Form 5500

3,272 topics in this forum

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

   By Danielle, August 8, 2021
   • 12 replies
   • 1.3k views
   • 
   • BG5150
   • August 10, 2021

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

   By C. B. Zeller, August 6, 2021
   • 1 reply
   • 747 views
   • 
   • Bird
   • August 6, 2021

3. Filing due on the business day after

   By thepensionmaven, August 2, 2021
   • 2 replies
   • 795 views
   • 
   • SSRRS
   • August 3, 2021

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

   By K-t-F, July 27, 2021
   • 4 replies
   • 1k views
   • 
   • RatherBeGolfing
   • July 27, 2021

5. 5500EZ

   By AmyETPA, July 21, 2021
   • 2 replies
   • 811 views
   • 
   • BG5150
   • July 26, 2021

6. Final 5500 return - late for filing 5558

   By Jakyasar, July 16, 2021
   • 10 replies
   • 1.7k views
   • 
   • BG5150
   • July 26, 2021

7. Schedule A

   By SSRRS, July 21, 2021
   • 9 replies
   • 1.2k views
   • 
   • Peter Gulia
   • July 23, 2021

8. Letters from Social Security Administration -people under retirement age

   By DPL, July 21, 2021
   • 5 replies
   • 725 views
   • 
   • ESOP Guy
   • July 23, 2021

9. Final 5500-EZ and numbers for section 5

   By Sen, July 19, 2021
   • 4 replies
   • 923 views
   • 
   • Bri
   • July 20, 2021

10. Digital signature

    By Santo Gold, July 16, 2021
    • 1 reply
    • 1.9k views
    • 
    • C. B. Zeller
    • July 16, 2021

11. Who should files the 5500s when almost everyone is dead?

    By BTG, July 9, 2021
    • 12 replies
    • 1.3k views
    • 
    • Peter Gulia
    • July 15, 2021

12. Unique PCORI Fee Question

    By 5500Nerd, July 7, 2021
    • 0 replies
    • 534 views
    • 
    • 5500Nerd
    • July 7, 2021

13. SAR deadline - 2 months after 5500 due date?

    By TPApril, July 1, 2021
    • 0 replies
    • 573 views
    • 
    • TPApril
    • July 1, 2021

14. 5500 Reporting for Synthetic GICs

    By austin3515, June 25, 2021
    • 0 replies
    • 764 views
    • 
    • austin3515
    • June 25, 2021

15. Late 5500/SF

    By thepensionmaven, April 20, 2018
    • 24 replies
    • 4.3k views
    • 
    • COplainsman
    • June 16, 2021

16. Will name change of 1 letter trigger warning or error?

    By BG5150, June 10, 2021
    • 4 replies
    • 1.2k views
    • 
    • Jakyasar
    • June 11, 2021

17. Schedule A and "back" commissions

    By Sara Hotvedt, June 10, 2021
    • 3 replies
    • 1.6k views
    • 
    • Sara Hotvedt
    • June 11, 2021

18. Participant count for a new plan on 5500 form

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

19. Plan year end is last Friday of December - no 5500 on 2021 form

    By Trisports, June 7, 2021   

    • 5500
    • 5 replies
    • 864 views
    • 
    • ESOP Guy
    • June 8, 2021

20. Unfiling Final 5500?

    By BTG, June 4, 2021
    • 5 replies
    • 1.2k views
    • 
    • BTG
    • June 4, 2021

21. 5500 - Filing question

    By Ahuntingus, June 3, 2021
    • 4 replies
    • 1.1k views
    • 
    • Jon C. Schultze
    • June 4, 2021

22. 5500 EZ Ft. William

    By coleboy, May 19, 2021
    • 7 replies
    • 969 views
    • 
    • coleboy
    • May 28, 2021

23. Form 5500-EZ with 2 Total Participants?

    By Vlad401k, May 26, 2021
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • May 26, 2021

24. Form 8955-SSA not filed - RMD not taken

    By Renee H, May 21, 2021
    • 2 replies
    • 741 views
    • 
    • Renee H
    • May 24, 2021

25. date required on Form 5558

    By thepensionmaven, May 9, 2021
    • 1 reply
    • 557 views
    • 
    • BG5150
    • May 10, 2021

26. 2021 PBGC Forms

    By ConnieStorer, April 30, 2021
    • 2 replies
    • 515 views
    • 
    • Lois Baker
    • May 3, 2021

