Form 5500

3,277 topics in this forum

1. Large Plan and independent audit

   By Guest mparker2028, September 22, 2005
   • 12 replies
   • 3k views
   • 
   • BeckyMiller
   • September 26, 2005

2. Extension on final 5500?

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

3. Relius Web Client submission error

   By Dinosaur, June 24, 2010
   • 8 replies
   • 3k views
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   • K2retire
   • June 25, 2010

4. Welfare Plan - Never Filed Form 5500

   By MarZDoates, April 25, 2006
   • 6 replies
   • 3k views
   • 
   • Guest
   • May 23, 2006

5. Amended SAR?

   By Guest Pennysaver, August 6, 2010
   • 1 reply
   • 3k views
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   • BG5150
   • August 6, 2010

6. Controlled Groups and the new 5500

   By Guest Rudy, June 13, 2000
   • 3 replies
   • 3k views
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   • Dawn Hafner
   • June 14, 2000

7. Form 5330 Excise Tax for corrective distributions

   By 401_noob, September 7, 2017   

   • 4979
   • excise
   • 4 replies
   • 3k views
   • 
   • RatherBeGolfing
   • September 7, 2017

8. Access to copies of prior year 5500 filings

   By MarZDoates, May 28, 2008
   • 4 replies
   • 3k views
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   • Guest
   • May 30, 2008

9. Are these qualifying assets?

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

10. Form 5330 - Section 4975

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

11. Amended Form 5500

    By kocak, April 14, 2000
    • 1 reply
    • 3k views
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    • BeckyMiller
    • April 18, 2000

12. 5500 for non-erisa?

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

13. Amend 5500-ez or let sleeping dogs lie

    By Guest Savoir, September 10, 2005
    • 11 replies
    • 3k views
    • 
    • Earl
    • September 20, 2005

14. "Mega" Wrap Document - Participant Count

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

15. Participant Count

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

16. 404c compliance

    By Guest CJDwyer, August 24, 2000
    • 4 replies
    • 3k views
    • 
    • Guest
    • August 31, 2000

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

    By Guest jessica_ward@wellsfargois.com, March 19, 2007
    • 1 reply
    • 3k views
    • 
    • JanetM
    • March 19, 2007

18. Schedule H - Faulty opening balances

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

19. Requirement to file 5500 with the state

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

20. Small Plan Audit Exemption

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

21. Schedule D

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

22. Extension beyond 10/15/2000?

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

23. SAR Participant Requesting Full Annual Report-

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

24. 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

25. Form 5558

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

26. 8955-SSA IRS Notice CP283C

    By stormoj1, August 19, 2013   

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

27. 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

28. 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

29. Form 5500 for a plan with no assets

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

30. 80-120 Participant Rule

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

31. 5500 Software

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

32. Who signs the 5558?

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

33. Tax I.D. Number on 5500

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

34. Late employee contributions question

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

35. Participant Count Terminated Plan

    By sam2012, June 5, 2016   

    • 5500 count
    • 4 replies
    • 2.9k views
    • 
    • My 2 cents
    • June 6, 2016

36. Form 5500-SF - 2024. Q 14(a)

    By thepensionmaven, September 15, 2025
    • 6 replies
    • 2.9k views
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    • Paul I
    • September 19, 2025

37. Audit requirement for certain plans

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

38. Schedule H Listing of Plan Assets

    By Nancy D, September 19, 2017   

    • mutual fund
    • psa
    • 6 replies
    • 2.9k views
    • 
    • Phillip M
    • May 25, 2019

39. Audit Requirement for Multiple Employer Plan

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

40. 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

41. Tuition Reimbursement Plan

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

42. 5500sf

    By Guest Peggy806, May 24, 2010
    • 14 replies
    • 2.9k views
    • 
    • Guest
    • June 24, 2010

43. IRS Notices Reminding EZ Filers to file for 2013

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

44. EZ MP PS?

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

45. amended 5500

    By Guest geostorm, August 2, 2006
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • August 11, 2006

46. www.freeerisa.com

    By Lori Friedman, October 14, 2007
    • 2 replies
    • 2.9k views
    • 
    • Lori Friedman
    • October 14, 2007

47. Late 5500 - Form Already Filed - DFVC

    By austin3515, June 18, 2013
    • 12 replies
    • 2.9k views
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    • austin3515
    • June 4, 2017

48. Life insurance an asset?

    By R. Butler, September 7, 2000
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • September 8, 2000

49. Lost 5500's

    By Guest MEGary, March 22, 2000
    • 4 replies
    • 2.9k views
    • 
    • Earl
    • April 9, 2000

50. DOL Emailed Us About Missing 5500

    By austin3515, June 1, 2015
    • 16 replies
    • 2.9k views
    • 
    • traveler
    • July 31, 2015