Form 5500

3,272 topics in this forum

1. 5500-EZ

   By Guest Angela B, July 15, 2009
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • July 16, 2009

2. 5500-ez

   By PFranckowiak, May 7, 2013
   • 4 replies
   • 1.8k views
   • 
   • PFranckowiak
   • May 7, 2013

3. 5500-EZ

   By jkdoll2, May 21, 2009
   • 1 reply
   • 941 views
   • 
   • Belgarath
   • May 21, 2009

4. 5500-EZ

   By Guest widget75, March 31, 2010
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • March 31, 2010

5. 5500-ez

   By abanky, March 6, 2003
   • 1 reply
   • 1k views
   • 
   • Blinky the 3-eyed Fish
   • March 6, 2003

6. 5500-EZ

   By Belgarath, May 11, 2010
   • 2 replies
   • 1k views
   • 
   • Belgarath
   • May 12, 2010

7. 5500-EZ

   By J Simmons, May 5, 2008
   • 1 reply
   • 1.2k views
   • 
   • Belgarath
   • May 5, 2008

8. 5500-EZ - failure to file

   By k man, June 14, 2002
   • 3 replies
   • 1.7k views
   • 
   • jpod
   • June 17, 2002

9. 5500-EZ (Cash or Accrual)

   By Buffys Redrum, July 12, 2010
   • 1 reply
   • 1.8k views
   • 
   • Bird
   • July 12, 2010

10. 5500-EZ $100,00 threshold

    By BG5150, September 20, 2006
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • September 20, 2006

11. 5500-EZ and Collectibles

    By KateSmithPA, September 26, 2012
    • 2 replies
    • 1k views
    • 
    • masteff
    • September 26, 2012

12. 5500-EZ And Schedule A

    By abanky, April 23, 2002
    • 2 replies
    • 1.4k views
    • 
    • abanky
    • April 23, 2002

13. 5500-EZ and Schedule SB Timing

    By Dougsbpc, August 7, 2013
    • 4 replies
    • 2.6k views
    • 
    • Bri
    • August 29, 2019

14. 5500-EZ DFVC - 1 or 2 mailings?

    By TPApril, July 2, 2024
    • 2 replies
    • 468 views
    • 
    • TPApril
    • July 2, 2024

15. 5500-EZ Electornically Filed - earlier this year - new E-mail after 7/31 filing

    By Lou S., August 25, 2021
    • 8 replies
    • 1.2k views
    • 
    • BG5150
    • August 27, 2021

16. 5500-EZ Eligible After 5500-SF

    By Dougsbpc, October 11, 2013
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • October 14, 2013

17. 5500-EZ filing confirmation

    By Tom, May 8, 2023
    • 1 reply
    • 459 views
    • 
    • RatherBeGolfing
    • May 8, 2023

18. 5500-EZ for 2022 not extended

    By Tom, September 12, 2023
    • 4 replies
    • 769 views
    • 
    • Lou S.
    • September 14, 2023

19. 5500-EZ for Affiliated Service Group member - Minimum to file

    By TPApril, December 30, 2016
    • 6 replies
    • 1.7k views
    • 
    • TPApril
    • January 12, 2017

20. 5500-EZ for owner and an excluded employee

    By thepensionmaven, March 12, 2018
    • 6 replies
    • 1.1k views
    • 
    • BG5150
    • March 14, 2018

21. 5500-EZ initial year filing

    By thepensionmaven, August 22, 2017   

    • initial 5500-ez
    • 2 replies
    • 667 views
    • 
    • RatherBeGolfing
    • August 22, 2017

22. 5500-EZ late filing

    By Just Tri, April 20, 2023
    • 1 reply
    • 504 views
    • 
    • Help_5500EZ_150K
    • October 19, 2023

23. 5500-EZ Line 10(i)1

    By emmetttrudy, October 12, 2009
    • 2 replies
    • 1.2k views
    • 
    • emmetttrudy
    • October 16, 2009

24. 5500-EZ line 10g - "net income received by the plan for the year&

    By Dave Baker, July 10, 2001
    • 5 replies
    • 1.9k views
    • 
    • Earl
    • September 1, 2004

25. 5500-EZ Line 8 for Individual 401(k)

    By Guest lzk, July 13, 2010
    • 6 replies
    • 3.9k views
    • 
    • Bird
    • September 14, 2010

26. 5500-EZ lines 10b and 11b

    By Guest Noidy, October 1, 2005
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • October 1, 2005

27. 5500-EZ mailed in late, penalized, can amend?

