Form 5500

2,784 topics in this forum

1. Extension for Form 5500 Denied 1 2

   By ConnieStorer, September 27
   • 32 replies
   • 861 views
   • 
   • cfull
   • 2 hours ago

2. amending Form 5500-SF

   By thepensionmaven, November 1
   • 1 reply
   • 249 views
   • 
   • justanotheradmin
   • November 1

3. Penalty abatement

   By Bird, October 24
   • 5 replies
   • 262 views
   • 
   • Bird
   • October 28

4. Does a plan sponsor have an affirmative legal obligation to correct a mistake a previously filed Form 5500

   By Pxhesq, October 14
   • 4 replies
   • 750 views
   • 
   • Anonymous6512
   • October 17

5. 5500EZ MP Plan, no contribution by 10-15

   By TPApril, October 15
   • 1 reply
   • 97 views
   • 
   • Bill Presson
   • October 15

6. Schedule C question

   By bzorc, October 4
   • 2 replies
   • 242 views
   • 
   • bzorc
   • October 14

7. "Late" Form 5500 for MTIA

   By jmartinrps, August 13
   • 2 replies
   • 261 views
   • 
   • Nicola
   • October 13

8. Schedule C negative direct compensation to recordkeeper

   By WCC, October 7
   • 8 replies
   • 281 views
   • 
   • Elizabeth G
   • October 11

9. Which box to check? Single vs Multi

   By jmartinrps, October 8
   • 1 reply
   • 128 views
   • 
   • pmacduff
   • October 8

10. Welfare plan filing question

    By Teatree, October 4   

    • health plan
    • 5500
    • (and 2 more)

      Tagged with:

      • health plan
      • 5500
      • welfare plans
      • welfare benefit plan-5500?
    • 2 replies
    • 128 views
    • 
    • Teatree
    • October 7

11. Letter saying 2017 not filed when it was

    By ESOP Guy, October 3
    • 3 replies
    • 197 views
    • 
    • Kevin C
    • October 4

12. Extension Approved until 12/15???

    By MarZDoates, October 1
    • 1 reply
    • 125 views
    • 
    • Lou S.
    • October 2

13. modified cash accounting method

    By B21, September 23
    • 1 reply
    • 156 views
    • 
    • Dalai Pookah
    • October 1

14. 8955-SSA - pmt < reporting due

    By TPApril, September 12
    • 7 replies
    • 325 views
    • 
    • ESOP Guy
    • September 16

15. One-Participant Plan Aggregated for coverage

    By austin3515, September 10
    • 1 reply
    • 220 views
    • 
    • John Feldt ERPA CPC QPA
    • September 11

16. Power of Attorney Rejection

    By LauraAT, September 6   

    • 5500
    • 2848
    • (and 1 more)

      Tagged with:

      • 5500
      • 2848
      • dfvc
    • 0 replies
    • 274 views
    • 
    • LauraAT
    • September 6

17. Extension filed for first year but no 5500 requirement

    By Trisports, August 29
    • 1 reply
    • 189 views
    • 
    • chc93
    • August 29

18. 5500-EZ and Schedule SB Timing

    By Dougsbpc, August 7, 2013
    • 4 replies
    • 1,739 views
    • 
    • Bri
    • August 29

19. Plan name change 1 2

    By Santo Gold, March 18, 2016
    • 37 replies
    • 6,411 views
    • 
    • MrsMacias
    • August 12

20. Form 5500 / First Day of Plan Year Entrants

    By austin3515, July 31
    • 18 replies
    • 597 views
    • 
    • Bri
    • August 5

21. 5500-SF allowed if plan participates in 103-12 IE

    By tymesup, July 26
    • 0 replies
    • 174 views
    • 
    • tymesup
    • July 26

22. 5500 required for only 1099 contractors?

    By CaliBen, July 17
    • 8 replies
    • 343 views
    • 
    • CaliBen
    • July 22

23. Final 5500EZ

    By Karen McIver, July 17
    • 4 replies
    • 379 views
    • 
    • Kristina
    • July 18

24. 2018 5500-EZ Lines 6a2, 7a, 9

    By BT, July 17
    • 5 replies
    • 213 views
    • 
    • RatherBeGolfing
    • July 18

25. 5500SF to 5500EZ

    By TPApril, May 24
    • 19 replies
    • 702 views
    • 
    • chc93
    • July 8