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Form 5500

3,277 topics in this forum

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

    By pmacduff,
    • 2 replies
    • 621 views

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

    By 5500Nerd,
    • 2 replies
    • 620 views

  3. Late 5500 Filing

    By ndj2377,
    • 3 replies
    • 619 views

  4. question on schedule I -re. real estate

    By SSRRS,
    • 2 replies
    • 614 views

  5. Copy of Prior 5500 EZ

    By TPA2015,   
    • 0 replies
    • 611 views

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

    By jsample,
    • 2 replies
    • 608 views

  7. Overpaid on a DFVC filing

    By thepensionmaven,
    • 3 replies
    • 601 views

  8. Welfare Plan: Single vs Multiple Employer Plan

    By TPApril,
    • 1 reply
    • 600 views

  9. Form 8955-SSA issue with IRS

    By ESOP Guy,
    • 4 replies
    • 599 views

  10. 5500 Schedule H - NRA and FATCA Withholding

    By pitkofsky,
    • 0 replies
    • 595 views

  11. 5558 for new plan but then 5500 not needed

    By TPApril,
    • 2 replies
    • 595 views

  12. Incorporation of Sponsor

    By thepensionmaven,
    • 3 replies
    • 595 views

  13. Never Should Have Filed 5500

    By Jennifer D.,
    • 1 reply
    • 589 views

  14. Mandatory e-filing for 5500-EZ

    By TPApril,
    • 6 replies
    • 588 views

  15. Davis Bacon - delinquent contributions?

    By TPApril,
    • 2 replies
    • 586 views

  16. MEP Schedule

    By Coleboy1,
    • 0 replies
    • 586 views

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

    By TPApril,
    • 0 replies
    • 585 views

  18. 5500-SF last yr (as owner+employee), but now owner only w/assets < 250K - file EZ?

    By TPApril,
    • 7 replies
    • 583 views
    • Bri
    • Bri

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

    By Tom,
    • 2 replies
    • 582 views

  20. date required on Form 5558

    By thepensionmaven,
    • 1 reply
    • 573 views

  21. Spin out of PEO

    By #toomanyrules,
    • 1 reply
    • 572 views

  22. Amend Form 5500 for Retroactive Fidelity Bond?

    By M Gerald,
    • 3 replies
    • 569 views

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

    By kmhaab,
    • 0 replies
    • 567 views

  24. Extension Approved until 12/15???

    By MarZDoates,
    • 1 reply
    • 566 views

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

    By 5500Nerd,
    • 0 replies
    • 565 views

  26. 2014 filed in 2017

    By ombskid,
    • 2 replies
    • 564 views

  27. Schedule MEP - Who Must File

    By Catch22PGM,   
    • 0 replies
    • 562 views

  28. Strange Question day - 5500 SF reporting question

    By Belgarath,
    • 2 replies
    • 560 views

  29. Husband /Wife 5500EZs

    By Draper55,
    • 5 replies
    • 558 views

  30. Eligible for 5500EZ?

    By Earl,
    • 1 reply
    • 557 views

  31. 5500-sf

    By Insurnacegirl555,
    • 1 reply
    • 554 views

  32. Unique PCORI Fee Question

    By 5500Nerd,
    • 0 replies
    • 553 views

  33. 5500 for Plan That Never Got Off the Ground

    By Archimage,
    • 0 replies
    • 552 views

  34. Amend 5500 and also ck off 5558?

    By SSRRS,
    • 3 replies
    • 551 views

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

    By nan,
    • 4 replies
    • 547 views

  36. Failed to file form 5500ez

    By Solo,
    • 2 replies
    • 546 views

  37. 5500EZ MP Plan, no contribution by 10-15

    By TPApril,
    • 1 reply
    • 543 views

  38. 5500-SF allowed if plan participates in 103-12 IE

    By tymesup,
    • 0 replies
    • 542 views

  39. Form 5500 filed but not required - any notice to DOL necessary to stop filing?

    By t.haley,
    • 2 replies
    • 541 views

  40. PS Plan Established Today - No Extension Filed

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

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

    By Basically,
    • 2 replies
    • 538 views

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

    By 5500Nerd,
    • 0 replies
    • 537 views

  43. Top Hat Plan Registration Statements - Plan Spinoff

    By M_2015,
    • 1 reply
    • 535 views

  44. 2021 PBGC Forms

    By ConnieStorer,
    • 2 replies
    • 535 views

  45. Welfare Plan ownership change mid 5500 plan yr

    By TPApril,
    • 1 reply
    • 533 views

  46. 1 life non-owner plan

    By Santo Gold,
    • 3 replies
    • 533 views

  47. 5500-EZ late filing

    By Just Tri,
    • 1 reply
    • 532 views

  48. 5500-EZ Penalty Relief Program - taking it back

    By TPApril,
    • 1 reply
    • 530 views

  49. Retroactively adopted DB plan filing 5500-SF

    By dougmal,
    • 1 reply
    • 527 views

  50. one person..two plans first filing year only one plan funded

    By Draper55,
    • 1 reply
    • 525 views
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