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Form 5500

3,272 topics in this forum

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

    By PensionPro,
    • 1 reply
    • 669 views

  2. Mandatory EZ Electronic Filing 2024

    By shERPA,
    • 2 replies
    • 669 views

  3. Active owner and former partner have balances

    By BG5150,
    • 0 replies
    • 668 views

  4. What are Form 5500’s fiduciary-responsibility questions?

    By Peter Gulia,
    • 5 replies
    • 667 views

  5. One Participant plan Delinquent Filer

    By Dougsbpc,
    • 2 replies
    • 667 views

  6. 5500-EZ initial year filing

    By thepensionmaven,   
    • 2 replies
    • 667 views

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

    By SSRRS,
    • 2 replies
    • 666 views

  8. Relius Administration

    By Guest jsummer,
    • 0 replies
    • 666 views
    • Guest
    • Guest

  9. Small Welfare Plan

    By Insurnacegirl555,
    • 1 reply
    • 662 views

  10. VFCP filing question

    By pmacduff,
    • 0 replies
    • 661 views

  11. Form 5500-EZ if EE's not eligible?

    By Basically,
    • 4 replies
    • 660 views

  12. 5500 Schedule C

    By AmyETPA,
    • 1 reply
    • 655 views

  13. Amended DFVCP filing

    By Julie,
    • 1 reply
    • 655 views

  14. Generating form 8955

    By Santo Gold,
    • 2 replies
    • 655 views

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

    By Dave Baker,
    • 1 reply
    • 654 views

  16. 4T - Multiple Employer Code

    By 5500Nerd,
    • 0 replies
    • 650 views

  17. Employer for 5500EZ

    By Draper55,
    • 2 replies
    • 649 views

  18. delinquent deferral contributions

    By pmacduff,
    • 2 replies
    • 648 views

  19. Mid-Year Change for Collectively-Bargained Plan

    By 5500Nerd,
    • 2 replies
    • 648 views

  20. Old SSAs filed

    By austin3515,
    • 3 replies
    • 648 views

  21. Cite for 5500/plan participant liability

    By Tax Cowboy,
    • 3 replies
    • 647 views

  22. E-signing Credentials

    By Pammie57,
    • 1 reply
    • 647 views

  23. Form 5500-EZ Filed Late

    By mming,
    • 2 replies
    • 640 views

  24. Schedule D - Relius

    By ratherbereading,
    • 1 reply
    • 639 views
    • Bri
    • Bri

  25. New York FEMA extension Through February 15th

    By thepensionmaven,
    • 5 replies
    • 639 views

  26. 5500 Schedule of Delinquent Contributions

    By pam@bbm,
    • 2 replies
    • 634 views

  27. Wrap Plan Document and Health Care Sharing Ministries

    By 5500Nerd,
    • 2 replies
    • 633 views

  28. complinace questions

    By Tom Poje,
    • 0 replies
    • 632 views

  29. SF or EZ

    By thepensionmaven,
    • 2 replies
    • 632 views

  30. 2023 Form 5500-EZ fill-in version not yet available

    By kpension,
    • 1 reply
    • 630 views

  31. Schedule D

    By Pammie57,
    • 1 reply
    • 627 views

  32. 2020 Form 5500-SF -- No Longer Owner-Only Plan

    By mwyatt,
    • 1 reply
    • 626 views

  33. Form 5500 sole proprietor with PT employee

    By thepensionmaven,
    • 3 replies
    • 625 views

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

    By BG5150,
    • 2 replies
    • 619 views

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

    By RestAssured,
    • 5 replies
    • 619 views

  36. Final Filing Form 5500-EZ - Distributions?

    By JMP,
    • 2 replies
    • 619 views
    • JMP
    • JMP

  37. How to treat proceeds from DB to QRP?

    By BG5150,
    • 1 reply
    • 618 views

  38. 5500 due 6/30/20

    By doombuggy,
    • 1 reply
    • 618 views

  39. Delinquent 5500 EZ - Excess Contribution

    By jmartin,
    • 3 replies
    • 615 views

  40. eligibility to waive 5500-EZ or -SF filing

    By pmacduff,
    • 2 replies
    • 614 views

  41. Filing under Delinquent Filers VCP

    By Chippy,
    • 3 replies
    • 613 views

  42. Wrong PN on 5500-EZ for years

    By BG5150,
    • 1 reply
    • 612 views

  43. 2021 5500 for new plan - docs signed in 2022

    By doombuggy,
    • 3 replies
    • 612 views
    • Bri
    • Bri

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

    By BG5150,
    • 4 replies
    • 611 views

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

    By Basically,
    • 8 replies
    • 609 views

  46. Late 5500 Filing

    By ndj2377,
    • 3 replies
    • 606 views

  47. Employer name with d/b/a

    By BG5150,
    • 1 reply
    • 605 views

  48. Form 5500-SF filed with old Employer address

    By karl,
    • 3 replies
    • 596 views

  49. 5500-SF or Long Form

    By Catch22PGM,
    • 3 replies
    • 594 views
    • Bri
    • Bri

  50. question on schedule I -re. real estate

    By SSRRS,
    • 2 replies
    • 592 views
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