Form 5500

3,281 topics in this forum

1. Attachment to Form 5500 - Schedule I, Line 4a - Schedule of Delinquent Part Contribs

   By Guest vqualplan, May 13, 2005
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • May 13, 2005

2. Plan Codes

   By Guest lforesz, July 25, 2001
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • July 25, 2001

3. Must a 457 Plan maintained by a tax-exempt organization file a Form 5500?

   By katieinny, June 15, 2004
   • 0 replies
   • 1.2k views
   • 
   • katieinny
   • June 15, 2004

4. Online payment for DFVC?

   By Guest erisamelissa, May 4, 2009
   • 0 replies
   • 1k views
   • 
   • Guest
   • May 4, 2009

5. What is the 5500 filing deadline for nonprofits on "extension"?

   By Guest HarveyC, September 25, 2003
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • September 25, 2003

6. Requesting SSA Information from IRS

   By Guest BWNWE, June 27, 2012
   • 0 replies
   • 870 views
   • 
   • Guest
   • June 27, 2012

7. Sch. T

   By FJR, July 25, 2003
   • 0 replies
   • 861 views
   • 
   • FJR
   • July 25, 2003

8. Are these small welfare plans?

   By sloble@crowleyfleck.com, August 22, 2004
   • 0 replies
   • 1.2k views
   • 
   • sloble@crowleyfleck.com
   • August 22, 2004

9. Welfare Plan 5500 - Schedule A - mid yr broker buyout

   By TPApril, July 1, 2019
   • 0 replies
   • 441 views
   • 
   • TPApril
   • July 1, 2019

10. Sungard Relius IFile

    By Andy the Actuary, July 15, 2013
    • 0 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • July 15, 2013

11. Schedule D

    By Guest rachd, July 25, 2003
    • 0 replies
    • 940 views
    • 
    • Guest
    • July 25, 2003

12. Sch. A Incentive Compensation

    By Guest ak, April 3, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 3, 2007

13. Late Deferrals and Attachment to Schedule H, Line 4a

    By msmith, November 26, 2013
    • 0 replies
    • 1.9k views
    • 
    • msmith
    • November 26, 2013

14. Active owner and former partner have balances

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

15. Medical Savings Accounts and Form 5500?

    By Guest, January 16, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 16, 2001

16. Revenue Sharing

    By PFranckowiak, June 3, 2009
    • 0 replies
    • 1.3k views
    • 
    • PFranckowiak
    • June 3, 2009

17. Reporting delinquent contributions after EBSA audit closing letter

    By Guest Bearlee, September 26, 2012
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 26, 2012

18. Latest word on PTIN- there is hope it won't be needed for 5500

    By Tom Poje, December 27, 2010
    • 0 replies
    • 977 views
    • 
    • Tom Poje
    • December 27, 2010

19. Schedule H, question 4a - late deposit of salary deferrals

    By BeckyMiller, May 19, 2004
    • 0 replies
    • 1.5k views
    • 
    • BeckyMiller
    • May 19, 2004

20. Number of participants?

    By Guest Green92, August 31, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 31, 2007

21. 5500 for Plan That Never Got Off the Ground

    By Archimage, November 17, 2021
    • 0 replies
    • 560 views
    • 
    • Archimage
    • November 17, 2021

22. EFAST2 Password

    By Andy the Actuary, October 1, 2010
    • 0 replies
    • 961 views
    • 
    • Andy the Actuary
    • October 1, 2010

23. 5500 filing summary for Fringe and Welfare Plans

    By AndyH, May 30, 2002
    • 0 replies
    • 1.3k views
    • 
    • AndyH
    • May 30, 2002

24. DVFC

    By Guest cease, September 5, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 5, 2003

25. Relius Web Client

    By Guest LauraVanSteeter, January 25, 2013
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 25, 2013

