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Form 5500

3,281 topics in this forum

  1. Schedule C question

    By bzorc,
    • 2 replies
    • 786 views

  2. 5558 for new plan but then 5500 not needed

    By TPApril,
    • 2 replies
    • 603 views

  3. Schedule SSA: Does anyone know the definition of "DEFERRED VESTE

    By Moe Howard,
    • 2 replies
    • 11.6k views

  4. Schedule C

    By Guest Golden Girl,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  5. Audit Requirement - Accured Distributions

    By BFree,
    • 2 replies
    • 1.5k views

  6. How would you amend a takeover 5500?

    By austin3515,
    • 2 replies
    • 1.5k views

  7. Welfare plan filing question

    By Teatree,   
    • 2 replies
    • 943 views

  8. DFVCP fee

    By SSRRS,
    • 2 replies
    • 1.4k views

  9. Changing Custodians

    By Guest jpw,
    • 2 replies
    • 2.1k views

  10. Late 2009 Form 5500-EZ Filing

    By JAY21,
    • 2 replies
    • 1.4k views

  11. Schedule H - distribution fees

    By SusanKD,
    • 2 replies
    • 1.2k views

  12. 5500-EZ DFVC - 1 or 2 mailings?

    By TPApril,
    • 2 replies
    • 526 views

  13. 2008 Sch I for DB plans

    By Guest AP914,
    • 2 replies
    • 951 views

  14. DB plan with post-10/15 contributions - auditor thoughts?

    By Bug on my window,
    • 2 replies
    • 708 views

  15. 5500SF - lines 8f & 10e

    By Cathy from Chicago,
    • 2 replies
    • 3k views

  16. Final Form 5500

    By ERISA13,
    • 2 replies
    • 1.6k views
    • Bird
    • Bird

  17. Trade date vs Settlement date

    By B21,
    • 2 replies
    • 943 views
    • B21
    • B21

  18. Filing a 5500-SF rather than a 5500-EZ

    By Belgarath,
    • 2 replies
    • 986 views

  19. Filing via DFVCP. Starting with 5500-SF and ending with 5500-EZ... Maybe? And do we count a $0.75 balance?

    By AJC,
    • 2 replies
    • 8.4k views

  20. Terminated plan, do we have to file?

    By Guest JohnSB,
    • 2 replies
    • 1.6k views

  21. Accounting Method

    By RDY2RTR,
    • 2 replies
    • 2.2k views
    • Guest
    • Guest

  22. 5500 auditor report not independent

    By Guest rulesrulesrules,
    • 2 replies
    • 1.6k views

  23. Audit for NQA assets held in foreign bank

    By Guest babs51,
    • 2 replies
    • 940 views
    • jpod
    • jpod

  24. 5500 forms filed when not required - what happens when you stop?

    By Belgarath,
    • 2 replies
    • 1.4k views

  25. Limited scope audit and certified trustee statements

    By Guest Emiman,
    • 2 replies
    • 3.4k views

  26. SF Asset vs SB Asset

    By retbenser,
    • 2 replies
    • 1k views

  27. Participant Count on Form 5500

    By msmith,
    • 2 replies
    • 1.3k views

  28. Combo Plans - Form 5550-SF new questions, Line 14a, Line 14b, and Line 15

    By Jakyasar,
    • 2 replies
    • 1.5k views

  29. DB plan to DC plan

    By Guest LVanSteeter,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  30. SchedH and deferred audit

    By hunter001,
    • 2 replies
    • 1.4k views

  31. Duplicate Filings

    By austin3515,
    • 2 replies
    • 1k views

  32. DFVC Penalty Calculator - Showing Late Filing That's Not Late?

    By notapensiongeek,
    • 2 replies
    • 360 views

  33. Change to Co. Name/Plan Name/EIN mid-year

    By Guest jusducki,
    • 2 replies
    • 2.4k views
    • Guest
    • Guest

  34. Service Auditor's Report (SAS 70) - Who is required to have one?

    By Guest Sponias,
    • 2 replies
    • 2k views
    • Guest
    • Guest

  35. Schedule SF/Admin Expenses and Insurance

    By austin3515,
    • 2 replies
    • 1.2k views

  36. SAR / Late Deposits

    By austin3515,
    • 2 replies
    • 1.3k views

  37. Do we file?

    By Randy Watson,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  38. Single 5500 for Two 403(b) Plans?

    By smit1970,   
    • 2 replies
    • 1.4k views

  39. Schedule A required if all assets transferred mid-year?

    By Cathy from Chicago,
    • 2 replies
    • 1.4k views

  40. Form 5500-EZ mailed to wrong address?

    By Guest lostinpensions,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

  41. 2008 5500 Efile or paper

    By ombskid,
    • 2 replies
    • 873 views

  42. DFVCP applicable if IRS contacted client re no 5500 filed?

    By Anonymoose,   
    • 2 replies
    • 1.2k views

  43. Amended 5500 for incorrect Schedule P's

    By RCK,
    • 2 replies
    • 1.1k views

  44. Resolution to terminate question

    By Richard Anderson,
    • 2 replies
    • 1.7k views

  45. Welfare Plans - Code 4R - any problems in later years?

    By Belgarath,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  46. Generating form 8955

    By Santo Gold,
    • 2 replies
    • 695 views

  47. Schedule I and Insurance Premiums

    By Chippy,
    • 2 replies
    • 1k views

  48. Schedule I for past 3 years shows beginning-of-year participant counts of 106, 109 and 114; trouble?

    By Guest joeplans,
    • 2 replies
    • 1.2k views

  49. 2009 Form 5500 ESOP Characteristic Codes

    By Guest ABABAK,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  50. 5500 Schedule of Delinquent Contributions

    By pam@bbm,
    • 2 replies
    • 730 views
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