Form 5500

3,006 topics in this forum

1. 5558 and Plan Sponsor change

   By pmacduff, Wednesday at 12:34 PM
   • 7 replies
   • 162 views
   • 
   • WDIK
   • 8 hours ago

2. REQUIRED to file form 5500-EZ Electronically?

   By K-t-F, 14 hours ago
   • 6 replies
   • 56 views
   • 
   • RatherBeGolfing
   • 12 hours ago

3. How to Correct EIN on Form 5500-SF

   By pensionreview, Wednesday at 07:15 PM
   • 1 reply
   • 60 views
   • 
   • Lou S.
   • Wednesday at 07:59 PM

4. fidelity bond w/inflation guard

   By TPApril, May 25
   • 6 replies
   • 261 views
   • 
   • Bri
   • May 26

5. Audit Counts - Participants with Balances

   By austin3515, April 29
   • 12 replies
   • 317 views
   • 
   • Peter Gulia
   • May 20

6. ETFs in 401k - 5500 Reporting

   By 5500sorBust, May 19
   • 1 reply
   • 172 views
   • 
   • Peter Gulia
   • May 19

7. 1099-1096

   By thepensionmaven, April 30
   • 5 replies
   • 250 views
   • 
   • Dare Johnson
   • May 4

8. 5500 reporting of asset reversion in terminated DB plan

   By bvhea, January 13, 2011
   • 13 replies
   • 4k views
   • 
   • Hojo
   • April 29

9. Schedule D - Relius

   By ratherbereading, April 26
   • 1 reply
   • 82 views
   • 
   • Bri
   • April 27

10. Final Year Master Trust Filing

    By bzorc, April 25
    • 0 replies
    • 65 views
    • 
    • bzorc
    • April 25

11. 5500 fail to file penalties

    By Insurnacegirl555, April 3
    • 12 replies
    • 270 views
    • 
    • Luke Bailey
    • April 23

12. Small employer failed to file a 2019 5500 and received the IRS letter.

    By Santo Gold, April 7
    • 4 replies
    • 270 views
    • 
    • Nate S
    • April 21

13. Plan Year Change (after eoy)

    By TPApril, April 20
    • 1 reply
    • 109 views
    • 
    • Lou S.
    • April 20

14. 6/30/2021 5500 due today or Monday the 18th?

    By SSRRS, April 15
    • 1 reply
    • 98 views
    • 
    • Peter Gulia
    • April 18

15. Fiduciary insurance 5500 failure

    By Insurnacegirl555, April 16
    • 1 reply
    • 135 views
    • 
    • Peter Gulia
    • April 18

16. Are eligible employees not just participating employees to be counted per 2021 Form 5500 Instructions for Welfare Benefit plans.

    By Scott A. Davis, April 16
    • 0 replies
    • 81 views
    • 
    • Scott A. Davis
    • April 16

17. Wrong Form Filed

    By mming, April 8
    • 7 replies
    • 333 views
    • 
    • BG5150
    • April 12

18. DOL Email Regarding Missing 5500

    By 401 Chaos, February 9
    • 13 replies
    • 689 views
    • 
    • RatherBeGolfing
    • April 12

19. Do you know how 2022’s holidays fit?

    By Peter Gulia, January 1   

    • form 5500; due date
    • 3 replies
    • 319 views
    • 
    • Peter Gulia
    • April 7

20. 5500-sf bond compliance?

    By Insurnacegirl555, April 4
    • 1 reply
    • 99 views
    • 
    • Dare Johnson
    • April 5

21. Small Welfare Plan Exempt from 5500 Filing Requirement?

    By Insurnacegirl555, April 4
    • 1 reply
    • 164 views
    • 
    • Dare Johnson
    • April 4

22. two small plans merge mid year, when do they become a large plan filer?

    By WCC, March 16
    • 6 replies
    • 329 views
    • 
    • RatherBeGolfing
    • March 29

23. Pooled Separate Accounts- Sched. A

    By Coleboy1, March 28
    • 2 replies
    • 117 views
    • 
    • Bug on my window
    • March 28

24. 1099R issued to Plan Sponsor

    By thepensionmaven, March 2
    • 4 replies
    • 213 views
    • 
    • david rigby
    • March 2

25. Is Schedule A required with 5500-SF

    By Pammie57, February 28
    • 4 replies
    • 272 views
    • 
    • C. B. Zeller
    • March 1