Form 5500

3,277 topics in this forum

1. 5500 Participant _ residual balance

   By legort69, April 10, 2018   

   • 5500 participant
   • 1 reply
   • 694 views
   • 
   • CuseFan
   • April 10, 2018

2. Writing in info the EZ that is mailed to IRS

   By SSRRS, October 13, 2024
   • 2 replies
   • 691 views
   • 
   • SSRRS
   • October 15, 2024

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

   By PensionPro, February 23, 2022
   • 1 reply
   • 691 views
   • 
   • Bug on my window
   • February 24, 2022

4. One Participant plan Delinquent Filer

   By Dougsbpc, April 26, 2019
   • 2 replies
   • 691 views
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   • thepensionmaven
   • May 11, 2019

5. Missed filing 5500 (2023) for long term client

   By Basically, October 2, 2025
   • 8 replies
   • 689 views
   • 
   • Belgarath
   • October 20, 2025

6. Active owner and former partner have balances

   By BG5150, November 17, 2021
   • 0 replies
   • 683 views
   • 
   • BG5150
   • November 17, 2021

7. Generating form 8955

   By Santo Gold, June 12, 2020
   • 2 replies
   • 682 views
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   • Santo Gold
   • June 12, 2020

8. 5500 Schedule of Delinquent Contributions

   By pam@bbm, October 12, 2022
   • 2 replies
   • 682 views
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   • msmith
   • October 13, 2022

9. Expenses for Real Estate

   By austin3515, October 14, 2015
   • 0 replies
   • 682 views
   • 
   • austin3515
   • October 14, 2015

10. 5500-EZ initial year filing

    By thepensionmaven, August 22, 2017   

    • initial 5500-ez
    • 2 replies
    • 680 views
    • 
    • RatherBeGolfing
    • August 22, 2017

11. VFCP filing question

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

12. Don't Put PII on Form 5500 and Schedules

    By Dave Baker, May 22, 2020
    • 1 reply
    • 679 views
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    • ESOPMomma
    • May 26, 2020

13. Relius Administration

    By Guest jsummer, May 7, 2012
    • 0 replies
    • 679 views
    • 
    • Guest
    • May 7, 2012

14. reporting of stock dividends on form 5500 schedule h

    By pitkofsky, March 16, 2016
    • 0 replies
    • 679 views
    • 
    • pitkofsky
    • March 16, 2016

15. Form 5500-EZ Filed Late

    By mming, January 4, 2023
    • 2 replies
    • 677 views
    • 
    • C. B. Zeller
    • January 4, 2023

16. Schedule D - Relius

    By ratherbereading, April 26, 2022
    • 1 reply
    • 676 views
    • 
    • Bri
    • April 27, 2022

17. Small Welfare Plan

    By Insurnacegirl555, April 4, 2022
    • 1 reply
    • 675 views
    • 
    • Dare Johnson
    • April 4, 2022

18. Old SSAs filed

    By austin3515, November 29, 2018
    • 3 replies
    • 675 views
    • 
    • ESOP Guy
    • November 30, 2018

19. Amended DFVCP filing

    By Julie, October 25, 2018
    • 1 reply
    • 673 views
    • 
    • bonavito44
    • October 26, 2018

20. 5500 Schedule C

    By AmyETPA, September 16, 2020
    • 1 reply
    • 670 views
    • 
    • msmith
    • September 16, 2020

21. delinquent deferral contributions

    By pmacduff, November 22, 2019
    • 2 replies
    • 669 views
    • 
    • Kristina
    • November 25, 2019

22. 4T - Multiple Employer Code

    By 5500Nerd, October 16, 2024
    • 0 replies
    • 668 views
    • 
    • 5500Nerd
    • October 16, 2024

23. Cite for 5500/plan participant liability

    By Tax Cowboy, June 5, 2019
    • 3 replies
    • 666 views
    • 
    • Tax Cowboy
    • June 8, 2019

24. Employer for 5500EZ

    By Draper55, March 27, 2019
    • 2 replies
    • 665 views
    • 
    • CuseFan
    • March 28, 2019

25. Plan effective 2023 but adopted in 2024--5500 needed?

    By BG5150, October 8, 2024
    • 2 replies
    • 664 views
    • 
    • BG5150
    • October 8, 2024

