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Form 5500

3,273 topics in this forum

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

    By PensionPro,
    • 1 reply
    • 680 views

  2. Can this plan FILE with an SF?

    By SSRRS,
    • 3 replies
    • 511 views

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

    By Jakyasar,
    • 5 replies
    • 1.5k views

  4. Form 5500-SF Line 8e

    By steve45,
    • 5 replies
    • 1.2k views

  5. New York FEMA extension Through February 15th

    By thepensionmaven,
    • 5 replies
    • 653 views

  6. 5500ez vs "effective date of plan termination"

    By Khatva,
    • 3 replies
    • 912 views

  7. EZ Eligible?

    By Basically,
    • 4 replies
    • 983 views

  8. New 5500 Search Website is Pretty Cool!

    By austin3515,
    • 5 replies
    • 5.4k views
    • Bri
    • Bri

  9. Paying DFVC Fee

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

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

    By BG5150,
    • 7 replies
    • 980 views

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

    By Zimkap,
    • 3 replies
    • 1.1k views

  12. LLC 5500EZ?

    By SSRRS,
    • 5 replies
    • 988 views

  13. Wrong PN on 5500-EZ for years

    By BG5150,
    • 1 reply
    • 627 views

  14. Never Should Have Filed 5500

    By Jennifer D.,
    • 1 reply
    • 581 views

  15. 2% Sharholder of S-corp: attribution included for 5500-EZ

    By BG5150,
    • 9 replies
    • 1.8k views

  16. Late Filing of 5558 Notice from IRS

    By AmyETPA,
    • 6 replies
    • 2.2k views

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

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

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

    By Basically,
    • 13 replies
    • 1.1k views

  19. Annoyed thought: Auditors & prior 5500's

    By BG5150,
    • 8 replies
    • 1.1k views

  20. Filing under DFVCP

    By msmith,
    • 3 replies
    • 768 views

  21. 5500 for Plan That Never Got Off the Ground

    By Archimage,
    • 0 replies
    • 539 views

  22. Active owner and former partner have balances

    By BG5150,
    • 0 replies
    • 680 views

  23. IRS late 5500 notice

    By Trisports,   
    • 7 replies
    • 1.9k views

  24. Welfare Plan 5500 furlough counts

    By TPApril,
    • 0 replies
    • 412 views

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

    By TPApril,
    • 1 reply
    • 432 views

  26. Audit Report Not Available

    By Guest121121,
    • 8 replies
    • 1.4k views

  27. Never Reported as a MEWA

    By 5500Nerd,
    • 0 replies
    • 414 views

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

    By RestAssured,
    • 5 replies
    • 632 views

  29. Reporting Life Insurance and Annuity values for 412 Plan

    By JMR,
    • 7 replies
    • 802 views

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

    By WCC,
    • 22 replies
    • 3.3k views

  31. Hurricane Ida Relief?

    By BG5150,
    • 10 replies
    • 1.3k views

  32. Compliance notice and now a late notice

    By SSRRS,
    • 3 replies
    • 706 views

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

    By Basically,
    • 7 replies
    • 738 views

  34. 8955-ssa for 5500-ez

    By TPApril,
    • 1 reply
    • 795 views

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

    By RayJJohnsonJr,
    • 4 replies
    • 788 views

  36. Change in Plan sponsorship

    By Benefits Vet,
    • 3 replies
    • 706 views

  37. fidelity bond & new plans

    By TPApril,
    • 5 replies
    • 1.2k views

  38. DFVCP with one missed filing

    By FormsRstillmylife,
    • 10 replies
    • 1.3k views

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

    By Ananda,
    • 1 reply
    • 909 views

  40. Strange Question day - 5500 SF reporting question

    By Belgarath,
    • 2 replies
    • 554 views

  41. 2018 5500-EZ Lines 6a2, 7a, 9

    By BT,
    • 6 replies
    • 1.2k views

  42. 5500-EZ Penalty Relief Program - Reasonable Cause

    By TPApril,
    • 25 replies
    • 6.2k views
    • VCH
    • VCH

  43. 5500 and No Assets in 1st year

    By lisan1025,
    • 2 replies
    • 858 views

  44. IRS Notice 216F

    By thepensionmaven,
    • 0 replies
    • 371 views

  45. 5500-EZ Electornically Filed - earlier this year - new E-mail after 7/31 filing

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

  46. CRD on 5500

    By AmyETPA,
    • 1 reply
    • 772 views

  47. TE Compliance Unit Letter for 1 participant plan

    By thepensionmaven,
    • 7 replies
    • 1.3k views

  48. Failure to Timely File 5500 - Relief Under DFVCP

    By David Olive,
    • 2 replies
    • 763 views

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

    By TPApril,
    • 12 replies
    • 1.5k views

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

    By Jakyasar,
    • 8 replies
    • 1.4k views
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