Form 5500

3,277 topics in this forum

1. Two Plans Merge - Schedule A

   By austin3515, July 7, 2011
   • 7 replies
   • 1.2k views
   • 
   • GMK
   • July 12, 2011

2. Participant

   By Guest moltengater, August 24, 2006
   • 7 replies
   • 2k views
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   • Bird
   • August 28, 2006

3. Tax Forms Needed If Assets Are $0 At EOY?

   By mming, April 26, 2008
   • 7 replies
   • 2.6k views
   • 
   • JanetM
   • April 28, 2008

4. Form 8955-SSA

   By Guest ERISAphile, January 12, 2012
   • 7 replies
   • 2.7k views
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   • Guest
   • January 12, 2012

5. money purchase plan and 1st 5500

   By JKW, October 6, 2015
   • 7 replies
   • 980 views
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   • ESOP Guy
   • October 6, 2015

6. non-eligible plan asset of no value

   By Effen, September 27, 2010
   • 7 replies
   • 1.4k views
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   • Ron Snyder
   • September 28, 2010

7. 5500 due date

   By cdavis25, September 13, 2012
   • 7 replies
   • 2.3k views
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   • BG5150
   • September 25, 2012

8. Faxed signature

   By Guest RONNIE WASEL, October 14, 2003
   • 7 replies
   • 2.4k views
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   • Blinky the 3-eyed Fish
   • October 15, 2003

9. 5500 Signed by client's CPA

   By Belgarath, December 2, 2015
   • 7 replies
   • 2.3k views
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   • SSSCCH
   • February 2, 2016

10. Mistakenly Filed a Form 5558

    By soosil, January 10, 2017
    • 7 replies
    • 1.2k views
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    • Mike Preston
    • January 10, 2017

11. Are filed 5500 forms public information that anyone can obtain ?

    By Guest Moe Howard2, September 30, 2004
    • 7 replies
    • 17.6k views
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    • Lame Duck
    • October 1, 2004

12. SAR for a Plan Merged In?

    By austin3515, November 1, 2012
    • 7 replies
    • 4.9k views
    • 
    • chc93
    • November 2, 2012

13. DOL 5500 Notices

    By Dawn Hafner, April 25, 2001
    • 7 replies
    • 3.3k views
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    • Guest
    • May 3, 2001

14. Late Forms 5500 filed not using Delinquent Filer Program

    By TPA Bob, April 23, 2020   

    • form 5500
    • delinquent filer program
    • 7 replies
    • 1.6k views
    • 
    • Mike Preston
    • June 30, 2020

15. Bond for non-qualfying assets--capped at $500k?

    By BG5150, January 11, 2022
    • 7 replies
    • 1k views
    • 
    • Belgarath
    • January 12, 2022

16. ADP refunds - reporting on 5500

    By pmacduff, July 6, 2004
    • 7 replies
    • 4.1k views
    • 
    • Tom Poje
    • July 21, 2004

17. Bizarro 5500 question from client

    By Santo Gold, September 14, 2024
    • 7 replies
    • 1.1k views
    • 
    • austin3515
    • September 18, 2024

18. Submitting a 5500 with no Credentials

    By austin3515, July 15, 2011
    • 7 replies
    • 1.4k views
    • 
    • austin3515
    • July 18, 2011

19. DFVC still available?

    By clangeland, October 25, 2010
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • November 2, 2010

20. 5500 Reporting when plan contract year changes

    By Guest dragonflier, June 14, 2004
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • June 15, 2004

21. Forgot to file an extension for form 5530

    By Guest revier, September 10, 2004
    • 7 replies
    • 2.7k views
    • 
    • WDIK
    • September 13, 2004

22. Large Plan Audits

    By Guest m.n.ouellette, February 9, 2005
    • 7 replies
    • 2k views
    • 
    • Guest
    • February 10, 2005

23. Illiquid assets and Fidelity Bond

    By Guest turkeyhunter, May 11, 2010
    • 7 replies
    • 1.3k views
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    • Guest
    • May 13, 2010

24. 2002 5500 EZ instructions

    By Belgarath, January 22, 2003
    • 7 replies
    • 1.4k views
    • 
    • Dave Baker
    • January 31, 2003

