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Form 5500

3,272 topics in this forum

  1. 1099s Held in Austin

    By thepensionmaven,
    • 1 reply
    • 492 views

  2. Welfare Plan ownership change mid 5500 plan yr

    By TPApril,
    • 1 reply
    • 492 views

  3. 6/30/19 5558 rec'd approval for 12/31/19

    By TPApril,
    • 1 reply
    • 492 views

  4. Delinquent EZ and SF - which to file first?

    By C. B. Zeller,
    • 3 replies
    • 489 views

  5. 5500EZ Beginning Balance

    By Coleboy1,
    • 1 reply
    • 477 views

  6. EE opts out of plan--how to count on 5500

    By BG5150,
    • 2 replies
    • 477 views

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

    By t.haley,
    • 2 replies
    • 477 views

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

    By Draper55,
    • 1 reply
    • 475 views

  9. Small business, 3 owners, no employees. Can we file 5500EZ?

    By RayJJohnsonJr,
    • 2 replies
    • 475 views

  10. FT William, Error Message

    By austin3515,
    • 4 replies
    • 473 views

  11. 8955-SSA for ESOP's

    By Belgarath,
    • 2 replies
    • 472 views

  12. Credentials do not match signer's name

    By BG5150,
    • 1 reply
    • 470 views

  13. 5500EZ Beginning Balance

    By Coleboy1,
    • 1 reply
    • 468 views

  14. 5500-EZ DFVC - 1 or 2 mailings?

    By TPApril,
    • 2 replies
    • 467 views

  15. Using corporate Extension to 9/15

    By thepensionmaven,
    • 2 replies
    • 461 views

  16. 5500 Schedule H Short Year Audit Requirements

    By BTH,
    • 1 reply
    • 461 views

  17. ALL Of FLORIDA now extended past oct 15th

    By SSRRS,
    • 0 replies
    • 458 views

  18. 5500-EZ filing confirmation

    By Tom,
    • 1 reply
    • 458 views

  19. How to Correct EIN on Form 5500-SF

    By pensionreview,
    • 1 reply
    • 456 views

  20. EZ filer?

    By SSRRS,
    • 2 replies
    • 454 views

  21. DFVCP - heads up contact?

    By TPApril,
    • 1 reply
    • 454 views

  22. Incorrect Payor on Sched R many years

    By BG5150,
    • 1 reply
    • 452 views

  23. Final 2019 5500 large plan

    By Chippy,
    • 1 reply
    • 450 views

  24. EZ Filer.... Changing sponsor from "XYZ CPA" to "Bob & Sue CPAs LLC"

    By Basically,
    • 2 replies
    • 445 views

  25. separate 5500s for solo(k) and DB plan?

    By JHalligan,
    • 3 replies
    • 444 views

  26. 5500 SF IRS Compliance Question SH Plan with no deferrals in the year

    By jkharvey,
    • 1 reply
    • 441 views

  27. Large plan, never filed, will be late again

    By TPApril,
    • 2 replies
    • 440 views

  28. Mandatory e-filing for 5500-EZ

    By TPApril,
    • 6 replies
    • 439 views

  29. IRS letter

    By SSRRS,
    • 1 reply
    • 438 views

  30. Schedule A, covered family members

    By SG,
    • 2 replies
    • 436 views
    • SG
    • SG

  31. Payment for delinquent filing of Form 5500-EZ

    By cathyw,
    • 0 replies
    • 432 views

  32. Are eligible employees not just participating employees to be counted per 2021 Form 5500 Instructions for Welfare Benefit plans.

    By Scott A. Davis,
    • 0 replies
    • 431 views

  33. Final Year Master Trust Filing

    By bzorc,
    • 0 replies
    • 427 views

  34. 2019 Non-calendar 1 man 5500 SF or EZ?

    By Lou S.,
    • 3 replies
    • 424 views

  35. 5500ez's for controlled group

    By TPApril,
    • 2 replies
    • 424 views

  36. H&W 5500 - Schedule A: full & short policy yrs in same plan yr

    By TPApril,
    • 1 reply
    • 417 views

  37. Form 8955-SSA Penalty Notices

    By bzorc,
    • 1 reply
    • 416 views
    • Bri
    • Bri

  38. Does anything in Form 5500 call for a second organization’s EIN?

    By Peter Gulia,   
    • 3 replies
    • 413 views

  39. Plan Year Change (after eoy)

    By TPApril,
    • 1 reply
    • 412 views

  40. Answered

    By Insurnacegirl555,
    • 1 reply
    • 409 views

  41. Plan switched carriers in 2023--do I need attachment per 4j on Sch H?

    By BG5150,
    • 0 replies
    • 408 views

  42. 5500-SF last yr (as owner+employee), but now owner only w/assets < 250K - file EZ?

    By TPApril,
    • 5 replies
    • 406 views

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

    By TPApril,
    • 0 replies
    • 406 views

  44. 5500 Schedule D

    By Tom,   
    • 0 replies
    • 403 views
    • Tom
    • Tom

  45. Returned Distribution

    By AmyETPA,
    • 1 reply
    • 401 views

  46. Never Reported as a MEWA

    By 5500Nerd,
    • 0 replies
    • 401 views

  47. Welfare Plan 5500 furlough counts

    By TPApril,
    • 0 replies
    • 401 views

  48. 1st year, only eligible EE is the owner... 5500EZ?

    By Basically,
    • 1 reply
    • 396 views

  49. Large welfare plan paid DFVCP payment but never submitted filings

    By Bulldogs5445,
    • 1 reply
    • 393 views

  50. Experience rated groups

    By Denise,
    • 0 replies
    • 390 views
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