Form 5500

2,735 topics in this forum

  1. 5500 first timer - question 8a

    By cme685,
    • 14 replies
    • 323 views

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

    By letsgoisles89,   
    • 5 replies
    • 281 views

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

    By Fiduciary Guidance Counsel,
    • 6 replies
    • 213 views

  4. 5500 filed without audit attached

    By M Norton,   
    • 10 replies
    • 340 views

  5. 5500-EZ mailed in late, penalized, can amend?

    By TPApril,
    • 4 replies
    • 213 views

  6. 5500-EZ or SF

    By John Feldt ERPA CPC QPA,
    • 4 replies
    • 176 views

  7. Old SSAs filed

    By austin3515,
    • 3 replies
    • 154 views

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

    By bzorc,
    • 2 replies
    • 182 views

  9. VSP Schedule As for the Form 5500

    By 5500Nerd,   
    • 1 reply
    • 103 views

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

    By buckaroo,
    • 7 replies
    • 154 views

  11. Exempt Entity Filed in Error

    By pr2222,
    • 1 reply
    • 86 views

  12. One participant plan explained

    By K-t-F,
    • 6 replies
    • 261 views

  13. New Form 5500 for 2019?

    By Bug on my window,   
    • 6 replies
    • 366 views

  14. Amended DFVCP filing

    By Julie,
    • 1 reply
    • 90 views

  15. Included in Calculation of Assets?

    By BT,
    • 4 replies
    • 135 views

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

    By BG5150,
    • 12 replies
    • 949 views

  17. 5500 reporting of asset reversion in terminated DB plan

    By bvhea,
    • 10 replies
    • 2,465 views

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

    By GregM,   
    • 15 replies
    • 540 views

  19. Refund of loan principal overpayment

    By Liam,   
    • 12 replies
    • 326 views

  20. 5500 - Stock Acquisition

    By 52626,
    • 3 replies
    • 171 views

  21. Form 5330

    By bzorc,
    • 1 reply
    • 134 views

  22. Schedule of Reportable Transactions (Line 4j on Sched H)

    By BG5150,
    • 5 replies
    • 2,643 views

  23. Hurricane Florence 5500 Extension

    By L_Ann_F,   
    • 4 replies
    • 272 views

  24. Delinquent EZ and SF - which to file first?

    By C. B. Zeller,
    • 3 replies
    • 126 views

  25. BOY participant count with excluded employees

    By Belgarath,
    • 13 replies
    • 329 views