Form 5500

3,272 topics in this forum

1. Plan name changed -- when to report?

   By Guest Jensen, June 13, 2007
   • 3 replies
   • 2.8k views
   • 
   • J Simmons
   • June 13, 2007

2. 5500: reporting life insurance premium

   By doombuggy, May 21, 2015   

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

3. DOL Emailed Us About Missing 5500

   By austin3515, June 1, 2015
   • 16 replies
   • 2.8k views
   • 
   • traveler
   • July 31, 2015

4. LLC taxed as partnership eligible for 5500-EZ

   By R. Butler, July 18, 2007
   • 3 replies
   • 2.8k views
   • 
   • Calavera
   • July 18, 2007

5. EIN and NAIC code from Sun Life of Canade (U.S.)

   By Guest BAR, April 25, 2001
   • 1 reply
   • 2.8k views
   • 
   • Guest
   • April 30, 2001

6. 5500-SF line 10e

   By Belgarath, March 6, 2013
   • 2 replies
   • 2.8k views
   • 
   • Bird
   • March 6, 2013

7. 8955-ssa

   By JKW, January 3, 2012
   • 10 replies
   • 2.8k views
   • 
   • pmacduff
   • January 4, 2012

8. Form 5500-SF - 2024. Q 14(a)

   By thepensionmaven, September 15
   • 6 replies
   • 2.8k views
   • 
   • Paul I
   • September 19

9. Does anybody out there have any experience with filing late returns un

   By bzorc, July 18, 2000
   • 4 replies
   • 2.8k views
   • 
   • Kirk Maldonado
   • August 1, 2000

10. Late 5500s - how to handle the undue stresses and strains of meeting t

    By thepensionmaven, October 9, 2000
    • 9 replies
    • 2.8k views
    • 
    • Guest
    • October 25, 2000

11. Schedule D Requirements

    By Guest MCarey1, May 2, 2002
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • May 2, 2002

12. Schedules H/I and Mutual Funds

    By Guest RBJ, October 12, 2000
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • October 13, 2000

13. Counting Participants

    By Guest Beneflaw, February 24, 2012
    • 5 replies
    • 2.8k views
    • 
    • ESOP Guy
    • February 24, 2012

14. Participants with an Account Balance

    By Archimage, February 25, 2019
    • 8 replies
    • 2.8k views
    • 
    • ESOP Guy
    • February 26, 2019

15. Controlled Group and 5500

    By KateSmithPA, May 21, 2002
    • 9 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • May 22, 2002

16. Open brokerage accounts and Schedule C reporting

    By Laura Harrington, July 27, 2009
    • 9 replies
    • 2.8k views
    • 
    • Bird
    • June 1, 2012

17. FSA 5500 Filings

    By Guest Brenda Stepp, September 17, 2002
    • 3 replies
    • 2.8k views
    • 
    • papogi
    • September 17, 2002

18. Plan Characteristic Codes for Line 8a

    By Guest LWilson, June 12, 2002
    • 5 replies
    • 2.8k views
    • 
    • david rigby
    • June 12, 2002

19. Form 5500 for 1999

    By Guest jfgc, February 9, 2000
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • May 4, 2000

20. 5500 filing for 103-12 Investment Entities

    By Guest lolalin, July 6, 2003
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • July 6, 2003

21. 5500 Ownership/HR or Finance?

    By Guest Diane Furry, April 1, 2002
    • 3 replies
    • 2.7k views
    • 
    • david rigby
    • April 1, 2002

22. Master Trust With One Plan?

    By Guest Jay345, November 29, 2012
    • 4 replies
    • 2.7k views
    • 
    • QDROphile
    • November 30, 2012

23. 5500s Not Ready - File Anyway and Amend?

