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Form 5500

3,284 topics in this forum

  1. Strange Question day - 5500 SF reporting question

    By Belgarath,
    • 2 replies
    • 643 views

  2. 2018 5500-EZ Lines 6a2, 7a, 9

    By BT,
    • 6 replies
    • 1.3k views

  3. 5500-EZ Penalty Relief Program - Reasonable Cause

    By TPApril,
    • 25 replies
    • 7.4k views
    • VCH
    • VCH

  4. 5500 and No Assets in 1st year

    By lisan1025,
    • 2 replies
    • 968 views

  5. IRS Notice 216F

    By thepensionmaven,
    • 0 replies
    • 436 views

  6. 5500-EZ Electornically Filed - earlier this year - new E-mail after 7/31 filing

    By Lou S.,
    • 8 replies
    • 1.4k views

  7. CRD on 5500

    By AmyETPA,
    • 1 reply
    • 848 views

  8. TE Compliance Unit Letter for 1 participant plan

    By thepensionmaven,
    • 7 replies
    • 1.4k views

  9. Failure to Timely File 5500 - Relief Under DFVCP

    By David Olive,
    • 2 replies
    • 865 views

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

    By TPApril,
    • 12 replies
    • 1.8k views

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

    By Jakyasar,
    • 8 replies
    • 1.6k views

  12. One participant plan and Form 5500-SF

    By cpc0506,
    • 4 replies
    • 1.9k views

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

    By Danielle,
    • 12 replies
    • 1.5k views

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

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

  15. Filing due on the business day after

    By thepensionmaven,
    • 2 replies
    • 929 views

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

    By K-t-F,
    • 4 replies
    • 1.3k views

  17. 5500EZ

    By AmyETPA,
    • 2 replies
    • 950 views

  18. Final 5500 return - late for filing 5558

    By Jakyasar,
    • 10 replies
    • 2k views

  19. Schedule A

    By SSRRS,
    • 9 replies
    • 1.5k views

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

    By DPL,
    • 5 replies
    • 891 views

  21. Final 5500-EZ and numbers for section 5

    By Sen,
    • 4 replies
    • 1k views

  22. Digital signature

    By Santo Gold,
    • 1 reply
    • 2k views

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

    By BTG,
    • 12 replies
    • 1.6k views

  24. Unique PCORI Fee Question

    By 5500Nerd,
    • 0 replies
    • 615 views

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

    By TPApril,
    • 0 replies
    • 640 views

  26. 5500 Reporting for Synthetic GICs

    By austin3515,
    • 0 replies
    • 867 views

  27. Late 5500/SF

    By thepensionmaven,
    • 24 replies
    • 4.7k views

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

    By BG5150,
    • 4 replies
    • 1.3k views

  29. Schedule A and "back" commissions

    By Sara Hotvedt,
    • 3 replies
    • 1.9k views

  30. Participant count for a new plan on 5500 form

    By Jakyasar,
    • 8 replies
    • 1.6k views

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

    By Trisports,   
    • 5 replies
    • 1.1k views

  32. Unfiling Final 5500?

    By BTG,
    • 5 replies
    • 1.4k views

  33. 5500 - Filing question

    By Ahuntingus,
    • 4 replies
    • 1.2k views

  34. 5500 EZ Ft. William

    By coleboy,
    • 7 replies
    • 1.2k views

  35. Form 5500-EZ with 2 Total Participants?

    By Vlad401k,
    • 3 replies
    • 1.2k views

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

    By Renee H,
    • 2 replies
    • 834 views

  37. date required on Form 5558

    By thepensionmaven,
    • 1 reply
    • 639 views

  38. 2021 PBGC Forms

    By ConnieStorer,
    • 2 replies
    • 603 views

  39. Returned Distribution

    By AmyETPA,
    • 1 reply
    • 510 views

  40. "One Participant Plan"

    By thepensionmaven,
    • 26 replies
    • 7.4k views

  41. Wrap plan 5500's

    By Belgarath,
    • 2 replies
    • 981 views

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

    By Trisports,
    • 2 replies
    • 1.2k views

  43. Failure to File Form 5500- Asset Sale

    By SaraJames,
    • 1 reply
    • 947 views

  44. Form 5500 filing deadlines - terminated plan

    By Tsh94,
    • 1 reply
    • 953 views

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

    By TPApril,
    • 3 replies
    • 1.3k views

  46. Schedule D

    By Pammie57,
    • 1 reply
    • 742 views

  47. Schedule A, covered family members

    By SG,
    • 2 replies
    • 530 views
    • SG
    • SG

  48. Plan Audit Question

    By bzorc,
    • 3 replies
    • 914 views

  49. reporting contributions when there was a plan merger

    By Santo Gold,
    • 9 replies
    • 1.5k views

  50. Late filed 5500

    By mariemonroe,
    • 6 replies
    • 1.6k views
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