Form 5500

3,277 topics in this forum

1. 5500-EZ Single Member LLC & Sole Prop

   By Dennis Povloski, March 13, 2018
   • 8 replies
   • 2.1k views
   • 
   • Larry Starr
   • March 19, 2018

2. Abandoned Large Plan Filer

   By Below Ground, September 28, 2023
   • 8 replies
   • 1.4k views
   • 
   • Below Ground
   • October 2, 2023

3. Schedule R

   By stephen, June 19, 2001
   • 8 replies
   • 2.3k views
   • 
   • R. Butler
   • June 21, 2001

4. 5500 filing without auditors opinion?

   By Lori H, March 15, 2013
   • 8 replies
   • 7.2k views
   • 
   • Lori H
   • March 15, 2013

5. plan merger-final 5500

   By Guest Dolores Lawrence, May 13, 2002
   • 8 replies
   • 4.3k views
   • 
   • david rigby
   • May 16, 2002

6. I'm reviewing a non-profit and trying to connect 5500 form data to its 990 form, but I'm noticing some differences in lots of data points. How do I reconcile that?

   By Cubs1908, May 25, 2024
   • 8 replies
   • 1.6k views
   • 
   • Patricia Neal Jensen
   • May 29, 2024

7. Schedule A for health plan

   By 22su, October 5, 2011
   • 8 replies
   • 6.4k views
   • 
   • Guest
   • October 12, 2011

8. SSA Letter About Potential Retirement Benefits

   By austin3515, October 29, 2015
   • 8 replies
   • 1.7k views
   • 
   • ESOP Guy
   • October 30, 2015

9. 5500 required for only 1099 contractors?

   By CaliBen, July 17, 2019
   • 8 replies
   • 1.6k views
   • 
   • CaliBen
   • July 22, 2019

10. Form 5500 Rejection Due to Incomplete IQPA report

    By Renafesq, May 23, 2023
    • 8 replies
    • 1.6k views
    • 
    • Peter Gulia
    • May 24, 2023

11. amended 5500 - does it show on efast2?

    By TPApril, February 12, 2021
    • 8 replies
    • 1.9k views
    • 
    • chc93
    • February 18, 2021

12. SSA and Deceased Participants

    By DTH, August 2, 2002
    • 8 replies
    • 2.1k views
    • 
    • mwyatt
    • May 14, 2003

13. Auditor or TPA responsibility?

    By Brenda Wren, July 31, 2003
    • 8 replies
    • 4.4k views
    • 
    • Guest
    • October 11, 2003

14. REQUIRED to file form 5500-EZ Electronically?

    By K-t-F, June 24, 2022
    • 8 replies
    • 2.4k views
    • 
    • Bri
    • June 27, 2022

15. IRS late 5500 notice

    By Trisports, December 4, 2017   

    • late5500
    • irs notice
    • 7 replies
    • 1.9k views
    • 
    • chc93
    • November 16, 2021

16. Form 5500

    By msmith, December 7, 2010
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • December 8, 2010

17. 5558 form filed under old EIN - now what to do when filing 5500

    By Tom, August 10, 2023
    • 7 replies
    • 1.4k views
    • 
    • Gilmore
    • August 11, 2023

18. PDF versions of Pre-1999 Form 5500 and Instructions

    By Guest Fred Benefits, August 29, 2000
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • August 29, 2000

19. Dueling Notices

    By WDIK, September 6, 2011
    • 7 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • September 7, 2011

20. 52/53 Week Plan Year and EBSA

    By mwyatt, September 7, 2011
    • 7 replies
    • 2.7k views
    • 
    • mwyatt
    • November 4, 2011

21. 5500-SF last yr (as owner+employee), but now owner only w/assets < 250K - file EZ?

    By TPApril, October 15, 2025
    • 7 replies
    • 582 views
    • 
    • Bri
    • December 11, 2025

22. Service provier signing on behalf of employer/sponsor

    By Moe Howard, June 18, 2010
    • 7 replies
    • 2.7k views
    • 
    • Tom Poje
    • June 29, 2010

23. Sch H - key in assets held or attach page?

    By AlbanyConsultant, October 15, 2017
    • 7 replies
    • 1.3k views
    • 
    • chc93
    • October 18, 2017

24. DOL letter on 2017 5500 filing

    By pmacduff, February 7, 2019
    • 7 replies
    • 1.7k views
    • 
    • ESOP Guy
    • February 22, 2019

