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Form 5500

3,290 topics in this forum

  1. Impact of ACA on future of welfare plan 5500s

    By chuTzPA,
    • 1 reply
    • 1.2k views

  2. 2011 amended Form 5500

    By hunter001,
    • 7 replies
    • 1.7k views

  3. 10% experience related?

    By Guest wildcat,
    • 1 reply
    • 1.6k views

  4. 8955-SSA IRS Notice CP283C

    By stormoj1,   
    • 9 replies
    • 3.4k views

  5. Requirements for a Gov't Entity -- Welfare Benefit Plan

    By Archimage,
    • 3 replies
    • 2.6k views

  6. filing late 5500-EZ - online or hard copy?

    By Santo Gold,
    • 5 replies
    • 3k views

  7. Filing One Day Late

    By khn,
    • 4 replies
    • 2k views
    • GMK
    • GMK

  8. Extensions for PYE 1/31/2013

    By Rob P,
    • 9 replies
    • 2k views

  9. Do I need to include this contract on the Schedule A?

    By Guest BMA,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  10. 5500s - Zero Participant Counts and Balances at Beginning and End of Year

    By Guest RayLovesTrini*,
    • 8 replies
    • 3.5k views

  11. 5500-EZ Eligible After 5500-SF

    By Dougsbpc,
    • 4 replies
    • 2k views

  12. 5500-EZ to 5500-SF

    By thepensionmaven,
    • 1 reply
    • 1.7k views

  13. Form 8955-SSA Software

    By EPCRSGuru,
    • 4 replies
    • 2.1k views

  14. Resolution to terminate question

    By Richard Anderson,
    • 2 replies
    • 2.1k views

  15. Significant Deficiency in Internal Controls

    By khn,
    • 0 replies
    • 1.4k views
    • khn
    • khn

  16. nonqualified cash balance

    By k man,
    • 1 reply
    • 1.5k views

  17. Contributions Receivable

    By Guest ELomotan,
    • 1 reply
    • 1.7k views

  18. Can 5500-EZ be filed now that only the owner is participant?

    By Beltane,   
    • 1 reply
    • 1.3k views

  19. Auditor's Report

    By khn,
    • 3 replies
    • 1.5k views

  20. Schedule C - Service Provider

    By emmetttrudy,
    • 3 replies
    • 2k views

  21. Overpayment of QDRO

    By msmith,
    • 1 reply
    • 1.8k views

  22. Owner took too much in withdrawals

    By Cynchbeast,
    • 9 replies
    • 2.4k views

  23. Wrap Document - Consolidated 5500

    By Guest KEK,
    • 8 replies
    • 6.3k views

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

    By TPApril,
    • 0 replies
    • 1.1k views

  25. ASC 820 Disclosures

    By Tinman,
    • 4 replies
    • 2k views

  26. Residual Assets - Zero Participants Term DB Plan

    By Rob P,
    • 4 replies
    • 2.1k views

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

    By Pixie,
    • 2 replies
    • 2.3k views

  28. Schedule D or A or both

    By Rai401k,
    • 2 replies
    • 1.8k views

  29. Excluding Terms Invested in Insurance Contracts

    By austin3515,
    • 0 replies
    • 1k views

  30. Enforcement Activity Around Missing Form 5500s

    By 401 Chaos,
    • 3 replies
    • 1.8k views

  31. Plan has Never Sent SAR

    By khn,   
    • 2 replies
    • 1.7k views
    • khn
    • khn

  32. Participant Count, Small Balances

    By R. Butler,
    • 3 replies
    • 1.5k views

  33. 5500's never filed

    By R. Butler,
    • 8 replies
    • 4.4k views
    • Guest
    • Guest

  34. Schedule of Delinquent Participant Contributions

    By sam2012,   
    • 1 reply
    • 10.2k views

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

    By holdco,
    • 1 reply
    • 1.9k views

  36. 5500-SF line 10f benefits due

    By Guest AP914,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  37. Participant count for 5500 form - welfare benefit plan

    By Belgarath,
    • 6 replies
    • 7.9k views

  38. 5500 filing - plan with employer securities

    By hunter001,
    • 1 reply
    • 1.6k views

  39. Sungard Relius IFile

    By Andy the Actuary,
    • 0 replies
    • 1.3k views

  40. Due Date for Final 5500 after Merger

    By MarZDoates,
    • 15 replies
    • 13.3k views

  41. 5500 forms filed when not required - what happens when you stop?

    By Belgarath,
    • 2 replies
    • 1.7k views

  42. Number of Participants wtih Acct Balances

    By Guest BUG,
    • 3 replies
    • 1.5k views

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

    By Guest M. Martin,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  44. Advance contribution on Schedule SB?

    By Pension RC,
    • 2 replies
    • 1.7k views

  45. Schedule SB Question

    By asteve46,   
    • 1 reply
    • 1.9k views

  46. 5500-SF - #9a (Plan Characteristics)

    By Guest KristenE,   
    • 12 replies
    • 4.5k views
    • Guest
    • Guest

  47. Schedule C - Question 2 (c)

    By Guest Janiele,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

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

    By Beltane,   
    • 4 replies
    • 1.8k views

  49. Contributions to ineligible employees forfeited

    By Guest HJoseph,
    • 1 reply
    • 1.6k views

  50. Filing Amended Form 5500-SF

    By DPSRich,   
    • 0 replies
    • 2.2k views
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