Form 5500

3,271 topics in this forum

1. 2020 Form 5500-SF -- No Longer Owner-Only Plan

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

2. Record DFVCP Filing

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

3. Incorrect Payor on Sched R many years

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

4. Final Year of Plan

   By thepensionmaven, December 29, 2020
   • 17 replies
   • 2.4k views
   • 
   • chc93
   • January 8, 2021

5. Form 8955-SSA

   By nancy, December 22, 2020   

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

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

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

7. IRS Letter regarding filing 5500 EZ or 5500 SF

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

8. Delinquent 5500 EZ - Excess Contribution

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

9. Failure To File Extension

   By Lucky32, December 2, 2020
   • 8 replies
   • 1.1k views
   • 
   • acm_acm
   • December 3, 2020

10. Typo on Participant Count

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

11. IRS letter

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

12. 5500 w/ No Audit Report

    By austin3515, October 14, 2020
    • 12 replies
    • 5.7k views
    • 
    • Luke Bailey
    • October 16, 2020

13. Who gets the SAR?

    By BG5150, October 13, 2020
    • 10 replies
    • 1.6k views
    • 
    • Bill Presson
    • October 15, 2020

14. No Phone # on 5500-SF

    By BG5150, October 13, 2020
    • 8 replies
    • 1.2k views
    • 
    • Peter Gulia
    • October 14, 2020

15. Form 5500SF and Code 4R

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

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

    By Francis, October 10, 2020
    • 1 reply
    • 675 views
    • 
    • Jakyasar
    • October 10, 2020

17. Abondoned Plan & 5500

    By stphnyok, October 8, 2020
    • 5 replies
    • 922 views
    • 
    • Luke Bailey
    • October 10, 2020

18. How to treat proceeds from DB to QRP?

    By BG5150, October 8, 2020
    • 1 reply
    • 616 views
    • 
    • Alonzo Church
    • October 8, 2020

19. Filing Authorizations for when TPA files the 5500

    By BG5150, October 7, 2020
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • October 9, 2020

20. 5500 Schedule D

    By Tom, October 7, 2020   

    • 5500-sf
    • 0 replies
    • 403 views
    • 
    • Tom
    • October 7, 2020

21. Wrong EIN on Form 5500-SF

    By thepensionmaven, October 2, 2020
    • 6 replies
    • 2.4k views
    • 
    • thepensionmaven
    • October 15, 2020

22. QNEC as a receivable on Schedule H

    By B21, October 1, 2020
    • 3 replies
    • 2.1k views
    • 
    • B21
    • October 1, 2020

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

    By 5500Nerd, September 30, 2020
    • 1 reply
    • 494 views
    • 
    • Luke Bailey
    • October 1, 2020
24. PBGC missed contribution reporting

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

25. Book ADP refund as liability?

    By BG5150, September 25, 2020
    • 5 replies
    • 1.7k views
    • 
    • Bill Presson
    • October 2, 2020

26. Late deposits reported on the Schedule H

    By ratherbereading, September 24, 2020
    • 4 replies
    • 2.2k views
    • 
    • ratherbereading
    • September 25, 2020

27. Wrong EIN on 5558

    By 22su, September 22, 2020   

    • 5558 error
    • wrong ein
    • 2 replies
    • 1.5k views
    • 
    • 22su
    • September 22, 2020

28. 5500 Schedule C

    By AmyETPA, September 16, 2020
    • 1 reply
    • 652 views
    • 
    • msmith
    • September 16, 2020

29. question on schedule I -re. real estate

    By SSRRS, September 11, 2020
    • 2 replies
    • 587 views
    • 
    • SSRRS
    • September 11, 2020

30. Final Filing Form 5500-EZ - Distributions?

    By JMP, September 4, 2020
    • 2 replies
    • 617 views
    • 
    • JMP
    • September 4, 2020

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

    By 401 Chaos, September 3, 2020
    • 11 replies
    • 1.2k views
    • 
    • Bob the Swimmer
    • September 4, 2020

32. Amended 5500SF?

    By Susan Graves CPA, September 2, 2020
    • 2 replies
    • 766 views
    • 
    • Bob the Swimmer
    • September 4, 2020

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

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

34. Form 5500SF to Form 5500EZ

    By Pensions2020, August 31, 2020
    • 8 replies
    • 1.8k views
    • 
    • austin3515
    • September 2, 2020

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

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

36. Summary Annual Report for 5500-EZ?

    By 5500sorBust, August 24, 2020
    • 1 reply
    • 1.9k views
    • 
    • Lou S.
    • August 24, 2020

37. Reimbursement to Plan Sponsor and Schedule C

    By cathyw, August 20, 2020
    • 4 replies
    • 1.2k views
    • 
    • cathyw
    • August 21, 2020

38. 6/30/19 5558 rec'd approval for 12/31/19

    By TPApril, August 18, 2020
    • 1 reply
    • 491 views
    • 
    • Bug on my window
    • August 20, 2020

39. Braggin About FT William Software

    By austin3515, August 12, 2020
    • 5 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • August 13, 2020

40. IRS letter late filing

    By pmacduff, August 6, 2020
    • 23 replies
    • 6.7k views
    • 
    • RatherBeGolfing
    • March 29, 2021

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

    By Bug on my window, August 6, 2020
    • 2 replies
    • 671 views
    • 
    • C. B. Zeller
    • August 9, 2020

42. Late for filing 5500 form

    By Jakyasar, August 3, 2020
    • 4 replies
    • 722 views
    • 
    • Bill Presson
    • August 5, 2020

43. Calendar Year 5500 Due Date

    By AATPA, July 29, 2020
    • 4 replies
    • 910 views
    • 
    • AATPA
    • August 3, 2020

44. Please Help Me-5500

    By stephen20, July 24, 2020
    • 5 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • July 27, 2020

45. Roth Conversion and Form 5500

    By Archimage, July 24, 2020
    • 3 replies
    • 1.2k views
    • 
    • Bill Presson
    • July 27, 2020

46. 2020 Form 5500-SF for owner-only

    By John Feldt ERPA CPC QPA, July 24, 2020
    • 2 replies
    • 1.2k views
    • 
    • Luke Bailey
    • July 25, 2020

47. Verify Form 5500EZ processing

    By glhotdog, July 23, 2020   

    • 5500ez
    • 4 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • July 24, 2020

48. Short Plan Year

    By khn, July 23, 2020
    • 3 replies
    • 886 views
    • 
    • Bird
    • July 23, 2020

49. Client mailed 2019 5500 instead of filing through EFAST - now what?

    By t.haley, July 21, 2020
    • 4 replies
    • 974 views
    • 
    • imchipbrown
    • July 24, 2020

50. Severance plan filings

    By alexa, July 12, 2020
    • 3 replies
    • 2.5k views
    • 
    • alexa
    • November 15, 2022