Form 5500

3,277 topics in this forum

1. Filing Amended Form 5500-SF

   By DPSRich, June 6, 2013   

   • Amending a Return
   • 0 replies
   • 1.9k views
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   • DPSRich
   • June 6, 2013

2. "Plan expenses" (for SAR) = plan year contribution and earni

   By Cathy from Chicago, June 20, 2000
   • 0 replies
   • 2.2k views
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   • Cathy from Chicago
   • June 20, 2000

3. Participant

   By Guest Rutager, December 15, 2008
   • 0 replies
   • 1k views
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   • Guest
   • December 15, 2008

4. ERISA 403(b) plan, initial effective date in the 1950's (obviously pre-ERISA) has NEVER filed a 5500 form

   By Belgarath, April 1, 2024
   • 0 replies
   • 382 views
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   • Belgarath
   • April 1, 2024

5. Reporting REIT assets

   By Guest phyphy, May 26, 2004
   • 0 replies
   • 1.6k views
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   • Guest
   • May 26, 2004

6. Service Provider cannot provide Sched c Data

   By austin3515, December 6, 2010
   • 0 replies
   • 869 views
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   • austin3515
   • December 6, 2010

7. Welfare Benefit Plan - Combined Form 5500

   By Guest JimD-EBR, October 9, 2004
   • 0 replies
   • 1.3k views
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   • Guest
   • October 9, 2004

8. 5500 Participant Count - change to ineligible class

   By Guest Holly Foster, July 30, 2011
   • 0 replies
   • 1.1k views
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   • Guest
   • July 30, 2011

9. Schedule C and negative direct fees

   By TPApril, September 10, 2015
   • 0 replies
   • 946 views
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   • TPApril
   • September 10, 2015

10. Insurance Company General Account

    By Guest meggie, April 1, 2003
    • 0 replies
    • 1.3k views
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    • Guest
    • April 1, 2003

11. Schedule C

    By Guest JMN, March 30, 2011
    • 0 replies
    • 789 views
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    • Guest
    • March 30, 2011

12. Puerto Rico Plans

    By justbsur, October 3, 2012
    • 0 replies
    • 1.2k views
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    • justbsur
    • October 3, 2012

13. Spin Off Plan 5500 EIN

    By JulieAG, September 11, 2015
    • 0 replies
    • 969 views
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    • JulieAG
    • September 11, 2015

14. Form 5500 filing for old 403(b) account

    By MoShawn, May 19, 2010
    • 0 replies
    • 794 views
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    • MoShawn
    • May 19, 2010

15. Multiple Employer Plan

    By Guest JM123, February 4, 2013   

    • controlled group
    • 0 replies
    • 1.7k views
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    • Guest
    • February 4, 2013

16. Filing Deadline

    By wmyer, January 9, 2003
    • 0 replies
    • 1k views
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    • wmyer
    • January 9, 2003

17. Schedule H / 5% Transactions

    By Guest ElKH, August 21, 2003
    • 0 replies
    • 1.3k views
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    • Guest
    • August 21, 2003

18. EFAST2, IRS and reasonable cause

    By ombskid, February 4, 2011
    • 0 replies
    • 1.3k views
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    • ombskid
    • February 4, 2011

19. Schedule C Eligible Indirect Disclosures

    By austin3515, August 10, 2010
    • 0 replies
    • 984 views
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    • austin3515
    • August 10, 2010

20. Hurricane disaster relief 5500 filings

    By doombuggy, October 11, 2004
    • 0 replies
    • 1.3k views
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    • doombuggy
    • October 11, 2004

21. prelim 5500 for 2011 released

    By Tom Poje, December 21, 2011
    • 0 replies
    • 986 views
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    • Tom Poje
    • December 21, 2011

22. Prior Year SSA never filed

    By jmartin, February 3, 2012
    • 0 replies
    • 805 views
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    • jmartin
    • February 3, 2012

23. new schedule C - indirect compensation

    By Guest allen293, April 15, 2009
    • 0 replies
    • 1.5k views
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    • Guest
    • April 15, 2009

24. 5500 extension

    By pmacduff, September 14, 2010
    • 0 replies
    • 1.4k views
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    • pmacduff
    • September 14, 2010

25. ft william

    By pmacduff, February 4, 2011
    • 0 replies
    • 1k views
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    • pmacduff
    • February 4, 2011

26. Frozen Plan Participant Count

    By dmwe, September 4, 2009
    • 0 replies
    • 1.4k views
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    • dmwe
    • September 4, 2009

27. Master Trust

    By Guest Form5500, October 29, 2009
    • 0 replies
    • 807 views
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    • Guest
    • October 29, 2009
28. PBGC missed contribution reporting

    Topic was moved to forum Defined Benefit Plans, Including Cash Balance