Form 5500

2,740 topics in this forum

1. Form 5500 or 5500-SF

   By JoshuaP123, Wednesday at 11:00 PM   

   • 5500sf
   • 5500
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     Tagged with:

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     • 5500
     • real estate
   • 4 replies
   • 131 views
   • 
   • Bird
   • Friday at 01:07 PM

2. H&W Final Form 5500

   By ERISA-SOS, March 12
   • 1 reply
   • 161 views
   • 
   • Benjamin Davis
   • March 14

3. Participants with an Account Balance

   By Archimage, February 25
   • 8 replies
   • 366 views
   • 
   • ESOP Guy
   • February 26

4. DOL letter on 2017 5500 filing

   By pmacduff, February 7
   • 7 replies
   • 401 views
   • 
   • ESOP Guy
   • February 22

5. Amending 5500 vs. DFVCP and Wrap

   By IhrtERISA, January 24
   • 1 reply
   • 169 views
   • 
   • Bug on my window
   • January 24

6. 5500 first timer - question 8a

   By cme685, January 5
   • 14 replies
   • 426 views
   • 
   • Mike Preston
   • January 15

7. Is Life Insurance Value reportable as a Plan asset on Form 5500 Schedule H?

   By letsgoisles89, January 4   

   • form 5500
   • life insurance
   • (and 2 more)

     Tagged with:

     • form 5500
     • life insurance
     • cash surrender value
     • defined contribution plan
   • 5 replies
   • 356 views
   • 
   • Larry Starr
   • January 4

8. Is it feasible to file Form 5500 soon after the year ends?

   By Fiduciary Guidance Counsel, December 19, 2018
   • 6 replies
   • 269 views
   • 
   • chc93
   • January 2

9. 5500 filed without audit attached

   By M Norton, December 12, 2018   

   • 5500
   • audit omitted
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     Tagged with:

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     • audit omitted
     • penalties
   • 10 replies
   • 462 views
   • 
   • RatherBeGolfing
   • December 18, 2018

10. 5500-EZ mailed in late, penalized, can amend?

    By TPApril, November 17, 2018
    • 4 replies
    • 277 views
    • 
    • chc93
    • December 6, 2018

11. 5500-EZ or SF

    By John Feldt ERPA CPC QPA, November 30, 2018
    • 4 replies
    • 226 views
    • 
    • ERISAAPPLE
    • December 1, 2018

12. Old SSAs filed

    By austin3515, November 29, 2018
    • 3 replies
    • 213 views
    • 
    • ESOP Guy
    • November 30, 2018

13. Family Plan: Form 5500-EZ or SF?

    By bzorc, November 16, 2018
    • 2 replies
    • 246 views
    • 
    • bzorc
    • November 26, 2018

14. VSP Schedule As for the Form 5500

    By 5500Nerd, September 28, 2018   

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    • vsp
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      • vsp
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    • 1 reply
    • 139 views
    • 
    • Bug on my window
    • November 19, 2018

15. Participants reported with a Code A, then reported as a D, then payments cease before final pay out

    By buckaroo, October 26, 2018
    • 7 replies
    • 191 views
    • 
    • Bird
    • November 19, 2018

16. Exempt Entity Filed in Error

    By pr2222, November 15, 2018
    • 1 reply
    • 128 views
    • 
    • JamesK
    • November 15, 2018

17. One participant plan explained

    By K-t-F, October 23, 2018
    • 6 replies
    • 334 views
    • 
    • spiritrider
    • November 12, 2018

18. New Form 5500 for 2019?

    By Bug on my window, October 31, 2018   

    • 5500
    • schedule j
    • 6 replies
    • 556 views
    • 
    • Kristina
    • November 1, 2018

19. Amended DFVCP filing

    By Julie, October 25, 2018
    • 1 reply
    • 124 views
    • 
    • bonavito44
    • October 26, 2018

20. Included in Calculation of Assets?

    By BT, October 25, 2018
    • 4 replies
    • 179 views
    • 
    • Tom Poje
    • October 25, 2018

21. Charges for printed copies of 5500 in SAR--how much?

    By BG5150, October 21, 2016
    • 12 replies
    • 999 views
    • 
    • Bug on my window
    • October 22, 2018

22. 5500 reporting of asset reversion in terminated DB plan

    By bvhea, January 13, 2011
    • 10 replies
    • 2,525 views
    • 
    • DMcGovern
    • October 19, 2018

23. What Happens If You File Late 5500-SF When Exempt From The Need To?

    By GregM, June 1, 2018   

    • efast
    • erisa
    • (and 4 more)

      Tagged with:

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      • erisa
      • dfvcp
      • late
      • 5500
      • penalty
    • 15 replies
    • 628 views
    • 
    • RatherBeGolfing
    • October 17, 2018

24. Refund of loan principal overpayment

    By Liam, October 1, 2018   

    • loan principal
    • overpayment
    • (and 2 more)

      Tagged with:

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      • overpayment
      • refund
      • 5500
    • 12 replies
    • 399 views
    • 
    • ESOP Guy
    • October 12, 2018

25. 5500 - Stock Acquisition

    By 52626, October 2, 2018
    • 3 replies
    • 192 views
    • 
    • Luke Bailey
    • October 3, 2018