Form 5500

3,277 topics in this forum

1. 5500 to 5500-EZ?

   By Dougsbpc, November 17, 2009
   • 3 replies
   • 1.2k views
   • 
   • mming
   • December 9, 2009

2. Schedule I & REIT's

   By Guest shafter, June 14, 2001
   • 2 replies
   • 3.2k views
   • 
   • david rigby
   • December 7, 2009

3. My client never filed for 2008!

   By Guest IluvNewComp, November 30, 2009
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • November 30, 2009

4. Does FreeERISA change form before they put it up?

   By Jim Chad, January 12, 2009
   • 7 replies
   • 1.9k views
   • 
   • Guest
   • November 19, 2009

5. 5500 Signature

   By Guest P Arpey, October 12, 2009
   • 5 replies
   • 1.8k views
   • 
   • Guest
   • November 15, 2009

6. Entity Control Changes

   By MSN, October 20, 2009
   • 12 replies
   • 2.5k views
   • 
   • Guest
   • November 13, 2009

7. Line 10(g) on 5500 EZ

   By Belgarath, November 12, 2009
   • 1 reply
   • 1.4k views
   • 
   • WDIK
   • November 12, 2009

8. Employee Assistance Plan- any 5500 schedules required?

   By britoski, November 6, 2009
   • 0 replies
   • 3.7k views
   • 
   • britoski
   • November 6, 2009

9. Final Return Or Not

   By Guest merlin, October 12, 2009
   • 3 replies
   • 1.9k views
   • 
   • Ron Snyder
   • November 2, 2009

10. Final 5500 Short 2009 PYE

    By jkharvey, October 22, 2009
    • 4 replies
    • 2k views
    • 
    • Bird
    • November 1, 2009

11. Schedule C

    By Guest Golden Girl, October 14, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 1, 2009

12. DFVCP Payment

    By Guest Scarlet Knight, October 27, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • November 1, 2009

13. Master Trust

    By Guest bernverd, October 9, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 1, 2009

14. Master Trust

    By Guest Form5500, October 29, 2009
    • 0 replies
    • 808 views
    • 
    • Guest
    • October 29, 2009

15. Unsigned f5500

    By J Simmons, October 20, 2009
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • October 23, 2009

16. Insufficient information to complete 5500

    By Guest SuzieQNEC, October 22, 2009
    • 6 replies
    • 1.5k views
    • 
    • BG5150
    • October 22, 2009

17. 5500-EZ Line 10(i)1

    By emmetttrudy, October 12, 2009
    • 2 replies
    • 1.2k views
    • 
    • emmetttrudy
    • October 16, 2009

18. Changing Custodians

    By Guest jpw, October 14, 2009
    • 2 replies
    • 2.1k views
    • 
    • BG5150
    • October 15, 2009

19. SAR for 2 person pension plan?

    By Guest SuzieQNEC, October 9, 2009
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • October 12, 2009

20. Schedule R

    By hunter001, June 17, 2009
    • 5 replies
    • 4.2k views
    • 
    • BG5150
    • October 7, 2009

21. EFAST

    By Belgarath, October 7, 2009
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • October 7, 2009

22. Filing for Plan not subject to ERISA

    By Guest JWOL9, October 6, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 6, 2009

23. Opinion for Limited Scope Audit relying on SAS 70

    By Guest ChristianJWK, October 6, 2009
    • 1 reply
    • 1.6k views
    • 
    • PensionPro
    • October 6, 2009

24. Schedule H Requirement for Wrap Plan

    By 401 Chaos, September 25, 2009
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • October 5, 2009

25. SArs to terminated employees

    By cripp12, October 2, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 5, 2009

26. Final 5500

    By Guest carsonv, May 22, 2003
    • 10 replies
    • 1.8k views
    • 
    • Guest
    • October 2, 2009

27. ESOP & Schedule A

    By Guest SuzieQNEC, October 1, 2009
    • 1 reply
    • 971 views
    • 
    • PensionPro
    • October 1, 2009

28. Multiuple Employer Plan

    By Guest IluvNewComp, September 29, 2009
    • 1 reply
    • 1.1k views
    • 
    • PensionPro
    • September 29, 2009

29. Assets Held for Investment Purpose

    By bzorc, September 10, 2009
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • September 29, 2009

30. Loan fees and Schedule C

    By dmwe, September 2, 2009
    • 2 replies
    • 2.4k views
    • 
    • dmwe
    • September 28, 2009

31. Filing under the wrong Plan No

    By pixmax, August 27, 2009
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • September 25, 2009

32. Non-Profit DFVCP filing

    By KevinMc, July 29, 2009
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • September 25, 2009

33. Master Trust & Schedule H Basics

    By Guest SuzieQNEC, August 20, 2009
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 25, 2009

34. EFAST for H&W plans?

    By Guest Georgia1, August 31, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 25, 2009

35. Schedule R, Line 8

    By Guest khartford, September 23, 2009
    • 4 replies
    • 1.7k views
    • 
    • quinnfield
    • September 24, 2009

36. 5558 Approved - is this new?

    By ombskid, September 21, 2009
    • 3 replies
    • 1.4k views
    • 
    • ombskid
    • September 21, 2009

37. Summary Annual Report to Participant with no Balance?

    By Guest SuzieQNEC, September 17, 2009
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • September 18, 2009

38. Welfare plan 5500, 100 participant threshold

    By movedon, July 27, 2009
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • September 16, 2009

39. Okay to use current form for earlier years?

    By Peter Gulia, September 9, 2009
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • September 16, 2009

40. EFast filing and large SSA

    By RCK, September 15, 2009
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • September 15, 2009

41. Participant count question

    By gle318612, September 5, 2008
    • 5 replies
    • 3.5k views
    • 
    • John Feldt ERPA CPC QPA
    • September 14, 2009

42. orphan plan final form 5500

    By Guest Georgia1, September 9, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 9, 2009

43. 5500EZ questions

    By Guest Zman, September 8, 2009
    • 6 replies
    • 2.3k views
    • 
    • Below Ground
    • September 9, 2009

44. Frozen Plan Participant Count

    By dmwe, September 4, 2009
    • 0 replies
    • 1.4k views
    • 
    • dmwe
    • September 4, 2009

45. Mutual Funds

    By jpod, September 3, 2009
    • 2 replies
    • 1.4k views
    • 
    • jpod
    • September 3, 2009

46. How are Forfeitures accounted for on the 5500?

    By Alex Daisy, September 2, 2009
    • 1 reply
    • 3.5k views
    • 
    • TPAMan
    • September 2, 2009

47. Termination in 2009

    By Below Ground, April 24, 2009
    • 22 replies
    • 4.2k views
    • 
    • Bird
    • September 2, 2009

48. 2009 Form 5500 / Shc H & I Compliance Questions

    By Jean, August 31, 2009
    • 3 replies
    • 1.8k views
    • 
    • Bird
    • September 1, 2009

49. 5500-EZ to EBSA?

    By Jim Chad, August 31, 2009
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • September 1, 2009

50. Late 401k Deposits Form 5330

    By Lori Foresz, August 26, 2009
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • August 31, 2009