Form 5500

2,721 topics in this forum

1. 5500 reporting of asset reversion in terminated DB plan

   By bvhea, January 13, 2011
   • 10 replies
   • 2,387 views
   • 
   • DMcGovern
   • Friday at 01:12 PM

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

   By GregM, June 1   

   • efast
   • erisa
   • (and 4 more)

     Tagged with:

     • efast
     • erisa
     • dfvcp
     • late
     • 5500
     • penalty
   • 15 replies
   • 435 views
   • 
   • RatherBeGolfing
   • Wednesday at 12:05 AM

3. Refund of loan principal overpayment

   By Liam, October 1   

   • loan principal
   • overpayment
   • (and 2 more)

     Tagged with:

     • loan principal
     • overpayment
     • refund
     • 5500
   • 12 replies
   • 254 views
   • 
   • ESOP Guy
   • October 12

4. 5500 - Stock Acquisition

   By 52626, October 2
   • 3 replies
   • 128 views
   • 
   • Luke Bailey
   • October 3

5. Form 5330

   By bzorc, September 29
   • 1 reply
   • 89 views
   • 
   • RatherBeGolfing
   • September 29

6. VSP Schedule As for the Form 5500

   By 5500Nerd, September 28   

   • schedule as
   • vsp
   • (and 1 more)

     Tagged with:

     • schedule as
     • vsp
     • form 5500
   • 0 replies
   • 45 views
   • 
   • 5500Nerd
   • September 28

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

   By BG5150, July 11, 2016
   • 5 replies
   • 2,519 views
   • 
   • Yesrod5
   • September 27

8. Hurricane Florence 5500 Extension

   By L_Ann_F, September 20   

   • hurricane
   • extension
   • (and 1 more)

     Tagged with:

     • hurricane
     • extension
     • florence
   • 4 replies
   • 200 views
   • 
   • L_Ann_F
   • September 20

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

   By C. B. Zeller, September 19
   • 3 replies
   • 97 views
   • 
   • John Feldt ERPA CPC QPA
   • September 20

10. BOY participant count with excluded employees

    By Belgarath, September 12
    • 13 replies
    • 266 views
    • 
    • bcmom
    • September 14

11. Experience rated groups

    By Denise, September 13
    • 0 replies
    • 41 views
    • 
    • Denise
    • September 13

12. Code C on 8955-SSA

    By austin3515, September 10
    • 11 replies
    • 138 views
    • 
    • Calavera
    • September 13

13. Schedule A's

    By Nora Ramos, September 6
    • 3 replies
    • 171 views
    • 
    • Fiduciary Guidance Counsel
    • September 10

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

    By babo111, August 27
    • 5 replies
    • 266 views
    • 
    • Bri
    • September 7

15. How many times can you amend Form 5500?

    By AdKu, August 30
    • 2 replies
    • 153 views
    • 
    • AdKu
    • September 5

16. VFCP filing question

    By pmacduff, August 31
    • 0 replies
    • 118 views
    • 
    • pmacduff
    • August 31

17. Copy of Prior 5500 EZ

    By TPA2015, August 28   

    • 5500 ez
    • 0 replies
    • 146 views
    • 
    • TPA2015
    • August 28

18. Form 5500, Schedule C

    By msmith, August 14
    • 2 replies
    • 173 views
    • 
    • msmith
    • August 22

19. Can you check both "Trust" and "General Assets" on line 9?

    By Bug on my window, July 10   

    • form 5500
    • funding
    • 3 replies
    • 154 views
    • 
    • Bug on my window
    • August 14

20. Nonexempt transaction Party-in-interest

    By jason, August 8
    • 1 reply
    • 125 views
    • 
    • Fiduciary Guidance Counsel
    • August 8

21. Trade date vs Settlement date

    By B21, July 30
    • 2 replies
    • 145 views
    • 
    • B21
    • August 1

22. New HRA - no participants in 2017 - 5500 required?

    By t.haley, July 26
    • 3 replies
    • 131 views
    • 
    • Flyboyjohn
    • July 30

23. Form 5500 Schedule H and Audit Financials - VEBA

    By vanders2240, July 26   

    • veba
    • wrap
    • (and 3 more)

      Tagged with:

      • veba
      • wrap
      • 5500
      • schedule h
      • audit
    • 1 reply
    • 100 views
    • 
    • Flyboyjohn
    • July 30

24. SAR Not Required for Unfunded Plan?

    By 5500Nerd, July 25   

    • sar
    • 2 replies
    • 194 views
    • 
    • 5500Nerd
    • July 26

25. Wrong EIN on 5500

    By Tinman, July 24
    • 3 replies
    • 201 views
    • 
    • Tinman
    • July 24