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Form 5500

3,288 topics in this forum

  1. What to do about 2020 5500's when Co. B bought Co. A midyear and kept the same 401k Plan

    By RayJJohnsonJr,
    • 4 replies
    • 1.1k views

  2. Change in Plan sponsorship

    By Benefits Vet,
    • 3 replies
    • 1.1k views

  3. fidelity bond & new plans

    By TPApril,
    • 5 replies
    • 1.7k views

  4. DFVCP with one missed filing

    By FormsRstillmylife,
    • 10 replies
    • 2k views

  5. Form 5500 and Conversion From Single Employer to Multiple Employer Plan

    By Ananda,
    • 1 reply
    • 1.3k views

  6. Strange Question day - 5500 SF reporting question

    By Belgarath,
    • 2 replies
    • 834 views

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

    By BT,
    • 6 replies
    • 1.7k views

  8. 5500-EZ Penalty Relief Program - Reasonable Cause

    By TPApril,
    • 25 replies
    • 9.1k views
    • VCH
    • VCH

  9. 5500 and No Assets in 1st year

    By lisan1025,
    • 2 replies
    • 1.1k views

  10. IRS Notice 216F

    By thepensionmaven,
    • 0 replies
    • 675 views

  11. 5500-EZ Electornically Filed - earlier this year - new E-mail after 7/31 filing

    By Lou S.,
    • 8 replies
    • 1.8k views

  12. CRD on 5500

    By AmyETPA,
    • 1 reply
    • 975 views

  13. TE Compliance Unit Letter for 1 participant plan

    By thepensionmaven,
    • 7 replies
    • 1.8k views

  14. Failure to Timely File 5500 - Relief Under DFVCP

    By David Olive,
    • 2 replies
    • 1.3k views

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

    By TPApril,
    • 12 replies
    • 2.3k views

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

    By Jakyasar,
    • 8 replies
    • 2k views

  17. One participant plan and Form 5500-SF

    By cpc0506,
    • 4 replies
    • 2.2k views

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

    By Danielle,
    • 12 replies
    • 1.9k views

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

    By C. B. Zeller,
    • 1 reply
    • 1.2k views

  20. Filing due on the business day after

    By thepensionmaven,
    • 2 replies
    • 1.1k views

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

    By Basically,
    • 4 replies
    • 1.7k views

  22. 5500EZ

    By AmyETPA,
    • 2 replies
    • 1.3k views

  23. Final 5500 return - late for filing 5558

    By Jakyasar,
    • 10 replies
    • 2.4k views

  24. Schedule A

    By SSRRS,
    • 9 replies
    • 2k views

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

    By DPL,
    • 5 replies
    • 1.1k views

  26. Final 5500-EZ and numbers for section 5

    By Sen,
    • 4 replies
    • 1.4k views

  27. Digital signature

    By Santo Gold,
    • 1 reply
    • 2.3k views

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

    By BTG,
    • 12 replies
    • 2.1k views

  29. Unique PCORI Fee Question

    By 5500Nerd,
    • 0 replies
    • 838 views

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

    By TPApril,
    • 0 replies
    • 866 views

  31. 5500 Reporting for Synthetic GICs

    By austin3515,
    • 0 replies
    • 1.1k views

  32. Late 5500/SF

    By thepensionmaven,
    • 24 replies
    • 5.5k views

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

    By BG5150,
    • 4 replies
    • 1.6k views

  34. Schedule A and "back" commissions

    By Sara Hotvedt,
    • 3 replies
    • 2.3k views

  35. Participant count for a new plan on 5500 form

    By Jakyasar,
    • 8 replies
    • 2.1k views

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

    By Trisports,   
    • 5 replies
    • 1.4k views

  37. Unfiling Final 5500?

    By BTG,
    • 5 replies
    • 1.7k views

  38. 5500 - Filing question

    By Ahuntingus,
    • 4 replies
    • 1.5k views

  39. 5500 EZ Ft. William

    By coleboy,
    • 7 replies
    • 1.6k views

  40. Form 5500-EZ with 2 Total Participants?

    By Vlad401k,
    • 3 replies
    • 1.4k views

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

    By Renee H,
    • 2 replies
    • 964 views

  42. date required on Form 5558

    By thepensionmaven,
    • 1 reply
    • 794 views

  43. 2021 PBGC Forms

    By ConnieStorer,
    • 2 replies
    • 739 views

  44. Returned Distribution

    By AmyETPA,
    • 1 reply
    • 651 views

  45. "One Participant Plan"

    By thepensionmaven,
    • 26 replies
    • 8.7k views

  46. Wrap plan 5500's

    By Belgarath,
    • 2 replies
    • 1.2k views

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

    By Trisports,
    • 2 replies
    • 1.4k views

  48. Failure to File Form 5500- Asset Sale

    By SaraJames,
    • 1 reply
    • 1.3k views

  49. Form 5500 filing deadlines - terminated plan

    By Tsh94,
    • 1 reply
    • 1.2k views

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

    By TPApril,
    • 3 replies
    • 1.6k views
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