Form 5500

3,273 topics in this forum

1. Auditor's Report

   By khn, September 24, 2013
   • 3 replies
   • 1.3k views
   • 
   • ESOP Guy
   • September 24, 2013

2. Schedule C - Service Provider

   By emmetttrudy, September 19, 2013
   • 3 replies
   • 1.6k views
   • 
   • Calavera
   • September 20, 2013

3. Overpayment of QDRO

   By msmith, September 18, 2013
   • 1 reply
   • 1.5k views
   • 
   • QDROphile
   • September 18, 2013

4. Owner took too much in withdrawals

   By Cynchbeast, September 14, 2013
   • 9 replies
   • 1.7k views
   • 
   • Kevin C
   • September 18, 2013

5. Wrap Document - Consolidated 5500

   By Guest KEK, May 22, 2002
   • 8 replies
   • 5.8k views
   • 
   • 401 Chaos
   • September 10, 2013

6. association used to sponsor welfare plan - who is responsible for missed 5500s

   By TPApril, September 7, 2013
   • 0 replies
   • 863 views
   • 
   • TPApril
   • September 7, 2013

7. ASC 820 Disclosures

   By Tinman, September 5, 2013
   • 4 replies
   • 1.6k views
   • 
   • david rigby
   • September 5, 2013

8. Residual Assets - Zero Participants Term DB Plan

   By Rob P, September 4, 2013
   • 4 replies
   • 1.7k views
   • 
   • chc93
   • September 4, 2013

9. Small Plan Audit Waiver Bonding when Non Qualified Assets change during plan year

   By Pixie, August 23, 2013
   • 2 replies
   • 2k views
   • 
   • Kevin C
   • August 23, 2013

10. Schedule D or A or both

    By Rai401k, August 21, 2013
    • 2 replies
    • 1.5k views
    • 
    • Rai401k
    • August 21, 2013

11. Excluding Terms Invested in Insurance Contracts

    By austin3515, August 19, 2013
    • 0 replies
    • 789 views
    • 
    • austin3515
    • August 19, 2013

12. Enforcement Activity Around Missing Form 5500s

    By 401 Chaos, November 8, 2012
    • 3 replies
    • 1.6k views
    • 
    • 401 Chaos
    • August 17, 2013

13. Plan has Never Sent SAR

    By khn, August 9, 2013   

    • SAR
    • 2 replies
    • 1.4k views
    • 
    • khn
    • August 9, 2013

14. Participant Count, Small Balances

    By R. Butler, August 8, 2013
    • 3 replies
    • 1.2k views
    • 
    • ESOP Guy
    • August 8, 2013

15. 5500's never filed

    By R. Butler, July 17, 2013
    • 8 replies
    • 3.8k views
    • 
    • Guest
    • August 8, 2013

16. Schedule of Delinquent Participant Contributions

    By sam2012, August 2, 2013   

    • 5500
    • 1 reply
    • 9.7k views
    • 
    • chc93
    • August 2, 2013

17. Wrap Document with Small Plan Component - Inclusion in 5500?

    By holdco, August 1, 2013
    • 1 reply
    • 1.7k views
    • 
    • Flyboyjohn
    • August 2, 2013

18. 5500-SF line 10f benefits due

    By Guest AP914, August 1, 2013
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 1, 2013

19. Participant count for 5500 form - welfare benefit plan

    By Belgarath, February 15, 2013
    • 6 replies
    • 6.7k views
    • 
    • Bill Presson
    • July 26, 2013

20. 5500 filing - plan with employer securities

    By hunter001, July 16, 2013
    • 1 reply
    • 1.4k views
    • 
    • BG5150
    • July 16, 2013

21. Sungard Relius IFile

    By Andy the Actuary, July 15, 2013
    • 0 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • July 15, 2013

22. Due Date for Final 5500 after Merger

    By MarZDoates, June 5, 2003
    • 15 replies
    • 12.1k views
    • 
    • Flyboyjohn
    • July 2, 2013

23. 5500 forms filed when not required - what happens when you stop?