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

24. 5500 Filing Error - Relius Gov Forms

    By austin3515, September 20, 2010
    • 14 replies
    • 2.7k views
    • 
    • Bird
    • September 21, 2010

25. DFVCP?

    By WCC, May 26, 2015
    • 6 replies
    • 2.7k views
    • 
    • WCC
    • May 27, 2015

26. Audit required in 1st year of plan?

    By John A, July 30, 2001
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • August 1, 2001

27. Definition of plan participant

    By Guest S Craig, April 10, 2006
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • April 13, 2006

28. 52/53 Week Plan Year and EBSA

    By mwyatt, September 7, 2011
    • 7 replies
    • 2.7k views
    • 
    • mwyatt
    • November 4, 2011

29. LLC plan able to file Form 5500-EZ?

    By joano, March 30, 2004
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • March 30, 2004

30. 5330 - Late earnings contribution

    By katie58, July 16, 2009
    • 2 replies
    • 2.7k views
    • 
    • katie58
    • July 21, 2009

31. Form 5500-EZ Employee Definition

    By MarZDoates, August 13, 2008
    • 8 replies
    • 2.7k views
    • 
    • MarZDoates
    • August 20, 2008

32. First year 5500 filing

    By Hypothetically, October 18, 2013
    • 12 replies
    • 2.7k views
    • 
    • JKW
    • November 7, 2013

33. Late 5500 filings & DFVCP

    By ERISA13, August 8, 2012
    • 6 replies
    • 2.7k views
    • 
    • chc93
    • September 6, 2012

34. Form 5500 Software, Pros and Cons

    By Ken_BenefitScape, March 13, 2020
    • 10 replies
    • 2.7k views
    • 
    • Larry Starr
    • March 26, 2020

35. Filing 5500s w/DOL

    By Christine Roberts, April 28, 2000
    • 2 replies
    • 2.7k views
    • 
    • BeckyMiller
    • May 2, 2000

36. Forgot to file an extension for form 5530

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

37. Refund of loan principal overpayment

    By Liam, October 1, 2018   

    • loan principal
    • overpayment
    • (and 2 more)

      Tagged with:

      • loan principal
      • overpayment
      • refund
      • 5500
    • 12 replies
    • 2.7k views
    • 
    • ESOP Guy
    • October 12, 2018

38. Schedule A

    By Alex Daisy, June 11, 2008
    • 6 replies
    • 2.7k views
    • 
    • jpod
    • July 8, 2008

39. IRS Audit on Profit Sharing Plan

    By chc93, January 27, 2010
    • 4 replies
    • 2.7k views
    • 
    • mwyatt
    • January 29, 2010

40. Form 5500 Audit

    By Guest PJMAK, October 17, 2002
    • 5 replies
    • 2.7k views
    • 
    • E as in ERISA
    • October 18, 2002

41. Schedule H- Questions 4i & 4j

    By Guest rachd, July 16, 2003
    • 1 reply
    • 2.7k views
    • 
    • WDIK
    • July 16, 2003

42. boy count = eoy or boy?

    By chuTzPA, June 17, 2014
    • 6 replies
    • 2.7k views
    • 
    • BG5150
    • June 18, 2014

43. 5500 with wrong EIN

    By TBob, September 2, 2008
    • 2 replies
    • 2.7k views
    • 
    • J Simmons
    • September 3, 2008

44. Due date April 15th or April 18th

    By Janice F, March 25, 2011
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • April 15, 2011

45. Schedule P

    By Guest jalbee, July 11, 2002
    • 13 replies
    • 2.7k views
    • 
    • Guest
    • November 5, 2003

46. irs letters on 5500s

    By MJ Hartman, November 9, 2010
    • 6 replies
    • 2.7k views
    • 
    • Kevin C
    • June 15, 2011

47. 20% holdings question

    By Lori Foresz, September 18, 2003
    • 1 reply
    • 2.7k views
    • 
    • Archimage
    • September 18, 2003

48. Receivable question on 5500

    By Guest JimP, September 14, 2000
    • 4 replies
    • 2.7k views
    • 
    • JohnCheek
    • September 18, 2000

49. Service provier signing on behalf of employer/sponsor

    By Moe Howard, June 18, 2010
    • 7 replies
    • 2.7k views
    • 
    • Tom Poje
    • June 29, 2010

50. Form 5500 EZ

    By Belgarath, November 28, 2006
    • 2 replies
    • 2.7k views
    • 
    • JanetM
    • November 30, 2006