Form 5500

3,272 topics in this forum

1. Two Schedule A questions

   By BG5150, June 20, 2008
   • 0 replies
   • 1.4k views
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   • BG5150
   • June 20, 2008

2. two small plans merge mid year, when do they become a large plan filer?

   By WCC, March 16, 2022
   • 6 replies
   • 936 views
   • 
   • RatherBeGolfing
   • March 29, 2022

3. Typo on Participant Count

   By EPCRSGuru, November 10, 2020
   • 2 replies
   • 917 views
   • 
   • Belgarath
   • November 11, 2020

4. uncashed checks

   By Chippy, June 20, 2011
   • 1 reply
   • 1.6k views
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   • BG5150
   • June 20, 2011

5. Uncashed Distribution checks

   By Chippy, September 25, 2014
   • 5 replies
   • 2.1k views
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   • Chippy
   • September 25, 2014

6. Under $100,000 Exemption...

   By Guest RONNIE WASEL, September 16, 2002
   • 5 replies
   • 2k views
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   • jaemmons
   • September 23, 2002

7. Under 250K 5500EZ Exemption

   By JBones, October 13, 2011
   • 1 reply
   • 1.4k views
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   • ETA Consulting LLC
   • October 13, 2011

8. Unfiling Final 5500?

   By BTG, June 4, 2021
   • 5 replies
   • 1.2k views
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   • BTG
   • June 4, 2021

9. Unfunded welfare benefit plans

   By Guest Mfcavo, March 16, 2000
   • 2 replies
   • 3.2k views
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   • Guest
   • March 16, 2000

10. Uninsured Health Spending Accounts

    By Guest PJDay, July 16, 2009
    • 1 reply
    • 976 views
    • 
    • pr2222
    • July 19, 2009

11. Union-sponsored death Benefit

    By Guest Cindyd, May 20, 2002
    • 2 replies
    • 1.6k views
    • 
    • JohnCheek
    • May 21, 2002

12. Union's Right to View Form 5500

    By Guest koo, January 19, 2010
    • 4 replies
    • 2.1k views
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    • RCK
    • January 28, 2010

13. Unique PCORI Fee Question

    By 5500Nerd, July 7, 2021
    • 0 replies
    • 533 views
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    • 5500Nerd
    • July 7, 2021

14. Unnecessary H&W 5500s

    By Griswold, September 22, 2023
    • 1 reply
    • 693 views
    • 
    • Luke Bailey
    • September 26, 2023

15. Unrealized gain - Terminated plan

    By Lori Friedman, March 28, 2008
    • 6 replies
    • 1.5k views
    • 
    • Lori Friedman
    • March 29, 2008

16. Unreported Assets

    By Guest cke66edy, June 6, 2011
    • 2 replies
    • 1.2k views
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    • Bird
    • June 7, 2011

17. Unreported Insurance Account

    By Guest rachd, May 27, 2003
    • 0 replies
    • 988 views
    • 
    • Guest
    • May 27, 2003

18. Unsigned f5500

    By J Simmons, October 20, 2009
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • October 23, 2009

19. Unsure

    By thepensionmaven, February 15
    • 2 replies
    • 1.4k views
    • 
    • thepensionmaven
    • February 15

20. Unusual Processing Delay?

    By Andy the Actuary, September 10, 2014
    • 5 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • September 10, 2014

21. Upcoming changes to Summary Annual Report

    By 5500sorBust, November 14, 2023
    • 4 replies
    • 1.1k views
    • 
    • Peter Gulia
    • November 16, 2023

22. Urgent Question re IRS Response re 2005 Form 5500

    By ERISAatty, May 14, 2009
    • 7 replies
    • 2.6k views
    • 
    • Bird
    • May 15, 2009

23. Use of 1/2 as an entry date to delay 80/120 rule

    By Guest GuyHockerIII, April 7, 2014
    • 8 replies
    • 1.5k views
    • 
    • shERPA
    • May 5, 2014

24. Use of Retroactive Wrap Plans to Fix Filing Problems

    By 401 Chaos, September 22, 2006
    • 0 replies
    • 4.4k views
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    • 401 Chaos
    • September 22, 2006

25. Useless 5500-EZ IRS Correspondence

    By shERPA, October 15, 2023
    • 4 replies
    • 922 views
    • 
    • imchipbrown
    • October 17, 2023

