Form 5500

3,277 topics in this forum

1. Waiver of Accountant's Opinion

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

2. 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

3. 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

4. Wanted - 2000 Form 5500 for reproduction.

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

5. Was this plan covered by a fidelity bond?

   By Peter Gulia, August 8, 2023
   • 4 replies
   • 1.6k views
   • 
   • Peter Gulia
   • August 8, 2023

6. WB 5500 Guidance?

   By Leopurrd, September 27, 2005
   • 2 replies
   • 1.7k views
   • 
   • Leopurrd
   • September 30, 2005

7. Web Client and the Alternate Filing Method

   By Dazednconfused, October 7, 2010
   • 4 replies
   • 1.4k views
   • 
   • Tom Poje
   • October 7, 2010

8. Web Clients 10/12 cutoff for filing

   By HarleyBabe, September 20, 2010
   • 4 replies
   • 1.1k views
   • 
   • 12AX7
   • September 20, 2010

9. Webclient - recent updates and saved credentials

   By hunter001, May 22, 2013
   • 0 replies
   • 928 views
   • 
   • hunter001
   • May 22, 2013

10. Weflare Benefit

    By nancy, February 26, 2009
    • 3 replies
    • 1.2k views
    • 
    • Bill Presson
    • March 5, 2009

11. Welfare Benefit 5500- Filed 5500- Two days late

    By Danielle, August 8, 2021
    • 12 replies
    • 1.3k views
    • 
    • BG5150
    • August 10, 2021

12. Welfare Benefit Plan - Combined Form 5500

    By Guest JimD-EBR, October 9, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 9, 2004

13. Welfare Benefit Plan - Do I have fewer than 100 employees?

    By Guest LWilson, July 31, 2002
    • 3 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • July 31, 2002

14. Welfare benefit plan - SAR and "experience rated" insurance contracts

    By Lori Friedman, December 16, 2004
    • 0 replies
    • 5.4k views
    • 
    • Lori Friedman
    • December 16, 2004

15. Welfare benefit plan - Stop-loss coverage

    By Lori Friedman, February 6, 2007
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • February 23, 2009

16. Welfare Benefit Plan - what to include in the SAR?

    By Guest jc1457, August 15, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 15, 2007

17. Welfare Benefit Plan Reporting/Employee Assistance Plan

    By Guest tcunagin, January 27, 2003
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 27, 2003

18. welfare benefit self funded assets of employer

    By jeanh, May 25, 2018
    • 4 replies
    • 846 views
    • 
    • jeanh
    • May 30, 2018

19. Welfare Plan - changes ownership at 1/1 - how to stop filing

    By TPApril, August 21, 2015
    • 2 replies
    • 695 views
    • 
    • TPApril
    • August 25, 2015

20. Welfare Plan - Contract Year vs Plan year issues

    By Guest ANNEBV, July 25, 2001
    • 1 reply
    • 2k views
    • 
    • KIP KRAUS
    • July 25, 2001

21. Welfare Plan - Never Filed Form 5500

    By MarZDoates, April 25, 2006
    • 6 replies
    • 3k views
    • 
    • Guest
    • May 23, 2006

22. Welfare plan - reversion to employer

    By Guest 5500, October 6, 2005
    • 5 replies
    • 2.4k views
    • 
    • JanetM
    • October 7, 2005

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

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

24. welfare plan 5500 - should not have been filed, can it be taken back?

    By TPApril, July 29, 2016
    • 0 replies
    • 757 views
    • 
    • TPApril
    • July 29, 2016

25. Welfare Plan 5500 furlough counts

    By TPApril, November 12, 2021
    • 0 replies
    • 420 views
    • 
    • TPApril
    • November 12, 2021

26. Welfare plan 5500, 100 participant threshold

    By movedon, July 27, 2009
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • September 16, 2009

27. Welfare Plan Codes

    By Guest ANNEBV, July 9, 2001
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • July 10, 2001

28. Welfare plan filing

    By bzorc, October 10, 2001
    • 0 replies
    • 1.4k views
    • 
    • bzorc
    • October 10, 2001

