Form 5500

3,272 topics in this forum

1. Employer Contribution Not Reported on 2005 5500

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

2. Employer goes out of business

   By Moe Howard, July 2, 2009
   • 3 replies
   • 4.4k views
   • 
   • Guest
   • August 29, 2009

3. Do I need to file?

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

4. 2009 = Final Filing, Must Use EFAST?

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

5. Schedule I or H

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

6. Schedule SSA and installment distributions

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

7. Schedule R

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

8. Large Plan SSA filings

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

9. Late Filing of 5500-EZ

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

10. Form 5500 v Schedule A

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

11. Form 5500 - Line 7h

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

12. Late Deferral Notice

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

13. 2A - Form 5500

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

14. SSA Information

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

15. Is an audit required?

    By emmetttrudy, June 8, 2009
    • 8 replies
    • 2.1k views
    • 
    • david rigby
    • February 12, 2010

16. Stop Loss Schedule A

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

17. Schedule I -

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

18. Sch D

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

19. 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

20. Revenue Sharing

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

21. Welfare Plan POP 5500

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

22. Incorrect EIN Used in Prior Years

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

23. 2008 Sch I for DB plans

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

24. Form 5500 Line 7b and 7C

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

25. 2006 5500 penalties

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

26. 5500-EZ

    By jkdoll2, May 21, 2009
    • 1 reply
    • 943 views
    • 
    • Belgarath
    • May 21, 2009

27. Welfare Plans

    By mlp0816, May 19, 2009
    • 2 replies
    • 1.3k views
    • 
    • jpod
    • May 20, 2009

28. Schedule B - Line 25

    By emmetttrudy, May 18, 2009
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • May 19, 2009

29. Urgent Question re IRS Response re 2005 Form 5500

    By ERISAatty, May 14, 2009
    • 7 replies
    • 2.6k views
    • 
    • Bird
    • May 15, 2009

30. New Schedule C form

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

31. Form 5500-EZ

    By Lori H, May 11, 2009
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • May 11, 2009

32. Online payment for DFVC?

    By Guest erisamelissa, May 4, 2009
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 4, 2009

33. 5500 to EZ

    By Guest duerlings, April 29, 2009
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • April 29, 2009

34. Termination in 2009

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

35. SAR and Delinquent Filings

    By Guest erinf, April 21, 2009
    • 2 replies
    • 2.2k views
    • 
    • BG5150
    • April 21, 2009

36. 2008 Final 5500 and the Schedule SB

    By abanky, April 17, 2009
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • April 17, 2009

37. Summary Annual Report

    By Belgarath, April 16, 2009
    • 1 reply
    • 1.6k views
    • 
    • chc93
    • April 17, 2009

38. Late 5500EZ

    By Guest malisic1, April 16, 2009
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • April 25, 2009

39. non-erisa 403b plan

    By Santo Gold, April 15, 2009
    • 11 replies
    • 2.1k views
    • 
    • QDROphile
    • April 17, 2009

40. new schedule C - indirect compensation

    By Guest allen293, April 15, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 15, 2009

41. Change EOY Plan to BOY Plan

    By jkdoll2, April 14, 2009
    • 2 replies
    • 1.5k views
    • 
    • mwyatt
    • April 15, 2009

42. EFAST (second generation) / mandatory E FILE start date

    By BeanCounterBlues, April 10, 2009
    • 5 replies
    • 2.1k views
    • 
    • mwyatt
    • April 15, 2009

43. "Final 5500" box checked, but assets are still in the plan

    By Guest bdm_7458, April 8, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 8, 2009

44. code 3E for prototype on page 2 of 5500

    By Jim Chad, March 31, 2009
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • March 31, 2009

45. SSA problem with terminated plan

    By Guest jc1457, March 30, 2009
    • 3 replies
    • 1.8k views
    • 
    • RCK
    • April 30, 2009

46. Defined Benefit Plans and Tax Return Verifications

    By Guest Lynn123, March 27, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 27, 2009

47. Schedule D with ING Plans

    By commishvp, March 23, 2009
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • March 24, 2009

48. Extension confirmations

    By SheilaD, March 17, 2009
    • 18 replies
    • 4.1k views
    • 
    • jpod
    • April 8, 2009

49. Large Plan Participant Count, 80-120 rule

    By K-t-F, March 17, 2009
    • 6 replies
    • 4.5k views
    • 
    • BG5150
    • March 18, 2009

50. Schedule I - Insurance Premiums

    By Guest babs51, March 12, 2009
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • March 13, 2009