Form 5500

3,272 topics in this forum

1. Extension on final 5500?

   By Guest dmcmanus, August 15, 2005
   • 5 replies
   • 3k views
   • 
   • No Name
   • August 16, 2005

2. Are these qualifying assets?

   By Guest MeToo, January 11, 2003
   • 11 replies
   • 3k views
   • 
   • Guest
   • January 16, 2003

3. Form 5330 - Section 4975

   By TPAVP, June 20, 2002
   • 2 replies
   • 3k views
   • 
   • R. Butler
   • June 21, 2002

4. "Mega" Wrap Document - Participant Count

   By Christine Roberts, July 12, 2005
   • 2 replies
   • 3k views
   • 
   • E as in ERISA
   • July 13, 2005

5. efast2 not showing filing

   By TPApril, August 1, 2011
   • 5 replies
   • 3k views
   • 
   • Dinosaur
   • August 9, 2011

6. Participant Count

   By Guest DTrom, March 16, 2005
   • 9 replies
   • 3k views
   • 
   • Guest
   • March 18, 2005

7. 5500 for non-erisa?

   By Guest rjorge3, December 8, 2008
   • 3 replies
   • 2.9k views
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   • Guest
   • December 8, 2008

8. Amended Form 5500

   By kocak, April 14, 2000
   • 1 reply
   • 2.9k views
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   • BeckyMiller
   • April 18, 2000

9. Should a 5500 be filed for voluntary vision plan?

   By Guest jessica_ward@wellsfargois.com, March 19, 2007
   • 1 reply
   • 2.9k views
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   • JanetM
   • March 19, 2007

10. 404c compliance

    By Guest CJDwyer, August 24, 2000
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • August 31, 2000

11. Access to copies of prior year 5500 filings

    By MarZDoates, May 28, 2008
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • May 30, 2008

12. Form 5330 Excise Tax for corrective distributions

    By 401_noob, September 7, 2017   

    • 4979
    • excise
    • 4 replies
    • 2.9k views
    • 
    • RatherBeGolfing
    • September 7, 2017

13. Amend 5500-ez or let sleeping dogs lie

    By Guest Savoir, September 10, 2005
    • 11 replies
    • 2.9k views
    • 
    • Earl
    • September 20, 2005

14. Small Plan Audit Exemption

    By Guest Giovanni, May 24, 2002
    • 9 replies
    • 2.9k views
    • 
    • Lynn Campbell
    • May 30, 2002

15. Extension beyond 10/15/2000?

    By AndyH, August 22, 2000
    • 15 replies
    • 2.9k views
    • 
    • Guest
    • September 12, 2000

16. Schedule H - Faulty opening balances

    By Lori Friedman, September 21, 2005
    • 6 replies
    • 2.9k views
    • 
    • TPApril
    • September 16, 2015

17. Schedule D

    By Guest RS Vatalaro, April 25, 2000
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • May 3, 2000

18. Form 5558

    By DPSRich, June 23, 2010
    • 8 replies
    • 2.9k views
    • 
    • My 2 cents
    • August 30, 2010

19. Requirement to file 5500 with the state

    By PAL, May 20, 2010
    • 5 replies
    • 2.9k views
    • 
    • david rigby
    • May 21, 2010

20. Schedule C negative direct compensation to recordkeeper

    By WCC, October 7, 2019
    • 8 replies
    • 2.9k views
    • 
    • Elizabeth G
    • October 11, 2019

21. Form 5500 for a plan with no assets

    By Guest sdolce, July 2, 2001
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • July 3, 2001

22. 8955-SSA IRS Notice CP283C

    By stormoj1, August 19, 2013   

    • 8955-ssa
    • CP283C
    • 9 replies
    • 2.9k views
    • 
    • Andy the Actuary
    • October 28, 2013

23. Fair value reporting for investment contracts with insurance companies

    By Dave Baker, February 8, 2000
    • 0 replies
    • 2.9k views
    • 
    • Dave Baker
    • February 8, 2000

24. Audit Required? - Control Group - 2 separate 401(k)plan documents

    By Guest Don J. Smith, August 1, 2000
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • August 1, 2000