29. Welfare plan filing question

    By Teatree, October 4, 2019   

    • health plan
    • 5500
    • (and 2 more)

      Tagged with:

      • health plan
      • 5500
      • welfare plans
      • welfare benefit plan-5500?
    • 2 replies
    • 935 views
    • 
    • Teatree
    • October 7, 2019

30. Welfare Plan Form 5500 - Final

    By bzorc, June 6, 2016
    • 2 replies
    • 990 views
    • 
    • bzorc
    • June 7, 2016

31. Welfare plan merger @ eoy - how to file final 5500

    By TPApril, July 17, 2017
    • 1 reply
    • 1k views
    • 
    • david rigby
    • July 17, 2017

32. Welfare Plan missing prepaid legal

    By TPApril, March 18, 2013
    • 7 replies
    • 2k views
    • 
    • TPApril
    • March 21, 2013

33. Welfare Plan ownership change mid 5500 plan yr

    By TPApril, June 27, 2024
    • 1 reply
    • 533 views
    • 
    • Peter Gulia
    • June 27, 2024

34. Welfare Plan POP 5500

    By Guest Peggy806, June 2, 2009
    • 1 reply
    • 1.5k views
    • 
    • A Shot in the Dark
    • June 3, 2009

35. Welfare Plan: Single vs Multiple Employer Plan

    By TPApril, July 3, 2024
    • 1 reply
    • 600 views
    • 
    • Peter Gulia
    • July 3, 2024

36. Welfare Plans

    By mlp0816, May 19, 2009
    • 2 replies
    • 1.3k views
    • 
    • jpod
    • May 20, 2009

37. Welfare Plans - Code 4R - any problems in later years?

    By Belgarath, April 18, 2014
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 30, 2014

38. Welfare plans exceed 100 participants for a couple of years

    By katieinny, June 21, 2007
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 9, 2007

39. Welfare plans switch to a "wrap" document

    By Belgarath, February 15, 2016
    • 1 reply
    • 918 views
    • 
    • Bill Presson
    • February 15, 2016

40. welfare plans upon reaching 100

    By TPApril, May 30, 2012
    • 6 replies
    • 2.4k views
    • 
    • TPApril
    • January 11, 2016

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

    By Peter Gulia, October 24, 2025
    • 5 replies
    • 830 views
    • 
    • Paul I
    • November 3, 2025

42. What are the penalties if an extension for filing a Form 5500 was not obtained?

    By Guest Kemily, September 30, 2003
    • 6 replies
    • 19.3k views
    • 
    • jevd
    • January 13, 2004

43. What are you doing regarding late 5500s?

    By No Name, March 11, 2004
    • 4 replies
    • 1.3k views
    • 
    • Belgarath
    • March 19, 2004

44. What consequences result from a CPA's adverse opinion on a plan's financial statements?

    By Peter Gulia, September 11, 2015   

    • audit
    • 4 replies
    • 1.3k views
    • 
    • Peter Gulia
    • September 13, 2015

45. What constitutes a change in plan year?

    By Guest LFrankel, July 22, 2002
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • July 22, 2002

46. What Do Participating Employers Do if the MEWA Does not File a Form 5500?

    By 5500Nerd, April 12, 2023
    • 2 replies
    • 784 views
    • 
    • 5500Nerd
    • April 17, 2023

47. What Does "Edit" Mean?

    By Andy the Actuary, July 26, 2010
    • 4 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • July 27, 2010

48. What happens if ...

    By Kimberly S, July 1, 2008
    • 1 reply
    • 1.1k views
    • 
    • PAL
    • July 1, 2008

49. What Happens If You File Late 5500-SF When Exempt From The Need To?

    By GregM, June 1, 2018   

    • efast
    • erisa
    • (and 4 more)

      Tagged with:

      • efast
      • erisa
      • dfvcp
      • late
      • 5500
      • penalty
    • 15 replies
    • 2.6k views
    • 
    • RatherBeGolfing
    • October 17, 2018

50. What happens when DoL finds no bond?

    By Jed Macy, April 22, 2003
    • 2 replies
    • 1.4k views
    • 
    • bzorc
    • April 23, 2003