Form 5500

3,277 topics in this forum

1. 5500-EZ Electornically Filed - earlier this year - new E-mail after 7/31 filing

   By Lou S., August 25, 2021
   • 8 replies
   • 1.2k views
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   • BG5150
   • August 27, 2021

2. Relius Web Client submission error

   By Dinosaur, June 24, 2010
   • 8 replies
   • 3k views
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   • K2retire
   • June 25, 2010

3. New procedure when plan sponsor changes EIN... must file 5500 showing zero participants?

   By AlbanyConsultant, July 19, 2018
   • 8 replies
   • 5.1k views
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   • Molly the cat
   • March 27, 2019

4. extensions for form 8955-SSA

   By Tom Poje, June 13, 2012
   • 8 replies
   • 1.8k views
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   • mwyatt
   • June 21, 2012

5. Use of 1/2 as an entry date to delay 80/120 rule

   By Guest GuyHockerIII, April 7, 2014
   • 8 replies
   • 1.6k views
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   • shERPA
   • May 5, 2014

6. 401k plan holds mortgage for owner residence

   By TPApril, September 28, 2015
   • 8 replies
   • 1.2k views
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   • jpod
   • October 6, 2015

7. "Qualified" Auditor Opinion

   By Andy the Actuary, June 10, 2015
   • 8 replies
   • 2.2k views
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   • My 2 cents
   • June 10, 2015

8. EZ switching to SF; mark as "first return"?

   By AlbanyConsultant, April 5, 2018
   • 8 replies
   • 3.2k views
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   • Larry Starr
   • April 9, 2018

9. Efiling

   By Guest AHS527, June 1, 2010
   • 8 replies
   • 1.7k views
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   • Tom Poje
   • June 3, 2010

10. Participants with an Account Balance

    By Archimage, February 25, 2019
    • 8 replies
    • 2.8k views
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    • ESOP Guy
    • February 26, 2019

11. Form 5500EZ, assets dip below $250,000

    By Basically, July 20, 2022
    • 8 replies
    • 8.7k views
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    • WDIK
    • July 1, 2024

12. 5500 Error messages

    By Belgarath, May 4, 2010
    • 8 replies
    • 4.2k views
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    • jkdoll2
    • May 25, 2010

13. 5500s - Zero Participant Counts and Balances at Beginning and End of Year

    By Guest RayLovesTrini*, May 14, 2013
    • 8 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • October 14, 2013

14. Extension Box on Amended 5500?

    By austin3515, October 23, 2012
    • 8 replies
    • 2.2k views
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    • austin3515
    • October 25, 2012

15. Wrap Document - Consolidated 5500

    By Guest KEK, May 22, 2002
    • 8 replies
    • 5.8k views
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    • 401 Chaos
    • September 10, 2013

16. IRS Notices Reminding EZ Filers to file for 2013

    By austin3515, November 12, 2013
    • 8 replies
    • 2.9k views
    • 
    • goldtpa
    • November 17, 2013

17. 1 life plan 5500 exception

    By Santo Gold, November 7, 2008
    • 8 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • December 11, 2008

18. Failure To File Extension

    By Lucky32, December 2, 2020
    • 8 replies
    • 1.1k views
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    • acm_acm
    • December 3, 2020

19. fees from IRS for never filing 5500

    By betheeg, March 30, 2004
    • 8 replies
    • 2.2k views
    • 
    • E as in ERISA
    • June 15, 2004

20. Exclude Insurance on Schedule I?

    By Dougsbpc, September 18, 2008
    • 8 replies
    • 1.7k views
    • 
    • Bird
    • October 2, 2008

21. 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
    • 2.5k views
    • 
    • Luke Bailey
    • December 20, 2022

22. Audit Report Not Available

    By Guest121121, November 4, 2021
    • 8 replies
    • 1.5k views
    • 
    • Nate S
    • November 5, 2021

23. Schedule D, PSA

    By Guest jim williams, August 30, 2001
    • 8 replies
    • 3.2k views
    • 
    • Kristina
    • September 4, 2001

24. Schedule C negative direct compensation to recordkeeper

    By WCC, October 7, 2019
    • 8 replies
    • 3k views
    • 
    • Elizabeth G
    • October 11, 2019

25. Reimbursed fees on Sched H/I

    By TPApril, July 13, 2011
    • 8 replies
    • 1.4k views
    • 
    • TPApril
    • July 19, 2011