27. Returned Distribution

    By AmyETPA, April 29, 2021
    • 1 reply
    • 403 views
    • 
    • Bird
    • April 30, 2021

28. "One Participant Plan"

    By thepensionmaven, January 11, 2021
    • 26 replies
    • 6k views
    • 
    • RatherBeGolfing
    • April 29, 2021

29. Wrap plan 5500's

    By Belgarath, April 28, 2021
    • 2 replies
    • 872 views
    • 
    • PensionPete
    • April 29, 2021

30. Plan sponsor is also the custodian. Is the plan required to be audited?

    By Trisports, April 27, 2021
    • 2 replies
    • 1k views
    • 
    • Peter Gulia
    • April 27, 2021

31. Failure to File Form 5500- Asset Sale

    By SaraJames, April 26, 2021
    • 1 reply
    • 838 views
    • 
    • EBECatty
    • April 26, 2021

32. Form 5500 filing deadlines - terminated plan

    By Tsh94, April 23, 2021
    • 1 reply
    • 868 views
    • 
    • Jakyasar
    • April 23, 2021

33. SAR to terminated participants (Retirement & H/W)

    By TPApril, April 22, 2021
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • April 23, 2021

34. Schedule D

    By Pammie57, April 22, 2021
    • 1 reply
    • 628 views
    • 
    • C. B. Zeller
    • April 22, 2021

35. Schedule A, covered family members

    By SG, April 22, 2021
    • 2 replies
    • 437 views
    • 
    • SG
    • April 22, 2021

36. Plan Audit Question

    By bzorc, April 16, 2021
    • 3 replies
    • 815 views
    • 
    • Bob the Swimmer
    • April 16, 2021

37. reporting contributions when there was a plan merger

    By Santo Gold, March 17, 2021
    • 9 replies
    • 1.2k views
    • 
    • Belgarath
    • April 12, 2021

38. Late filed 5500

    By mariemonroe, March 31, 2021
    • 6 replies
    • 1.3k views
    • 
    • EBECatty
    • April 1, 2021

39. Form 5500-sf filed one day late

    By thepensionmaven, April 1, 2021
    • 6 replies
    • 1.3k views
    • 
    • Bill Presson
    • April 1, 2021

40. No Form 5500 filed since inception (2004)

    By Trisports, March 24, 2021   

    • 5500
    • dfvc
    • (and 1 more)

      Tagged with:

      • 5500
      • dfvc
      • 403(b)
    • 7 replies
    • 1k views
    • 
    • Trisports
    • March 30, 2021

41. IRS letter late filing

    By pmacduff, August 6, 2020
    • 23 replies
    • 6.7k views
    • 
    • RatherBeGolfing
    • March 29, 2021

42. 1 life non-owner plan

    By Santo Gold, March 10, 2021
    • 3 replies
    • 510 views
    • 
    • Santo Gold
    • March 17, 2021

43. Question- FORM 5500 Help needed

    By nan, March 7, 2021
    • 3 replies
    • 903 views
    • 
    • thepensionmaven
    • March 9, 2021

44. H&W Form 5500s and Self-insured Captive plan

    By 5500Nerd, March 9, 2021
    • 0 replies
    • 521 views
    • 
    • 5500Nerd
    • March 9, 2021

45. Single owner/employee DB Plan and solo401K TPA needs??

    By nan, March 6, 2021
    • 4 replies
    • 506 views
    • 
    • Bob the Swimmer
    • March 9, 2021

46. 1099s Held in Austin

    By thepensionmaven, February 23, 2021
    • 1 reply
    • 494 views
    • 
    • Lois Baker
    • February 24, 2021

47. form 5500 EZ, first and final return for the plan

    By Benbob13, August 27, 2018
    • 7 replies
    • 2.2k views
    • 
    • Bri
    • February 23, 2021

48. 5500 Penalties due to in accurate data

    By TPApril, April 13, 2015
    • 4 replies
    • 4.8k views
    • 
    • RatherBeGolfing
    • February 23, 2021

49. Deadline for amending 5500s

    By Guest KennyH, June 20, 2013
    • 11 replies
    • 6.2k views
    • 
    • JanetJ
    • February 23, 2021

50. IRS Letter regarding filing 5500 EZ or 5500 SF

    By Pam S., December 15, 2020
    • 3 replies
    • 989 views
    • 
    • JanetJ
    • February 23, 2021