Form 5500

2,865 topics in this forum

1. Failure To File Extension

   By Lucky32, Wednesday at 02:21 AM
   • 8 replies
   • 181 views
   • 
   • acm_acm
   • 20 hours ago

2. IRS letter late filing

   By pmacduff, August 6
   • 20 replies
   • 827 views
   • 
   • eepl5
   • Wednesday at 09:59 PM

3. Typo on Participant Count

   By EPCRSGuru, November 10
   • 2 replies
   • 258 views
   • 
   • Belgarath
   • November 11

4. IRS letter

   By SSRRS, November 6
   • 1 reply
   • 153 views
   • 
   • SSRRS
   • November 9

5. 5500 w/ No Audit Report

   By austin3515, October 14
   • 12 replies
   • 563 views
   • 
   • Luke Bailey
   • October 16

6. Wrong EIN on Form 5500-SF

   By thepensionmaven, October 2
   • 6 replies
   • 201 views
   • 
   • thepensionmaven
   • October 15

7. Who gets the SAR?

   By BG5150, October 13
   • 10 replies
   • 236 views
   • 
   • Bill Presson
   • October 15

8. No Phone # on 5500-SF

   By BG5150, October 13
   • 8 replies
   • 165 views
   • 
   • Peter Gulia
   • October 14

9. Form 5500SF and Code 4R

   By pjr@frdayton.com, October 12
   • 1 reply
   • 87 views
   • 
   • FORMER ESQ.
   • October 12

10. Form 5500-EZ line 6a (2) End of year

    By Francis, October 10
    • 1 reply
    • 148 views
    • 
    • Jakyasar
    • October 10

11. Abondoned Plan & 5500

    By stphnyok, October 8
    • 5 replies
    • 293 views
    • 
    • Luke Bailey
    • October 10

12. Filing Authorizations for when TPA files the 5500

    By BG5150, October 7
    • 4 replies
    • 175 views
    • 
    • Bird
    • October 9

13. How to treat proceeds from DB to QRP?

    By BG5150, October 8
    • 1 reply
    • 147 views
    • 
    • Alonzo Church
    • October 8

14. 5500 Schedule D

    By Tom, October 7   

    • 5500-sf
    • 0 replies
    • 78 views
    • 
    • Tom
    • October 7

15. Book ADP refund as liability?

    By BG5150, September 25
    • 5 replies
    • 263 views
    • 
    • Bill Presson
    • October 2

16. Is a Final Report for a Welfare Trust Filing Needed?

    By 5500Nerd, September 30
    • 1 reply
    • 87 views
    • 
    • Luke Bailey
    • October 1

17. QNEC as a receivable on Schedule H

    By B21, October 1
    • 3 replies
    • 201 views
    • 
    • B21
    • October 1
18. PBGC missed contribution reporting

    Topic was moved to forum Defined Benefit Plans, Including Cash Balance

19. Late deposits reported on the Schedule H

    By ratherbereading, September 24
    • 4 replies
    • 241 views
    • 
    • ratherbereading
    • September 25

20. Wrong EIN on 5558

    By 22su, September 22   

    • 5558 error
    • wrong ein
    • 2 replies
    • 190 views
    • 
    • 22su
    • September 22

21. 5500 Schedule C

    By AmyETPA, September 16
    • 1 reply
    • 138 views
    • 
    • msmith
    • September 16

22. question on schedule I -re. real estate

    By SSRRS, September 11
    • 2 replies
    • 134 views
    • 
    • SSRRS
    • September 11

23. 5500-EZ Penalty Relief Program - Reasonable Cause

    By TPApril, May 31, 2019
    • 15 replies
    • 1,090 views
    • 
    • ESOP Guy
    • September 4

24. Wrong Participant Count, No Audit Filed Ever, Want to Terminate

    By 401 Chaos, September 3
    • 11 replies
    • 228 views
    • 
    • Bob the Swimmer
    • September 4

25. Final Filing Form 5500-EZ - Distributions?

    By JMP, September 4
    • 2 replies
    • 151 views
    • 
    • JMP
    • September 4