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Form 5500

3,277 topics in this forum

  1. TE Compliance Unit Letter for 1 participant plan

    By thepensionmaven,
    • 7 replies
    • 1.3k views

  2. Failure to Timely File 5500 - Relief Under DFVCP

    By David Olive,
    • 2 replies
    • 778 views

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

    By TPApril,
    • 12 replies
    • 1.6k views

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

    By Jakyasar,
    • 8 replies
    • 1.5k views

  5. One participant plan and Form 5500-SF

    By cpc0506,
    • 4 replies
    • 1.8k views

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

    By Danielle,
    • 12 replies
    • 1.3k views

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

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

  8. Filing due on the business day after

    By thepensionmaven,
    • 2 replies
    • 809 views

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

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

  10. 5500EZ

    By AmyETPA,
    • 2 replies
    • 846 views

  11. Final 5500 return - late for filing 5558

    By Jakyasar,
    • 10 replies
    • 1.8k views

  12. Schedule A

    By SSRRS,
    • 9 replies
    • 1.3k views

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

    By DPL,
    • 5 replies
    • 763 views

  14. Final 5500-EZ and numbers for section 5

    By Sen,
    • 4 replies
    • 943 views

  15. Digital signature

    By Santo Gold,
    • 1 reply
    • 1.9k views

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

    By BTG,
    • 12 replies
    • 1.3k views

  17. Unique PCORI Fee Question

    By 5500Nerd,
    • 0 replies
    • 553 views

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

    By TPApril,
    • 0 replies
    • 584 views

  19. 5500 Reporting for Synthetic GICs

    By austin3515,
    • 0 replies
    • 784 views

  20. Late 5500/SF

    By thepensionmaven,
    • 24 replies
    • 4.3k views

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

    By BG5150,
    • 4 replies
    • 1.2k views

  22. Schedule A and "back" commissions

    By Sara Hotvedt,
    • 3 replies
    • 1.7k views

  23. Participant count for a new plan on 5500 form

    By Jakyasar,
    • 8 replies
    • 1.3k views

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

    By Trisports,   
    • 5 replies
    • 921 views

  25. Unfiling Final 5500?

    By BTG,
    • 5 replies
    • 1.3k views

  26. 5500 - Filing question

    By Ahuntingus,
    • 4 replies
    • 1.1k views

  27. 5500 EZ Ft. William

    By coleboy,
    • 7 replies
    • 993 views

  28. Form 5500-EZ with 2 Total Participants?

    By Vlad401k,
    • 3 replies
    • 1.1k views

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

    By Renee H,
    • 2 replies
    • 759 views

  30. date required on Form 5558

    By thepensionmaven,
    • 1 reply
    • 573 views

  31. 2021 PBGC Forms

    By ConnieStorer,
    • 2 replies
    • 535 views

  32. Returned Distribution

    By AmyETPA,
    • 1 reply
    • 419 views

  33. "One Participant Plan"

    By thepensionmaven,
    • 26 replies
    • 6.3k views

  34. Wrap plan 5500's

    By Belgarath,
    • 2 replies
    • 894 views

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

    By Trisports,
    • 2 replies
    • 1k views

  36. Failure to File Form 5500- Asset Sale

    By SaraJames,
    • 1 reply
    • 857 views

  37. Form 5500 filing deadlines - terminated plan

    By Tsh94,
    • 1 reply
    • 885 views

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

    By TPApril,
    • 3 replies
    • 1.1k views

  39. Schedule D

    By Pammie57,
    • 1 reply
    • 644 views

  40. Schedule A, covered family members

    By SG,
    • 2 replies
    • 453 views
    • SG
    • SG

  41. Plan Audit Question

    By bzorc,
    • 3 replies
    • 839 views

  42. reporting contributions when there was a plan merger

    By Santo Gold,
    • 9 replies
    • 1.3k views

  43. Late filed 5500

    By mariemonroe,
    • 6 replies
    • 1.4k views

  44. Form 5500-sf filed one day late

    By thepensionmaven,
    • 6 replies
    • 1.3k views

  45. No Form 5500 filed since inception (2004)

    By Trisports,   
    • 7 replies
    • 1.1k views

  46. IRS letter late filing

    By pmacduff,
    • 23 replies
    • 6.9k views

  47. 1 life non-owner plan

    By Santo Gold,
    • 3 replies
    • 533 views

  48. Question- FORM 5500 Help needed

    By nan,
    • 3 replies
    • 923 views

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

    By 5500Nerd,
    • 0 replies
    • 537 views

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

    By nan,
    • 4 replies
    • 547 views
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