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Form 5500

3,273 topics in this forum

  1. One participant plan and Form 5500-SF

    By cpc0506,
    • 4 replies
    • 1.8k views

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

    By Danielle,
    • 12 replies
    • 1.3k views

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

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

  4. Filing due on the business day after

    By thepensionmaven,
    • 2 replies
    • 803 views

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

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

  6. 5500EZ

    By AmyETPA,
    • 2 replies
    • 834 views

  7. Final 5500 return - late for filing 5558

    By Jakyasar,
    • 10 replies
    • 1.8k views

  8. Schedule A

    By SSRRS,
    • 9 replies
    • 1.2k views

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

    By DPL,
    • 5 replies
    • 741 views

  10. Final 5500-EZ and numbers for section 5

    By Sen,
    • 4 replies
    • 934 views

  11. Digital signature

    By Santo Gold,
    • 1 reply
    • 1.9k views

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

    By BTG,
    • 12 replies
    • 1.3k views

  13. Unique PCORI Fee Question

    By 5500Nerd,
    • 0 replies
    • 543 views

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

    By TPApril,
    • 0 replies
    • 580 views

  15. 5500 Reporting for Synthetic GICs

    By austin3515,
    • 0 replies
    • 775 views

  16. Late 5500/SF

    By thepensionmaven,
    • 24 replies
    • 4.3k views

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

    By BG5150,
    • 4 replies
    • 1.2k views

  18. Schedule A and "back" commissions

    By Sara Hotvedt,
    • 3 replies
    • 1.6k views

  19. Participant count for a new plan on 5500 form

    By Jakyasar,
    • 8 replies
    • 1.3k views

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

    By Trisports,   
    • 5 replies
    • 901 views

  21. Unfiling Final 5500?

    By BTG,
    • 5 replies
    • 1.3k views

  22. 5500 - Filing question

    By Ahuntingus,
    • 4 replies
    • 1.1k views

  23. 5500 EZ Ft. William

    By coleboy,
    • 7 replies
    • 980 views

  24. Form 5500-EZ with 2 Total Participants?

    By Vlad401k,
    • 3 replies
    • 1.1k views

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

    By Renee H,
    • 2 replies
    • 750 views

  26. date required on Form 5558

    By thepensionmaven,
    • 1 reply
    • 568 views

  27. 2021 PBGC Forms

    By ConnieStorer,
    • 2 replies
    • 527 views

  28. Returned Distribution

    By AmyETPA,
    • 1 reply
    • 413 views

  29. "One Participant Plan"

    By thepensionmaven,
    • 26 replies
    • 6.2k views

  30. Wrap plan 5500's

    By Belgarath,
    • 2 replies
    • 886 views

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

    By Trisports,
    • 2 replies
    • 1k views

  32. Failure to File Form 5500- Asset Sale

    By SaraJames,
    • 1 reply
    • 846 views

  33. Form 5500 filing deadlines - terminated plan

    By Tsh94,
    • 1 reply
    • 881 views

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

    By TPApril,
    • 3 replies
    • 1.1k views

  35. Schedule D

    By Pammie57,
    • 1 reply
    • 638 views

  36. Schedule A, covered family members

    By SG,
    • 2 replies
    • 448 views
    • SG
    • SG

  37. Plan Audit Question

    By bzorc,
    • 3 replies
    • 827 views

  38. reporting contributions when there was a plan merger

    By Santo Gold,
    • 9 replies
    • 1.2k views

  39. Late filed 5500

    By mariemonroe,
    • 6 replies
    • 1.4k views

  40. Form 5500-sf filed one day late

    By thepensionmaven,
    • 6 replies
    • 1.3k views

  41. No Form 5500 filed since inception (2004)

    By Trisports,   
    • 7 replies
    • 1k views

  42. IRS letter late filing

    By pmacduff,
    • 23 replies
    • 6.8k views

  43. 1 life non-owner plan

    By Santo Gold,
    • 3 replies
    • 523 views

  44. Question- FORM 5500 Help needed

    By nan,
    • 3 replies
    • 916 views

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

    By 5500Nerd,
    • 0 replies
    • 532 views

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

    By nan,
    • 4 replies
    • 533 views

  47. 1099s Held in Austin

    By thepensionmaven,
    • 1 reply
    • 510 views

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

    By Benbob13,
    • 7 replies
    • 2.2k views
    • Bri
    • Bri

  49. 5500 Penalties due to in accurate data

    By TPApril,
    • 4 replies
    • 4.9k views

  50. Deadline for amending 5500s

    By Guest KennyH,
    • 11 replies
    • 6.2k views
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