26. Mid-Year Change for Collectively-Bargained Plan

    By 5500Nerd, May 5, 2020
    • 2 replies
    • 663 views
    • 
    • Mike Preston
    • May 7, 2020

27. New York FEMA extension Through February 15th

    By thepensionmaven, February 4, 2022
    • 5 replies
    • 659 views
    • 
    • Zimkap
    • February 9, 2022

28. E-signing Credentials

    By Pammie57, July 18, 2016
    • 1 reply
    • 658 views
    • 
    • RatherBeGolfing
    • July 18, 2016

29. 2023 Form 5500-EZ fill-in version not yet available

    By kpension, January 18, 2024
    • 1 reply
    • 657 views
    • 
    • Lois Baker
    • January 30, 2024

30. 5500 due 6/30/20

    By doombuggy, June 16, 2020
    • 1 reply
    • 657 views
    • 
    • ESOPMomma
    • June 16, 2020

31. SF or EZ

    By thepensionmaven, October 17, 2022
    • 2 replies
    • 656 views
    • 
    • thepensionmaven
    • October 19, 2022

32. Wrap Plan Document and Health Care Sharing Ministries

    By 5500Nerd, July 1, 2020
    • 2 replies
    • 655 views
    • 
    • 5500Nerd
    • July 7, 2020

33. 2020 Form 5500-SF -- No Longer Owner-Only Plan

    By mwyatt, January 5, 2021
    • 1 reply
    • 652 views
    • 
    • C. B. Zeller
    • January 5, 2021

34. Form 5500 sole proprietor with PT employee

    By thepensionmaven, July 12, 2018
    • 3 replies
    • 645 views
    • 
    • cpc0506
    • July 14, 2018

35. Schedule D

    By Pammie57, April 22, 2021
    • 1 reply
    • 644 views
    • 
    • C. B. Zeller
    • April 22, 2021

36. How to treat proceeds from DB to QRP?

    By BG5150, October 8, 2020
    • 1 reply
    • 644 views
    • 
    • Alonzo Church
    • October 8, 2020

37. Owners active, former EE has account: 1 partic plan?

    By BG5150, September 2, 2020
    • 4 replies
    • 642 views
    • 
    • JustMe
    • February 18, 2021

38. Final Filing Form 5500-EZ - Distributions?

    By JMP, September 4, 2020
    • 2 replies
    • 642 views
    • 
    • JMP
    • September 4, 2020

39. complinace questions

    By Tom Poje, March 3, 2016
    • 0 replies
    • 641 views
    • 
    • Tom Poje
    • March 3, 2016

40. 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

41. Delinquent 5500 EZ - Excess Contribution

    By jmartin, December 9, 2020
    • 3 replies
    • 640 views
    • 
    • C. B. Zeller
    • December 11, 2020

42. Employer name with d/b/a

    By BG5150, October 14, 2024
    • 1 reply
    • 638 views
    • 
    • RatherBeGolfing
    • October 14, 2024

43. Wrong PN on 5500-EZ for years

    By BG5150, December 28, 2021
    • 1 reply
    • 638 views
    • 
    • RatherBeGolfing
    • December 29, 2021

44. Filing under Delinquent Filers VCP

    By Chippy, April 25, 2018
    • 3 replies
    • 636 views
    • 
    • Madison71
    • April 25, 2018

45. 2021 5500 for new plan - docs signed in 2022

    By doombuggy, October 3, 2022
    • 3 replies
    • 630 views
    • 
    • Bri
    • October 4, 2022

46. DB Plan 2023 Schedule R line 21a

    By Panda, October 4, 2024
    • 3 replies
    • 628 views
    • 
    • Bri
    • October 4, 2024

47. Form M1 and Form 5500 to Match?

    By 5500Nerd, May 9, 2024
    • 2 replies
    • 624 views
    • 
    • 5500Nerd
    • May 14, 2024

48. Form 5500-SF filed with old Employer address

    By karl, August 8, 2022
    • 3 replies
    • 623 views
    • 
    • karl
    • August 8, 2022

49. Form 5500-SF vs 5500-EZ and ERISA bond question

    By LMK TPA, September 27, 2024
    • 1 reply
    • 623 views
    • 
    • RatherBeGolfing
    • September 27, 2024

50. 5500-SF or Long Form

    By Catch22PGM, February 27, 2023
    • 3 replies
    • 623 views
    • 
    • Bri
    • February 28, 2023