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Form 5500

3,281 topics in this forum

  1. 5500-sf

    By Insurnacegirl555,
    • 1 reply
    • 566 views

  2. Small Welfare Plan

    By Insurnacegirl555,
    • 1 reply
    • 690 views

  3. two small plans merge mid year, when do they become a large plan filer?

    By WCC,
    • 6 replies
    • 994 views

  4. Pooled Separate Accounts- Sched. A

    By Coleboy1,
    • 2 replies
    • 927 views

  5. 1099R issued to Plan Sponsor

    By thepensionmaven,
    • 4 replies
    • 964 views

  6. Is Schedule A required with 5500-SF

    By Pammie57,
    • 4 replies
    • 1.4k views

  7. Failed to file form 5500ez

    By Solo,
    • 2 replies
    • 567 views

  8. Contradictory instructions on EFAST web site

    By Khatva,
    • 2 replies
    • 900 views

  9. Form 5500 - Which Version to Use for Prior Filing

    By PensionPro,
    • 1 reply
    • 711 views

  10. Can this plan FILE with an SF?

    By SSRRS,
    • 3 replies
    • 532 views

  11. Can I file 5500-EZ for 2020 where I employ my son?

    By Jakyasar,
    • 5 replies
    • 1.5k views

  12. Form 5500-SF Line 8e

    By steve45,
    • 5 replies
    • 1.2k views

  13. New York FEMA extension Through February 15th

    By thepensionmaven,
    • 5 replies
    • 681 views

  14. 5500ez vs "effective date of plan termination"

    By Khatva,
    • 3 replies
    • 936 views

  15. EZ Eligible?

    By Basically,
    • 4 replies
    • 1k views

  16. New 5500 Search Website is Pretty Cool!

    By austin3515,
    • 5 replies
    • 7.5k views
    • Bri
    • Bri

  17. Paying DFVC Fee

    By K-t-F,
    • 4 replies
    • 732 views

  18. Bond for non-qualfying assets--capped at $500k?

    By BG5150,
    • 7 replies
    • 1.1k views

  19. IRS sending out late 5500 penalty for plans that have the IDA extension

    By Zimkap,
    • 3 replies
    • 1.1k views

  20. LLC 5500EZ?

    By SSRRS,
    • 5 replies
    • 1k views

  21. Wrong PN on 5500-EZ for years

    By BG5150,
    • 1 reply
    • 657 views

  22. Never Should Have Filed 5500

    By Jennifer D.,
    • 1 reply
    • 615 views

  23. 2% Sharholder of S-corp: attribution included for 5500-EZ

    By BG5150,
    • 9 replies
    • 1.9k views

  24. Late Filing of 5558 Notice from IRS

    By AmyETPA,
    • 6 replies
    • 2.4k views

  25. Plan no longer subject to ERISA - final 5500?

    By t.haley,
    • 5 replies
    • 1.5k views

  26. Single member plan terminated, liquidated 11/23/2021... File 2020 EZ now?

    By Basically,
    • 13 replies
    • 1.1k views

  27. Annoyed thought: Auditors & prior 5500's

    By BG5150,
    • 8 replies
    • 1.2k views

  28. Filing under DFVCP

    By msmith,
    • 3 replies
    • 789 views

  29. 5500 for Plan That Never Got Off the Ground

    By Archimage,
    • 0 replies
    • 563 views

  30. Active owner and former partner have balances

    By BG5150,
    • 0 replies
    • 695 views

  31. IRS late 5500 notice

    By Trisports,   
    • 7 replies
    • 2k views

  32. Welfare Plan 5500 furlough counts

    By TPApril,
    • 0 replies
    • 435 views

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

    By TPApril,
    • 1 reply
    • 460 views

  34. Audit Report Not Available

    By Guest121121,
    • 8 replies
    • 1.5k views

  35. Never Reported as a MEWA

    By 5500Nerd,
    • 0 replies
    • 438 views

  36. TPA (me) Did Not File 5500 2019 w/ Special Extension (Hurricane Sally)

    By RestAssured,
    • 5 replies
    • 665 views

  37. Reporting Life Insurance and Annuity values for 412 Plan

    By JMR,
    • 7 replies
    • 847 views

  38. file 5500 without audit? I know, this has been discussed many times, but....

    By WCC,
    • 22 replies
    • 3.5k views

  39. Hurricane Ida Relief?

    By BG5150,
    • 10 replies
    • 1.3k views

  40. Compliance notice and now a late notice

    By SSRRS,
    • 3 replies
    • 744 views

  41. Single Member Plan - Do we need to file for 2020?

    By Basically,
    • 7 replies
    • 754 views

  42. 8955-ssa for 5500-ez

    By TPApril,
    • 1 reply
    • 826 views

  43. What to do about 2020 5500's when Co. B bought Co. A midyear and kept the same 401k Plan

    By RayJJohnsonJr,
    • 4 replies
    • 812 views

  44. Change in Plan sponsorship

    By Benefits Vet,
    • 3 replies
    • 743 views

  45. fidelity bond & new plans

    By TPApril,
    • 5 replies
    • 1.2k views

  46. DFVCP with one missed filing

    By FormsRstillmylife,
    • 10 replies
    • 1.3k views

  47. Form 5500 and Conversion From Single Employer to Multiple Employer Plan

    By Ananda,
    • 1 reply
    • 972 views

  48. Strange Question day - 5500 SF reporting question

    By Belgarath,
    • 2 replies
    • 582 views

  49. 2018 5500-EZ Lines 6a2, 7a, 9

    By BT,
    • 6 replies
    • 1.2k views

  50. 5500-EZ Penalty Relief Program - Reasonable Cause

    By TPApril,
    • 25 replies
    • 6.6k views
    • VCH
    • VCH
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