018
    • 5 replies
    • 749 views
    • 
    • Mike Preston
    • June 25, 2018

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

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

49. Failure to Timely File 5500 - Relief Under DFVCP

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

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

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