Form 5500

3,277 topics in this forum

1. Schedule A

   By SSRRS, July 21, 2021
   • 9 replies
   • 1.3k views
   • 
   • Peter Gulia
   • July 23, 2021

2. 5500EZ

   By AmyETPA, July 21, 2021
   • 2 replies
   • 844 views
   • 
   • BG5150
   • July 26, 2021

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

   By DPL, July 21, 2021
   • 5 replies
   • 762 views
   • 
   • ESOP Guy
   • July 23, 2021

4. Final 5500-EZ and numbers for section 5

   By Sen, July 19, 2021
   • 4 replies
   • 943 views
   • 
   • Bri
   • July 20, 2021

5. Digital signature

   By Santo Gold, July 16, 2021
   • 1 reply
   • 1.9k views
   • 
   • C. B. Zeller
   • July 16, 2021

6. Final 5500 return - late for filing 5558

   By Jakyasar, July 16, 2021
   • 10 replies
   • 1.8k views
   • 
   • BG5150
   • July 26, 2021

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

   By BTG, July 9, 2021
   • 12 replies
   • 1.3k views
   • 
   • Peter Gulia
   • July 15, 2021

8. Unique PCORI Fee Question

   By 5500Nerd, July 7, 2021
   • 0 replies
   • 553 views
   • 
   • 5500Nerd
   • July 7, 2021

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

   By TPApril, July 1, 2021
   • 0 replies
   • 583 views
   • 
   • TPApril
   • July 1, 2021

10. 5500 Reporting for Synthetic GICs

    By austin3515, June 25, 2021
    • 0 replies
    • 784 views
    • 
    • austin3515
    • June 25, 2021

11. Schedule A and "back" commissions

    By Sara Hotvedt, June 10, 2021
    • 3 replies
    • 1.7k views
    • 
    • Sara Hotvedt
    • June 11, 2021

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

    By BG5150, June 10, 2021
    • 4 replies
    • 1.2k views
    • 
    • Jakyasar
    • June 11, 2021

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

    By Trisports, June 7, 2021   

    • 5500
    • 5 replies
    • 921 views
    • 
    • ESOP Guy
    • June 8, 2021

14. Unfiling Final 5500?

    By BTG, June 4, 2021
    • 5 replies
    • 1.3k views
    • 
    • BTG
    • June 4, 2021

15. Participant count for a new plan on 5500 form

    By Jakyasar, June 4, 2021
    • 8 replies
    • 1.3k views
    • 
    • Belgarath
    • June 9, 2021

16. 5500 - Filing question

    By Ahuntingus, June 3, 2021
    • 4 replies
    • 1.1k views
    • 
    • Jon C. Schultze
    • June 4, 2021

17. Form 5500-EZ with 2 Total Participants?

    By Vlad401k, May 26, 2021
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • May 26, 2021

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

    By Renee H, May 21, 2021
    • 2 replies
    • 759 views
    • 
    • Renee H
    • May 24, 2021

19. 5500 EZ Ft. William

    By coleboy, May 19, 2021
    • 7 replies
    • 992 views
    • 
    • coleboy
    • May 28, 2021

20. date required on Form 5558

    By thepensionmaven, May 9, 2021
    • 1 reply
    • 572 views
    • 
    • BG5150
    • May 10, 2021

21. 2021 PBGC Forms

    By ConnieStorer, April 30, 2021
    • 2 replies
    • 533 views
    • 
    • Lois Baker
    • May 3, 2021

22. Returned Distribution

    By AmyETPA, April 29, 2021
    • 1 reply
    • 419 views
    • 
    • Bird
    • April 30, 2021

23. Wrap plan 5500's

    By Belgarath, April 28, 2021
    • 2 replies
    • 893 views
    • 
    • PensionPete
    • April 29, 2021

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

    By Trisports, April 27, 2021
    • 2 replies
    • 1k views
    • 
    • Peter Gulia
    • April 27, 2021

25. Failure to File Form 5500- Asset Sale

    By SaraJames, April 26, 2021
    • 1 reply
    • 856 views
    • 
    • EBECatty
    • April 26, 2021

26. Form 5500 filing deadlines - terminated plan

    By Tsh94, April 23, 2021
    • 1 reply
    • 884 views
    • 
    • Jakyasar
    • April 23, 2021

