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Form 5500

3,286 topics in this forum

  1. Answered

    By Insurnacegirl555,
    • 1 reply
    • 530 views

  2. Are eligible employees not just participating employees to be counted per 2021 Form 5500 Instructions for Welfare Benefit plans.

    By Scott A. Davis,
    • 0 replies
    • 551 views

  3. Wrong Form Filed

    By mming,
    • 7 replies
    • 1.3k views

  4. DOL Email Regarding Missing 5500

    By 401 Chaos,
    • 13 replies
    • 2.2k views

  5. Do you know how 2022’s holidays fit?

    By Peter Gulia,   
    • 3 replies
    • 882 views

  6. 5500-sf

    By Insurnacegirl555,
    • 1 reply
    • 642 views

  7. Small Welfare Plan

    By Insurnacegirl555,
    • 1 reply
    • 764 views

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

    By WCC,
    • 6 replies
    • 1.1k views

  9. Pooled Separate Accounts- Sched. A

    By Coleboy1,
    • 2 replies
    • 1.1k views

  10. 1099R issued to Plan Sponsor

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  11. Is Schedule A required with 5500-SF

    By Pammie57,
    • 4 replies
    • 1.6k views

  12. Failed to file form 5500ez

    By Solo,
    • 2 replies
    • 657 views

  13. Contradictory instructions on EFAST web site

    By Khatva,
    • 2 replies
    • 1.1k views

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

    By PensionPro,
    • 1 reply
    • 790 views

  15. Can this plan FILE with an SF?

    By SSRRS,
    • 3 replies
    • 619 views

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

    By Jakyasar,
    • 5 replies
    • 1.7k views

  17. Form 5500-SF Line 8e

    By steve45,
    • 5 replies
    • 1.3k views

  18. New York FEMA extension Through February 15th

    By thepensionmaven,
    • 5 replies
    • 779 views

  19. 5500ez vs "effective date of plan termination"

    By Khatva,
    • 3 replies
    • 1k views

  20. EZ Eligible?

    By Basically,
    • 4 replies
    • 1.1k views

  21. New 5500 Search Website is Pretty Cool!

    By austin3515,
    • 5 replies
    • 10.8k views
    • Bri
    • Bri

  22. Paying DFVC Fee

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

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

    By BG5150,
    • 7 replies
    • 1.3k views

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

    By Zimkap,
    • 3 replies
    • 1.2k views

  25. LLC 5500EZ?

    By SSRRS,
    • 5 replies
    • 1.1k views

  26. Wrong PN on 5500-EZ for years

    By BG5150,
    • 1 reply
    • 733 views

  27. Never Should Have Filed 5500

    By Jennifer D.,
    • 1 reply
    • 714 views

  28. 2% Sharholder of S-corp: attribution included for 5500-EZ

    By BG5150,
    • 9 replies
    • 2.2k views

  29. Late Filing of 5558 Notice from IRS

    By AmyETPA,
    • 6 replies
    • 2.7k views

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

    By t.haley,
    • 5 replies
    • 1.8k views

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

    By Basically,
    • 13 replies
    • 1.4k views

  32. Annoyed thought: Auditors & prior 5500's

    By BG5150,
    • 8 replies
    • 1.3k views

  33. Filing under DFVCP

    By msmith,
    • 3 replies
    • 882 views

  34. 5500 for Plan That Never Got Off the Ground

    By Archimage,
    • 0 replies
    • 631 views

  35. Active owner and former partner have balances

    By BG5150,
    • 0 replies
    • 762 views

  36. IRS late 5500 notice

    By Trisports,   
    • 7 replies
    • 2.1k views

  37. Welfare Plan 5500 furlough counts

    By TPApril,
    • 0 replies
    • 500 views

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

    By TPApril,
    • 1 reply
    • 525 views

  39. Audit Report Not Available

    By Guest121121,
    • 8 replies
    • 1.7k views

  40. Never Reported as a MEWA

    By 5500Nerd,
    • 0 replies
    • 503 views

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

    By RestAssured,
    • 5 replies
    • 756 views

  42. Reporting Life Insurance and Annuity values for 412 Plan

    By JMR,
    • 7 replies
    • 1k views

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

    By WCC,
    • 22 replies
    • 3.8k views

  44. Hurricane Ida Relief?

    By BG5150,
    • 10 replies
    • 1.4k views

  45. Compliance notice and now a late notice

    By SSRRS,
    • 3 replies
    • 859 views

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

    By Basically,
    • 7 replies
    • 860 views

  47. 8955-ssa for 5500-ez

    By TPApril,
    • 1 reply
    • 909 views

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

    By RayJJohnsonJr,
    • 4 replies
    • 894 views

  49. Change in Plan sponsorship

    By Benefits Vet,
    • 3 replies
    • 871 views

  50. fidelity bond & new plans

    By TPApril,
    • 5 replies
    • 1.4k views
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