Form 5500

3,081 topics in this forum

1. Form 5500-EZ - paper

   By thepensionmaven, Wednesday at 10:16 PM
   • 5 replies
   • 145 views
   • 
   • Bird
   • Friday at 01:40 PM

2. MTIA / Master Trust Investment Account Setup

   By 5500sorBust, Wednesday at 04:22 PM
   • 2 replies
   • 64 views
   • 
   • Bug on my window
   • Friday at 01:20 PM

3. Form 5500-EZ

   By Dougsbpc, May 26
   • 2 replies
   • 119 views
   • 
   • Jakyasar
   • May 30

4. 5500EZ Beginning Balance

   By Coleboy1, May 25
   • 1 reply
   • 39 views
   • 
   • Bri
   • May 26

5. 5500EZ Beginning Balance

   By Coleboy1, May 25
   • 1 reply
   • 79 views
   • 
   • Paul I
   • May 25

6. Form 5500 Rejection Due to Incomplete IQPA report

   By jireh87, May 23
   • 8 replies
   • 212 views
   • 
   • Peter Gulia
   • May 24

7. Employer in MEP, Spinning-Off, 5500 Reporting

   By 401kology, May 11   

   • 5500
   • spinoff
   • (and 1 more)

     Tagged with:

     • 5500
     • spinoff
     • spin-off
   • 3 replies
   • 193 views
   • 
   • 401kology
   • May 22

8. PFML Reported in Form 5500

   By 5500Nerd, May 16
   • 2 replies
   • 122 views
   • 
   • 5500Nerd
   • May 17

9. Final 5500-EZ needed for under $250k?

   By doombuggy, May 12
   • 3 replies
   • 129 views
   • 
   • doombuggy
   • May 12

10. Would a 5500-EZ be required for a plan under $250,000 in this situation? Two separate companies with single participant plans controlled the same individual

    By aaronb26, May 10
    • 4 replies
    • 140 views
    • 
    • Bill Presson
    • May 11

11. EFAST2 email notifications

    By BTH, May 10
    • 0 replies
    • 61 views
    • 
    • BTH
    • May 10

12. 5500-EZ filing confirmation

    By Tom, May 8
    • 1 reply
    • 105 views
    • 
    • RatherBeGolfing
    • May 8

13. Receivable only and participant count for audit

    By AmyETPA, December 14, 2022
    • 4 replies
    • 232 views
    • 
    • BookReader
    • May 3

14. 5500-EZ late filing

    By Just Tri, April 20
    • 0 replies
    • 117 views
    • 
    • Just Tri
    • April 20

15. 401(a) Thrift Plan issues

    By bzorc, April 18
    • 4 replies
    • 101 views
    • 
    • CuseFan
    • April 19

16. What Do Participating Employers Do if the MEWA Does not File a Form 5500?

    By 5500Nerd, April 12
    • 2 replies
    • 138 views
    • 
    • 5500Nerd
    • April 17

17. When is final 5500 due?

    By Jakyasar, April 11
    • 5 replies
    • 295 views
    • 
    • Jakyasar
    • April 12

18. Terminated plan filing

    By pmacduff, March 28
    • 3 replies
    • 153 views
    • 
    • pmacduff
    • March 30

19. Form 5500 Sans Audit Report 1 2

    By austin3515, October 6, 2022
    • 34 replies
    • 1k views
    • 
    • austin3515
    • March 22

20. Plan merger and final 5500 - 1/1 merger date

    By Belgarath, June 28, 2016
    • 20 replies
    • 4.9k views
    • 
    • MoJo
    • March 17

21. Long term part-time employees/participant count

    By pmacduff, February 23
    • 4 replies
    • 439 views
    • 
    • pmacduff
    • March 16

22. Help! Filed 5500-EZ late, received CP 283 with a huge penalty.

    By SoloPlanAdmin, December 6, 2022
    • 5 replies
    • 547 views
    • 
    • LA Advisor
    • March 1

23. 5500-SF or Long Form

    By Catch22PGM, February 27
    • 3 replies
    • 125 views
    • 
    • Bri
    • February 28

24. Filed 5500EZ by mistake last year

    By nsfpsp, February 20
    • 5 replies
    • 197 views
    • 
    • WDIK
    • February 23

25. Credentials do not match signer's name

    By BG5150, February 8
    • 1 reply
    • 215 views
    • 
    • RatherBeGolfing
    • February 8