Form 5500

2,910 topics in this forum

1. date required on Form 5558

   By thepensionmaven, 11 hours ago
   • 0 replies
   • 3 views
   • 
   • thepensionmaven
   • 11 hours ago

2. 2021 PBGC Forms

   By ConnieStorer, April 30
   • 2 replies
   • 101 views
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   • Lois Baker
   • May 3

3. Returned Distribution

   By AmyETPA, April 29
   • 1 reply
   • 60 views
   • 
   • Bird
   • April 30

4. "One Participant Plan" 1 2

   By thepensionmaven, January 11
   • 26 replies
   • 702 views
   • 
   • RatherBeGolfing
   • April 29

5. Wrap plan 5500's

   By Belgarath, April 28
   • 2 replies
   • 80 views
   • 
   • PensionPete
   • April 29

6. Plan sponsor is also the custodian. Is the plan required to be audited?

   By Trisports, April 27
   • 2 replies
   • 181 views
   • 
   • Peter Gulia
   • April 27

7. Failure to File Form 5500- Asset Sale

   By SaraJames, April 26
   • 1 reply
   • 80 views
   • 
   • EBECatty
   • April 26

8. Form 5500 filing deadlines - terminated plan

   By Tsh94, April 23
   • 1 reply
   • 98 views
   • 
   • Jakyasar
   • April 23

9. SAR to terminated participants (Retirement & H/W)

   By TPApril, April 22
   • 3 replies
   • 94 views
   • 
   • Peter Gulia
   • April 23

10. Schedule D

    By Pammie57, April 22
    • 1 reply
    • 77 views
    • 
    • C. B. Zeller
    • April 22

11. Schedule A, covered family members

    By SG, April 22
    • 2 replies
    • 67 views
    • 
    • SG
    • April 22

12. 5500-EZ Penalty Relief Program - Reasonable Cause

    By TPApril, May 31, 2019
    • 23 replies
    • 1.6k views
    • 
    • MF
    • April 18

13. Plan Audit Question

    By bzorc, April 16
    • 3 replies
    • 182 views
    • 
    • Bob the Swimmer
    • April 16

14. 5500 reporting of asset reversion in terminated DB plan

    By bvhea, January 13, 2011
    • 12 replies
    • 3.3k views
    • 
    • ActYouAiry
    • April 15

15. reporting contributions when there was a plan merger

    By Santo Gold, March 17
    • 9 replies
    • 138 views
    • 
    • Belgarath
    • April 12

16. Late filed 5500

    By mariemonroe, March 31
    • 6 replies
    • 249 views
    • 
    • EBECatty
    • April 1

17. Form 5500-sf filed one day late

    By thepensionmaven, April 1
    • 6 replies
    • 191 views
    • 
    • Bill Presson
    • April 1

18. No Form 5500 filed since inception (2004)

    By Trisports, March 24   

    • 5500
    • dfvc
    • (and 1 more)

      Tagged with:

      • 5500
      • dfvc
      • 403(b)
    • 7 replies
    • 290 views
    • 
    • Trisports
    • March 30

19. IRS letter late filing

    By pmacduff, August 6, 2020
    • 23 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • March 29

20. 1 life non-owner plan

    By Santo Gold, March 10
    • 3 replies
    • 198 views
    • 
    • Santo Gold
    • March 17

21. Question- FORM 5500 Help needed

    By nan, March 7
    • 3 replies
    • 236 views
    • 
    • thepensionmaven
    • March 9

22. H&W Form 5500s and Self-insured Captive plan

    By 5500Nerd, March 9
    • 0 replies
    • 65 views
    • 
    • 5500Nerd
    • March 9

23. Single owner/employee DB Plan and solo401K TPA needs??

    By nan, March 6
    • 4 replies
    • 160 views
    • 
    • Bob the Swimmer
    • March 9

24. 1099s Held in Austin

    By thepensionmaven, February 23
    • 1 reply
    • 151 views
    • 
    • Lois Baker
    • February 24

25. form 5500 EZ, first and final return for the plan

    By Benbob13, August 27, 2018
    • 7 replies
    • 768 views
    • 
    • Bri
    • February 23