Form 5500

3,281 topics in this forum

1. Reporting of nondeductible contributions on Schedule I

   By mwyatt, January 29, 2001
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   • mwyatt
   • January 29, 2001

2. 5500 for Trust w/forfeiture balance but no participants?

   By TPApril, September 15, 2025
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   • TPApril
   • September 15, 2025

3. Wrong EIN filed

   By Guest rachd, June 6, 2003
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   • Guest
   • June 6, 2003

4. Never Reported as a MEWA

   By 5500Nerd, October 29, 2021
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   • 432 views
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   • 5500Nerd
   • October 29, 2021

5. Switch to 5500-EZ

   By 415 Limit, June 28, 2010
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   • 415 Limit
   • June 28, 2010

6. 5500 due for "orphan" plan

   By ljr, February 4, 2005
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   • ljr
   • February 4, 2005

7. SAR distribution

   By Guest forum4, November 13, 2006
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   • Guest
   • November 13, 2006

8. Short Plan Year

   By Guest Julie Woulfe, July 27, 2010
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   • Guest
   • July 27, 2010

9. Schedule H, Lines 4a and 4d -- What is "amount" of late defe

   By Guest CMC, July 20, 2001
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   • Guest
   • July 20, 2001

10. MEP Schedule

    By Coleboy1, March 5, 2024
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    • Coleboy1
    • March 5, 2024

11. H&W Form 5500s and Self-insured Captive plan

    By 5500Nerd, March 9, 2021
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    • 550 views
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    • 5500Nerd
    • March 9, 2021

12. 2011 Form 5500-EZ released

    By chc93, March 28, 2012
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    • chc93
    • March 28, 2012

13. Schedule SSA of 5500

    By gle3186, June 30, 2003
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    • gle3186
    • June 30, 2003

14. efiling non-standard plan years

    By M Norton, September 16, 2011
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    • 885 views
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    • M Norton
    • September 16, 2011

15. Form 5500SF and Plan holding DFE

    By Guest Ian Paige, June 3, 2010
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    • Guest
    • June 3, 2010

16. FAB 2009-02 clarification

    By Santo Gold, July 28, 2010
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    • 978 views
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    • Santo Gold
    • July 28, 2010

17. Final Form 5500 - participant count?

    By t.haley, September 27, 2010
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    • t.haley
    • September 27, 2010

18. 5500 Automation

    By brturn6176, June 19, 2019   

    • 5500sf
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    • brturn6176
    • June 19, 2019

19. EFAST3 / Revised 5500

    By austin3515, May 11, 2016
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    • 991 views
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    • austin3515
    • May 11, 2016

20. QDRO reported on SSA?

    By Guest Ray Williams, August 15, 2000
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    • Guest
    • August 15, 2000

21. Schedule G Question

    By Guest TitusracerX, August 11, 2003
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    • Guest
    • August 11, 2003

22. Vcp

    By Guest Paul, October 13, 2001
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    • Guest
    • October 13, 2001

23. List of Investment Service Providers that do file as DFEs

    By Guest GuyHocker, April 12, 2005
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    • Guest
    • April 12, 2005

24. Sched C, Name of entity that provided prospectus

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

25. Payment for delinquent filing of Form 5500-EZ

    By cathyw, February 21, 2017
    • 0 replies
    • 449 views
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    • cathyw
    • February 21, 2017

26. EFAST Acknowledgement Files

    By DP, September 9, 2004
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    • 915 views
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    • DP
    • September 9, 2004

27. Wrap Plan - 5500 issue

    By waid10, September 20, 2005
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    • 1.3k views
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    • waid10
    • September 20, 2005

28. Form 5500 Final Return Error - web client

    By Guest Peggy S, June 30, 2010
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    • Guest
    • June 30, 2010

29. Form 5558 was filed without EIN

    By jkharvey, August 7, 2012
    • 0 replies
    • 909 views
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    • jkharvey
    • August 7, 2012

30. Insurance policy transferred out of MPP and into PSP during plan year. File Schedule A for MPP?

    By Guest amybu99, October 14, 2003
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    • 888 views
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    • Guest
    • October 14, 2003

31. Amending Form 5500s

    By Guest AEA, July 23, 2003
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    • Guest
    • July 23, 2003

32. Excluding Terms Invested in Insurance Contracts

    By austin3515, August 19, 2013
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    • austin3515
    • August 19, 2013

33. Wrap-Around Plan

    By Guest AEA, July 23, 2003
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    • Guest
    • July 23, 2003

34. Schedule H Needed?

    By Guest akwallace, June 10, 2004
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    • Guest
    • June 10, 2004

35. Inclusion of supplemental buy-up

    By Guest KLM, July 24, 2008
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    • Guest
    • July 24, 2008

36. Schedule C for Self-Funded Health Plan

    By J Simmons, September 19, 2008
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    • J Simmons
    • September 19, 2008

37. A company has a new business name and EIN

    By katieinny, July 28, 2010
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    • katieinny
    • July 28, 2010

38. Relius Administration

    By Guest jsummer, May 7, 2012
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    • Guest
    • May 7, 2012

39. Corrective Distributions

    By Alex Daisy, March 31, 2008
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    • Alex Daisy
    • March 31, 2008

40. PTIN Welcome Letter

    By Andy the Actuary, November 20, 2010
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    • Andy the Actuary
    • November 20, 2010

41. Schedule C or Schedule A

    By SLuskin, December 6, 2011
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    • SLuskin
    • December 6, 2011

42. reporting of stock dividends on form 5500 schedule h

    By pitkofsky, March 16, 2016
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    • pitkofsky
    • March 16, 2016

43. Schedule of reportable transactions on a merged plan

    By armand2706, July 14, 2016
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    • armand2706
    • July 14, 2016

44. Top HR Concerns in Banking Industry

    By Guest Tina Burke, March 12, 2001
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    • Guest
    • March 12, 2001

45. 2001 Form 5500

    By Guest Emiliano, January 24, 2002
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    • Guest
    • January 24, 2002

46. Significant Deficiency in Internal Controls

    By khn, October 2, 2013
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    • khn
    • October 2, 2013

47. 5500 reporting of self-directed brokerage account assets

    By pitkofsky, March 16, 2016
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    • pitkofsky
    • March 16, 2016

48. Hurricane Katrina

    By Guest MoeHoward2, October 13, 2005
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    • Guest
    • October 13, 2005

49. 5500 Reporting for Stock Brokerage Windows

    By Guest, January 31, 2001
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    • Guest
    • January 31, 2001

50. Reporting Unmade Safe Harbor Contribution

    By Guest MS TPA, January 20, 2011
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    • Guest
    • January 20, 2011