Form 5500

3,277 topics in this forum

1. Terminated DB Plan

   By Guest mo again, September 26, 2000
   • 5 replies
   • 1.9k views
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   • david rigby
   • October 6, 2000

2. terminated plan

   By pmacduff, July 1, 2008
   • 4 replies
   • 2.4k views
   • 
   • pmacduff
   • July 2, 2008

3. Terminated Plan - 5500 Error - Pointing Assets Transferred to Acquiring Plan

   By kadvisor, June 5, 2025
   • 6 replies
   • 1.2k views
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   • Paul I
   • June 6, 2025

4. Terminated Plan - 5500 Rejected by DOL in Error

   By BeanCounterBlues, May 22, 2012
   • 3 replies
   • 5k views
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   • Tom Poje
   • June 26, 2012

5. Terminated Plan - Account's Opinion

   By Guest cands2002, July 14, 2014   

   • large plan
   • 5 replies
   • 1.5k views
   • 
   • Peter Gulia
   • July 15, 2014

6. terminated plan and recovery 3 years later

   By DPL, August 21, 2015
   • 6 replies
   • 1.2k views
   • 
   • Peter Gulia
   • August 24, 2015

7. Terminated plan filing

   By pmacduff, March 28, 2023
   • 3 replies
   • 767 views
   • 
   • pmacduff
   • March 30, 2023

8. Terminated Plan-All assets distributed, then check returned

   By RTB, May 25, 2017
   • 10 replies
   • 2.6k views
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   • jpod
   • May 31, 2017

9. Terminated plan, do we have to file?

   By Guest JohnSB, July 25, 2007
   • 2 replies
   • 1.6k views
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   • JanetM
   • July 25, 2007

10. terminated plan, final 5500

    By WCC, July 22, 2016
    • 10 replies
    • 2.6k views
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    • Peter Gulia
    • July 22, 2016

11. terminated plan/continuing employer--how to count participants

    By jjaatirs, August 26, 2015
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • August 27, 2015

12. Terminating a one-life Defined Benefit plan

    By Guest Carol the Writer, September 24, 2004
    • 2 replies
    • 1.1k views
    • 
    • jquazza
    • September 24, 2004

13. terminating plan and participant count

    By Chippy, August 14, 2014
    • 5 replies
    • 1.4k views
    • 
    • Tom Poje
    • August 25, 2014

14. Terminating plan has dividends posted in new plan year

    By Guest crosseyetester, December 21, 2005
    • 7 replies
    • 2k views
    • 
    • Guest
    • December 27, 2005

15. Termination

    By Guest steve55, February 4, 2005
    • 1 reply
    • 1.3k views
    • 
    • wmyer
    • February 4, 2005

16. Termination in 2009

    By Below Ground, April 24, 2009
    • 22 replies
    • 4.2k views
    • 
    • Bird
    • September 2, 2009

17. Termination of multiemployer plan; where to report on Form 5500 the asset reversion to the employers?

    By Guest cease, September 24, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 29, 2003

18. Testing Requirements for Spinoff Plan

    By Guest MikeAIGFA, March 28, 2008
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • March 29, 2008

19. The Form 5500 for a Short Plan Year Ending in 2000

    By Guest J_Cira_70, November 13, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 13, 2000

20. The IRS Never Ceases to Amaze

    By WDIK, August 2, 2010
    • 11 replies
    • 2.4k views
    • 
    • mbozek
    • September 10, 2010

21. the soon to be form 8955-SSA and extensions

    By Tom Poje, March 21, 2011
    • 0 replies
    • 1.7k views
    • 
    • Tom Poje
    • March 21, 2011

22. The Strange Saga of Schedule H

    By Lori Friedman, October 6, 2005
    • 5 replies
    • 4k views
    • 
    • Guest
    • October 10, 2005

23. Third Party signing 5500

    By dmb, June 29, 2001
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • July 3, 2001

24. Three Cheers For Certified Mail

    By Andy the Actuary, August 20, 2008
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • August 21, 2008

25. TIAA CREF Deemed Loan Reporting Issue

    By austin3515, October 13, 2022
    • 0 replies
    • 400 views
    • 
    • austin3515
    • October 13, 2022

