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Form 5500

3,277 topics in this forum

  1. 5500 Automation

    By brturn6176,   
    • 0 replies
    • 524 views

  2. DOL rejecting 2-person SF's?

    By BG5150,
    • 2 replies
    • 524 views

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

    By Archimage,
    • 1 reply
    • 522 views

  4. filing under DFVCP after original report filed

    By TPAinPA,
    • 1 reply
    • 522 views

  5. Exempt Entity Filed in Error

    By pr2222,
    • 1 reply
    • 519 views

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

    By 5500Nerd,
    • 1 reply
    • 518 views

  7. 6/30/19 5558 rec'd approval for 12/31/19

    By TPApril,
    • 1 reply
    • 518 views

  8. Can this plan FILE with an SF?

    By SSRRS,
    • 3 replies
    • 517 views

  9. 1099s Held in Austin

    By thepensionmaven,
    • 1 reply
    • 515 views

  10. 5500-EZ DFVC - 1 or 2 mailings?

    By TPApril,
    • 2 replies
    • 513 views

  11. 8955-SSA for ESOP's

    By Belgarath,
    • 2 replies
    • 513 views

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

    By RayJJohnsonJr,
    • 2 replies
    • 511 views

  13. FT William, Error Message

    By austin3515,
    • 4 replies
    • 507 views

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

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

  15. 5500EZ Beginning Balance

    By Coleboy1,
    • 1 reply
    • 498 views

  16. Using corporate Extension to 9/15

    By thepensionmaven,
    • 2 replies
    • 497 views

  17. 5500 Schedule H Short Year Audit Requirements

    By BTH,
    • 1 reply
    • 496 views

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

    By BG5150,
    • 2 replies
    • 490 views

  19. 5500EZ Beginning Balance

    By Coleboy1,
    • 1 reply
    • 489 views

  20. Credentials do not match signer's name

    By BG5150,
    • 1 reply
    • 484 views

  21. 5500-EZ filing confirmation

    By Tom,
    • 1 reply
    • 483 views

  22. DFVCP - heads up contact?

    By TPApril,
    • 1 reply
    • 479 views

  23. ALL Of FLORIDA now extended past oct 15th

    By SSRRS,
    • 0 replies
    • 477 views

  24. EZ filer?

    By SSRRS,
    • 2 replies
    • 477 views

  25. 5500 SF IRS Compliance Question SH Plan with no deferrals in the year

    By jkharvey,
    • 1 reply
    • 476 views

  26. Final 2019 5500 large plan

    By Chippy,
    • 1 reply
    • 474 views

  27. After-Tax and first year for 401(m) testing

    By Just Tri,
    • 4 replies
    • 470 views

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

    By TPApril,
    • 2 replies
    • 470 views

  29. How to Correct EIN on Form 5500-SF

    By pensionreview,
    • 1 reply
    • 470 views

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

    By JHalligan,
    • 3 replies
    • 468 views

  31. Incorrect Payor on Sched R many years

    By BG5150,
    • 1 reply
    • 467 views

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

    By Basically,
    • 2 replies
    • 465 views

  33. IRS letter

    By SSRRS,
    • 1 reply
    • 459 views

  34. Schedule A, covered family members

    By SG,
    • 2 replies
    • 454 views
    • SG
    • SG

  35. 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
    • 450 views

  36. Plan Year Change (after eoy)

    By TPApril,
    • 1 reply
    • 447 views

  37. Payment for delinquent filing of Form 5500-EZ

    By cathyw,
    • 0 replies
    • 445 views

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

    By Peter Gulia,   
    • 3 replies
    • 445 views

  39. 2019 Non-calendar 1 man 5500 SF or EZ?

    By Lou S.,
    • 3 replies
    • 444 views

  40. Final Year Master Trust Filing

    By bzorc,
    • 0 replies
    • 444 views

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

    By TPApril,
    • 1 reply
    • 441 views

  42. 5500ez's for controlled group

    By TPApril,
    • 2 replies
    • 439 views

  43. Form 8955-SSA Penalty Notices

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

  44. Answered

    By Insurnacegirl555,
    • 1 reply
    • 432 views

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

    By BG5150,
    • 0 replies
    • 431 views

  46. 5500 Schedule D

    By Tom,   
    • 0 replies
    • 428 views
    • Tom
    • Tom

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

    By TPApril,
    • 0 replies
    • 428 views

  48. Never Reported as a MEWA

    By 5500Nerd,
    • 0 replies
    • 421 views

  49. Welfare Plan 5500 furlough counts

    By TPApril,
    • 0 replies
    • 420 views

  50. Returned Distribution

    By AmyETPA,
    • 1 reply
    • 419 views
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