Form 5500

3,151 topics in this forum

1. Form 5500-SF Line 14b

   By AmyETPA, Tuesday at 02:24 PM
   • 2 replies
   • 130 views
   • 
   • Paul I
   • Tuesday at 06:05 PM

2. Form 5500 - Terminating Solo 401(k)

   By Vlad401k, Monday at 08:39 PM
   • 5 replies
   • 263 views
   • 
   • ratherbereading
   • Tuesday at 01:14 PM

3. Should long form be used for investments in a mortgage loan company.

   By Elizabeth Matthews, April 11
   • 0 replies
   • 64 views
   • 
   • Elizabeth Matthews
   • April 11

4. Audit Count - Participants with balances

   By austin3515, April 3
   • 11 replies
   • 639 views
   • 
   • Gilmore
   • April 5

5. Schedule MEP

   By R. Butler, April 1
   • 2 replies
   • 103 views
   • 
   • R. Butler
   • April 2

6. ERISA 403(b) plan, initial effective date in the 1950's (obviously pre-ERISA) has NEVER filed a 5500 form

   By Belgarath, April 1
   • 0 replies
   • 95 views
   • 
   • Belgarath
   • April 1

7. Retroactive fidelity bond for large plan?

   By TPApril, March 29
   • 6 replies
   • 273 views
   • 
   • Peter Gulia
   • April 5

8. Counting ineligible participants with balance

   By TPApril, March 24
   • 8 replies
   • 437 views
   • 
   • TPApril
   • March 29

9. Failure to file 5500 Welfare Medical Plan for failing to address refund allocations in SPD

   By Insurnacegirl555, March 22   

   • 5500
   • exemption
   • (and 5 more)

     Tagged with:

     • 5500
     • exemption
     • welfare benefit plan-5500?
     • welfare plans
     • welfare
     • 5500sf
     • 5500 - reporting of options
   • 3 replies
   • 214 views
   • 
   • Brian Gilmore
   • March 23

10. IRS Notification letter number for line 12 5500-SF

    By Tom, March 13
    • 2 replies
    • 192 views
    • 
    • Paul I
    • March 14

11. Schedule R

    By Elizabeth Matthews, March 7
    • 1 reply
    • 193 views
    • 
    • Paul I
    • March 7

12. MEP Schedule

    By Coleboy1, March 5
    • 0 replies
    • 97 views
    • 
    • Coleboy1
    • March 5

13. Late filing DFVCP

    By Old Reliable, February 19
    • 2 replies
    • 458 views
    • 
    • CuseFan
    • February 19

14. Extension date request for an October 1st plan year end.

    By jsample, February 15
    • 2 replies
    • 198 views
    • 
    • Paul I
    • February 16

15. Form 5500 - new compliance questions.

    By Belgarath, February 14
    • 3 replies
    • 385 views
    • 
    • Belgarath
    • February 15

16. 2023 Form 5500-SF Questions 14a - IRS Compliance Questions

    By TN CPA, January 30
    • 1 reply
    • 530 views
    • 
    • RatherBeGolfing
    • January 30

17. Line 12

    By Tom, January 19
    • 2 replies
    • 267 views
    • 
    • Paul I
    • January 19

18. 2023 Form 5500-EZ fill-in version not yet available

    By kpension, January 18
    • 1 reply
    • 149 views
    • 
    • Lois Baker
    • January 30

19. Combo Plans - Form 5550-SF new questions, Line 14a, Line 14b, and Line 15

    By Jakyasar, January 12
    • 2 replies
    • 639 views
    • 
    • Jakyasar
    • January 12

20. 5500 Counts - definition of Participant in DC plan

    By justanotheradmin, January 10
    • 19 replies
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • January 17

21. Top Hat Plan Registration Statements - Plan Spinoff

    By M_2015, December 23, 2023
    • 1 reply
    • 220 views
    • 
    • CuseFan
    • December 26, 2023

22. Form 8955--SSA

    By EPCRSGuru, December 11, 2023
    • 2 replies
    • 714 views
    • 
    • david rigby
    • December 11, 2023

23. DOL Letter for Missing Form 5500

    By chinson22, November 27, 2023
    • 2 replies
    • 616 views
    • 
    • Insurnacegirl555
    • March 24

24. DOL Non-filer Notice

    By Insurnacegirl555, November 22, 2023
    • 1 reply
    • 406 views
    • 
    • Luke Bailey
    • November 27, 2023

25. 2023 5500 Participant Count

    By Rai123, November 21, 2023
    • 3 replies
    • 536 views
    • 
    • Rai123
    • November 22, 2023