Form 5500

3,272 topics in this forum

1. 5500 Requirement for Start Up plan

   By MBCarey, May 17, 2011
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • July 7, 2011

2. 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

3. 5500 SAR & Plan Mergers

   By wmyer, February 12, 2003
   • 0 replies
   • 1.5k views
   • 
   • wmyer
   • February 12, 2003

4. 5500 Sch H plus IQPA & financial stmt

   By doombuggy, June 10, 2011
   • 12 replies
   • 1.8k views
   • 
   • pmacduff
   • June 21, 2011

5. 5500 Schedule C

   By AmyETPA, September 16, 2020
   • 1 reply
   • 653 views
   • 
   • msmith
   • September 16, 2020

6. 5500 Schedule C for Health Plans

   By Guest Quicksilver, June 18, 2010
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • June 18, 2010

7. 5500 Schedule C information not avaialble

   By Molly the cat, July 11, 2017   

   • 5500
   • 8 replies
   • 1.9k views
   • 
   • Molly the cat
   • August 15, 2017

8. 5500 Schedule D

   By Tom, October 7, 2020   

   • 5500-sf
   • 0 replies
   • 403 views
   • 
   • Tom
   • October 7, 2020

9. 5500 Schedule D

   By PhilB, May 31, 2002
   • 5 replies
   • 4.1k views
   • 
   • PhilB
   • June 5, 2002

10. 5500 Schedule H - NRA and FATCA Withholding

    By pitkofsky, December 30, 2016
    • 0 replies
    • 581 views
    • 
    • pitkofsky
    • December 30, 2016

11. 5500 Schedule H - Money Market Mutual Funds

    By Guest mpark2, September 23, 2004
    • 6 replies
    • 5.2k views
    • 
    • Lori Friedman
    • October 6, 2004

12. 5500 Schedule H and Reporting of Options

    By pitkofsky, December 20, 2016   

    • 5500 - Reporting of Options
    • 0 replies
    • 1.1k views
    • 
    • pitkofsky
    • December 20, 2016

13. 5500 Schedule H detailed instructions

    By pitkofsky, March 8, 2016   

    • Form 5500
    • 2 replies
    • 1.2k views
    • 
    • pitkofsky
    • March 8, 2016

14. 5500 Schedule H Short Year Audit Requirements

    By BTH, September 24, 2024
    • 1 reply
    • 461 views
    • 
    • Bill Presson
    • September 24, 2024

15. 5500 Schedule I - Line 2h

    By PainPA, September 2, 2008
    • 2 replies
    • 2k views
    • 
    • Bird
    • September 3, 2008

16. 5500 Schedule I - question 4i - does the 20% include the current year contribution receivable? What does the 20% include?

    By Guest elirpa, September 22, 2005
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • September 22, 2005

17. 5500 Schedule I Line 4j

    By R. Butler, August 30, 2000
    • 3 replies
    • 2k views
    • 
    • Fredman
    • August 30, 2000

18. 5500 schedule I question 4i

    By Guest JAnderson, October 4, 2001
    • 1 reply
    • 2.1k views
    • 
    • Disco Stu
    • October 4, 2001

19. 5500 Schedule of Delinquent Contributions

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

20. 5500 Schedule P

    By Guest jhilliard, July 23, 2003
    • 4 replies
    • 1.2k views
    • 
    • E as in ERISA
    • July 23, 2003

21. 5500 Schedule P

    By Guest BNYMTC, October 2, 2000
    • 2 replies
    • 2.6k views
    • 
    • John A
    • October 5, 2000

22. 5500 Schedules A and D for DFE?

    By Guest lvegas, November 24, 2003
    • 1 reply
    • 1.2k views
    • 
    • JohnCheek
    • November 26, 2003

23. 5500 Schedules for Unfunded/Insured Health Plans

    By DTH, September 13, 2004
    • 1 reply
    • 1.8k views
    • 
    • WDIK
    • September 13, 2004

24. 5500 seminar for welfare plan filings?

