Form 5500

3,272 topics in this forum

1. File Schedule R or not?

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

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

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

3. Participant count and Schedule I

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

4. Form 5500-EZ

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

5. Timing of 5500 filing

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

6. 2009 Form 5500

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

7. summary annual report

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

8. 5330 paid preparer

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

9. Master Trust Investment Accounts

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

10. 80-120 Exception for new plan

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

11. 2008 5500 for HW Plan "Wrapped" January 1, 2009

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

12. Receipt of Settlement Assets after a plan has terminated

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

13. Late Deferral Notice

    By Below Ground, June 10, 2009
    • 5 replies
    • 1.8k views
    • 
    • Below Ground
    • July 23, 2009

14. Schedule SSA and Multiemployer Plan

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

15. 5330 - Late earnings contribution

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

16. Uninsured Health Spending Accounts

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

17. Final Distribution of Plan Assets

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

18. How to report loans on Form 5500

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

19. 5500-EZ

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

20. 5330 Excise Tax

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

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

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

22. Filing Under the Incorrect EIN

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

23. Premium Only Plan - Participant Count

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

24. Missing 5500

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

25. Form 5500 - Line 7h

    By Alex Daisy, June 10, 2009
    • 6 replies
    • 1.4k views
    • 
    • TPAMan
    • July 8, 2009

26. Employer Contribution Not Reported on 2005 5500

    By MBCarey, July 8, 2009
    • 2 replies
    • 1.1k views
    • 
    • MBCarey
    • July 8, 2009

27. Schedule A

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

28. Form 5500-Fringe Benefit

    By Guest dsw713, September 16, 2004
    • 4 replies
    • 3.3k views
    • 
    • J Simmons
    • June 26, 2009

29. Do I need to file?

    By pixmax, June 26, 2009
    • 9 replies
    • 2.2k views
    • 
    • pixmax
    • June 26, 2009

30. SSA Count

    By Leopurrd, May 18, 2006
    • 20 replies
    • 4.5k views
    • 
    • Guest
    • June 26, 2009

31. 2009 = Final Filing, Must Use EFAST?

    By emmetttrudy, June 23, 2009
    • 1 reply
    • 1.3k views
    • 
    • MSN
    • June 24, 2009

32. EFAST filings

    By pmacduff, November 15, 2007
    • 5 replies
    • 1.9k views
    • 
    • pmacduff
    • June 23, 2009

33. Schedule I or H

    By MBCarey, June 22, 2009
    • 3 replies
    • 1.1k views
    • 
    • Bill Presson
    • June 23, 2009

34. Schedule SSA and installment distributions

    By DPL, June 19, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • June 20, 2009

35. Large Plan SSA filings

    By RCK, June 17, 2009
    • 1 reply
    • 908 views
    • 
    • david rigby
    • June 17, 2009

36. Late Filing of 5500-EZ

    By Guest scott34, June 16, 2009
    • 5 replies
    • 2.1k views
    • 
    • jpod
    • June 17, 2009

37. SSA Information

    By Guest furiousfurrball, June 8, 2009
    • 9 replies
    • 1.8k views
    • 
    • KateSmithPA
    • June 12, 2009

38. Form 5500 v Schedule A

    By Guest SuzieQNEC, June 10, 2009
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • June 10, 2009

39. 2A - Form 5500

    By pixmax, June 9, 2009
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • June 9, 2009

40. Sch D

    By doombuggy, June 3, 2009
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • June 9, 2009

41. 2008 Sch I for DB plans

    By Guest AP914, May 28, 2009
    • 2 replies
    • 927 views
    • 
    • mwyatt
    • June 8, 2009

42. Stop Loss Schedule A

    By Guest furiousfurrball, June 8, 2009
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 8, 2009

43. Schedule I -

    By Alex Daisy, June 4, 2009
    • 6 replies
    • 2.4k views
    • 
    • Below Ground
    • June 5, 2009

44. if assets aren't valued by 10/15, how to file 5500?

    By Guest SuzieQNEC, June 3, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • June 4, 2009

45. 2006 5500 penalties

    By Belgarath, May 27, 2009
    • 5 replies
    • 1.7k views
    • 
    • PAL
    • June 4, 2009

46. Welfare Plan POP 5500

    By Guest Peggy806, June 2, 2009
    • 1 reply
    • 1.5k views
    • 
    • A Shot in the Dark
    • June 3, 2009

47. Revenue Sharing

    By PFranckowiak, June 3, 2009
    • 0 replies
    • 1.3k views
    • 
    • PFranckowiak
    • June 3, 2009

48. Incorrect EIN Used in Prior Years

    By Guest dms9999, May 28, 2009
    • 9 replies
    • 3.1k views
    • 
    • Bill Presson
    • June 3, 2009

49. Form 5500 Line 7b and 7C

    By Alex Daisy, May 27, 2009
    • 2 replies
    • 1.5k views
    • 
    • Bill Presson
    • May 27, 2009

50. New Schedule C form

    By Belgarath, May 14, 2009
    • 2 replies
    • 1.3k views
    • 
    • Earl
    • May 25, 2009