Jump to content

Form 5500

3,272 topics in this forum

  1. Can this plan FILE with an SF?

    By SSRRS,
    • 3 replies
    • 499 views

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

    By Jakyasar,
    • 5 replies
    • 1.5k views

  3. Form 5500-SF Line 8e

    By steve45,
    • 5 replies
    • 1.1k views

  4. New York FEMA extension Through February 15th

    By thepensionmaven,
    • 5 replies
    • 639 views

  5. 5500ez vs "effective date of plan termination"

    By Khatva,
    • 3 replies
    • 900 views

  6. EZ Eligible?

    By Basically,
    • 4 replies
    • 970 views

  7. New 5500 Search Website is Pretty Cool!

    By austin3515,
    • 5 replies
    • 4.7k views
    • Bri
    • Bri

  8. Paying DFVC Fee

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

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

    By BG5150,
    • 7 replies
    • 947 views

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

    By Zimkap,
    • 3 replies
    • 1.1k views

  11. LLC 5500EZ?

    By SSRRS,
    • 5 replies
    • 978 views

  12. Wrong PN on 5500-EZ for years

    By BG5150,
    • 1 reply
    • 612 views

  13. Never Should Have Filed 5500

    By Jennifer D.,
    • 1 reply
    • 570 views

  14. 2% Sharholder of S-corp: attribution included for 5500-EZ

    By BG5150,
    • 9 replies
    • 1.8k views

  15. Late Filing of 5558 Notice from IRS

    By AmyETPA,
    • 6 replies
    • 2.1k views

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

    By t.haley,
    • 5 replies
    • 1.3k views

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

    By Basically,
    • 13 replies
    • 1.1k views

  18. Annoyed thought: Auditors & prior 5500's

    By BG5150,
    • 8 replies
    • 1.1k views

  19. Filing under DFVCP

    By msmith,
    • 3 replies
    • 756 views

  20. 5500 for Plan That Never Got Off the Ground

    By Archimage,
    • 0 replies
    • 531 views

  21. Active owner and former partner have balances

    By BG5150,
    • 0 replies
    • 668 views

  22. IRS late 5500 notice

    By Trisports,   
    • 7 replies
    • 1.9k views

  23. Welfare Plan 5500 furlough counts

    By TPApril,
    • 0 replies
    • 402 views

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

    By TPApril,
    • 1 reply
    • 420 views

  25. Audit Report Not Available

    By Guest121121,
    • 8 replies
    • 1.4k views

  26. Never Reported as a MEWA

    By 5500Nerd,
    • 0 replies
    • 401 views

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

    By RestAssured,
    • 5 replies
    • 619 views

  28. Reporting Life Insurance and Annuity values for 412 Plan

    By JMR,
    • 7 replies
    • 789 views

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

    By WCC,
    • 22 replies
    • 3.2k views

  30. Hurricane Ida Relief?

    By BG5150,
    • 10 replies
    • 1.3k views

  31. Compliance notice and now a late notice

    By SSRRS,
    • 3 replies
    • 696 views

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

    By Basically,
    • 7 replies
    • 723 views

  33. 8955-ssa for 5500-ez

    By TPApril,
    • 1 reply
    • 784 views

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

    By RayJJohnsonJr,
    • 4 replies
    • 779 views

  35. Change in Plan sponsorship

    By Benefits Vet,
    • 3 replies
    • 688 views

  36. fidelity bond & new plans

    By TPApril,
    • 5 replies
    • 1.2k views

  37. DFVCP with one missed filing

    By FormsRstillmylife,
    • 10 replies
    • 1.3k views

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

    By Ananda,
    • 1 reply
    • 882 views

  39. Strange Question day - 5500 SF reporting question

    By Belgarath,
    • 2 replies
    • 538 views

  40. 2018 5500-EZ Lines 6a2, 7a, 9

    By BT,
    • 6 replies
    • 1.2k views

  41. 5500-EZ Penalty Relief Program - Reasonable Cause

    By TPApril,
    • 25 replies
    • 6k views
    • VCH
    • VCH

  42. 5500 and No Assets in 1st year

    By lisan1025,
    • 2 replies
    • 845 views

  43. IRS Notice 216F

    By thepensionmaven,
    • 0 replies
    • 365 views

  44. 5500-EZ Electornically Filed - earlier this year - new E-mail after 7/31 filing

    By Lou S.,
    • 8 replies
    • 1.2k views

  45. CRD on 5500

    By AmyETPA,
    • 1 reply
    • 761 views

  46. TE Compliance Unit Letter for 1 participant plan

    By thepensionmaven,
    • 7 replies
    • 1.3k views

  47. Failure to Timely File 5500 - Relief Under DFVCP

    By David Olive,
    • 2 replies
    • 747 views

  48. Fidelity Bonds > $500K - record amt or $500K?

    By TPApril,
    • 12 replies
    • 1.5k views

  49. Is insurance cash value to be reported on the 5500 forms as assets?

    By Jakyasar,
    • 8 replies
    • 1.4k views

  50. One participant plan and Form 5500-SF

    By cpc0506,
    • 4 replies
    • 1.8k views
×
×
  • Create New...

Important Information

Terms of Use

  I accept