25. SAR Participant Requesting Full Annual Report-

    By KJohnson, July 24, 2003
    • 5 replies
    • 2.9k views
    • 
    • JohnCheek
    • July 26, 2003

26. Schedule C, line 2d - who is a party-in-interest?

    By Guest LAnderson, August 23, 2005
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • August 26, 2005

27. 80-120 Participant Rule

    By Christine Roberts, April 7, 2000
    • 3 replies
    • 2.9k views
    • 
    • SLuskin
    • April 7, 2000

28. Late employee contributions question

    By Guest LVanSteeter, August 18, 2005
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • October 19, 2005

29. Who signs the 5558?

    By Guest joeyb, July 15, 2002
    • 12 replies
    • 2.9k views
    • 
    • Ron Snyder
    • July 22, 2002

30. 5500 Software

    By SLuskin, January 11, 2006
    • 6 replies
    • 2.9k views
    • 
    • Earl
    • January 21, 2006

31. Tax I.D. Number on 5500

    By KateSmithPA, March 12, 2002
    • 3 replies
    • 2.9k views
    • 
    • bdeancpa
    • March 23, 2002

32. Late deposits - Schedule I attachment 4a - VFCP: Whats required to file?

    By Guest chris4013, April 28, 2005
    • 6 replies
    • 2.9k views
    • 
    • TBob
    • June 1, 2005

33. Audit Requirement for Multiple Employer Plan

    By Guest CSTS, November 16, 2004
    • 6 replies
    • 2.9k views
    • 
    • Ron Snyder
    • November 26, 2004

34. Tuition Reimbursement Plan

    By Guest nlmc18, January 27, 2005
    • 3 replies
    • 2.9k views
    • 
    • Lori Friedman
    • February 2, 2005

35. IRS Notices Reminding EZ Filers to file for 2013

    By austin3515, November 12, 2013
    • 8 replies
    • 2.9k views
    • 
    • goldtpa
    • November 17, 2013

36. Audit requirement for certain plans

    By Guest Mike Melnick, July 7, 2000
    • 5 replies
    • 2.9k views
    • 
    • JohnCheek
    • May 24, 2002

37. EZ MP PS?

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

38. Audit Count - Participants with balances

    By austin3515, April 3, 2024
    • 11 replies
    • 2.9k views
    • 
    • Gilmore
    • April 5, 2024

39. 5500sf

    By Guest Peggy806, May 24, 2010
    • 14 replies
    • 2.8k views
    • 
    • Guest
    • June 24, 2010

40. Late 5500 - Form Already Filed - DFVC

    By austin3515, June 18, 2013
    • 12 replies
    • 2.8k views
    • 
    • austin3515
    • June 4, 2017

41. amended 5500

    By Guest geostorm, August 2, 2006
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • August 11, 2006

42. www.freeerisa.com

    By Lori Friedman, October 14, 2007
    • 2 replies
    • 2.8k views
    • 
    • Lori Friedman
    • October 14, 2007

43. Life insurance an asset?

    By R. Butler, September 7, 2000
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • September 8, 2000

44. Relius Form 5500

    By Lori Friedman, September 20, 2006
    • 5 replies
    • 2.8k views
    • 
    • Tom Poje
    • October 27, 2014

45. Lost 5500's

    By Guest MEGary, March 22, 2000
    • 4 replies
    • 2.8k views
    • 
    • Earl
    • April 9, 2000

46. Schedule H Listing of Plan Assets

    By Nancy D, September 19, 2017   

    • mutual fund
    • psa
    • 6 replies
    • 2.8k views
    • 
    • Phillip M
    • May 25, 2019

47. 5500 and Multiple Employer Plan

    By Guest Amy Harle, July 16, 2001
    • 4 replies
    • 2.8k views
    • 
    • PMC
    • September 5, 2001

48. Is the SAR distribution date extended?

    By Guest, July 25, 2000
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • August 10, 2000

49. Participant Count Terminated Plan

    By sam2012, June 5, 2016   

    • 5500 count
    • 4 replies
    • 2.8k views
    • 
    • My 2 cents
    • June 6, 2016

50. Plan name changed -- when to report?

    By Guest Jensen, June 13, 2007
    • 3 replies
    • 2.8k views
    • 
    • J Simmons
    • June 13, 2007