Form 5500

3,272 topics in this forum

1. 5500-SF Line 8F

   By Guest toddsander, June 18, 2010
   • 2 replies
   • 3.2k views
   • 
   • Bird
   • June 22, 2010

2. 5500-SF or Long Form

   By Catch22PGM, February 27, 2023
   • 3 replies
   • 594 views
   • 
   • Bri
   • February 28, 2023

3. 5500-SF reconciliation w/prior year not reconciling

   By TPApril, March 21, 2017
   • 13 replies
   • 1.8k views
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   • TPApril
   • March 25, 2017

4. 5500-SF Trust Name and EIN

   By K2, January 30, 2013
   • 2 replies
   • 1.5k views
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   • K2
   • February 1, 2013

5. 5500-SF versus 5500 for small plan

   By Pammie57, July 20, 2016
   • 2 replies
   • 1.2k views
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   • RatherBeGolfing
   • July 20, 2016

6. 5500-SF vs 5500-EZ eligibility

   By jmarsmiami, September 13, 2023
   • 3 replies
   • 711 views
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   • Bri
   • September 14, 2023

7. 5500-SF vs Plan Document

   By pmacduff, August 16, 2023
   • 6 replies
   • 773 views
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   • pmacduff
   • August 18, 2023

8. 5500-SF with life insurance?

   By KCA, March 6, 2014
   • 4 replies
   • 2.2k views
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   • BG5150
   • March 6, 2014

9. 5500-SF; lines 8f and 8g

   By Guest Karen Kuehlhorn, May 25, 2010
   • 1 reply
   • 1.7k views
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   • commishvp
   • May 25, 2010

10. 5500, 2 owner C-Corp

    By Earl, July 25, 2008
    • 15 replies
    • 5.6k views
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    • Guest
    • November 1, 2010

11. 5500: reporting life insurance premium

    By doombuggy, May 21, 2015   

    • lie insurance
    • 5500
    • 3 replies
    • 2.8k views
    • 
    • ETA Consulting LLC
    • May 21, 2015

12. 5500's for Indian Tribes

    By Guest tectulsa, April 20, 2005
    • 3 replies
    • 2.2k views
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    • david rigby
    • April 25, 2005

13. 5500's never filed

    By R. Butler, July 17, 2013
    • 8 replies
    • 3.8k views
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    • Guest
    • August 8, 2013

14. 5500's online

    By Guest MPITTS, June 5, 2003
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • June 5, 2003

15. 5500EZ

    By pmacduff, April 13, 2007
    • 9 replies
    • 7.7k views
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    • jevd
    • April 24, 2007

16. 5500EZ

    By mjf06241972, April 28, 2019
    • 6 replies
    • 2.3k views
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    • Below Ground
    • May 1, 2019

17. 5500EZ

    By AmyETPA, July 21, 2021
    • 2 replies
    • 811 views
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    • BG5150
    • July 26, 2021

18. 5500EZ

    By Guest Sieve, March 15, 2010
    • 6 replies
    • 1.8k views
    • 
    • 12AX7
    • March 18, 2010

19. 5500EZ

    By jeanh, January 15, 2018
    • 18 replies
    • 3.9k views
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    • CJ Allen
    • January 25, 2018

20. 5500EZ - Anyone getting cover letters back from IRS?

    By mwyatt, November 4, 2010
    • 3 replies
    • 2k views
    • 
    • mwyatt
    • November 11, 2010

21. 5500EZ - filing requirement if assets drop below 250k

    By Jakyasar, December 17, 2019
    • 1 reply
    • 841 views
    • 
    • BG5150
    • December 19, 2019

22. 5500EZ (Sole Prop.)

