Form 5500

3,201 topics in this forum

1. DFVC Website Down?

   By austin3515, January 23, 2023
   • 3 replies
   • 528 views
   • 
   • austin3515
   • January 24, 2023

2. how far back can you go to file an amended 5500?

   By Santo Gold, January 12, 2023
   • 3 replies
   • 1.4k views
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   • Santo Gold
   • January 12, 2023

3. Extensions / REjections

   By austin3515, December 19, 2022
   • 12 replies
   • 883 views
   • 
   • austin3515
   • January 7, 2023

4. Form 5500-EZ Filed Late

   By mming, January 4, 2023
   • 2 replies
   • 477 views
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   • C. B. Zeller
   • January 4, 2023

5. Can DFVC be elected on an amended 5500?

   By Flyboyjohn, November 25, 2022
   • 2 replies
   • 658 views
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   • thepensionmaven
   • December 29, 2022

6. EFAST 2 Email from EFAST email account

   By austin3515, December 22, 2022
   • 9 replies
   • 955 views
   • 
   • pmacduff
   • December 27, 2022

7. CP283 for $150,000 penalty after entering the wrong tax year on form 5500-EZ and I'm having no success resolving the mistake

   By RandallM, December 9, 2022
   • 8 replies
   • 1.3k views
   • 
   • Luke Bailey
   • December 20, 2022

8. Retiree Death Benefits

   By Cassopy, December 8, 2022
   • 5 replies
   • 430 views
   • 
   • Luke Bailey
   • December 20, 2022

9. Filing Form 5500 without audit and correcting within 45 days

   By Luke Bailey, November 3, 2022
   • 18 replies
   • 2.1k views
   • 
   • Peter Gulia
   • December 8, 2022

10. Final year 5500-EZ, plan also funded.

    By Basically, December 1, 2022
    • 2 replies
    • 360 views
    • 
    • chc93
    • December 2, 2022

11. filing under DFVCP after original report filed

    By TPAinPA, November 28, 2022
    • 1 reply
    • 335 views
    • 
    • Luke Bailey
    • November 29, 2022

12. Late EZ filer, wants to ask for waive of penalty instead of DFVCP

    By JHalligan, November 16, 2022
    • 6 replies
    • 664 views
    • 
    • Peter Gulia
    • November 16, 2022

13. Severance plan filings

    By alexa, July 12, 2020
    • 3 replies
    • 2k views
    • 
    • alexa
    • November 15, 2022

14. Overpaid on a DFVC filing

    By thepensionmaven, November 9, 2022
    • 3 replies
    • 357 views
    • 
    • thepensionmaven
    • November 10, 2022

15. Form 5500-EZ if EE's not eligible?

    By Basically, October 4, 2022
    • 4 replies
    • 392 views
    • 
    • Basically
    • October 28, 2022

16. When is CPA audit displayed on EFAST

    By Sully, October 19, 2022
    • 7 replies
    • 682 views
    • 
    • Sully
    • October 27, 2022

17. 250 steep penalty

    By SSRRS, October 20, 2022
    • 10 replies
    • 761 views
    • 
    • RatherBeGolfing
    • October 25, 2022

18. Hurricane extension

    By BG5150, October 17, 2022
    • 6 replies
    • 564 views
    • 
    • BG5150
    • October 20, 2022

19. SF or EZ

    By thepensionmaven, October 17, 2022
    • 2 replies
    • 414 views
    • 
    • thepensionmaven
    • October 19, 2022

20. IRS Plan Number Rules?

    By BG5150, October 14, 2022
    • 8 replies
    • 1.5k views
    • 
    • cathyw
    • October 18, 2022

21. 5500 Schedule of Delinquent Contributions

    By pam@bbm, October 12, 2022
    • 2 replies
    • 326 views
    • 
    • msmith
    • October 13, 2022

22. TIAA CREF Deemed Loan Reporting Issue

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

23. 5500 for a PEP

    By BG5150, October 11, 2022
    • 3 replies
    • 743 views
    • 
    • Below Ground
    • October 12, 2022

24. Amending a Large Plan Form 5500

    By bhodge113, October 10, 2022
    • 1 reply
    • 589 views
    • 
    • chc93
    • October 10, 2022

25. 2021 5500 for new plan - docs signed in 2022

    By doombuggy, October 3, 2022
    • 3 replies
    • 416 views
    • 
    • Bri
    • October 4, 2022