Form 5500

3,272 topics in this forum

1. What to do about 2020 5500's when Co. B bought Co. A midyear and kept the same 401k Plan

   By RayJJohnsonJr, October 5, 2021
   • 4 replies
   • 779 views
   • 
   • RayJJohnsonJr
   • October 5, 2021

2. What to do if the wrong 5500 is filed without an audit and correct Sch

   By pbarrett, March 13, 2003
   • 10 replies
   • 2.2k views
   • 
   • Mike Preston
   • March 22, 2003

3. What to do with an extra two cents?

   By Guest Jensen, July 28, 2006
   • 2 replies
   • 1.5k views
   • 
   • Appleby
   • July 31, 2006

4. What to put on Form 5500 as the 'name' of a retirement plan's 'trust'?

   By austin3515, May 4, 2015
   • 13 replies
   • 2.4k views
   • 
   • Kevin C
   • May 11, 2015

5. What will happen if I don't file this year?

   By Jim Chad, June 26, 2010
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • July 2, 2010

6. what would you do, if plan never filed schedule P and.....

   By Lori H, September 2, 2005
   • 4 replies
   • 1.5k views
   • 
   • Lori H
   • September 2, 2005

7. What year change from 100,000 to 250,000 for EZ

   By Richard Anderson, May 11, 2010
   • 1 reply
   • 1.5k views
   • 
   • WDIK
   • May 11, 2010

8. What's an Acknowledgment Plan Number number?

   By 12AX7, May 29, 2010
   • 2 replies
   • 4.7k views
   • 
   • 12AX7
   • June 1, 2010

9. When a 403(b) plan has an employer contribution added, does the pension code in Section 8 need to be changed?

   By MBCarey, December 30, 2003
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • December 30, 2003

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

    By Lynn Campbell, August 23, 2004
    • 0 replies
    • 998 views
    • 
    • Lynn Campbell
    • August 23, 2004

11. When is CPA audit displayed on EFAST

    By Sully, October 19, 2022
    • 7 replies
    • 1.1k views
    • 
    • Sully
    • October 27, 2022

12. When is final 5500 due?

    By Jakyasar, April 11, 2023
    • 5 replies
    • 785 views
    • 
    • Jakyasar
    • April 12, 2023

13. When is it too late for DFVC?

    By Bird, November 5, 2015
    • 5 replies
    • 2.4k views
    • 
    • hr for me
    • November 5, 2015

14. When is my form 1999 5500 due? Must I file for an extension past 7/31/

    By Guest L, July 9, 2000
    • 1 reply
    • 2.3k views
    • 
    • Richard Anderson
    • July 10, 2000

15. When is schedule T required

    By Guest James Osterhaus, May 21, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 21, 2001

16. When is the SAR deadline?

    By leighl, March 7, 2017
    • 3 replies
    • 1.3k views
    • 
    • leighl
    • March 9, 2017

17. When is there a “termination” of an auditor?

    By Peter Gulia, October 5, 2016   

    • Schedule C Part III
    • 11 replies
    • 6k views
    • 
    • My 2 cents
    • October 6, 2016

18. when must a self employed 401-k file form 5500?

    By KevinMc, January 26, 2015
    • 3 replies
    • 2.4k views
    • 
    • Lou S.
    • March 2, 2015

19. When to file 5500?

    By Guest rachd, January 8, 2003
    • 4 replies
    • 1.5k views
    • 
    • k man
    • May 21, 2003

20. When to file final 5500 if all Participants have been paid but employe

    By Guest Powers, May 22, 2001
    • 5 replies
    • 2.1k views
    • 
    • david rigby
    • September 20, 2001

21. When to file the 5330 (Excise tax)

    By Guest Achilles, March 7, 2005
    • 2 replies
    • 2k views
    • 
    • david rigby
    • March 7, 2005

22. When using the FIRE system, at what point in transmitting a Form 8955-SSA has the deadline been met?

    By Beemer, May 5, 2015
    • 2 replies
    • 1.4k views
    • 
    • Beemer
    • May 5, 2015

23. When will MEPs start filing separate 5500s?

    By Flyboyjohn, March 13, 2013
    • 4 replies
    • 2.1k views
    • 
    • Flyboyjohn
    • March 14, 2013

24. When will the new version of Relius Govt. Forms be released?

    By stephen, January 5, 2007
    • 5 replies
    • 1.7k views
    • 
    • Stevo-PDX
    • January 23, 2007

