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Form 5500

3,272 topics in this forum

  1. Copy of Prior 5500 EZ

    By TPA2015,   
    • 0 replies
    • 588 views

  2. DB Plan 2023 Schedule R line 21a

    By Panda,
    • 3 replies
    • 584 views
    • Bri
    • Bri

  3. 5558 for new plan but then 5500 not needed

    By TPApril,
    • 2 replies
    • 583 views

  4. Extension date request for an October 1st plan year end.

    By jsample,
    • 2 replies
    • 581 views

  5. 5500 Schedule H - NRA and FATCA Withholding

    By pitkofsky,
    • 0 replies
    • 581 views

  6. Overpaid on a DFVC filing

    By thepensionmaven,
    • 3 replies
    • 581 views

  7. Form 8955-SSA issue with IRS

    By ESOP Guy,
    • 4 replies
    • 578 views

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

    By LMK TPA,
    • 1 reply
    • 578 views

  9. Form M1 and Form 5500 to Match?

    By 5500Nerd,
    • 2 replies
    • 576 views

  10. SAR deadline - 2 months after 5500 due date?

    By TPApril,
    • 0 replies
    • 572 views

  11. Incorporation of Sponsor

    By thepensionmaven,
    • 3 replies
    • 571 views

  12. Welfare Plan: Single vs Multiple Employer Plan

    By TPApril,
    • 1 reply
    • 570 views

  13. Schedule C for a Non-Trust Filing if Non-monetary Funds to Report?

    By 5500Nerd,
    • 2 replies
    • 570 views

  14. Never Should Have Filed 5500

    By Jennifer D.,
    • 1 reply
    • 567 views

  15. Form 5500- Participant count info on Amer Funds PP Plan

    By Tom,
    • 2 replies
    • 557 views

  16. Davis Bacon - delinquent contributions?

    By TPApril,
    • 2 replies
    • 557 views

  17. date required on Form 5558

    By thepensionmaven,
    • 1 reply
    • 557 views

  18. MEP Schedule

    By Coleboy1,
    • 0 replies
    • 556 views

  19. Extension Approved until 12/15???

    By MarZDoates,
    • 1 reply
    • 554 views

  20. 2014 filed in 2017

    By ombskid,
    • 2 replies
    • 553 views

  21. Eligible for 5500EZ?

    By Earl,
    • 1 reply
    • 551 views

  22. Spin out of PEO

    By #toomanyrules,
    • 1 reply
    • 548 views

  23. SAR Deadline Changes and Text Messages for Electronic Disclosure?

    By 5500Nerd,
    • 0 replies
    • 548 views

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

    By kmhaab,
    • 0 replies
    • 546 views

  25. Husband /Wife 5500EZs

    By Draper55,
    • 5 replies
    • 541 views

  26. Strange Question day - 5500 SF reporting question

    By Belgarath,
    • 2 replies
    • 538 views

  27. Unique PCORI Fee Question

    By 5500Nerd,
    • 0 replies
    • 533 views

  28. 5500 for Plan That Never Got Off the Ground

    By Archimage,
    • 0 replies
    • 529 views

  29. 5500-SF allowed if plan participates in 103-12 IE

    By tymesup,
    • 0 replies
    • 522 views

  30. 5500EZ MP Plan, no contribution by 10-15

    By TPApril,
    • 1 reply
    • 522 views

  31. H&W Form 5500s and Self-insured Captive plan

    By 5500Nerd,
    • 0 replies
    • 521 views

  32. Final year 5500-EZ, plan also funded.

    By Basically,
    • 2 replies
    • 519 views

  33. 5500-sf

    By Insurnacegirl555,
    • 1 reply
    • 519 views

  34. PS Plan Established Today - No Extension Filed

    By austin3515,
    • 2 replies
    • 517 views
    • Bird
    • Bird

  35. 2021 PBGC Forms

    By ConnieStorer,
    • 2 replies
    • 515 views

  36. Top Hat Plan Registration Statements - Plan Spinoff

    By M_2015,
    • 1 reply
    • 514 views

  37. Failed to file form 5500ez

    By Solo,
    • 2 replies
    • 514 views

  38. 5500-EZ Penalty Relief Program - taking it back

    By TPApril,
    • 1 reply
    • 513 views

  39. 1 life non-owner plan

    By Santo Gold,
    • 3 replies
    • 508 views

  40. Single owner/employee DB Plan and solo401K TPA needs??

    By nan,
    • 4 replies
    • 505 views

  41. 5500 Automation

    By brturn6176,   
    • 0 replies
    • 505 views

  42. 5500-EZ late filing

    By Just Tri,
    • 1 reply
    • 504 views

  43. Retroactively adopted DB plan filing 5500-SF

    By dougmal,
    • 1 reply
    • 504 views

  44. Schedule MEP - Who Must File

    By Catch22PGM,   
    • 0 replies
    • 499 views

  45. Can this plan FILE with an SF?

    By SSRRS,
    • 3 replies
    • 499 views

  46. filing under DFVCP after original report filed

    By TPAinPA,
    • 1 reply
    • 499 views

  47. Closed MEP Filed Separate 5500s as an "open" MEP

    By Archimage,
    • 1 reply
    • 498 views

  48. Is a Final Report for a Welfare Trust Filing Needed?

    By 5500Nerd,
    • 1 reply
    • 496 views

  49. Exempt Entity Filed in Error

    By pr2222,
    • 1 reply
    • 495 views

  50. DOL rejecting 2-person SF's?

    By BG5150,
    • 2 replies
    • 494 views
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