25. Audit Requirements

    By Guest lforesz, May 17, 2001
    • 7 replies
    • 2.6k views
    • 
    • John A
    • August 20, 2001

26. Schedule C with or without Schedule H

    By Guest anagpal, June 9, 2005
    • 7 replies
    • 2.2k views
    • 
    • JanetM
    • June 10, 2005

27. 10 Digit EIN#

    By BeanCounterBlues, July 21, 2016
    • 7 replies
    • 5.5k views
    • 
    • Mike Preston
    • July 21, 2016

28. final 8955-SSA

    By Chippy, January 17, 2014
    • 7 replies
    • 2.1k views
    • 
    • BG5150
    • July 16, 2014

29. Audit Report not ready at time of E-filing

    By asteve46, August 31, 2010
    • 7 replies
    • 2.5k views
    • 
    • BG5150
    • September 2, 2010

30. When is CPA audit displayed on EFAST

    By Sully, October 19, 2022
    • 7 replies
    • 1.1k views
    • 
    • Sully
    • October 27, 2022

31. Large Plan or Small Plan?

    By Guest Amy Harle, July 29, 2002
    • 7 replies
    • 3k views
    • 
    • JohnCheek
    • July 30, 2002

32. Authorization to Sign 5500 for Plan Sponsor

    By Below Ground, September 19, 2023
    • 7 replies
    • 1.2k views
    • 
    • Peter Gulia
    • September 20, 2023

33. Sch. SSA

    By FJR, July 25, 2003
    • 7 replies
    • 1.8k views
    • 
    • jquazza
    • March 18, 2004

34. Fidelity Bond Increases

    By austin3515, July 2, 2019
    • 7 replies
    • 2k views
    • 
    • austin3515
    • July 2, 2019

35. 5500 EZ Ft. William

    By coleboy, May 19, 2021
    • 7 replies
    • 993 views
    • 
    • coleboy
    • May 28, 2021

36. SF or EZ

    By ombskid, October 1, 2010
    • 7 replies
    • 2.3k views
    • 
    • mwyatt
    • September 16, 2011

37. Summary annual report question

    By bzorc, September 11, 2002
    • 7 replies
    • 3.8k views
    • 
    • E as in ERISA
    • September 16, 2002

38. Plan filed SF, should have been 5500-Shed I

    By BG5150, June 24, 2020
    • 7 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • June 24, 2020

39. Real estate expenses

    By austin3515, November 15, 2014
    • 7 replies
    • 2.2k views
    • 
    • austin3515
    • November 17, 2014

40. Effective plan date question

    By Guest LVanSteeter, June 19, 2002
    • 7 replies
    • 1.7k views
    • 
    • R. Butler
    • June 20, 2002

41. Schedule of Active participant data

    By Guest shronesz, July 8, 2003
    • 7 replies
    • 2.3k views
    • 
    • mwyatt
    • July 17, 2003

42. 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
    • 1.1k views
    • 
    • Trisports
    • March 30, 2021

43. Filing 8955 SSA on FIRE system

    By Jim Chad, September 29, 2011
    • 7 replies
    • 2.1k views
    • 
    • chc93
    • October 13, 2011

44. DFVC - includes submission of filed 5500's?

    By TPApril, August 28, 2020
    • 7 replies
    • 1.8k views
    • 
    • st3rv
    • September 3, 2020

45. Looking for old Form 5500-C/R

    By Guest Rudy, November 8, 2001
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • November 12, 2001

46. Form 5500 Extension past 10/15/10?

    By Guest Julie Woulfe, September 7, 2010
    • 7 replies
    • 1.5k views
    • 
    • austin3515
    • September 9, 2010

47. How is PWBA handling late filers?

    By David MacLennan, November 8, 2001
    • 7 replies
    • 2.1k views
    • 
    • Steve72
    • June 14, 2002

48. Employer mailed 5500 without audit

    By Guest rachd, July 29, 2003
    • 7 replies
    • 1.3k views
    • 
    • E as in ERISA
    • July 30, 2003

49. Accountant's Opinion

    By Guest Lex, January 25, 2003
    • 7 replies
    • 3.7k views
    • 
    • Mike Preston
    • January 27, 2003

50. 5500ez line g

    By Guest bradfield, April 9, 2008
    • 7 replies
    • 2.5k views
    • 
    • MarZDoates
    • August 22, 2008