Form 5500

2,752 topics in this forum

1. Commission Info for Line 10e

   By Gilmore, May 20
   • 8 replies
   • 135 views
   • 
   • Gilmore
   • 20 hours ago

2. Schedule H Listing of Plan Assets

   By Nancy D, September 19, 2017   

   • mutual fund
   • psa
   • 6 replies
   • 651 views
   • 
   • Phillip M
   • Friday at 08:46 PM

3. 5500SF to 5500EZ

   By TPApril, Friday at 06:22 PM
   • 1 reply
   • 15 views
   • 
   • Mike Preston
   • Friday at 08:11 PM

4. 5500s Premium Only Plan

   By thepensionmaven, May 11
   • 12 replies
   • 178 views
   • 
   • HF-Compliance
   • May 14

5. One Participant plan Delinquent Filer

   By Dougsbpc, April 26
   • 2 replies
   • 135 views
   • 
   • thepensionmaven
   • May 11

6. Schedule C info for MassMutual plan

   By Bird, April 26
   • 1 reply
   • 112 views
   • 
   • Bird
   • May 8

7. Stop 5500-EZ?

   By Sara Hotvedt, May 3
   • 5 replies
   • 273 views
   • 
   • FPGuy
   • May 7

8. 5500EZ

   By mjf06241972, April 28
   • 6 replies
   • 280 views
   • 
   • Below Ground
   • May 1

9. Cafeteria plan changes to a "wrap" document

   By Belgarath, April 29
   • 2 replies
   • 168 views
   • 
   • loserson
   • May 1

10. Summ Ann Report

    By austin3515, April 18
    • 10 replies
    • 216 views
    • 
    • BG5150
    • April 25

11. DFVCP Questions

    By Ajillity, April 17
    • 5 replies
    • 137 views
    • 
    • chc93
    • April 17

12. Husband /Wife 5500EZs

    By draper1, April 12
    • 5 replies
    • 154 views
    • 
    • justanotheradmin
    • April 12

13. EBSA-VFCP Letter

    By JKW, December 7, 2017
    • 5 replies
    • 447 views
    • 
    • Belgarath
    • April 12

14. Employer for 5500EZ

    By draper1, March 27
    • 2 replies
    • 199 views
    • 
    • CuseFan
    • March 28

15. H&W Final Form 5500

    By ERISA-SOS, March 12
    • 2 replies
    • 219 views
    • 
    • ERISA-SOS
    • March 27

16. New procedure when plan sponsor changes EIN... must file 5500 showing zero participants?

    By AlbanyConsultant, July 19, 2018
    • 8 replies
    • 661 views
    • 
    • Molly the cat
    • March 27

17. Form 5500 or 5500-SF

    By JoshuaP123, March 20   

    • 5500sf
    • 5500
    • (and 1 more)

      Tagged with:

      • 5500sf
      • 5500
      • real estate
    • 4 replies
    • 189 views
    • 
    • Bird
    • March 22

18. Participants with an Account Balance

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

19. DOL letter on 2017 5500 filing

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

20. Amending 5500 vs. DFVCP and Wrap

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

21. 5500 first timer - question 8a

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

22. 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
    • 419 views
    • 
    • Larry Starr
    • January 4

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

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

24. 5500 filed without audit attached

    By M Norton, December 12, 2018   

    • 5500
    • audit omitted
    • (and 1 more)

      Tagged with:

      • 5500
      • audit omitted
      • penalties
    • 10 replies
    • 585 views
    • 
    • RatherBeGolfing
    • December 18, 2018

25. 5500-EZ mailed in late, penalized, can amend?

    By TPApril, November 17, 2018
    • 4 replies
    • 309 views
    • 
    • chc93
    • December 5, 2018