25. Where Can I Find Total Health Insurance Benefits Paid

    By plesq, March 7, 2016   

    • health benefits
    • 5500
    • 1 reply
    • 738 views
    • 
    • Flyboyjohn
    • March 7, 2016

26. Where do I report insurance premiums on the Schedule I?

    By R. Butler, June 1, 2001
    • 2 replies
    • 1.8k views
    • 
    • Kristina
    • June 1, 2001

27. Where do you get Form 5500 data for companies in your region?

    By Guest sclendaniel, January 21, 2004
    • 2 replies
    • 1.4k views
    • 
    • E as in ERISA
    • January 21, 2004

28. Where indicate for a 401(m) or 401(a) contribution?

    By John A, June 29, 2000
    • 2 replies
    • 2.2k views
    • 
    • Dawn Hafner
    • June 29, 2000

29. Where list Trust EIN?

    By Guest jusducki, June 7, 2007
    • 4 replies
    • 2.1k views
    • 
    • Belgarath
    • June 7, 2007

30. Where to report plan name changes on the 2000 Form 5500 (if at all)?

    By Guest Stacie Barth, July 10, 2001
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • December 30, 2003

31. Which 5500 form year to use?

    By Guest Julie Woulfe, April 6, 2004
    • 3 replies
    • 1.1k views
    • 
    • Archimage
    • April 6, 2004

32. Which box to check? Single vs Multi

    By jmartin, October 8, 2019
    • 1 reply
    • 691 views
    • 
    • pmacduff
    • October 8, 2019

33. Which form to file?

    By Guest penman, January 13, 2005
    • 6 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • January 17, 2005

34. Who can act as an IQPA?

    By Guest CFP in Philly, August 27, 2008
    • 30 replies
    • 5.5k views
    • 
    • Guest
    • September 11, 2008

35. Who can sign 5500?

    By Guest idahoerisa, October 12, 2005
    • 15 replies
    • 11k views
    • 
    • mbozek
    • November 4, 2005

36. Who gets the SAR?

    By BG5150, October 13, 2020
    • 10 replies
    • 1.6k views
    • 
    • Bill Presson
    • October 15, 2020

37. Who gets what SAR's?

    By Guest PAL100759, August 9, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 9, 2002

38. Who is liable for ERISA penalties?

    By Guest ActuaryWannabe, January 13, 2005
    • 1 reply
    • 1.4k views
    • 
    • Ron Snyder
    • January 13, 2005

39. Who is the employer?

    By Guest sburrall, July 2, 2002
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • July 2, 2002

40. Who May File Form 5500-SF

    By abanky, July 31, 2015
    • 2 replies
    • 1.4k views
    • 
    • My 2 cents
    • July 31, 2015

41. Who May Sign 5500?

    By Andy the Actuary, February 23, 2009
    • 6 replies
    • 3.7k views
    • 
    • Andy the Actuary
    • March 9, 2009

42. Who should files the 5500s when almost everyone is dead?

    By BTG, July 9, 2021
    • 12 replies
    • 1.3k views
    • 
    • Peter Gulia
    • July 15, 2021

43. Who signs the 5558?

    By Guest joeyb, July 15, 2002
    • 12 replies
    • 2.9k views
    • 
    • Ron Snyder
    • July 22, 2002

44. Will name change of 1 letter trigger warning or error?

    By BG5150, June 10, 2021
    • 4 replies
    • 1.2k views
    • 
    • Jakyasar
    • June 11, 2021

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. Would a 5500-EZ be required for a plan under $250,000 in this situation? Two separate companies with single participant plans controlled the same individual

    By aaronb26, May 10, 2023
    • 4 replies
    • 2.6k views
    • 
    • Bill Presson
    • May 11, 2023

47. Wrap 5500 different numbers benefitting under different coverages

    By Nancy D, March 2, 2013
    • 0 replies
    • 957 views
    • 
    • Nancy D
    • March 2, 2013

48. Wrap Document - Consolidated 5500

    By Guest KEK, May 22, 2002
    • 8 replies
    • 5.8k views
    • 
    • 401 Chaos
    • September 10, 2013

49. Wrap Document for Group Welfare Benefit Plans

    By Christine Roberts, March 6, 2001
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 9, 2001

50. Wrap Document with Small Plan Component - Inclusion in 5500?

    By holdco, August 1, 2013
    • 1 reply
    • 1.7k views
    • 
    • Flyboyjohn
    • August 2, 2013