Form 5500

3,281 topics in this forum

1. Reportable Transaction upon plan merger

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

2. Can I file 5500-EZ for 2020 where I employ my son?

   By Jakyasar, January 28, 2021
   • 5 replies
   • 1.5k views
   • 
   • SSRRS
   • February 18, 2022

3. 1099s that brokerage won't do

   By thepensionmaven, January 27, 2021
   • 12 replies
   • 1.2k views
   • 
   • thepensionmaven
   • February 7, 2021

4. Merger Effective Date vs Transfer DAte

   By austin3515, January 27, 2021
   • 12 replies
   • 2.8k views
   • 
   • MoJo
   • January 28, 2021

5. Form 8955-SSA issue with IRS

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

6. FT William, Error Message

   By austin3515, January 22, 2021
   • 4 replies
   • 539 views
   • 
   • austin3515
   • January 23, 2021

7. DOL rejecting 2-person SF's?

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

8. Form 945 for 2020

   By thepensionmaven, January 13, 2021
   • 5 replies
   • 1.2k views
   • 
   • ESOPMomma
   • January 14, 2021

9. "One Participant Plan"

   By thepensionmaven, January 11, 2021
   • 26 replies
   • 6.5k views
   • 
   • RatherBeGolfing
   • April 29, 2021

10. Delinquent Form 8955-SSA

    By mming, January 7, 2021
    • 5 replies
    • 1.4k views
    • 
    • mming
    • January 12, 2021

11. 2020 Form 5500-SF -- No Longer Owner-Only Plan

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

12. Record DFVCP Filing

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

13. Incorrect Payor on Sched R many years

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

14. Final Year of Plan

    By thepensionmaven, December 29, 2020
    • 17 replies
    • 2.7k views
    • 
    • chc93
    • January 8, 2021

15. Form 8955-SSA

    By nancy, December 22, 2020   

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

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

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

17. IRS Letter regarding filing 5500 EZ or 5500 SF

    By Pam S., December 15, 2020
    • 3 replies
    • 1.1k views
    • 
    • JanetJ
    • February 23, 2021

18. Delinquent 5500 EZ - Excess Contribution

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

19. Failure To File Extension

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

20. Typo on Participant Count

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

21. IRS letter

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

22. 5500 w/ No Audit Report

    By austin3515, October 14, 2020
    • 12 replies
    • 5.9k views
    • 
    • Luke Bailey
    • October 16, 2020

23. Who gets the SAR?

    By BG5150, October 13, 2020
    • 10 replies
    • 1.8k views
    • 
    • Bill Presson
    • October 15, 2020

24. No Phone # on 5500-SF

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

25. Form 5500SF and Code 4R

    By pjr@frdayton.com, October 12, 2020
    • 1 reply
    • 1.1k views
    • 
    • FORMER ESQ.
    • October 12, 2020

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

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

27. Abondoned Plan & 5500

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

28. How to treat proceeds from DB to QRP?

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

29. Filing Authorizations for when TPA files the 5500

    By BG5150, October 7, 2020
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • October 9, 2020

30. 5500 Schedule D

    By Tom, October 7, 2020   

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

31. Wrong EIN on Form 5500-SF

    By thepensionmaven, October 2, 2020
    • 6 replies
    • 2.5k views
    • 
    • thepensionmaven
    • October 15, 2020

32. QNEC as a receivable on Schedule H

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

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

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

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

35. Book ADP refund as liability?

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

36. Late deposits reported on the Schedule H

    By ratherbereading, September 24, 2020
    • 4 replies
    • 2.3k views
    • 
    • ratherbereading
    • September 25, 2020

37. Wrong EIN on 5558

    By 22su, September 22, 2020   

    • 5558 error
    • wrong ein
    • 2 replies
    • 1.7k views
    • 
    • 22su
    • September 22, 2020

38. 5500 Schedule C

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

39. question on schedule I -re. real estate

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

40. Final Filing Form 5500-EZ - Distributions?

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

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

    By 401 Chaos, September 3, 2020
    • 11 replies
    • 1.3k views
    • 
    • Bob the Swimmer
    • September 4, 2020

42. Amended 5500SF?

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

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

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

44. Form 5500SF to Form 5500EZ

    By Pensions2020, August 31, 2020
    • 8 replies
    • 1.9k views
    • 
    • austin3515
    • September 2, 2020

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

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

46. Summary Annual Report for 5500-EZ?

    By 5500sorBust, August 24, 2020
    • 1 reply
    • 2k views
    • 
    • Lou S.
    • August 24, 2020

47. Reimbursement to Plan Sponsor and Schedule C

    By cathyw, August 20, 2020
    • 4 replies
    • 1.3k views
    • 
    • cathyw
    • August 21, 2020

48. 6/30/19 5558 rec'd approval for 12/31/19

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

49. Braggin About FT William Software

    By austin3515, August 12, 2020
    • 5 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • August 13, 2020

50. IRS letter late filing

    By pmacduff, August 6, 2020
    • 23 replies
    • 7.1k views
    • 
    • RatherBeGolfing
    • March 29, 2021