Form 5500

3,272 topics in this forum

1. Amend 5500 and also ck off 5558?

   By SSRRS, November 3
   • 3 replies
   • 389 views
   • 
   • Paul I
   • November 3

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

   By Just Tri, August 28
   • 4 replies
   • 385 views
   • 
   • Paul I
   • August 29

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

   By Rayofsunshine, May 23, 2024
   • 1 reply
   • 381 views
   • 
   • Egold
   • June 3, 2024

4. TIAA CREF Deemed Loan Reporting Issue

   By austin3515, October 13, 2022
   • 0 replies
   • 375 views
   • 
   • austin3515
   • October 13, 2022

5. 2 late 5500-EZ and one timely 5500-EZ

   By Sara Hotvedt, July 12, 2024
   • 1 reply
   • 375 views
   • 
   • Bill Presson
   • July 13, 2024

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

   By Hope123, July 31, 2024
   • 0 replies
   • 375 views
   • 
   • Hope123
   • July 31, 2024

7. DC Master Trust and Form 5500

   By alexa, October 4, 2024
   • 1 reply
   • 373 views
   • 
   • Bug on my window
   • October 4, 2024

8. 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
   • 366 views
   • 
   • Belgarath
   • April 1, 2024

9. IRS Notice 216F

   By thepensionmaven, September 3, 2021
   • 0 replies
   • 365 views
   • 
   • thepensionmaven
   • September 3, 2021

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

    By Bug on my window, August 13, 2024
    • 1 reply
    • 356 views
    • 
    • Lou S.
    • August 14, 2024

11. Reportable Transaction upon plan merger

    By B21, February 4, 2021
    • 0 replies
    • 354 views
    • 
    • B21
    • February 4, 2021

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

    By SSRRS, April 15, 2022
    • 1 reply
    • 348 views
    • 
    • Peter Gulia
    • April 18, 2022

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

    By Elizabeth Matthews, April 11, 2024
    • 0 replies
    • 347 views
    • 
    • Elizabeth Matthews
    • April 11, 2024

14. Large plan filing?

    By TPAAdvisor, November 13, 2023
    • 0 replies
    • 342 views
    • 
    • TPAAdvisor
    • November 13, 2023

15. DFVCP for earlier year

    By SSRRS, July 16, 2024
    • 1 reply
    • 308 views
    • 
    • CTipper
    • August 8, 2024

16. schedule A included commissions & premiums for 2 years

    By DMcGovern, July 1, 2022
    • 0 replies
    • 307 views
    • 
    • DMcGovern
    • July 1, 2022

17. Amend prior year filing for successor sponsor

    By thepensionmaven, September 18, 2023
    • 0 replies
    • 307 views
    • 
    • thepensionmaven
    • September 18, 2023

18. EFAST2 email notifications

    By BTH, May 10, 2023
    • 0 replies
    • 302 views
    • 
    • BTH
    • May 10, 2023

19. American Funds Trust Reportd

    By thepensionmaven, October 20
    • 2 replies
    • 241 views
    • 
    • thepensionmaven
    • October 21

20. 5500 for certain areas extended until 2 2025

    By SSRRS, August 27, 2024
    • 0 replies
    • 227 views
    • 
    • SSRRS
    • August 27, 2024

21. Off calendar year 5500

    By Bruce1, October 22
    • 2 replies
    • 207 views
    • 
    • Bruce1
    • October 22
22. PBGC missed contribution reporting

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

23. Amend Form 5500 for Retroactive Fidelity Bond?

    By M Gerald, 4 hours ago
    • 0 replies
    • 5 views
    • 
    • M Gerald
    • 4 hours ago