    By Guest Rachael L., October 17, 2007
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 17, 2007

23. 5500EZ and partners

    By K-t-F, February 22, 2006
    • 13 replies
    • 4.1k views
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    • imchipbrown
    • February 23, 2006

24. 5500EZ and Rev. Proc 2014-32 (Penalty relief for late filers)

    By Lori H, May 29, 2015
    • 3 replies
    • 2.1k views
    • 
    • Belgarath
    • June 1, 2015

25. 5500EZ Beginning Balance

    By Coleboy1, May 25, 2023
    • 1 reply
    • 479 views
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    • Bri
    • May 26, 2023

26. 5500EZ Beginning Balance

    By Coleboy1, May 25, 2023
    • 1 reply
    • 474 views
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    • Paul I
    • May 25, 2023

27. 5500EZ eligibility/missed return notice

    By Draper55, August 21, 2015
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • August 26, 2015

28. 5500EZ Final Return

    By caryn22359, July 11, 2006
    • 1 reply
    • 1.8k views
    • 
    • WDIK
    • July 11, 2006

29. 5500EZ late

    By Guest harvisachar, January 23, 2007
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 23, 2007

30. 5500EZ late filing

    By Bird, June 10, 2019
    • 9 replies
    • 1.5k views
    • 
    • bzorc
    • June 24, 2019

31. 5500ez line g

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

32. 5500EZ MP Plan, no contribution by 10-15

    By TPApril, October 15, 2019
    • 1 reply
    • 522 views
    • 
    • Bill Presson
    • October 15, 2019

33. 5500EZ OK if other eligibles don't contribute?

    By Flyboyjohn, February 11, 2015
    • 1 reply
    • 871 views
    • 
    • Lou S.
    • February 11, 2015

34. 5500EZ or 5500SF?

    By Guest jusducki, July 6, 2011
    • 5 replies
    • 1.2k views
    • 
    • K2retire
    • September 26, 2012

35. 5500EZ Proposed Penalties

    By Guest RLMCPA, June 3, 2008
    • 2 replies
    • 1.6k views
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    • Earl
    • June 8, 2008

36. 5500EZ qualifications

    By Cathy from Chicago, March 11, 2010
    • 1 reply
    • 906 views
    • 
    • WDIK
    • March 11, 2010

37. 5500EZ Question 10c

    By Guest jusducki, January 3, 2007
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • January 3, 2007

38. 5500EZ questions

    By Guest Zman, September 8, 2009
    • 6 replies
    • 2.3k views
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    • Below Ground
    • September 9, 2009

39. 5500EZ required for plan terminating that's never needed to file, <

    By Cathy from Chicago, November 19, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • November 19, 2002

40. 5500EZ required with both MP & SEP?

    By Cathy from Chicago, December 19, 2000
    • 2 replies
    • 1.5k views
    • 
    • Cathy from Chicago
    • December 19, 2000

41. 5500EZ to a 5500

    By Guest lindamichals, October 4, 2007
    • 3 replies
    • 2.2k views
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    • WDIK
    • November 12, 2007

42. 5500ez vs "effective date of plan termination"

    By Khatva, January 26, 2022
    • 3 replies
    • 900 views
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    • Khatva
    • February 5, 2022

43. 5500EZ... DFVC not available.... ?

    By K-t-F, February 8, 2007
    • 3 replies
    • 1.3k views
    • 
    • K-t-F
    • February 8, 2007

44. 5500ez's for controlled group

    By TPApril, September 14, 2022
    • 2 replies
    • 425 views
    • 
    • TPApril
    • September 21, 2022

45. 5500s - Zero Participant Counts and Balances at Beginning and End of Year

    By Guest RayLovesTrini*, May 14, 2013
    • 8 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • October 14, 2013

46. 5500s and Controlled Groups

    By Guest WelfareBoy, March 31, 2008
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • March 31, 2008

47. 5500s and Merged Plans

    By PMC, December 6, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 7, 2000

48. 5500s for New Plans

    By Guest erisafried, August 21, 2001
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • August 22, 2001

49. 5500s Not Ready - File Anyway and Amend?

    By namealreadyinuse, October 12, 2006
    • 11 replies
    • 2.7k views
    • 
    • Belgarath
    • October 13, 2006

50. 5500s Premium Only Plan

    By thepensionmaven, May 11, 2019
    • 12 replies
    • 1.8k views
    • 
    • HF-Compliance
    • May 15, 2019