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Form 5500

3,277 topics in this forum

  1. Form 8955-SSA issue with IRS

    By ESOP Guy,
    • 4 replies
    • 597 views

  2. FT William, Error Message

    By austin3515,
    • 4 replies
    • 506 views

  3. DOL rejecting 2-person SF's?

    By BG5150,
    • 2 replies
    • 522 views

  4. Form 945 for 2020

    By thepensionmaven,
    • 5 replies
    • 1.2k views

  5. "One Participant Plan"

    By thepensionmaven,
    • 26 replies
    • 6.3k views

  6. Delinquent Form 8955-SSA

    By mming,
    • 5 replies
    • 1.4k views

  7. 2020 Form 5500-SF -- No Longer Owner-Only Plan

    By mwyatt,
    • 1 reply
    • 651 views

  8. Record DFVCP Filing

    By MarZDoates,
    • 4 replies
    • 825 views

  9. Incorrect Payor on Sched R many years

    By BG5150,
    • 1 reply
    • 467 views

  10. Final Year of Plan

    By thepensionmaven,
    • 17 replies
    • 2.6k views

  11. Form 8955-SSA

    By nancy,   
    • 1 reply
    • 728 views

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

    By kmhaab,
    • 0 replies
    • 565 views

  13. IRS Letter regarding filing 5500 EZ or 5500 SF

    By Pam S.,
    • 3 replies
    • 1k views

  14. Delinquent 5500 EZ - Excess Contribution

    By jmartin,
    • 3 replies
    • 637 views

  15. Failure To File Extension

    By Lucky32,
    • 8 replies
    • 1.1k views

  16. Typo on Participant Count

    By EPCRSGuru,
    • 2 replies
    • 939 views

  17. IRS letter

    By SSRRS,
    • 1 reply
    • 459 views

  18. 5500 w/ No Audit Report

    By austin3515,
    • 12 replies
    • 5.9k views

  19. Who gets the SAR?

    By BG5150,
    • 10 replies
    • 1.7k views

  20. No Phone # on 5500-SF

    By BG5150,
    • 8 replies
    • 1.2k views

  21. Form 5500SF and Code 4R

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

  22. Form 5500-EZ line 6a (2) End of year

    By Francis,
    • 1 reply
    • 697 views

  23. Abondoned Plan & 5500

    By stphnyok,
    • 5 replies
    • 958 views

  24. How to treat proceeds from DB to QRP?

    By BG5150,
    • 1 reply
    • 643 views

  25. Filing Authorizations for when TPA files the 5500

    By BG5150,
    • 4 replies
    • 1.3k views

  26. 5500 Schedule D

    By Tom,   
    • 0 replies
    • 427 views
    • Tom
    • Tom

  27. Wrong EIN on Form 5500-SF

    By thepensionmaven,
    • 6 replies
    • 2.5k views

  28. QNEC as a receivable on Schedule H

    By B21,
    • 3 replies
    • 2.1k views
    • B21
    • B21

  29. Is a Final Report for a Welfare Trust Filing Needed?

    By 5500Nerd,
    • 1 reply
    • 517 views

  30. PBGC missed contribution reporting

    Topic was moved to forum Defined Benefit Plans, Including Cash Balance

  31. Book ADP refund as liability?

    By BG5150,
    • 5 replies
    • 1.7k views

  32. Late deposits reported on the Schedule H

    By ratherbereading,
    • 4 replies
    • 2.3k views

  33. Wrong EIN on 5558

    By 22su,   
    • 2 replies
    • 1.6k views
    • 22su
    • 22su

  34. 5500 Schedule C

    By AmyETPA,
    • 1 reply
    • 669 views

  35. question on schedule I -re. real estate

    By SSRRS,
    • 2 replies
    • 612 views

  36. Final Filing Form 5500-EZ - Distributions?

    By JMP,
    • 2 replies
    • 640 views
    • JMP
    • JMP

  37. Wrong Participant Count, No Audit Filed Ever, Want to Terminate

    By 401 Chaos,
    • 11 replies
    • 1.3k views

  38. Amended 5500SF?

    By Susan Graves CPA,
    • 2 replies
    • 788 views

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

    By BG5150,
    • 4 replies
    • 640 views

  40. Form 5500SF to Form 5500EZ

    By Pensions2020,
    • 8 replies
    • 1.9k views

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

    By TPApril,
    • 7 replies
    • 1.8k views

  42. Summary Annual Report for 5500-EZ?

    By 5500sorBust,
    • 1 reply
    • 1.9k views

  43. Reimbursement to Plan Sponsor and Schedule C

    By cathyw,
    • 4 replies
    • 1.3k views

  44. 6/30/19 5558 rec'd approval for 12/31/19

    By TPApril,
    • 1 reply
    • 517 views

  45. Braggin About FT William Software

    By austin3515,
    • 5 replies
    • 1.8k views

  46. IRS letter late filing

    By pmacduff,
    • 23 replies
    • 6.9k views

  47. DB plan with post-10/15 contributions - auditor thoughts?

    By Bug on my window,
    • 2 replies
    • 694 views

  48. Late for filing 5500 form

    By Jakyasar,
    • 4 replies
    • 741 views

  49. Calendar Year 5500 Due Date

    By AATPA,
    • 4 replies
    • 946 views

  50. Please Help Me-5500

    By stephen20,
    • 5 replies
    • 1.6k views
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