Form 5500

3,277 topics in this forum

1. Qualified or adverse audit opinion

   By JanetM, October 11, 2004
   • 9 replies
   • 3.2k views
   • 
   • KJohnson
   • October 12, 2004

2. IRS Letter - Change in EIN - Need HELP

   By Guest Holly Foster, October 21, 2010
   • 3 replies
   • 3.2k views
   • 
   • BeanCounterBlues
   • October 27, 2010

3. Unfunded welfare benefit plans

   By Guest Mfcavo, March 16, 2000
   • 2 replies
   • 3.2k views
   • 
   • Guest
   • March 16, 2000

4. Change of accounting method

   By Guest Sieve, July 23, 2010
   • 2 replies
   • 3.2k views
   • 
   • Andy the Actuary
   • July 23, 2010

5. Non-qualifying Plan Assets

   By Guest LHart, October 6, 2004
   • 4 replies
   • 3.2k views
   • 
   • david rigby
   • October 7, 2004

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

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

7. Schedule I & REIT's

   By Guest shafter, June 14, 2001
   • 2 replies
   • 3.2k views
   • 
   • david rigby
   • December 7, 2009

8. 5500-SF Line 8F

   By Guest toddsander, June 18, 2010
   • 2 replies
   • 3.2k views
   • 
   • Bird
   • June 22, 2010

9. Change in definition of 4l on Schedule H - audit trigger?

   By mandmeickhoff@msn.com, June 21, 2016   

   • Schedule H
   • line 4l
   • 4 replies
   • 3.2k views
   • 
   • My 2 cents
   • June 23, 2016

10. Failure to file final 5500-EZ ... help!

    By Guest winterhill, July 6, 2007
    • 4 replies
    • 3.2k views
    • 
    • Mike Preston
    • July 9, 2007

11. Operational errors found during initial audit

    By JJRetirement, May 22, 2017   

    • 80/120 rule
    • late deferrals
    • (and 3 more)

      Tagged with:

      • 80/120 rule
      • late deferrals
      • epcrs
      • independent audit
      • 403(b)
    • 11 replies
    • 3.2k views
    • 
    • chc93
    • May 25, 2017

12. Form 5558 overnight mail address

    By PAL, July 29, 2008
    • 4 replies
    • 3.2k views
    • 
    • PAL
    • July 29, 2008

13. Any Recourse for the 5558 Being Filed Late?

    By mming, October 4, 2014
    • 3 replies
    • 3.2k views
    • 
    • ESOP Guy
    • October 6, 2014

14. 8955-SSA - client approval

    By rcline46, May 30, 2014
    • 3 replies
    • 3.2k views
    • 
    • chc93
    • June 5, 2014

15. plan audit

    By Guest Dan Shea, November 17, 2011
    • 17 replies
    • 3.2k views
    • 
    • Kevin C
    • November 18, 2011

16. Schedule D, PSA

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

17. DFVC program

    By Belgarath, March 28, 2002
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • May 1, 2002

18. Reasonable Cause - Fee Waiver

    By Dawn Hafner, September 10, 2002
    • 6 replies
    • 3.1k views
    • 
    • E as in ERISA
    • September 12, 2002

19. 5500 line 8a page 2

    By caryn22359, December 2, 2005
    • 10 replies
    • 3.1k views
    • 
    • JanetM
    • December 14, 2005

20. 5558 Question

    By Guest CitationSquirrel, August 23, 2007
    • 6 replies
    • 3.1k views
    • 
    • Bird
    • September 10, 2008

21. Schedule I line 4i-Does Money Market Account Count as a single security?

    By Guest spanarkle, March 4, 2004
    • 3 replies
    • 3.1k views
    • 
    • Archimage
    • March 19, 2004

22. Group Legal Plans required to file 5500?

    By Guest Sabrina1, July 25, 2014
    • 3 replies
    • 3.1k views
    • 
    • Flyboyjohn
    • July 25, 2014

23. No 5500 filed since plan inception

    By Moe Howard, October 23, 2008
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • November 10, 2008

24. Incorrect EIN Used in Prior Years

    By Guest dms9999, May 28, 2009
    • 9 replies
    • 3.1k views
    • 
    • Bill Presson
    • June 3, 2009

