Form 5500

3,277 topics in this forum

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

   By Guest HarveyC, September 25, 2003
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   • Guest
   • September 25, 2003

2. Requesting SSA Information from IRS

   By Guest BWNWE, June 27, 2012
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   • Guest
   • June 27, 2012

3. Sch. T

   By FJR, July 25, 2003
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   • FJR
   • July 25, 2003

4. Are these small welfare plans?

   By sloble@crowleyfleck.com, August 22, 2004
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   • sloble@crowleyfleck.com
   • August 22, 2004

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

   By TPApril, July 1, 2019
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   • TPApril
   • July 1, 2019

6. Sungard Relius IFile

   By Andy the Actuary, July 15, 2013
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   • Andy the Actuary
   • July 15, 2013

7. Schedule D

   By Guest rachd, July 25, 2003
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   • Guest
   • July 25, 2003

8. Sch. A Incentive Compensation

   By Guest ak, April 3, 2007
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   • Guest
   • April 3, 2007

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

   By msmith, November 26, 2013
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   • msmith
   • November 26, 2013

10. Active owner and former partner have balances

    By BG5150, November 17, 2021
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    • BG5150
    • November 17, 2021

11. Medical Savings Accounts and Form 5500?

    By Guest, January 16, 2001
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    • Guest
    • January 16, 2001

12. Revenue Sharing

    By PFranckowiak, June 3, 2009
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    • PFranckowiak
    • June 3, 2009

13. Reporting delinquent contributions after EBSA audit closing letter

    By Guest Bearlee, September 26, 2012
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    • Guest
    • September 26, 2012

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

    By Tom Poje, December 27, 2010
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    • 970 views
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    • Tom Poje
    • December 27, 2010

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

    By BeckyMiller, May 19, 2004
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    • BeckyMiller
    • May 19, 2004

16. Number of participants?

    By Guest Green92, August 31, 2007
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    • Guest
    • August 31, 2007

17. 5500 for Plan That Never Got Off the Ground

    By Archimage, November 17, 2021
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    • 551 views
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    • Archimage
    • November 17, 2021

18. EFAST2 Password

    By Andy the Actuary, October 1, 2010
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    • 956 views
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    • Andy the Actuary
    • October 1, 2010

19. 5500 filing summary for Fringe and Welfare Plans

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

20. DVFC

    By Guest cease, September 5, 2003
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    • Guest
    • September 5, 2003

21. Relius Web Client

    By Guest LauraVanSteeter, January 25, 2013
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    • Guest
    • January 25, 2013

22. Obligation to provide Schedule P for prior years

    By Guest Fishchick, December 2, 2003
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    • Guest
    • December 2, 2003

23. Amended SAR?

    By RCK, January 7, 2008
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    • RCK
    • January 7, 2008

24. 412(i) Plans

    By davef, August 4, 2010
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    • davef
    • August 4, 2010

25. Classification of REIT & Municipal bonds on Schedule H

    By Guest pal107, April 29, 2014
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    • Guest
    • April 29, 2014

26. Late Form 5500 filing for LTD plan

    By alexa, January 10, 2002
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    • alexa
    • January 10, 2002

27. Unreported Insurance Account

    By Guest rachd, May 27, 2003
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    • 998 views
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    • Guest
    • May 27, 2003

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

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

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

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

30. 2007 5500

    By ombskid, April 16, 2010
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    • 931 views
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    • ombskid
    • April 16, 2010

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

    By kmhaab, December 16, 2020
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    • 565 views
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    • kmhaab
    • December 16, 2020

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

    By Jerry Erisa, May 9, 2015
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    • Jerry Erisa
    • May 9, 2015

33. EFAST2 email notifications

    By BTH, May 10, 2023
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    • 330 views
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    • BTH
    • May 10, 2023

34. Prepaid legal services

    By Guest hyper, December 10, 2004
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    • Guest
    • December 10, 2004

35. Reportable Transaction upon plan merger

    By B21, February 4, 2021
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    • 394 views
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    • B21
    • February 4, 2021

36. EFAST Filing Problem

    By Guest tbowling, July 29, 2003
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    • 960 views
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    • Guest
    • July 29, 2003

37. Schedule C - non-monetary compensation

    By Guest allen293, April 16, 2010
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    • Guest
    • April 16, 2010

38. Schedule C - loan fees deducted from participant check

    By Guest TWoodward, June 11, 2010
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    • Guest
    • June 11, 2010

39. PS contribution for medical benefits

    By Guest Lex, May 30, 2002
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    • Guest
    • May 30, 2002

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

    By Dave Baker, February 3, 2000
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    • Dave Baker
    • February 3, 2000

41. Withdrawing Nondeductible contributions under Rev Proc 90-49

    By Dennis Povloski, April 19, 2005
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    • Dennis Povloski
    • April 19, 2005

42. Schedule C

    By blue, June 12, 2010
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    • blue
    • June 12, 2010

43. IRS LETTER RE: 09 FILING

    By HarleyBabe, August 5, 2010
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    • HarleyBabe
    • August 5, 2010

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

    By Guest BR58W, May 13, 2011
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    • Guest
    • May 13, 2011

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

    By Guest BMA, October 15, 2013
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    • Guest
    • October 15, 2013

46. Master Trust reporting in Form 5500

    By Guest TPALona, September 30, 2014
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    • Guest
    • September 30, 2014

47. Failure to file Form 5500EZ, need help

    By Guest schow07024, September 4, 2007
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    • Guest
    • September 4, 2007

48. Confused about existing reporting requirements for synthetic GICs, sep

    By Guest ak, February 5, 2000
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    • Guest
    • February 5, 2000

49. Fair value reporting for investment contracts with insurance companies

    By Dave Baker, February 8, 2000
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    • 2.9k views
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    • Dave Baker
    • February 8, 2000

50. Audits required for 5500

    By Guest jfgc, February 9, 2000
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    • Guest
    • February 9, 2000