25. Single Member Plan - Do we need to file for 2020?

    By Basically, October 12, 2021
    • 7 replies
    • 744 views
    • 
    • BG5150
    • October 14, 2021

26. Urgent Question re IRS Response re 2005 Form 5500

    By ERISAatty, May 14, 2009
    • 7 replies
    • 2.6k views
    • 
    • Bird
    • May 15, 2009

27. Deliquent 403(b) Filings

    By bzorc, July 16, 2010
    • 7 replies
    • 2.1k views
    • 
    • bzorc
    • July 21, 2010

28. Sch A - Indiv annuity contracts, basis of premiums?

    By Guest amfam2, February 5, 2002
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • February 11, 2002

29. Schedule C for 2009

    By Below Ground, February 2, 2010
    • 7 replies
    • 1.5k views
    • 
    • Below Ground
    • February 2, 2010

30. Code 2E if 401(k)/SH Only

    By austin3515, September 2, 2014
    • 7 replies
    • 3.8k views
    • 
    • Tom Poje
    • September 3, 2014

31. Schedule A

    By Guest C.Wendt, May 30, 2001
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • June 29, 2001

32. No Trust EIN now needed?

    By Guest jusducki, April 16, 2007
    • 7 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • April 16, 2007

33. Participant Count on Form 5500 Considering new Excluded Class of Employees

    By RPP2001, April 1, 2014
    • 7 replies
    • 3.7k views
    • 
    • AmyR
    • June 17, 2014

34. 1st plan yr (short or not) - 5500 large plan?

    By TPApril, October 17, 2023
    • 7 replies
    • 784 views
    • 
    • Bill Presson
    • October 19, 2023

35. Health FSA a "funded" plan?

    By Guest malmka, July 18, 2002
    • 7 replies
    • 2.6k views
    • 
    • Kirk Maldonado
    • July 18, 2002

36. Terminating plan has dividends posted in new plan year

    By Guest crosseyetester, December 21, 2005
    • 7 replies
    • 2k views
    • 
    • Guest
    • December 27, 2005

37. Any harm in filing a 5558 (even if 5500 may be on time) just in case?

    By Beltane, July 30, 2015   

    • 5558
    • 7 replies
    • 1.9k views
    • 
    • My 2 cents
    • July 30, 2015

38. can they file 5500-EZ?

    By dmb, April 3, 2003
    • 7 replies
    • 1.4k views
    • 
    • Mike Preston
    • April 16, 2003

39. Audit Not Ready

    By Rob P, October 15, 2012
    • 7 replies
    • 3.3k views
    • 
    • Rob P
    • November 5, 2012

40. 2014 8955-SSA Vendor roll out

    By Jerry Erisa, February 10, 2015
    • 7 replies
    • 2.6k views
    • 
    • Jerry Erisa
    • March 6, 2015

41. TE Compliance Unit Letter for 1 participant plan

    By thepensionmaven, August 24, 2021
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • August 25, 2021

42. Participant Count - Beginning and End of Plan Year

    By bort, June 25, 2016
    • 7 replies
    • 2.5k views
    • 
    • GMK
    • July 15, 2016

43. DFVC Eligibility

    By Guest ebgroup, March 22, 2012
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • March 28, 2012

44. Fair value vs contract value

    By PAL, April 29, 2016
    • 7 replies
    • 8k views
    • 
    • benakt
    • July 13, 2016

45. Participants reported with a Code A, then reported as a D, then payments cease before final pay out

    By buckaroo, October 26, 2018
    • 7 replies
    • 1.6k views
    • 
    • Bird
    • November 19, 2018

46. EZ MP PS?

    By Blinky the 3-eyed Fish, June 5, 2003
    • 7 replies
    • 2.9k views
    • 
    • mwyatt
    • June 8, 2003

47. premium conversion plan with less then 100 employees

    By Guest jigpsu100, October 10, 2005
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • October 11, 2005

48. Successful EFiling without User ID and PIN?

    By 12AX7, August 15, 2011
    • 7 replies
    • 1.6k views
    • 
    • K2retire
    • August 16, 2011

49. Reporting Life Insurance and Annuity values for 412 Plan

    By JMR, October 26, 2021
    • 7 replies
    • 811 views
    • 
    • ErnieG
    • October 27, 2021

50. 2005 Form 5500

    By Archimage, July 25, 2005
    • 7 replies
    • 2.4k views
    • 
    • Archimage
    • July 26, 2005