Form 5500

2,632 topics in this forum

1. How to report Hedge Fund on 5500 Sched H

   By ERISA1, 14 hours ago   

   • 5500
   • schedule h
   • (and 1 more)

     Tagged with:

     • 5500
     • schedule h
     • hedge fund
   • 1 reply
   • 13 views
   • 
   • My 2 cents
   • 14 hours ago

2. 8955-SSA duplicate filing

   By wvbeachgirl, Monday at 03:59 PM
   • 1 reply
   • 104 views
   • 
   • chc93
   • Monday at 09:49 PM

3. Life insurance premium on 5500-SF

   By bcmom, June 15   

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

4. Late 5500 - Form Already Filed - DFVC

   By austin3515, June 18, 2013
   • 12 replies
   • 1,384 views
   • 
   • austin3515
   • June 4

5. Audit or no audit in initial year

   By legort69, June 9, 2016   

   • large plan 5500 count
   • 17 replies
   • 1,004 views
   • 
   • TPApril
   • June 2

6. Terminated Plan-All assets distributed, then check returned

   By RTB, May 25
   • 10 replies
   • 305 views
   • 
   • jpod
   • May 31

7. One participant plan and Form 5500-SF

   By cpc0506, May 30
   • 2 replies
   • 169 views
   • 
   • Tom Poje
   • May 30

8. Operational errors found during initial audit

   By JJRetirement, May 22   

   • 80/120 rule
   • late deferrals
   • (and 3 more)

     Tagged with:

     • 80/120 rule
     • late deferrals
     • epcrs
     • independent audit
     • 403(b)
   • 11 replies
   • 287 views
   • 
   • chc93
   • May 25

9. Counting participants when there's a prevailing wage contribution

   By Flyboyjohn, May 25   

   • 5500
   • plan audits
   • (and 1 more)

     Tagged with:

     • 5500
     • plan audits
     • prevailing wage
   • 2 replies
   • 83 views
   • 
   • Fiduciary Guidance Counsel
   • May 25

10. Amend 5500 and Attach Audit for Prior Years?

    By jukeboy56, April 10
    • 3 replies
    • 209 views
    • 
    • WillSanDiego CPA
    • May 24

11. 5500 Inquiry - 9 years later

    • 1
    • 2

    By LMOC, April 26, 2016
    • 25 replies
    • 1,010 views
    • 
    • Mike Preston
    • May 24

12. American Funds RKD Form 5500 Fees

    By TPA Bob, May 23   

    • american funds
    • fees
    • (and 1 more)

      Tagged with:

      • american funds
      • fees
      • form 5500
    • 1 reply
    • 95 views
    • 
    • Bird
    • May 23

13. Synthetic GIC Reporting

    By 5500sorBust, May 19   

    • 5500
    • synthetic
    • (and 2 more)

      Tagged with:

      • 5500
      • synthetic
      • gic
      • investments
    • 1 reply
    • 158 views
    • 
    • BeckyMiller
    • May 22

14. Receivable Contributions

    By RetirementRosie, May 10   

    • payroll date
    • effective date
    • (and 3 more)

      Tagged with:

      • payroll date
      • effective date
      • 5500
      • receivable
      • contribution
    • 6 replies
    • 169 views
    • 
    • Mike Preston
    • May 12

15. FSA Plan Year Not Matching ERISA Plan Year

    By 5500Nerd, May 5
    • 7 replies
    • 190 views
    • 
    • jpod
    • May 10

16. Code 2A on Form 5500

    By jala, May 1   

    • code 2a
    • 2 replies
    • 135 views
    • 
    • CuseFan
    • May 1

17. Form 5500 EZ

    By nancy, April 27
    • 3 replies
    • 127 views
    • 
    • Buffys Redrum
    • April 28

18. Did anything about Schedule C change?

    By Fiduciary Guidance Counsel, April 24   

    • form 5500; schedule c; instructions; disclosure
    • 2 replies
    • 155 views
    • 
    • chc93
    • April 25

19. Form 5500 Compliance Questions Update

    By austin3515, April 2
    • 16 replies
    • 254 views
    • 
    • My 2 cents
    • April 25

20. Extended due date for 6/30/16 YE 5500

    By Flyboyjohn, April 14
    • 4 replies
    • 173 views
    • 
    • My 2 cents
    • April 18

21. Delinquent for ten years in filing 5500sf

    By sadiegirl, April 15
    • 6 replies
    • 200 views
    • 
    • BG5150
    • April 17

22. 5500 filing deadline when extension was completed as 4/15/2017

    By jkharvey, April 4
    • 5 replies
    • 353 views
    • 
    • My 2 cents
    • April 12

23. Form 5500 (Welfare Plan) Policy Year Change

    By Inquisitive One, April 11
    • 2 replies
    • 103 views
    • 
    • Inquisitive One
    • April 11

24. File? yes or no poll question

    By WCC, April 6
    • 23 replies
    • 254 views
    • 
    • John Feldt ERPA CPC QPA
    • April 7

25. Form 5500 Sch H loans rolled into Plan

    By pmacduff, March 28
    • 3 replies
    • 157 views
    • 
    • pmacduff
    • March 29