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Form 5500

3,277 topics in this forum

  1. 5500ez vs "effective date of plan termination"

    By Khatva,
    • 3 replies
    • 919 views

  2. Form 5500-SF Line 8e

    By steve45,
    • 5 replies
    • 1.2k views

  3. EZ Eligible?

    By Basically,
    • 4 replies
    • 996 views

  4. Paying DFVC Fee

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

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

    By BG5150,
    • 7 replies
    • 1k views

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

    By Zimkap,
    • 3 replies
    • 1.1k views

  7. New 5500 Search Website is Pretty Cool!

    By austin3515,
    • 5 replies
    • 6k views
    • Bri
    • Bri

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

    By Peter Gulia,   
    • 3 replies
    • 773 views

  9. Wrong PN on 5500-EZ for years

    By BG5150,
    • 1 reply
    • 638 views

  10. Never Should Have Filed 5500

    By Jennifer D.,
    • 1 reply
    • 589 views

  11. LLC 5500EZ?

    By SSRRS,
    • 5 replies
    • 996 views

  12. 2% Sharholder of S-corp: attribution included for 5500-EZ

    By BG5150,
    • 9 replies
    • 1.8k views

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

    By t.haley,
    • 5 replies
    • 1.4k views

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

    By Basically,
    • 13 replies
    • 1.1k views

  15. Annoyed thought: Auditors & prior 5500's

    By BG5150,
    • 8 replies
    • 1.1k views

  16. 5500 for Plan That Never Got Off the Ground

    By Archimage,
    • 0 replies
    • 551 views

  17. Active owner and former partner have balances

    By BG5150,
    • 0 replies
    • 683 views

  18. Filing under DFVCP

    By msmith,
    • 3 replies
    • 773 views

  19. Welfare Plan 5500 furlough counts

    By TPApril,
    • 0 replies
    • 420 views

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

    By TPApril,
    • 1 reply
    • 441 views

  21. Audit Report Not Available

    By Guest121121,
    • 8 replies
    • 1.5k views

  22. Never Reported as a MEWA

    By 5500Nerd,
    • 0 replies
    • 421 views

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

    By RestAssured,
    • 5 replies
    • 641 views

  24. Reporting Life Insurance and Annuity values for 412 Plan

    By JMR,
    • 7 replies
    • 811 views

  25. 8955-ssa for 5500-ez

    By TPApril,
    • 1 reply
    • 812 views

  26. Compliance notice and now a late notice

    By SSRRS,
    • 3 replies
    • 713 views

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

    By Basically,
    • 7 replies
    • 744 views

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

    By WCC,
    • 22 replies
    • 3.4k views

  29. Can a Plan's Tax ID be found on the internet?

    By RayJJohnsonJr,
    • 12 replies
    • 2.4k views

  30. Hurricane Ida Relief?

    By BG5150,
    • 10 replies
    • 1.3k views

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

    By RayJJohnsonJr,
    • 4 replies
    • 793 views

  32. Late Filing of 5558 Notice from IRS

    By AmyETPA,
    • 6 replies
    • 2.2k views

  33. Change in Plan sponsorship

    By Benefits Vet,
    • 3 replies
    • 718 views

  34. fidelity bond & new plans

    By TPApril,
    • 5 replies
    • 1.2k views

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

    By Ananda,
    • 1 reply
    • 927 views

  36. Strange Question day - 5500 SF reporting question

    By Belgarath,
    • 2 replies
    • 560 views

  37. DFVCP with one missed filing

    By FormsRstillmylife,
    • 10 replies
    • 1.3k views

  38. IRS Notice 216F

    By thepensionmaven,
    • 0 replies
    • 378 views

  39. 5500 and No Assets in 1st year

    By lisan1025,
    • 2 replies
    • 875 views

  40. CRD on 5500

    By AmyETPA,
    • 1 reply
    • 780 views

  41. 5500-EZ Electornically Filed - earlier this year - new E-mail after 7/31 filing

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

  42. TE Compliance Unit Letter for 1 participant plan

    By thepensionmaven,
    • 7 replies
    • 1.3k views

  43. Failure to Timely File 5500 - Relief Under DFVCP

    By David Olive,
    • 2 replies
    • 778 views

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

    By TPApril,
    • 12 replies
    • 1.6k views

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

    By Jakyasar,
    • 8 replies
    • 1.5k views

  46. Welfare Benefit 5500- Filed 5500- Two days late

    By Danielle,
    • 12 replies
    • 1.3k views

  47. 5500 filing - cash vs accrual

    By Jakyasar,
    • 13 replies
    • 2.5k views

  48. IRS Guidance on Form 5500 requirements for retroactively adopted plans

    By C. B. Zeller,
    • 1 reply
    • 788 views

  49. Filing due on the business day after

    By thepensionmaven,
    • 2 replies
    • 809 views

  50. Form 5500-EZ ... electronic filing requirement

    By K-t-F,
    • 4 replies
    • 1.1k views
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