Form 5500

3,272 topics in this forum

1. Schedule H Requirement for Wrap Plan

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

2. Schedule R, Line 8

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

3. 5558 Approved - is this new?

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

4. Summary Annual Report to Participant with no Balance?

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

5. EFast filing and large SSA

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

6. Assets Held for Investment Purpose

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

7. Okay to use current form for earlier years?

   By Peter Gulia, September 9, 2009
   • 6 replies
   • 1.3k views
   • 
   • Guest
   • September 16, 2009

8. orphan plan final form 5500

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

9. 5500EZ questions

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

10. Frozen Plan Participant Count

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

11. Mutual Funds

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

12. Loan fees and Schedule C

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

13. How are Forfeitures accounted for on the 5500?

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

14. 5500-EZ to EBSA?

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

15. 2009 Form 5500 / Shc H & I Compliance Questions

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

16. EFAST for H&W plans?

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

17. Filing under the wrong Plan No

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

18. 3 digit plan number

    By Belgarath, August 27, 2009
    • 2 replies
    • 4.7k views
    • 
    • Bird
    • August 28, 2009

19. Late 401k Deposits Form 5330

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

20. Master Trust & Schedule H Basics

    By Guest SuzieQNEC, August 20, 2009
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 25, 2009

21. audit on plan needed if plan sponsor bankrupt?

    By Guest Boots, August 19, 2009
    • 1 reply
    • 1.4k views
    • 
    • chc93
    • August 19, 2009

22. Schedule SSA - Notice to Participant

    By Guest TPAStacey, August 17, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 17, 2009

23. File Schedule R or not?

    By BG5150, August 14, 2009
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • August 17, 2009

24. Participant count and Schedule I

    By BG5150, August 14, 2009
    • 4 replies
    • 1.5k views
    • 
    • pmacduff
    • August 14, 2009

25. Filing of Sch. SSA of 5500 of the receiving plan

    By gle318612, August 11, 2009
    • 2 replies
    • 1.5k views
    • 
    • PensionPro
    • August 15, 2009

26. Form 5500-EZ

    By Guest Pat Metallic, August 11, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 12, 2009

27. 2009 Form 5500

    By blue, August 10, 2009
    • 1 reply
    • 1.4k views
    • 
    • Bill Presson
    • August 11, 2009

28. summary annual report

    By Guest George Chimento, August 4, 2009
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • August 10, 2009

29. 5330 paid preparer

    By Guest bernie lomax, August 4, 2009
    • 1 reply
    • 2k views
    • 
    • Bill Presson
    • August 4, 2009

30. Timing of 5500 filing

    By Guest NPS Darren, July 31, 2009
    • 15 replies
    • 4.1k views
    • 
    • John Feldt ERPA CPC QPA
    • August 11, 2009

31. Non-Profit DFVCP filing

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

32. Master Trust Investment Accounts

    By Guest Mark DeBoer, July 29, 2009
    • 0 replies
    • 3.4k views
    • 
    • Guest
    • July 29, 2009

33. Open brokerage accounts and Schedule C reporting

    By Laura Harrington, July 27, 2009
    • 9 replies
    • 2.8k views
    • 
    • Bird
    • June 1, 2012

34. Welfare plan 5500, 100 participant threshold

    By movedon, July 27, 2009
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • September 16, 2009

35. 80-120 Exception for new plan

    By Guest 401karl, July 24, 2009
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • July 24, 2009

36. DFVCP

    By J Simmons, July 23, 2009
    • 6 replies
    • 4k views
    • 
    • Guest
    • August 23, 2009

37. 2008 5500 for HW Plan "Wrapped" January 1, 2009

    By Guest Chaffee, July 23, 2009
    • 0 replies
    • 903 views
    • 
    • Guest
    • July 23, 2009

38. Receipt of Settlement Assets after a plan has terminated

    By buckaroo, July 23, 2009
    • 0 replies
    • 1.3k views
    • 
    • buckaroo
    • July 23, 2009

39. Schedule SSA and Multiemployer Plan

    By Guest TPAStacey, July 22, 2009
    • 0 replies
    • 834 views
    • 
    • Guest
    • July 22, 2009

40. 5330 - Late earnings contribution

    By katie58, July 16, 2009
    • 2 replies
    • 2.7k views
    • 
    • katie58
    • July 21, 2009

41. How to report loans on Form 5500

    By KevinMc, July 16, 2009
    • 2 replies
    • 4.1k views
    • 
    • BG5150
    • July 17, 2009

42. 5330 Excise Tax

    By CJS07, July 16, 2009
    • 0 replies
    • 1.1k views
    • 
    • CJS07
    • July 16, 2009

43. Uninsured Health Spending Accounts

    By Guest PJDay, July 16, 2009
    • 1 reply
    • 976 views
    • 
    • pr2222
    • July 19, 2009

44. (if) When to do Amended SAR with Amended 5500

    By BG5150, July 15, 2009
    • 3 replies
    • 1.9k views
    • 
    • BG5150
    • July 16, 2009

45. Filing Under the Incorrect EIN

    By Guest BHAMEB, July 15, 2009
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • July 15, 2009

46. 5500-EZ

    By Guest Angela B, July 15, 2009
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • July 16, 2009

47. Premium Only Plan - Participant Count

    By amcorson, July 13, 2009
    • 4 replies
    • 1.8k views
    • 
    • J Simmons
    • July 14, 2009

48. Missing 5500

    By Guest BHAMEB, July 9, 2009
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • July 9, 2009

49. Final Distribution of Plan Assets

    By Guest lawdawg, July 8, 2009
    • 10 replies
    • 4.9k views
    • 
    • WDIK
    • July 17, 2009

50. Schedule A

    By pmacduff, July 8, 2009
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • July 8, 2009