26. Obligation to provide Schedule P for prior years

    By Guest Fishchick, December 2, 2003
    • 0 replies
    • 2k views
    • 
    • Guest
    • December 2, 2003

27. Amended SAR?

    By RCK, January 7, 2008
    • 0 replies
    • 1.7k views
    • 
    • RCK
    • January 7, 2008

28. 412(i) Plans

    By davef, August 4, 2010
    • 0 replies
    • 936 views
    • 
    • davef
    • August 4, 2010

29. Classification of REIT & Municipal bonds on Schedule H

    By Guest pal107, April 29, 2014
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 29, 2014

30. Late Form 5500 filing for LTD plan

    By alexa, January 10, 2002
    • 0 replies
    • 1.6k views
    • 
    • alexa
    • January 10, 2002

31. Unreported Insurance Account

    By Guest rachd, May 27, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 27, 2003

32. When filing amended 5500 Form OK to switch to 5500-EZ if eligible?

    By Lynn Campbell, August 23, 2004
    • 0 replies
    • 1k views
    • 
    • Lynn Campbell
    • August 23, 2004

33. Form 5500 filed for governmental 403(b) when not required

    By Belgarath, January 26, 2012
    • 0 replies
    • 1k views
    • 
    • Belgarath
    • January 26, 2012

34. 2007 5500

    By ombskid, April 16, 2010
    • 0 replies
    • 936 views
    • 
    • ombskid
    • April 16, 2010

35. Wrong plan name, sponsor name and form??

    By kmhaab, December 16, 2020
    • 0 replies
    • 576 views
    • 
    • kmhaab
    • December 16, 2020

36. re-visiting IRS Notice 2014-35.. DFVC (efile) + paper file 8955-SSA

    By Jerry Erisa, May 9, 2015
    • 0 replies
    • 1.4k views
    • 
    • Jerry Erisa
    • May 9, 2015

37. EFAST2 email notifications

    By BTH, May 10, 2023
    • 0 replies
    • 339 views
    • 
    • BTH
    • May 10, 2023

38. Prepaid legal services

    By Guest hyper, December 10, 2004
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • December 10, 2004

39. Reportable Transaction upon plan merger

    By B21, February 4, 2021
    • 0 replies
    • 400 views
    • 
    • B21
    • February 4, 2021

40. EFAST Filing Problem

    By Guest tbowling, July 29, 2003
    • 0 replies
    • 965 views
    • 
    • Guest
    • July 29, 2003

41. Schedule C - non-monetary compensation

    By Guest allen293, April 16, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 16, 2010

42. Schedule C - loan fees deducted from participant check

    By Guest TWoodward, June 11, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 11, 2010

43. PS contribution for medical benefits

    By Guest Lex, May 30, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 30, 2002

44. Links to various versions and pieces of 2/2/2000 notice explaining new

    By Dave Baker, February 3, 2000
    • 0 replies
    • 2.2k views
    • 
    • Dave Baker
    • February 3, 2000

45. Withdrawing Nondeductible contributions under Rev Proc 90-49

    By Dennis Povloski, April 19, 2005
    • 0 replies
    • 2.1k views
    • 
    • Dennis Povloski
    • April 19, 2005

46. Schedule C

    By blue, June 12, 2010
    • 0 replies
    • 950 views
    • 
    • blue
    • June 12, 2010

47. IRS LETTER RE: 09 FILING

    By HarleyBabe, August 5, 2010
    • 0 replies
    • 912 views
    • 
    • HarleyBabe
    • August 5, 2010

48. Statement to Terminated Participants ERISA 105(c) Notice

    By Guest BR58W, May 13, 2011
    • 0 replies
    • 2k views
    • 
    • Guest
    • May 13, 2011

49. Do I need to include this contract on the Schedule A?

    By Guest BMA, October 15, 2013
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 15, 2013

50. Master Trust reporting in Form 5500

    By Guest TPALona, September 30, 2014
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 30, 2014