Form 5500

2,648 topics in this forum

1. Sch H - key in assets held or attach page?

   By AlbanyConsultant, Sunday at 07:03 PM
   • 5 replies
   • 99 views
   • 
   • TommyGunn13
   • 1 hour ago

2. Schedule H Listing of Plan Assets

   By Nancy D, September 19   

   • mutual fund
   • psa
   • 5 replies
   • 126 views
   • 
   • AlbanyConsultant
   • Sunday at 07:00 PM

3. Schedule H - Line 4i(a)

   By AdKu, October 5
   • 2 replies
   • 170 views
   • 
   • AdKu
   • October 5

4. 5500 form for TIAA-CREF plan

   By K2retire, October 4
   • 6 replies
   • 88 views
   • 
   • Tom Poje
   • October 5

5. Correcting Plan Number

   By Guest Sieve, August 29, 2011
   • 19 replies
   • 4,529 views
   • 
   • TPApril
   • October 3

6. Form 5500-EZ Part III Question

   By frank1971, September 29   

   • 5500-ez
   • 2 replies
   • 81 views
   • 
   • frank1971
   • September 29

7. 5500 / ERISA to Non-ERISA Plan

   By austin3515, September 23
   • 6 replies
   • 142 views
   • 
   • chc93
   • September 27

8. 8955-SSA deceased records

   By RSM103, September 20   

   • 8955-ssa
   • 3 replies
   • 192 views
   • 
   • My 2 cents
   • September 20

9. Form 5330 Excise Tax for corrective distributions

   By 401_noob, September 7   

   • 4979
   • excise
   • 4 replies
   • 226 views
   • 
   • RatherBeGolfing
   • September 7

10. 5500-EZ initial year filing

    By thepensionmaven, August 22   

    • initial 5500-ez
    • 2 replies
    • 135 views
    • 
    • RatherBeGolfing
    • August 22

11. 5500 Schedule C information not avaialble

    By Molly the cat, July 11   

    • 5500
    • 8 replies
    • 292 views
    • 
    • Molly the cat
    • August 15

12. Filing 5500 without Audit Report

    By austin3515, October 15, 2016
    • 17 replies
    • 1,300 views
    • 
    • RatherBeGolfing
    • July 31

13. 5558 for plan to be filing DFVC

    By TPApril, July 28
    • 4 replies
    • 272 views
    • 
    • RatherBeGolfing
    • July 29

14. 5500 and extensions

    By Chippy, July 27
    • 1 reply
    • 115 views
    • 
    • RatherBeGolfing
    • July 27

15. Timely 5500-EZ, Delinquent Schedule SB

    By Dougsbpc, July 8
    • 10 replies
    • 436 views
    • 
    • shERPA
    • July 17

16. Welfare plan merger @ eoy - how to file final 5500

    By TPApril, July 17
    • 1 reply
    • 176 views
    • 
    • david rigby
    • July 17

17. Check on a Form 5500-EZ

    By emmetttrudy, December 9, 2015
    • 3 replies
    • 1,140 views
    • 
    • NJ Mike
    • July 11

18. How to report Hedge Fund on 5500 Sched H

    By ERISA1, June 22   

    • 5500
    • schedule h
    • (and 1 more)

      Tagged with:

      • 5500
      • schedule h
      • hedge fund
    • 4 replies
    • 291 views
    • 
    • BeckyMiller
    • July 11

19. 8955-SSA Filing Software

    By WhatsESUP, July 7   

    • 8955
    • ssa
    • (and 1 more)

      Tagged with:

      • 8955
      • ssa
      • software
    • 3 replies
    • 190 views
    • 
    • Kevin C
    • July 10

20. Schedule 5500 line 4j reportable transactions

    By Guest Kriso, October 14, 2003
    • 5 replies
    • 5,267 views
    • 
    • austin3515
    • July 6

21. Form 945 - Multiple Plan

    By Stash026, June 28
    • 4 replies
    • 199 views
    • 
    • Earl
    • June 29

22. 8955-SSA duplicate filing

    By wvbeachgirl, June 19
    • 1 reply
    • 212 views
    • 
    • chc93
    • June 19

23. Life insurance premium on 5500-SF

    By bcmom, June 15   

    • insurance premiums
    • 5500-sf
    • 3 replies
    • 166 views
    • 
    • Bird
    • June 15

24. Late 5500 - Form Already Filed - DFVC

    By austin3515, June 18, 2013
    • 12 replies
    • 1,484 views
    • 
    • austin3515
    • June 4

25. Audit or no audit in initial year

    By legort69, June 9, 2016   

    • large plan 5500 count
    • 17 replies
    • 1,368 views
    • 
    • TPApril
    • June 2