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

    By TPApril, April 22, 2021
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • April 23, 2021

28. Schedule D

    By Pammie57, April 22, 2021
    • 1 reply
    • 644 views
    • 
    • C. B. Zeller
    • April 22, 2021

29. Schedule A, covered family members

    By SG, April 22, 2021
    • 2 replies
    • 452 views
    • 
    • SG
    • April 22, 2021

30. Plan Audit Question

    By bzorc, April 16, 2021
    • 3 replies
    • 839 views
    • 
    • Bob the Swimmer
    • April 16, 2021

31. Form 5500-sf filed one day late

    By thepensionmaven, April 1, 2021
    • 6 replies
    • 1.3k views
    • 
    • Bill Presson
    • April 1, 2021

32. Late filed 5500

    By mariemonroe, March 31, 2021
    • 6 replies
    • 1.4k views
    • 
    • EBECatty
    • April 1, 2021

33. No Form 5500 filed since inception (2004)

    By Trisports, March 24, 2021   

    • 5500
    • dfvc
    • (and 1 more)

      Tagged with:

      • 5500
      • dfvc
      • 403(b)
    • 7 replies
    • 1.1k views
    • 
    • Trisports
    • March 30, 2021

34. reporting contributions when there was a plan merger

    By Santo Gold, March 17, 2021
    • 9 replies
    • 1.3k views
    • 
    • Belgarath
    • April 12, 2021

35. 1 life non-owner plan

    By Santo Gold, March 10, 2021
    • 3 replies
    • 532 views
    • 
    • Santo Gold
    • March 17, 2021

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

    By 5500Nerd, March 9, 2021
    • 0 replies
    • 537 views
    • 
    • 5500Nerd
    • March 9, 2021

37. Question- FORM 5500 Help needed

    By nan, March 7, 2021
    • 3 replies
    • 923 views
    • 
    • thepensionmaven
    • March 9, 2021

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

    By nan, March 6, 2021
    • 4 replies
    • 547 views
    • 
    • Bob the Swimmer
    • March 9, 2021

39. 1099s Held in Austin

    By thepensionmaven, February 23, 2021
    • 1 reply
    • 515 views
    • 
    • Lois Baker
    • February 24, 2021

40. Keep getting form CP214 even though S corp was terminated. Worried about $150k penalty and /or $1500

    By JanetJ, February 23, 2021
    • 1 reply
    • 960 views
    • 
    • Mike Preston
    • February 23, 2021

41. 2019 Non-calendar 1 man 5500 SF or EZ?

    By Lou S., February 18, 2021
    • 3 replies
    • 444 views
    • 
    • Lou S.
    • February 19, 2021

42. amended 5500 - does it show on efast2?

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

43. 2019 extensions

    By pmacduff, February 8, 2021
    • 14 replies
    • 1.8k views
    • 
    • Lou S.
    • February 10, 2021

44. Final 5500 EZ

    By Benbob13, February 8, 2021
    • 9 replies
    • 1.3k views
    • 
    • Lou S.
    • February 16, 2021

45. Does anything in Form 5500 call for a second organization’s EIN?

    By Peter Gulia, February 8, 2021   

    • employer identification number; ein
    • 3 replies
    • 444 views
    • 
    • Bill Presson
    • February 8, 2021

46. Final Form 5500 - Payables/Liabilites?

    By imchipbrown, February 5, 2021
    • 2 replies
    • 746 views
    • 
    • Mike Preston
    • February 5, 2021

47. Reportable Transaction upon plan merger

    By B21, February 4, 2021
    • 0 replies
    • 392 views
    • 
    • B21
    • February 4, 2021

48. Can I file 5500-EZ for 2020 where I employ my son?

    By Jakyasar, January 28, 2021
    • 5 replies
    • 1.5k views
    • 
    • SSRRS
    • February 18, 2022

49. 1099s that brokerage won't do

    By thepensionmaven, January 27, 2021
    • 12 replies
    • 1.1k views
    • 
    • thepensionmaven
    • February 7, 2021

50. Merger Effective Date vs Transfer DAte

    By austin3515, January 27, 2021
    • 12 replies
    • 2.8k views
    • 
    • MoJo
    • January 28, 2021