    By TPApril, November 17, 2018
    • 4 replies
    • 903 views
    • 
    • chc93
    • December 6, 2018

28. 5500-EZ or 5500-SF online

    By jsmith1985, October 15, 2014
    • 4 replies
    • 1.9k views
    • 
    • chc93
    • October 16, 2014

29. 5500-EZ or SF

    By John Feldt ERPA CPC QPA, November 30, 2018
    • 4 replies
    • 939 views
    • 
    • ERISAAPPLE
    • December 1, 2018

30. 5500-EZ Penalty Relief Program - Reasonable Cause

    By TPApril, May 31, 2019
    • 25 replies
    • 6k views
    • 
    • VCH
    • September 11, 2021

31. 5500-EZ Penalty Relief Program - taking it back

    By TPApril, June 27, 2019
    • 1 reply
    • 514 views
    • 
    • RatherBeGolfing
    • June 28, 2019

32. 5500-EZ Single Member LLC & Sole Prop

    By Dennis Povloski, March 13, 2018
    • 8 replies
    • 2k views
    • 
    • Larry Starr
    • March 19, 2018

33. 5500-EZ to 5500-SF

    By thepensionmaven, October 13, 2013
    • 1 reply
    • 1.3k views
    • 
    • Flyboyjohn
    • October 13, 2013

34. 5500-EZ to EBSA?

    By Jim Chad, August 31, 2009
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • September 1, 2009

35. 5500-Form 5558 statistics

    By Guest LVanSteeter, January 14, 2003
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • January 14, 2003

36. 5500-SF

    By thepensionmaven, July 22, 2016
    • 12 replies
    • 2k views
    • 
    • ETA Consulting LLC
    • August 1, 2016

37. 5500-sf

    By Insurnacegirl555, April 4, 2022
    • 1 reply
    • 520 views
    • 
    • Dare Johnson
    • April 5, 2022

38. 5500-SF Part V, Line 10E Insurance Companies

    By Guest toddsander, July 19, 2010
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • July 21, 2011

39. 5500-SF - #9a (Plan Characteristics)

    By Guest KristenE, June 14, 2013   

    • Pension Feature Codes
    • 12 replies
    • 3.8k views
    • 
    • Guest
    • June 19, 2013

40. 5500-SF - can I manually mark 5558 box

    By LMK TPA, July 8, 2024
    • 5 replies
    • 1.3k views
    • 
    • LMK TPA
    • July 10, 2024

41. 5500-SF (with loans from 2008)

    By PainPA, August 19, 2010
    • 3 replies
    • 1k views
    • 
    • PainPA
    • August 19, 2010

42. 5500-SF & Sch MEP for 2024

    By doombuggy, June 23
    • 2 replies
    • 730 views
    • 
    • doombuggy
    • June 24

43. 5500-SF 10g Deemed Distributions

    By Catch22PGM, July 17, 2024   

    • loans
    • deemed loan
    • (and 2 more)

      Tagged with:

      • loans
      • deemed loan
      • 5500sf
      • 5500-sf
    • 3 replies
    • 1.6k views
    • 
    • Kattdogg12
    • August 7, 2024

44. 5500-SF 9a (Plan Characteristic) Code 2D

    By OrderOfOps, September 3
    • 2 replies
    • 2.6k views
    • 
    • OrderOfOps
    • September 3

45. 5500-SF allowed if plan participates in 103-12 IE

    By tymesup, July 26, 2019
    • 0 replies
    • 522 views
    • 
    • tymesup
    • July 26, 2019

46. 5500-SF and insurance

    By ratherbereading, September 23, 2015
    • 2 replies
    • 1.2k views
    • 
    • ratherbereading
    • September 24, 2015

47. 5500-SF last yr (as owner+employee), but now owner only w/assets < 250K - file EZ?

    By TPApril, October 15
    • 5 replies
    • 422 views
    • 
    • Lou S.
    • October 15

48. 5500-SF line 10e

    By Belgarath, March 6, 2013
    • 2 replies
    • 2.8k views
    • 
    • Bird
    • March 6, 2013

49. 5500-SF line 10f benefits due

    By Guest AP914, August 1, 2013
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 1, 2013

50. 5500-SF Line 8e certain deemed distributions

    By Guest AP914, May 14, 2015
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • May 14, 2015