Form 5500

3,277 topics in this forum

1. 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
   • 3.5k views
   • 
   • Bill Presson
   • May 11, 2023

2. Wrap 5500 different numbers benefitting under different coverages

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

3. Wrap Document - Consolidated 5500

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

4. Wrap Document for Group Welfare Benefit Plans

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

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

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

6. Wrap Plan

   By Guest fdurden, January 12, 2006
   • 2 replies
   • 1.9k views
   • 
   • namealreadyinuse
   • January 13, 2006

7. Wrap Plan - 5500 issue

   By waid10, September 20, 2005
   • 0 replies
   • 1.3k views
   • 
   • waid10
   • September 20, 2005

8. Wrap plan 5500's

   By Belgarath, April 28, 2021
   • 2 replies
   • 892 views
   • 
   • PensionPete
   • April 29, 2021

9. Wrap Plan Document and Health Care Sharing Ministries

   By 5500Nerd, July 1, 2020
   • 2 replies
   • 654 views
   • 
   • 5500Nerd
   • July 7, 2020

10. Wrap Plan for Section 125 Plan

    By Guest ESOPADMIN, September 2, 2014
    • 1 reply
    • 1k views
    • 
    • Flyboyjohn
    • September 2, 2014

11. Wrap-Around Plan

    By Guest AEA, July 23, 2003
    • 0 replies
    • 998 views
    • 
    • Guest
    • July 23, 2003

12. Writing in info the EZ that is mailed to IRS

    By SSRRS, October 13, 2024
    • 2 replies
    • 689 views
    • 
    • SSRRS
    • October 15, 2024

13. Wrong EIN filed

    By Guest rachd, June 6, 2003
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 6, 2003

14. Wrong EIN on 5500

    By Tinman, July 24, 2018
    • 3 replies
    • 1.4k views
    • 
    • Tinman
    • July 24, 2018

15. Wrong EIN on 5558

    By 22su, September 22, 2020   

    • 5558 error
    • wrong ein
    • 2 replies
    • 1.6k views
    • 
    • 22su
    • September 22, 2020

16. Wrong EIN on Form 5500-SF

    By thepensionmaven, October 2, 2020
    • 6 replies
    • 2.5k views
    • 
    • thepensionmaven
    • October 15, 2020

17. Wrong EIN on returns

    By Guest KRS401k, July 5, 2011
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • July 6, 2011

18. WRONG EIN Used for 2017 5500-SF

    By Pammie57, June 25, 2019
    • 10 replies
    • 2.6k views
    • 
    • chc93
    • June 28, 2019

19. Wrong Form Filed

    By mming, April 8, 2022
    • 7 replies
    • 1.1k views
    • 
    • BG5150
    • April 12, 2022

20. Wrong participant count (by a few)

    By Guest IluvNewComp, August 26, 2011
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • August 27, 2011

21. Wrong Participant Count, No Audit Filed Ever, Want to Terminate

    By 401 Chaos, September 3, 2020
    • 11 replies
    • 1.3k views
    • 
    • Bob the Swimmer
    • September 4, 2020

22. Wrong Plan Effective Date

    By Medusa, July 24, 2008
    • 11 replies
    • 3.9k views
    • 
    • Medusa
    • August 7, 2008

23. Wrong Plan name on 5558--what to do

    By BG5150, October 8, 2024
    • 6 replies
    • 1.4k views
    • 
    • BG5150
    • October 11, 2024

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

    By kmhaab, December 16, 2020
    • 0 replies
    • 564 views
    • 
    • kmhaab
    • December 16, 2020

25. Wrong PN on 5500-EZ for years

    By BG5150, December 28, 2021
    • 1 reply
    • 636 views
    • 
    • RatherBeGolfing
    • December 29, 2021

26. www.freeerisa.com

    By Lori Friedman, October 14, 2007
    • 2 replies
    • 2.9k views
    • 
    • Lori Friedman
    • October 14, 2007

27. year 2000 form 5500ez on Web?

    By Guest eptcpa, January 21, 2004
    • 5 replies
    • 1.1k views
    • 
    • Theresa Lynn
    • January 21, 2004

28. Yet another Schedule I, line 4i question

    By Guest Rae, June 14, 2002
    • 1 reply
    • 1.4k views
    • 
    • JohnCheek
    • June 17, 2002