Form 5500

3,290 topics in this forum

1. Form 5500 filing deadlines - terminated plan

   By Tsh94, April 23, 2021
   • 1 reply
   • 1.2k views
   • 
   • Jakyasar
   • April 23, 2021

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

   By TPApril, April 22, 2021
   • 3 replies
   • 1.7k views
   • 
   • Peter Gulia
   • April 23, 2021

3. Schedule D

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

4. Schedule A, covered family members

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

5. Plan Audit Question

   By bzorc, April 16, 2021
   • 3 replies
   • 1.3k views
   • 
   • Bob the Swimmer
   • April 16, 2021

6. reporting contributions when there was a plan merger

   By Santo Gold, March 17, 2021
   • 9 replies
   • 1.9k views
   • 
   • Belgarath
   • April 12, 2021

7. Late filed 5500

   By mariemonroe, March 31, 2021
   • 6 replies
   • 2.2k views
   • 
   • EBECatty
   • April 1, 2021

8. Form 5500-sf filed one day late

   By thepensionmaven, April 1, 2021
   • 6 replies
   • 2k views
   • 
   • Bill Presson
   • April 1, 2021

9. 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
   • 1.8k views
   • 
   • Trisports
   • March 30, 2021

10. IRS letter late filing

    By pmacduff, August 6, 2020
    • 23 replies
    • 9.1k views
    • 
    • RatherBeGolfing
    • March 29, 2021

11. 1 life non-owner plan

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

12. Question- FORM 5500 Help needed

    By nan, March 7, 2021
    • 3 replies
    • 1.5k views
    • 
    • thepensionmaven
    • March 9, 2021

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

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

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

    By nan, March 6, 2021
    • 4 replies
    • 1k views
    • 
    • Bob the Swimmer
    • March 9, 2021

15. 1099s Held in Austin

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

16. form 5500 EZ, first and final return for the plan

    By Benbob13, August 27, 2018
    • 7 replies
    • 3k views
    • 
    • Bri
    • February 23, 2021

17. 5500 Penalties due to in accurate data

    By TPApril, April 13, 2015
    • 4 replies
    • 5.5k views
    • 
    • RatherBeGolfing
    • February 23, 2021

18. Deadline for amending 5500s

    By Guest KennyH, June 20, 2013
    • 11 replies
    • 7k views
    • 
    • JanetJ
    • February 23, 2021

19. IRS Letter regarding filing 5500 EZ or 5500 SF

    By Pam S., December 15, 2020
    • 3 replies
    • 1.7k views
    • 
    • JanetJ
    • February 23, 2021

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

    By JanetJ, February 23, 2021
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • February 23, 2021

21. 2019 Non-calendar 1 man 5500 SF or EZ?

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

22. Owners active, former EE has account: 1 partic plan?

    By BG5150, September 2, 2020
    • 4 replies
    • 1.1k views
    • 
    • JustMe
    • February 18, 2021

23. amended 5500 - does it show on efast2?

    By TPApril, February 12, 2021
    • 8 replies
    • 3.8k views
    • 
    • chc93
    • February 18, 2021

24. Final 5500 EZ

    By Benbob13, February 8, 2021
    • 9 replies
    • 2.1k views
    • 
    • Lou S.
    • February 16, 2021

25. 2019 extensions

    By pmacduff, February 8, 2021
    • 14 replies
    • 2.6k views
    • 
    • Lou S.
    • February 10, 2021

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

    By Peter Gulia, February 8, 2021   

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

27. 1099s that brokerage won't do

    By thepensionmaven, January 27, 2021
    • 12 replies
    • 2.2k views
    • 
    • thepensionmaven
    • February 7, 2021

28. Final Form 5500 - Payables/Liabilites?

    By imchipbrown, February 5, 2021
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 5, 2021

29. Reportable Transaction upon plan merger

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

30. Merger Effective Date vs Transfer DAte

    By austin3515, January 27, 2021
    • 12 replies
    • 4.1k views
    • 
    • MoJo
    • January 28, 2021

31. Form 8955-SSA issue with IRS

    By ESOP Guy, January 26, 2021
    • 4 replies
    • 941 views
    • 
    • RatherBeGolfing
    • January 27, 2021

32. FT William, Error Message

    By austin3515, January 22, 2021
    • 4 replies
    • 1k views
    • 
    • austin3515
    • January 23, 2021

33. DOL rejecting 2-person SF's?

    By BG5150, January 22, 2021
    • 2 replies
    • 898 views
    • 
    • Soundbc1
    • January 22, 2021

34. Record DFVCP Filing

    By MarZDoates, January 4, 2021
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 19, 2021

35. Form 945 for 2020

    By thepensionmaven, January 13, 2021
    • 5 replies
    • 1.7k views
    • 
    • ESOPMomma
    • January 14, 2021

36. Delinquent Form 8955-SSA

    By mming, January 7, 2021
    • 5 replies
    • 2k views
    • 
    • mming
    • January 12, 2021

37. Final Year of Plan

    By thepensionmaven, December 29, 2020
    • 17 replies
    • 3.9k views
    • 
    • chc93
    • January 8, 2021

38. 2020 Form 5500-SF -- No Longer Owner-Only Plan

    By mwyatt, January 5, 2021
    • 1 reply
    • 1.2k views
    • 
    • C. B. Zeller
    • January 5, 2021

39. Incorrect Payor on Sched R many years

    By BG5150, December 31, 2020
    • 1 reply
    • 978 views
    • 
    • Bird
    • January 4, 2021

40. Form 8955-SSA

    By nancy, December 22, 2020   

    • 8955-ssa
    • 1 reply
    • 1.1k views
    • 
    • mming
    • December 22, 2020

41. Wrong plan name, sponsor name and form??

    By kmhaab, December 16, 2020
    • 0 replies
    • 968 views
    • 
    • kmhaab
    • December 16, 2020

42. Delinquent 5500 EZ - Excess Contribution

    By jmartin, December 9, 2020
    • 3 replies
    • 1k views
    • 
    • C. B. Zeller
    • December 11, 2020

43. Failure To File Extension

    By Lucky32, December 2, 2020
    • 8 replies
    • 1.7k views
    • 
    • acm_acm
    • December 3, 2020

44. Typo on Participant Count

    By EPCRSGuru, November 10, 2020
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • November 11, 2020

45. IRS letter

    By SSRRS, November 6, 2020
    • 1 reply
    • 773 views
    • 
    • SSRRS
    • November 9, 2020

46. 5500 w/ No Audit Report

    By austin3515, October 14, 2020
    • 12 replies
    • 7.5k views
    • 
    • Luke Bailey
    • October 16, 2020

47. Wrong EIN on Form 5500-SF

    By thepensionmaven, October 2, 2020
    • 6 replies
    • 3.4k views
    • 
    • thepensionmaven
    • October 15, 2020

48. Who gets the SAR?

    By BG5150, October 13, 2020
    • 10 replies
    • 2.7k views
    • 
    • Bill Presson
    • October 15, 2020

49. No Phone # on 5500-SF

    By BG5150, October 13, 2020
    • 8 replies
    • 1.7k views
    • 
    • Peter Gulia
    • October 14, 2020

50. Form 5500SF and Code 4R

    By pjr@frdayton.com, October 12, 2020
    • 1 reply
    • 1.5k views
    • 
    • FORMER ESQ.
    • October 12, 2020