Form 5500

3,250 topics in this forum

1. How "independent" does an accountant have to be to do an aud

   By pbarrett, July 19, 2000
   • 5 replies
   • 3.2k views
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   • Guest
   • August 2, 2000

2. Copy of Form 5500 submitted to DOL?

   By jkharvey, July 24, 2000
   • 2 replies
   • 2.3k views
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   • Guest
   • August 2, 2000

3. Does anybody out there have any experience with filing late returns un

   By bzorc, July 18, 2000
   • 4 replies
   • 2.6k views
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   • Kirk Maldonado
   • August 1, 2000

4. Audit Required? - Control Group - 2 separate 401(k)plan documents

   By Guest Don J. Smith, August 1, 2000
   • 1 reply
   • 2.8k views
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   • Guest
   • August 1, 2000

5. Plan has 6 trustees; they won't all fit in the space provided on the S

   By Richard Anderson, July 28, 2000
   • 5 replies
   • 2.2k views
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   • Guest
   • July 30, 2000

6. Penalty for late filing

   By Guest Ray Williams, July 8, 2000
   • 1 reply
   • 2.4k views
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   • Guest
   • July 28, 2000

7. Schedule A Insurance in a 401(k) Plan

   By Guest Frank Jackson, July 21, 2000
   • 1 reply
   • 2k views
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   • Guest
   • July 28, 2000

8. Form 5500 for the 1999 plan year - Final Return--for defined benefit p

   By Guest meggie, July 21, 2000
   • 1 reply
   • 2k views
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   • mwyatt
   • July 25, 2000

9. 1999 Schedule A - how to fill in lines 3 and 4 for a DC plan?

   By Guest Stacie Barth, June 20, 2000
   • 1 reply
   • 1.9k views
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   • Guest
   • July 18, 2000

10. Participant count for new plans at beginning of year

    By pbarrett, July 17, 2000
    • 2 replies
    • 4k views
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    • Guest
    • July 18, 2000

11. How to complete Schedule G if employer failed to timely transmit elect

    By Guest BDH, July 17, 2000
    • 0 replies
    • 1.9k views
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    • Guest
    • July 17, 2000

12. Paid Preparer Information - Line 5

    By mwyatt, June 28, 2000
    • 6 replies
    • 2.5k views
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    • SLuskin
    • July 14, 2000

13. Form 5500 appearance

    By bzorc, June 28, 2000
    • 6 replies
    • 2.5k views
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    • Sue H
    • July 12, 2000

14. New Schedule R - skip line 3, or not (for a profit-sharing plan)?

    By Guest CGBS, June 28, 2000
    • 1 reply
    • 2.1k views
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    • Guest
    • July 12, 2000

15. Archive Link

    By Guest Robin Hopkins, June 28, 2000
    • 5 replies
    • 2.2k views
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    • Guest
    • July 10, 2000

16. When is my form 1999 5500 due? Must I file for an extension past 7/31/

    By Guest L, July 9, 2000
    • 1 reply
    • 2.2k views
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    • Richard Anderson
    • July 10, 2000

17. Explain the 80-120 participation rule for the audit requirement.

    By Guest Tara Curran, July 7, 2000
    • 1 reply
    • 2.5k views
    • 
    • Richard Anderson
    • July 7, 2000

18. Where indicate for a 401(m) or 401(a) contribution?

    By John A, June 29, 2000
    • 2 replies
    • 2.1k views
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    • Dawn Hafner
    • June 29, 2000

19. Schedule A - How to get a list of NAIC codes?

    By Guest mspencer, June 7, 2000
    • 10 replies
    • 7.1k views
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    • Guest
    • June 28, 2000

20. "Plan expenses" (for SAR) = plan year contribution and earni

    By Cathy from Chicago, June 20, 2000
    • 0 replies
    • 2.1k views
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    • Cathy from Chicago
    • June 20, 2000

21. 1999 Schedule T required for plan that filed a 1997 5500-C and did not

    By mming, June 16, 2000
    • 0 replies
    • 1.9k views
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    • mming
    • June 16, 2000

22. Controlled Groups and the new 5500

    By Guest Rudy, June 13, 2000
    • 3 replies
    • 2.8k views
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    • Dawn Hafner
    • June 14, 2000

23. Reporting separate account GICs, synthetic GICs, and stable value fund

    By Guest ak, June 9, 2000
    • 0 replies
    • 2.9k views
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    • Guest
    • June 9, 2000

24. New Schedules for 5500

    By Guest CGBS, June 2, 2000
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • June 9, 2000

25. Does a 5558 negate the automatic extension?

    By John A, May 24, 2000
    • 2 replies
    • 2.3k views
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    • Bill Berke
    • June 1, 2000