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Form 5500

3,272 topics in this forum

  1. Do you know how 2022’s holidays fit?

    By Peter Gulia,   
    • 3 replies
    • 746 views

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

    By C. B. Zeller,
    • 1 reply
    • 746 views

  3. welfare plan 5500 - should not have been filed, can it be taken back?

    By TPApril,
    • 0 replies
    • 745 views

  4. 1st plan yr (short or not) - 5500 large plan?

    By TPApril,
    • 7 replies
    • 741 views

  5. Form 8955-SSA not filed - RMD not taken

    By Renee H,
    • 2 replies
    • 739 views

  6. Where Can I Find Total Health Insurance Benefits Paid

    By plesq,   
    • 1 reply
    • 737 views

  7. Terminated plan filing

    By pmacduff,
    • 3 replies
    • 735 views

  8. First year Form 5500 with no assets

    By cathyw,
    • 4 replies
    • 732 views

  9. SSA for Short 2011 Plan Year

    By austin3515,
    • 0 replies
    • 727 views

  10. Final Form 5500 - Payables/Liabilites?

    By imchipbrown,
    • 2 replies
    • 727 views

  11. 5500 and extensions

    By Chippy,
    • 1 reply
    • 726 views

  12. Late for filing 5500 form

    By Jakyasar,
    • 4 replies
    • 725 views

  13. Letters from Social Security Administration -people under retirement age

    By DPL,
    • 5 replies
    • 724 views

  14. Single Member Plan - Do we need to file for 2020?

    By Basically,
    • 7 replies
    • 723 views

  15. Participating Employer Filing 5500 Instead of Trust

    By 5500Nerd,
    • 2 replies
    • 722 views

  16. 5500-SF & Sch MEP for 2024

    By doombuggy,
    • 2 replies
    • 721 views

  17. 5500SF Is this Term Participant counted in 12/31/2023 headcount

    By cheersmate,   
    • 3 replies
    • 721 views

  18. Amending a Large Plan Form 5500

    By bhodge113,
    • 1 reply
    • 718 views

  19. Form 5500 (Welfare Plan) Policy Year Change

    By Inquisitive One,
    • 2 replies
    • 717 views

  20. Form 5500-EZ

    By Dougsbpc,
    • 2 replies
    • 711 views

  21. 5500-SF vs 5500-EZ eligibility

    By jmarsmiami,
    • 3 replies
    • 711 views
    • Bri
    • Bri

  22. Form 8955-SSA

    By nancy,   
    • 1 reply
    • 711 views

  23. EFASTCredentials

    By thepensionmaven,
    • 1 reply
    • 710 views

  24. PFML Reported in Form 5500

    By 5500Nerd,
    • 2 replies
    • 710 views

  25. Filing a Form 5500 and Schedule I which are the incorrect Forms

    By DPSRich,
    • 3 replies
    • 707 views

  26. Plan has small investment in a Publicly Traded partnership (PTP)

    By jkharvey,
    • 0 replies
    • 705 views

  27. Form 5500, Schedule C

    By msmith,
    • 2 replies
    • 704 views

  28. ARA - I Love these people!

    By austin3515,
    • 0 replies
    • 698 views

  29. Schedule C info for MassMutual plan

    By Bird,
    • 1 reply
    • 697 views

  30. Compliance notice and now a late notice

    By SSRRS,
    • 3 replies
    • 694 views

  31. Unnecessary H&W 5500s

    By Griswold,
    • 1 reply
    • 693 views

  32. H&W 5500's - wrapping multiple 5500's into one & plan years

    By TPApril,
    • 2 replies
    • 692 views

  33. Extend 5500 and then have no filing requirement

    By Tom,
    • 1 reply
    • 692 views

  34. DFVC Website Down?

    By austin3515,
    • 3 replies
    • 691 views

  35. Which box to check? Single vs Multi

    By jmartin,
    • 1 reply
    • 691 views

  36. Short Plan Year – Schedule A Question

    By LHannah,
    • 2 replies
    • 690 views

  37. Letter saying 2017 not filed when it was

    By ESOP Guy,
    • 3 replies
    • 690 views

  38. Change in Plan sponsorship

    By Benefits Vet,
    • 3 replies
    • 685 views

  39. Schedule R participants with only receivables

    By Pat Crum,
    • 1 reply
    • 683 views

  40. Welfare Plan - changes ownership at 1/1 - how to stop filing

    By TPApril,
    • 2 replies
    • 682 views

  41. 5500 Participant _ residual balance

    By legort69,   
    • 1 reply
    • 680 views

  42. One-Participant Plan Aggregated for coverage

    By austin3515,
    • 1 reply
    • 679 views

  43. Are Health Advocacy-type benefits to be in 5500s?

    By 5500Nerd,   
    • 4 replies
    • 679 views

  44. New HRA - no participants in 2017 - 5500 required?

    By t.haley,
    • 3 replies
    • 676 views

  45. Paying DFVC Fee

    By K-t-F,
    • 4 replies
    • 676 views

  46. Power of Attorney Rejection

    By LauraAT,   
    • 0 replies
    • 676 views

  47. Form 5500-EZ line 6a (2) End of year

    By Francis,
    • 1 reply
    • 675 views

  48. DB plan with post-10/15 contributions - auditor thoughts?

    By Bug on my window,
    • 2 replies
    • 672 views

  49. reporting of stock dividends on form 5500 schedule h

    By pitkofsky,
    • 0 replies
    • 670 views

  50. Form 5500 - Which Version to Use for Prior Filing

    By PensionPro,
    • 1 reply
    • 669 views
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