    By Belgarath, July 2, 2013
    • 2 replies
    • 1.4k views
    • 
    • Flyboyjohn
    • July 2, 2013

24. Number of Participants wtih Acct Balances

    By Guest BUG, July 1, 2013
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 1, 2013

25. Schedule H Line 2a(C) or 2a(2) for in-kind rollover?

    By Guest M. Martin, June 26, 2013
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • June 28, 2013

26. Advance contribution on Schedule SB?

    By Pension RC, June 20, 2013
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • June 20, 2013

27. Schedule SB Question

    By asteve46, June 19, 2013   

    • Schedule SB
    • 1 reply
    • 1.7k views
    • 
    • quinnfield
    • June 19, 2013

28. 5500-SF - #9a (Plan Characteristics)

    By Guest KristenE, June 14, 2013   

    • Pension Feature Codes
    • 12 replies
    • 3.8k views
    • 
    • Guest
    • June 19, 2013

29. Schedule C - Question 2 (c)

    By Guest Janiele, June 18, 2013
    • 0 replies
    • 1k views
    • 
    • Guest
    • June 18, 2013

30. Small Plan 5500 Sch I Q 4i re >20% assets in single security

    By Beltane, June 13, 2013   

    • Money Market cash
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • June 14, 2013

31. Contributions to ineligible employees forfeited

    By Guest HJoseph, June 6, 2013
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • June 6, 2013

32. Filing Amended Form 5500-SF

    By DPSRich, June 6, 2013   

    • Amending a Return
    • 0 replies
    • 1.9k views
    • 
    • DPSRich
    • June 6, 2013

33. Form 5500 Schedule G

    By MoShawn, June 5, 2013
    • 1 reply
    • 2.3k views
    • 
    • Belgarath
    • June 5, 2013

34. Attach auditor's opinion or entire audit report?

    By Flyboyjohn, March 14, 2013
    • 4 replies
    • 5.4k views
    • 
    • Guest
    • June 3, 2013

35. Deemed Distribution reporting

    By Brenda Wren, October 15, 2008
    • 5 replies
    • 6.5k views
    • 
    • Guest
    • May 22, 2013

36. Webclient - recent updates and saved credentials

    By hunter001, May 22, 2013
    • 0 replies
    • 924 views
    • 
    • hunter001
    • May 22, 2013

37. 5500 SF and signature pages

    By pmacduff, May 3, 2013
    • 4 replies
    • 2.1k views
    • 
    • KateSmithPA
    • May 13, 2013

38. Hopefully Dumb DFVCP Question

    By 401 Chaos, May 7, 2013
    • 2 replies
    • 1.7k views
    • 
    • 401 Chaos
    • May 13, 2013

39. 5500 Large Plan - fees

    By PFranckowiak, May 10, 2013
    • 1 reply
    • 1.4k views
    • 
    • ACox
    • May 10, 2013

40. 5500-ez

    By PFranckowiak, May 7, 2013
    • 4 replies
    • 1.8k views
    • 
    • PFranckowiak
    • May 7, 2013

41. Form 5330, Line 3b

    By Susan S., May 2, 2013
    • 0 replies
    • 1.4k views
    • 
    • Susan S.
    • May 2, 2013

42. Blackout Notice (Line 4n)

    By LRC, April 23, 2013
    • 0 replies
    • 1.5k views
    • 
    • LRC
    • April 23, 2013

43. Relius WebClient - not publishing?

    By Leopurrd, April 15, 2013
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • April 15, 2013

44. SSA - from the year 2000!

    By RestAssured, April 10, 2013   

    • missing participant
    • closed plan
    • (and 1 more)

      Tagged with:

      • missing participant
      • closed plan
      • ssa
    • 12 replies
    • 1.9k views
    • 
    • Lou S.
    • April 12, 2013

45. Participant Count - Plan Spin-Off

    By KateSmithPA, April 10, 2013
    • 1 reply
    • 1.9k views
    • 
    • ESOP Guy
    • April 10, 2013

46. code 3B

    By Draper55, April 9, 2013
    • 1 reply
    • 4k views
    • 
    • Flyboyjohn
    • April 9, 2013

47. Received Settlement money. Final 5500 filed last year.

    By jkharvey, April 4, 2013
    • 2 replies
    • 1.4k views
    • 
    • jkharvey
    • April 7, 2013

48. Welfare Plan missing prepaid legal

    By TPApril, March 18, 2013
    • 7 replies
    • 2k views
    • 
    • TPApril
    • March 21, 2013

49. REIT - Eligible plan asset?

    By tymesup, March 18, 2013
    • 4 replies
    • 2.6k views
    • 
    • tymesup
    • March 19, 2013

50. 5500 filing without auditors opinion?

    By Lori H, March 15, 2013
    • 8 replies
    • 7.2k views
    • 
    • Lori H
    • March 15, 2013