26. Timely 5500-EZ, Delinquent Schedule SB

    By Dougsbpc, July 8, 2017
    • 16 replies
    • 3.8k views
    • 
    • Karthik Ramasamy
    • January 22, 2018

27. Timing of 5500 filing

    By Guest NPS Darren, July 31, 2009
    • 15 replies
    • 4.1k views
    • 
    • John Feldt ERPA CPC QPA
    • August 11, 2009

28. Timing of 5500 filing, Form 1120 filing and date of contribution

    By Guest JDVJr, July 7, 2004
    • 4 replies
    • 2.6k views
    • 
    • James Matt Ullakko
    • July 10, 2004

29. To Schedule C or not to Schedule C

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

30. Top Hat Plan Registration Statements - Plan Spinoff

    By M_2015, December 23, 2023
    • 1 reply
    • 535 views
    • 
    • CuseFan
    • December 26, 2023

31. Top HR Concerns in Banking Industry

    By Guest Tina Burke, March 12, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 12, 2001

32. TPA (me) Did Not File 5500 2019 w/ Special Extension (Hurricane Sally)

    By RestAssured, October 27, 2021
    • 5 replies
    • 641 views
    • 
    • ESOP Guy
    • October 28, 2021

33. TPA Firm Obtaining Signer Credentials on Behalf of the Plan

    By Guest richardmurray, June 16, 2010
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • June 18, 2010

34. TPA has question---Schedule I, Q #4(a)

    By Guest gcrechale, June 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • June 9, 2003

35. TPA Practitioner Registration and Form 5500

    By WDIK, May 17, 2010
    • 0 replies
    • 1.2k views
    • 
    • WDIK
    • May 17, 2010

36. trade date vs payroll date

    By thepensionmaven, October 20, 2017
    • 1 reply
    • 909 views
    • 
    • ETA Consulting LLC
    • October 20, 2017

37. Trade date vs Settlement date

    By B21, July 30, 2018
    • 2 replies
    • 931 views
    • 
    • B21
    • August 1, 2018

38. Trade Error Corrections

    By Stevo-PDX, April 11, 2012
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • April 12, 2012

39. Transfer of assets equals new plan?

    By Spencer, September 13, 2012
    • 2 replies
    • 1.6k views
    • 
    • Spencer
    • September 13, 2012

40. Trapped between a Schedule C requirement and final 408(b)(2) regs?

    By ERISAatty, June 8, 2012
    • 3 replies
    • 2.3k views
    • 
    • jpod
    • June 26, 2012

41. Tribal Government and Casino Plan

    By 5500Nerd, June 12, 2020
    • 3 replies
    • 1.9k views
    • 
    • Peenionved
    • May 1, 2025

42. Trouble filing SSA with ATX Software

    By EPCRSGuru, January 17, 2012
    • 5 replies
    • 1.3k views
    • 
    • EPCRSGuru
    • January 17, 2012

43. Trust Deeds

    By Lori Foresz, November 11, 2003
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • August 28, 2004

44. Trust ID number - any way to verify???

    By maverick, February 4, 2002
    • 2 replies
    • 2k views
    • 
    • maverick
    • February 4, 2002

45. Trust ID numbers purged by IRS due to inactivity

    By maverick, February 7, 2002
    • 2 replies
    • 2.3k views
    • 
    • bzorc
    • February 8, 2002

46. Trust ID vs. Employter ID on the 5500

    By Guest rachd, January 15, 2003
    • 4 replies
    • 1.3k views
    • 
    • maverick
    • January 16, 2003

47. Trust reports to Plan Administrators due by certain day?

    By BG5150, August 12, 2016
    • 2 replies
    • 874 views
    • 
    • Bill Presson
    • August 12, 2016

48. Trustee

    By Guest moltengater, May 22, 2006
    • 3 replies
    • 2.1k views
    • 
    • movedon
    • May 22, 2006

49. Trustee

    By Guest Sieve, March 17, 2010
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • March 17, 2010

50. Trying to determine if 5500 was filed

    By Guest erisa15, February 10, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 10, 2004