26. USERRA Make Up Contributions

    By Purplemandinga, July 20, 2022
    • 4 replies
    • 941 views
    • 
    • CuseFan
    • July 21, 2022

27. using 2007 Form 5500 for 2008 plan year

    By chc93, November 4, 2008
    • 4 replies
    • 1.6k views
    • 
    • chc93
    • November 5, 2008

28. Using corporate Extension to 9/15

    By thepensionmaven, September 5, 2024
    • 2 replies
    • 464 views
    • 
    • thepensionmaven
    • September 6, 2024

29. VALIC

    By austin3515, October 6, 2014
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • October 7, 2014

30. Valuations...

    By Guest RONNIE WASEL, November 18, 2002
    • 3 replies
    • 1.2k views
    • 
    • E as in ERISA
    • November 18, 2002

31. Value of Insurance Contract Where Employer Has Not Paid Premiums, But

    By Guest PAUL DUGAN, March 16, 2000
    • 1 reply
    • 2.4k views
    • 
    • Alonzo
    • March 16, 2000

32. Valuing an Insurance Policy

    By BG5150, July 21, 2016
    • 5 replies
    • 997 views
    • 
    • My 2 cents
    • July 21, 2016

33. Variable Annuity Contraces

    By Guest lforesz, September 26, 2001
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • October 4, 2001

34. Vcp

    By Guest Paul, October 13, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 13, 2001

35. VCR Plan for Cafeteria Plan 5500s

    By SLuskin, July 10, 2001
    • 1 reply
    • 1.6k views
    • 
    • Steve72
    • July 10, 2001

36. VDCP application

    By Guest Laura Browne, July 6, 2004
    • 0 replies
    • 1.7k views
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    • Guest
    • July 6, 2004

37. Verification of 5500 filing

    By Guest KennyH, January 29, 2009
    • 6 replies
    • 2.7k views
    • 
    • SMB
    • May 1, 2009

38. Verify Form 5500EZ processing

    By glhotdog, July 23, 2020   

    • 5500ez
    • 4 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • July 24, 2020

39. Very Basic Question - Fee?

    By ERISAatty, April 24, 2006
    • 4 replies
    • 2k views
    • 
    • ERISAatty
    • April 24, 2006

40. Very Basic Welfare 5500 Question

    By Guest akwallace, August 13, 2002
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • August 13, 2002

41. VERY late top heavy contribution

    By Guest rachd, June 6, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 10, 2003

42. Very old amended Form 5500

    By ESOP Guy, November 22, 2019
    • 4 replies
    • 1.3k views
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    • chc93
    • December 9, 2019

43. VFCP filing question

    By pmacduff, August 31, 2018
    • 0 replies
    • 661 views
    • 
    • pmacduff
    • August 31, 2018

44. Voluntary Alternative Reporting Option

    By jukeboy56, January 8, 2009
    • 1 reply
    • 1.3k views
    • 
    • BG5150
    • January 8, 2009

45. VSP Schedule As for the Form 5500

    By 5500Nerd, September 28, 2018   

    • schedule as
    • vsp
    • (and 1 more)

      Tagged with:

      • schedule as
      • vsp
      • form 5500
    • 1 reply
    • 865 views
    • 
    • Bug on my window
    • November 19, 2018

46. Waiver of Accountant's Opinion

    By Guest NeophiteTPA, July 12, 2007
    • 3 replies
    • 1.6k views
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    • Bill Presson
    • July 12, 2007

47. Waiver? Plan has been owner only for years, but still files 5500

    By Jim Chad, July 10, 2007
    • 4 replies
    • 1.5k views
    • 
    • Jim Chad
    • July 11, 2007

48. Want to file under DFVCP Program... but Forms 5500C/R were discontinued

    By Moe Howard, January 6, 2009
    • 5 replies
    • 1.7k views
    • 
    • Moe Howard
    • January 9, 2009

49. Wanted - 2000 Form 5500 for reproduction.

    By Guest marieshebuski, September 22, 2004
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • September 24, 2004

50. Was this plan covered by a fidelity bond?

    By Peter Gulia, August 8, 2023
    • 4 replies
    • 1.5k views
    • 
    • Peter Gulia
    • August 8, 2023