25. Short plan year audit

    By Guest Christie Banks, July 12, 2002
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • July 12, 2002

26. Schedule C for Self-Funded Health Plan

    By J Simmons, September 19, 2008
    • 0 replies
    • 3.1k views
    • 
    • J Simmons
    • September 19, 2008

27. Certification: 29 C.F.R. 2520.103-5

    By Guest richez, August 3, 2006
    • 2 replies
    • 3.1k views
    • 
    • Leopurrd
    • August 4, 2006

28. Audit Count - Participants with balances

    By austin3515, April 3, 2024
    • 11 replies
    • 3.1k views
    • 
    • Gilmore
    • April 5, 2024

29. Correcting prior errors?

    By Guest Dick Boever, August 27, 2000
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • September 21, 2000

30. 5500 for controlled group

    By bzorc, October 3, 2001
    • 6 replies
    • 3.1k views
    • 
    • bzorc
    • October 10, 2001

31. 5500 filed under wrong plan number

    By Belgarath, May 30, 2014
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • June 22, 2014

32. Form 5558

    By Guest Rutager, October 9, 2008
    • 6 replies
    • 3.1k views
    • 
    • BG5150
    • January 30, 2009

33. First time form 5500-EZ questions

    By Guest spope3, July 6, 2006
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • July 6, 2006

34. Form 5500 Schedule I Line 4 Questions - Value to report

    By mwyatt, August 9, 2004
    • 14 replies
    • 3.1k views
    • 
    • AndyH
    • August 25, 2004

35. efast2 not showing filing

    By TPApril, August 1, 2011
    • 5 replies
    • 3.1k views
    • 
    • Dinosaur
    • August 9, 2011

36. Third Party signing 5500

    By dmb, June 29, 2001
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • July 3, 2001

37. Form 8955-SSA - coming to a theater near you

    By Tom Poje, March 7, 2011
    • 14 replies
    • 3.1k views
    • 
    • PAL
    • April 20, 2011

38. Schedule C

    By 52626, September 3, 2015
    • 10 replies
    • 3.1k views
    • 
    • Andy the Actuary
    • September 4, 2015

39. Limited Scope or Full Scope Audit

    By Alex Daisy, June 11, 2008
    • 4 replies
    • 3k views
    • 
    • sbutler
    • August 1, 2008

40. Relius - Web Client

    By HarleyBabe, June 21, 2011
    • 15 replies
    • 3k views
    • 
    • mwyatt
    • June 29, 2011

41. 2006 5500 forms & instructioins posted. NO SCH P

    By jevd, July 14, 2006
    • 7 replies
    • 3k views
    • 
    • jevd
    • July 3, 2007

42. Reporting Cash Value of Life Insurance Policy in retirement plan

    By Casey, October 7, 2005
    • 4 replies
    • 3k views
    • 
    • Guest
    • October 11, 2005

43. Filing form 5500 for plans with zero assets

    By Guest Jane Freeman, November 17, 2003
    • 1 reply
    • 3k views
    • 
    • RCK
    • November 25, 2003

44. Schedule C negative direct compensation to recordkeeper

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

45. Schedule H - Line 4i(a)

    By AdKu, October 5, 2017
    • 2 replies
    • 3k views
    • 
    • AdKu
    • October 5, 2017

46. Partial Plan Termination and 5500-SF

    By Gadgetfreak, April 28, 2015
    • 4 replies
    • 3k views
    • 
    • david rigby
    • April 28, 2015

47. Reporting separate account GICs, synthetic GICs, and stable value fund

    By Guest ak, June 9, 2000
    • 0 replies
    • 3k views
    • 
    • Guest
    • June 9, 2000

48. Large Plan or Small Plan?

    By Guest Amy Harle, July 29, 2002
    • 7 replies
    • 3k views
    • 
    • JohnCheek
    • July 30, 2002

49. 5500SF - lines 8f & 10e

    By Cathy from Chicago, April 7, 2010
    • 2 replies
    • 3k views
    • 
    • goldtpa
    • April 9, 2010

50. 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