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Form 5500

3,277 topics in this forum

  1. Audit Requirement - Accured Distributions

    By BFree,
    • 2 replies
    • 1.5k views

  2. How would you amend a takeover 5500?

    By austin3515,
    • 2 replies
    • 1.5k views

  3. Welfare plan filing question

    By Teatree,   
    • 2 replies
    • 935 views

  4. DFVCP fee

    By SSRRS,
    • 2 replies
    • 1.4k views

  5. Changing Custodians

    By Guest jpw,
    • 2 replies
    • 2.1k views

  6. Late 2009 Form 5500-EZ Filing

    By JAY21,
    • 2 replies
    • 1.4k views

  7. Schedule H - distribution fees

    By SusanKD,
    • 2 replies
    • 1.2k views

  8. 5500-EZ DFVC - 1 or 2 mailings?

    By TPApril,
    • 2 replies
    • 513 views

  9. 2008 Sch I for DB plans

    By Guest AP914,
    • 2 replies
    • 946 views

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

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

  11. 5500SF - lines 8f & 10e

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

  12. Final Form 5500

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

  13. Trade date vs Settlement date

    By B21,
    • 2 replies
    • 933 views
    • B21
    • B21

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

    By Belgarath,
    • 2 replies
    • 958 views

  15. 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

  16. Terminated plan, do we have to file?

    By Guest JohnSB,
    • 2 replies
    • 1.6k views

  17. Accounting Method

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

  18. 5500 auditor report not independent

    By Guest rulesrulesrules,
    • 2 replies
    • 1.6k views

  19. Audit for NQA assets held in foreign bank

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

  20. 5500 forms filed when not required - what happens when you stop?

    By Belgarath,
    • 2 replies
    • 1.4k views

  21. Limited scope audit and certified trustee statements

    By Guest Emiman,
    • 2 replies
    • 3.4k views

  22. SF Asset vs SB Asset

    By retbenser,
    • 2 replies
    • 1k views

  23. Participant Count on Form 5500

    By msmith,
    • 2 replies
    • 1.3k views

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

    By Jakyasar,
    • 2 replies
    • 1.5k views

  25. DB plan to DC plan

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

  26. SchedH and deferred audit

    By hunter001,
    • 2 replies
    • 1.4k views

  27. Duplicate Filings

    By austin3515,
    • 2 replies
    • 994 views

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

    By notapensiongeek,
    • 2 replies
    • 290 views

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

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

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

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

  31. Schedule SF/Admin Expenses and Insurance

    By austin3515,
    • 2 replies
    • 1.2k views

  32. SAR / Late Deposits

    By austin3515,
    • 2 replies
    • 1.3k views

  33. Do we file?

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

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

    By smit1970,   
    • 2 replies
    • 1.4k views

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

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

  36. Form 5500-EZ mailed to wrong address?

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

  37. 2008 5500 Efile or paper

    By ombskid,
    • 2 replies
    • 869 views

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

    By Anonymoose,   
    • 2 replies
    • 1.2k views

  39. Amended 5500 for incorrect Schedule P's

    By RCK,
    • 2 replies
    • 1.1k views

  40. Resolution to terminate question

    By Richard Anderson,
    • 2 replies
    • 1.7k views

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

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

  42. Generating form 8955

    By Santo Gold,
    • 2 replies
    • 682 views

  43. Schedule I and Insurance Premiums

    By Chippy,
    • 2 replies
    • 1k views

  44. 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

  45. 2009 Form 5500 ESOP Characteristic Codes

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

  46. 5500 Schedule of Delinquent Contributions

    By pam@bbm,
    • 2 replies
    • 682 views

  47. Termination of multiemployer plan; where to report on Form 5500 the asset reversion to the employers?

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

  48. Non-Profit DFVCP filing

    By KevinMc,
    • 2 replies
    • 2.1k views
    • Guest
    • Guest

  49. Schedule D or A or both

    By Rai401k,
    • 2 replies
    • 1.5k views

  50. 5500EZ required with both MP & SEP?

    By Cathy from Chicago,
    • 2 replies
    • 1.6k views
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