26. Client Prepared Plan 5500's for 6 years -- had 260 eligible-no audit

    By CharlesLeggette, June 18, 2015   

    • Failed Audits
    • audits 5500s
    • 8 replies
    • 1.5k views
    • 
    • CharlesLeggette
    • June 19, 2015

27. Missing 5558

    By Guest richez, May 21, 2003
    • 8 replies
    • 2.6k views
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    • Brian Gallagher
    • June 10, 2003

28. 5500 requirements in the 1980's

    By Guest Al Bear, November 8, 2014   

    • 5500-EZ Late-filer program
    • 8 replies
    • 2k views
    • 
    • Guest
    • November 10, 2014

29. IRS Plan Number Rules?

    By BG5150, October 14, 2022
    • 8 replies
    • 4.8k views
    • 
    • cathyw
    • October 18, 2022

30. amended return

    By pmacduff, November 6, 2012
    • 8 replies
    • 12.3k views
    • 
    • Guest
    • December 21, 2012

31. 2004/2005 late 5500 filing and penalty assessed

    By Lori H, March 15, 2010
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • April 13, 2010

32. New Requirements for Welfare 5500 filings

    By SLuskin, June 25, 2012
    • 8 replies
    • 3.5k views
    • 
    • GMK
    • February 25, 2013

33. No Phone # on 5500-SF

    By BG5150, October 13, 2020
    • 8 replies
    • 1.2k views
    • 
    • Peter Gulia
    • October 14, 2020

34. FT William Software?

    By EPCRSGuru, November 12, 2014
    • 8 replies
    • 2.3k views
    • 
    • GMK
    • November 13, 2014

35. 5558 filing in July

    By pmacduff, August 12, 2014
    • 8 replies
    • 2.1k views
    • 
    • Kevin C
    • August 12, 2014

36. Schedule R

    By Guest mcguzzetta, July 29, 2003
    • 8 replies
    • 2k views
    • 
    • Theresa Lynn
    • September 5, 2003

37. Trust Deeds

    By Lori Foresz, November 11, 2003
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • August 28, 2004

38. Schedule SSA

    By Guest terid, December 9, 2004
    • 8 replies
    • 2.1k views
    • 
    • WDIK
    • December 10, 2004

39. 5500's never filed

    By R. Butler, July 17, 2013
    • 8 replies
    • 3.8k views
    • 
    • Guest
    • August 8, 2013

40. Late filing of Form 5500

    By wsp, October 20, 2003
    • 8 replies
    • 5.1k views
    • 
    • Guest
    • November 7, 2003

41. 5500SF

    By HarleyBabe, March 19, 2010
    • 8 replies
    • 2.4k views
    • 
    • HarleyBabe
    • March 22, 2010

42. Schedule R filing required?

    By stephen, October 7, 2004
    • 8 replies
    • 1.8k views
    • 
    • Bird
    • October 12, 2004

43. Annoyed thought: Auditors & prior 5500's

    By BG5150, November 22, 2021
    • 8 replies
    • 1.1k views
    • 
    • bzorc
    • November 29, 2021

44. Comparative financials requirement for a large plan 5500 audit

    By Guest Sponias, October 7, 2004
    • 8 replies
    • 5.8k views
    • 
    • bzorc
    • October 14, 2004

45. Counting ineligible participants with balance

    By TPApril, March 24, 2024
    • 8 replies
    • 1.4k views
    • 
    • TPApril
    • March 29, 2024

46. Form 5500SF to Form 5500EZ

    By Pensions2020, August 31, 2020
    • 8 replies
    • 1.9k views
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    • austin3515
    • September 2, 2020

47. Is an audit required?

    By emmetttrudy, June 8, 2009
    • 8 replies
    • 2.2k views
    • 
    • david rigby
    • February 12, 2010

48. Missed filing 5500 (2023) for long term client

    By Basically, October 2, 2025
    • 8 replies
    • 689 views
    • 
    • Belgarath
    • October 20, 2025

49. Partial Distribution of Assets not revealed

    By CAR, June 6, 2007
    • 8 replies
    • 1.9k views
    • 
    • FormsRstillmylife
    • June 13, 2007

50. Participant count for a new plan on 5500 form

    By Jakyasar, June 4, 2021
    • 8 replies
    • 1.3k views
    • 
    • Belgarath
    • June 9, 2021