Form 5500

2,639 topics in this forum

1. 5500 Schedule C information not avaialble

   By Molly the cat, July 11   

   • 5500
   • 8 replies
   • 185 views
   • 
   • Molly the cat
   • Yesterday at 06:04 PM

2. Correcting Plan Number

   By Guest Sieve, August 29, 2011
   • 18 replies
   • 4,352 views
   • 
   • BG5150
   • August 8

3. Filing 5500 without Audit Report

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

4. 5558 for plan to be filing DFVC

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

5. 5500 and extensions

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

6. Timely 5500-EZ, Delinquent Schedule SB

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

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

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

8. Check on a Form 5500-EZ

   By emmetttrudy, December 9, 2015
   • 3 replies
   • 1,015 views
   • 
   • NJ Mike
   • July 11

9. 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
   • 223 views
   • 
   • BeckyMiller
   • July 11

10. 8955-SSA Filing Software

    By WhatsESUP, July 7   

    • 8955
    • ssa
    • (and 1 more)

      Tagged with:

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

11. Schedule 5500 line 4j reportable transactions

    By Guest Kriso, October 14, 2003
    • 5 replies
    • 5,131 views
    • 
    • austin3515
    • July 6

12. Form 945 - Multiple Plan

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

13. 8955-SSA duplicate filing

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

14. Life insurance premium on 5500-SF

    By bcmom, June 15   

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

15. Late 5500 - Form Already Filed - DFVC

    By austin3515, June 18, 2013
    • 12 replies
    • 1,443 views
    • 
    • austin3515
    • June 4

16. Audit or no audit in initial year

    By legort69, June 9, 2016   

    • large plan 5500 count
    • 17 replies
    • 1,168 views
    • 
    • TPApril
    • June 2

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

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

18. One participant plan and Form 5500-SF

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

19. 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
    • 356 views
    • 
    • chc93
    • May 25

20. 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
    • 137 views
    • 
    • Fiduciary Guidance Counsel
    • May 25

21. Amend 5500 and Attach Audit for Prior Years?

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

22. 5500 Inquiry - 9 years later

    • 1
    • 2

    By LMOC, April 26, 2016
    • 25 replies
    • 1,121 views
    • 
    • Mike Preston
    • May 24

23. 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
    • 134 views
    • 
    • Bird
    • May 23

24. Synthetic GIC Reporting

    By 5500sorBust, May 19   

    • 5500
    • synthetic
    • (and 2 more)

      Tagged with:

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

25. Receivable Contributions

    By RetirementRosie, May 10   

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

      Tagged with:

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