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Form 5500

3,281 topics in this forum

  1. 5500 filing - cash vs accrual

    By Jakyasar,
    • 13 replies
    • 2.6k views

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

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

  3. Filing due on the business day after

    By thepensionmaven,
    • 2 replies
    • 820 views

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

    By K-t-F,
    • 4 replies
    • 1.2k views

  5. Schedule A

    By SSRRS,
    • 9 replies
    • 1.3k views

  6. 5500EZ

    By AmyETPA,
    • 2 replies
    • 859 views

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

    By DPL,
    • 5 replies
    • 790 views

  8. Final 5500-EZ and numbers for section 5

    By Sen,
    • 4 replies
    • 958 views

  9. Digital signature

    By Santo Gold,
    • 1 reply
    • 1.9k views

  10. Final 5500 return - late for filing 5558

    By Jakyasar,
    • 10 replies
    • 1.8k views

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

    By BTG,
    • 12 replies
    • 1.4k views

  12. Unique PCORI Fee Question

    By 5500Nerd,
    • 0 replies
    • 563 views

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

    By TPApril,
    • 0 replies
    • 591 views

  14. 5500 Reporting for Synthetic GICs

    By austin3515,
    • 0 replies
    • 794 views

  15. Schedule A and "back" commissions

    By Sara Hotvedt,
    • 3 replies
    • 1.7k views

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

    By BG5150,
    • 4 replies
    • 1.3k views

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

    By Trisports,   
    • 5 replies
    • 935 views

  18. Unfiling Final 5500?

    By BTG,
    • 5 replies
    • 1.3k views

  19. Participant count for a new plan on 5500 form

    By Jakyasar,
    • 8 replies
    • 1.4k views

  20. 5500 - Filing question

    By Ahuntingus,
    • 4 replies
    • 1.1k views

  21. Form 5500-EZ with 2 Total Participants?

    By Vlad401k,
    • 3 replies
    • 1.1k views

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

    By Renee H,
    • 2 replies
    • 772 views

  23. 5500 EZ Ft. William

    By coleboy,
    • 7 replies
    • 1k views

  24. date required on Form 5558

    By thepensionmaven,
    • 1 reply
    • 582 views

  25. 2021 PBGC Forms

    By ConnieStorer,
    • 2 replies
    • 545 views

  26. Returned Distribution

    By AmyETPA,
    • 1 reply
    • 452 views

  27. Wrap plan 5500's

    By Belgarath,
    • 2 replies
    • 913 views

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

    By Trisports,
    • 2 replies
    • 1k views

  29. Failure to File Form 5500- Asset Sale

    By SaraJames,
    • 1 reply
    • 875 views

  30. Form 5500 filing deadlines - terminated plan

    By Tsh94,
    • 1 reply
    • 892 views

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

    By TPApril,
    • 3 replies
    • 1.1k views

  32. Schedule D

    By Pammie57,
    • 1 reply
    • 657 views

  33. Schedule A, covered family members

    By SG,
    • 2 replies
    • 466 views
    • SG
    • SG

  34. Plan Audit Question

    By bzorc,
    • 3 replies
    • 847 views

  35. Form 5500-sf filed one day late

    By thepensionmaven,
    • 6 replies
    • 1.3k views

  36. Late filed 5500

    By mariemonroe,
    • 6 replies
    • 1.4k views

  37. No Form 5500 filed since inception (2004)

    By Trisports,   
    • 7 replies
    • 1.1k views

  38. reporting contributions when there was a plan merger

    By Santo Gold,
    • 9 replies
    • 1.3k views

  39. 1 life non-owner plan

    By Santo Gold,
    • 3 replies
    • 542 views

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

    By 5500Nerd,
    • 0 replies
    • 545 views

  41. Question- FORM 5500 Help needed

    By nan,
    • 3 replies
    • 934 views

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

    By nan,
    • 4 replies
    • 568 views

  43. 1099s Held in Austin

    By thepensionmaven,
    • 1 reply
    • 523 views

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

    By JanetJ,
    • 1 reply
    • 979 views

  45. 2019 Non-calendar 1 man 5500 SF or EZ?

    By Lou S.,
    • 3 replies
    • 454 views

  46. amended 5500 - does it show on efast2?

    By TPApril,
    • 8 replies
    • 2k views

  47. 2019 extensions

    By pmacduff,
    • 14 replies
    • 1.9k views

  48. Final 5500 EZ

    By Benbob13,
    • 9 replies
    • 1.3k views

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

    By Peter Gulia,   
    • 3 replies
    • 476 views

  50. Final Form 5500 - Payables/Liabilites?

    By imchipbrown,
    • 2 replies
    • 754 views
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