Form 5500

3,250 topics in this forum

1. 5500 Schedule P

   By Guest BNYMTC, October 2, 2000
   • 2 replies
   • 2.5k views
   • 
   • John A
   • October 5, 2000

2. final return for 2000 short plan year

   By Guest pdahlen, September 19, 2000
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • October 3, 2000

3. List of Form 5500 Filers

   By Guest Emiliano, September 29, 2000
   • 3 replies
   • 4k views
   • 
   • Guest
   • October 2, 2000

4. How to handle the summary annual report format that corresponds to new

   By Guest JL, April 12, 2000
   • 2 replies
   • 1.6k views
   • 
   • Kristina
   • October 2, 2000

5. Split Plan into 2 Plans with one investment contract

   By Guest, September 28, 2000
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • September 28, 2000

6. Is it necessary to file Form 5500 for medical plans that are fully ins

   By Guest LFrankel, September 26, 2000
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • September 27, 2000

7. Cannot locate 98 5500-EZ - what to do?

   By Guest MEGary, September 26, 2000
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • September 27, 2000

8. Classification on Form 5500 line 7 for Employees who have transferred

   By R. Butler, September 20, 2000
   • 1 reply
   • 1.6k views
   • 
   • JohnCheek
   • September 22, 2000

9. Is anyone filing a Schedule D this year for their GIA?

   By Guest ngresham, September 21, 2000
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • September 21, 2000

10. Correcting prior errors?

    By Guest Dick Boever, August 27, 2000
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • September 21, 2000

11. Sch. B for Form 5500EZ

    By Guest, September 19, 2000
    • 3 replies
    • 1.8k views
    • 
    • Theresa Lynn
    • September 20, 2000

12. Schedule T clarification

    By Guest ypartridge, September 14, 2000
    • 3 replies
    • 1.7k views
    • 
    • Kristina
    • September 19, 2000

13. Exemption from Scedule H for self-funded plans

    By Guest Mfcavo, September 18, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • September 19, 2000

14. Schedule A for individual life insurance policies

    By Guest PC, September 13, 2000
    • 1 reply
    • 1.6k views
    • 
    • JohnCheek
    • September 18, 2000

15. Receivable question on 5500

    By Guest JimP, September 14, 2000
    • 4 replies
    • 2.5k views
    • 
    • JohnCheek
    • September 18, 2000

16. Is Schedule of Assets Held for Investments at End of Year Required?

    By Guest slipps, September 5, 2000
    • 2 replies
    • 5.9k views
    • 
    • JohnCheek
    • September 15, 2000

17. 5500 for new profit sharing plan with no money?

    By R. Butler, September 8, 2000
    • 3 replies
    • 2k views
    • 
    • Guest
    • September 14, 2000

18. Extension beyond 10/15/2000?

    By AndyH, August 22, 2000
    • 15 replies
    • 2.7k views
    • 
    • Guest
    • September 12, 2000

19. 5500 question 8(a): are Safe Harbor matching contributions and SIMPLE

    By wmyer, September 12, 2000
    • 1 reply
    • 3.7k views
    • 
    • Guest
    • September 12, 2000

20. Do all qualified plans need to include Schedule T with their 5500 fili

    By Guest Peter Riggins, August 30, 2000
    • 2 replies
    • 1.8k views
    • 
    • Kristina
    • September 12, 2000

21. Schedule SSA for year of merger: past participants reported again?

    By John A, September 11, 2000
    • 1 reply
    • 1.6k views
    • 
    • Kristina
    • September 12, 2000

22. file two 5500s or one for successor entity

    By thepensionmaven, August 31, 2000
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • September 8, 2000

23. Schedule SSA: Does anyone know the definition of "DEFERRED VESTE

    By Moe Howard, September 8, 2000
    • 2 replies
    • 11.5k views
    • 
    • david rigby
    • September 8, 2000

24. Life insurance an asset?

    By R. Butler, September 7, 2000
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • September 8, 2000

25. Schedule T, Line 3, disaggregated parts

    By R. Butler, September 1, 2000
    • 4 replies
    • 1.9k views
    • 
    • Richard Anderson
    • September 5, 2000