    By maverick, January 19, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 19, 2006

25. 5500 SF - 10a

    By CJS07, June 4, 2014   

    • QNEC
    • 1 reply
    • 1.9k views
    • 
    • TPAMan
    • June 4, 2014

26. 5500 SF and late filings

    By Dazednconfused, October 13, 2011
    • 3 replies
    • 1.7k views
    • 
    • ESOP Guy
    • October 14, 2011

27. 5500 SF and signature pages

    By pmacduff, May 3, 2013
    • 4 replies
    • 2k views
    • 
    • KateSmithPA
    • May 13, 2013

28. 5500 SF IRS Compliance Question SH Plan with no deferrals in the year

    By jkharvey, October 2, 2024
    • 1 reply
    • 441 views
    • 
    • RatherBeGolfing
    • October 2, 2024

29. 5500 SF Participant count difference between line 5a and 5(d)(1)

    By Jim Chad, March 13, 2015
    • 4 replies
    • 5.4k views
    • 
    • cs771
    • June 29, 2015

30. 5500 Signature

    By Guest P Arpey, October 12, 2009
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • November 15, 2009

31. 5500 Signature

    By John Feldt ERPA CPC QPA, July 12, 2016   

    • not the same
    • Plan administrator
    • (and 1 more)

      Tagged with:

      • not the same
      • Plan administrator
      • employer
    • 3 replies
    • 1.6k views
    • 
    • Peter Gulia
    • July 14, 2016

32. 5500 Signed by client's CPA

    By Belgarath, December 2, 2015
    • 7 replies
    • 2.3k views
    • 
    • SSSCCH
    • February 2, 2016

33. 5500 Signed by non-enrolled actuary

    By Guest Benefits19103, July 11, 2014   

    • 5500
    • enrolled actuary
    • (and 1 more)

      Tagged with:

      • 5500
      • enrolled actuary
      • misrepresentation
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • July 11, 2014

34. 5500 small plan audit due to plan merger?

    By Belgarath, October 21, 2015
    • 1 reply
    • 751 views
    • 
    • Lou S.
    • October 21, 2015

35. 5500 Software

    By SLuskin, March 16, 2005
    • 3 replies
    • 1.3k views
    • 
    • No Name
    • March 16, 2005

36. 5500 Software

    By SLuskin, January 11, 2006
    • 6 replies
    • 2.9k views
    • 
    • Earl
    • January 21, 2006

37. 5500 Statute of limitations

    By Guest padmin, August 11, 2011
    • 2 replies
    • 2.2k views
    • 
    • chc93
    • August 11, 2011

38. 5500 sup instructions

    By Tom Poje, December 22, 2014
    • 0 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 22, 2014

39. 5500 termination?

    By Guest Moira, June 8, 2006
    • 3 replies
    • 1.7k views
    • 
    • Nate X
    • June 9, 2006

40. 5500 timely filed for 2008 plan year on paper

    By DPL, July 19, 2010
    • 3 replies
    • 991 views
    • 
    • DPL
    • July 19, 2010

41. 5500 to 5500-EZ?

    By Dougsbpc, November 17, 2009
    • 3 replies
    • 1.2k views
    • 
    • mming
    • December 9, 2009

42. 5500 to 5500EZ

    By Guest jhuffstick@aol.com, October 28, 2014
    • 4 replies
    • 1.5k views
    • 
    • austin3515
    • June 24, 2015

43. 5500 to EZ

    By Guest duerlings, April 29, 2009
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • April 29, 2009

44. 5500 transmission of filing, filing stopped error

    By doombuggy, July 21, 2011
    • 1 reply
    • 963 views
    • 
    • ESOP Guy
    • July 21, 2011

45. 5500 vs 5500-SF

    By thepensionmaven, November 14, 2016
    • 4 replies
    • 3.5k views
    • 
    • BG5150
    • November 15, 2016

46. 5500 vs SF / Schedule A

    By KoolLady4, January 10, 2014
    • 3 replies
    • 1.4k views
    • 
    • KoolLady4
    • January 10, 2014

47. 5500 w/ No Audit Report

    By austin3515, October 14, 2020
    • 12 replies
    • 5.7k views
    • 
    • Luke Bailey
    • October 16, 2020

48. 5500 with audited report

    By pbarrett, April 28, 2000
    • 1 reply
    • 2.3k views
    • 
    • bzorc
    • April 28, 2000

49. 5500 with fewer than 100 participants

    By bcspace, March 24, 2010
    • 3 replies
    • 1.6k views
    • 
    • J Simmons
    • March 26, 2010

50. 5500 with wrong EIN

    By TBob, September 2, 2008
    • 2 replies
    • 2.7k views
    • 
    • J Simmons
    • September 3, 2008