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Form 5500

3,290 topics in this forum

  1. Form 5500 filing deadlines - terminated plan

    By Tsh94,
    • 1 reply
    • 1.3k views

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

    By TPApril,
    • 3 replies
    • 1.8k views

  3. Schedule D

    By Pammie57,
    • 1 reply
    • 1.1k views

  4. Schedule A, covered family members

    By SG,
    • 2 replies
    • 852 views
    • SG
    • SG

  5. Plan Audit Question

    By bzorc,
    • 3 replies
    • 1.3k views

  6. reporting contributions when there was a plan merger

    By Santo Gold,
    • 9 replies
    • 2k views

  7. Late filed 5500

    By mariemonroe,
    • 6 replies
    • 2.3k views

  8. Form 5500-sf filed one day late

    By thepensionmaven,
    • 6 replies
    • 2.1k views

  9. No Form 5500 filed since inception (2004)

    By Trisports,   
    • 7 replies
    • 1.9k views

  10. IRS letter late filing

    By pmacduff,
    • 23 replies
    • 9.2k views

  11. 1 life non-owner plan

    By Santo Gold,
    • 3 replies
    • 979 views

  12. Question- FORM 5500 Help needed

    By nan,
    • 3 replies
    • 1.5k views

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

    By 5500Nerd,
    • 0 replies
    • 858 views

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

    By nan,
    • 4 replies
    • 1.1k views

  15. 1099s Held in Austin

    By thepensionmaven,
    • 1 reply
    • 937 views

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

    By Benbob13,
    • 7 replies
    • 3.1k views
    • Bri
    • Bri

  17. 5500 Penalties due to in accurate data

    By TPApril,
    • 4 replies
    • 5.6k views

  18. Deadline for amending 5500s

    By Guest KennyH,
    • 11 replies
    • 7.1k views

  19. IRS Letter regarding filing 5500 EZ or 5500 SF

    By Pam S.,
    • 3 replies
    • 1.8k views

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

    By JanetJ,
    • 1 reply
    • 1.3k views

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

    By Lou S.,
    • 3 replies
    • 855 views

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

    By BG5150,
    • 4 replies
    • 1.1k views

  23. amended 5500 - does it show on efast2?

    By TPApril,
    • 8 replies
    • 3.9k views

  24. Final 5500 EZ

    By Benbob13,
    • 9 replies
    • 2.3k views

  25. 2019 extensions

    By pmacduff,
    • 14 replies
    • 2.7k views

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

    By Peter Gulia,   
    • 3 replies
    • 1k views

  27. 1099s that brokerage won't do

    By thepensionmaven,
    • 12 replies
    • 2.3k views

  28. Final Form 5500 - Payables/Liabilites?

    By imchipbrown,
    • 2 replies
    • 1.2k views

  29. Reportable Transaction upon plan merger

    By B21,
    • 0 replies
    • 674 views
    • B21
    • B21

  30. Merger Effective Date vs Transfer DAte

    By austin3515,
    • 12 replies
    • 4.2k views

  31. Form 8955-SSA issue with IRS

    By ESOP Guy,
    • 4 replies
    • 975 views

  32. FT William, Error Message

    By austin3515,
    • 4 replies
    • 1.1k views

  33. DOL rejecting 2-person SF's?

    By BG5150,
    • 2 replies
    • 944 views

  34. Record DFVCP Filing

    By MarZDoates,
    • 4 replies
    • 1.4k views

  35. Form 945 for 2020

    By thepensionmaven,
    • 5 replies
    • 1.8k views

  36. Delinquent Form 8955-SSA

    By mming,
    • 5 replies
    • 2.1k views

  37. Final Year of Plan

    By thepensionmaven,
    • 17 replies
    • 4k views

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

    By mwyatt,
    • 1 reply
    • 1.3k views

  39. Incorrect Payor on Sched R many years

    By BG5150,
    • 1 reply
    • 1k views

  40. Form 8955-SSA

    By nancy,   
    • 1 reply
    • 1.1k views

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

    By kmhaab,
    • 0 replies
    • 1k views

  42. Delinquent 5500 EZ - Excess Contribution

    By jmartin,
    • 3 replies
    • 1.1k views

  43. Failure To File Extension

    By Lucky32,
    • 8 replies
    • 1.8k views

  44. Typo on Participant Count

    By EPCRSGuru,
    • 2 replies
    • 1.4k views

  45. IRS letter

    By SSRRS,
    • 1 reply
    • 829 views

  46. 5500 w/ No Audit Report

    By austin3515,
    • 12 replies
    • 7.7k views

  47. Wrong EIN on Form 5500-SF

    By thepensionmaven,
    • 6 replies
    • 3.6k views

  48. Who gets the SAR?

    By BG5150,
    • 10 replies
    • 2.8k views

  49. No Phone # on 5500-SF

    By BG5150,
    • 8 replies
    • 1.8k views

  50. Form 5500SF and Code 4R

    By pjr@frdayton.com,
    • 1 reply
    • 1.6k views
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