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Form 5500

3,277 topics in this forum

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

    By Basically,
    • 1 reply
    • 418 views

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

    By Bulldogs5445,
    • 1 reply
    • 412 views

  3. Experience rated groups

    By Denise,
    • 0 replies
    • 403 views

  4. Relius Gov't Form, unable to log in

    By Rayofsunshine,
    • 1 reply
    • 402 views

  5. DC Master Trust and Form 5500

    By alexa,
    • 1 reply
    • 400 views

  6. TIAA CREF Deemed Loan Reporting Issue

    By austin3515,
    • 0 replies
    • 399 views

  7. 2 late 5500-EZ and one timely 5500-EZ

    By Sara Hotvedt,
    • 1 reply
    • 398 views

  8. Form 5500ez, plan terminated in dec 2023 dividend rolled over in 2024

    By Hope123,
    • 0 replies
    • 396 views

  9. late 5500 filed, extension not recognized

    By Santo Gold,
    • 3 replies
    • 392 views

  10. Reportable Transaction upon plan merger

    By B21,
    • 0 replies
    • 392 views
    • B21
    • B21

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

    By Belgarath,
    • 0 replies
    • 382 views

  12. 6/30/2021 5500 due today or Monday the 18th?

    By SSRRS,
    • 1 reply
    • 378 views

  13. IRS Notice 216F

    By thepensionmaven,
    • 0 replies
    • 378 views

  14. Should long form be used for investments in a mortgage loan company.

    By Elizabeth Matthews,
    • 0 replies
    • 374 views

  15. Relius SB overrides on the SB - possible or impossible

    By Bug on my window,
    • 1 reply
    • 371 views

  16. Large plan filing?

    By TPAAdvisor,
    • 0 replies
    • 354 views

  17. Schedule R question 21b (or SF 14b)

    By WCC,
    • 4 replies
    • 353 views

  18. Form 5500 on EFAST prior to 2009

    By PensionPro,
    • 2 replies
    • 349 views

  19. Off calendar year 5500

    By Bruce1,
    • 2 replies
    • 347 views

  20. DFVCP for earlier year

    By SSRRS,
    • 1 reply
    • 337 views

  21. American Funds Trust Reportd

    By thepensionmaven,
    • 2 replies
    • 333 views

  22. EFAST2 email notifications

    By BTH,
    • 0 replies
    • 329 views

  23. schedule A included commissions & premiums for 2 years

    By DMcGovern,
    • 0 replies
    • 326 views

  24. Amend prior year filing for successor sponsor

    By thepensionmaven,
    • 0 replies
    • 319 views

  25. DFVC Penalty Calculator - Showing Late Filing That's Not Late?

    By notapensiongeek,
    • 2 replies
    • 280 views

  26. Schedule SB fillable pdf

    By SSRRS,
    • 2 replies
    • 241 views

  27. 5500 for certain areas extended until 2 2025

    By SSRRS,
    • 0 replies
    • 239 views

  28. PBGC missed contribution reporting

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

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