Form 5500

3,277 topics in this forum

1. Defined Benefit Plans and Tax Return Verifications

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

2. Schedule D with ING Plans

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

3. Extension confirmations

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

4. Large Plan Participant Count, 80-120 rule

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

5. Schedule I - Insurance Premiums

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

6. controlled group delinquent 5500 and penalty

   By Guest lisasig, March 11, 2009
   • 3 replies
   • 1k views
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   • Guest
   • March 12, 2009

7. Distribution Fees

   By Medusa, March 6, 2009
   • 3 replies
   • 1.3k views
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   • Bird
   • March 6, 2009

8. Weflare Benefit

   By nancy, February 26, 2009
   • 3 replies
   • 1.2k views
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   • Bill Presson
   • March 5, 2009

9. Who May Sign 5500?

   By Andy the Actuary, February 23, 2009
   • 6 replies
   • 3.8k views
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   • Andy the Actuary
   • March 9, 2009

10. Relius Govt Forms Vista Issue

    By 401(k)guru, February 11, 2009
    • 1 reply
    • 1.7k views
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    • Guest
    • February 11, 2009

11. Verification of 5500 filing

    By Guest KennyH, January 29, 2009
    • 6 replies
    • 2.7k views
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    • SMB
    • May 1, 2009

12. Failture to file

    By Guest Clain, January 22, 2009
    • 2 replies
    • 1.4k views
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    • Guest
    • January 22, 2009

13. Online search engine / research tool

    By VincentBocchinfuso CPC, January 19, 2009
    • 12 replies
    • 2.1k views
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    • VincentBocchinfuso CPC
    • January 21, 2009

14. 5500 Line 8A and 8B

    By Medusa, January 15, 2009
    • 1 reply
    • 1.9k views
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    • WDIK
    • February 3, 2009

15. Does FreeERISA change form before they put it up?

    By Jim Chad, January 12, 2009
    • 7 replies
    • 1.9k views
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    • Guest
    • November 19, 2009

16. Did/Can DOL/IRS Lose Track Of Form 5500 Filers?

    By Guest Scarlet Knight, January 9, 2009
    • 2 replies
    • 1.2k views
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    • Guest
    • January 9, 2009

17. Voluntary Alternative Reporting Option

    By jukeboy56, January 8, 2009
    • 1 reply
    • 1.3k views
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    • BG5150
    • January 8, 2009

18. Want to file under DFVCP Program... but Forms 5500C/R were discontinued

    By Moe Howard, January 6, 2009
    • 5 replies
    • 1.7k views
    • 
    • Moe Howard
    • January 9, 2009

19. Controlled Group / Active or Term'd Participants?

    By Guest notapensiongeek, December 31, 2008
    • 3 replies
    • 1k views
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    • K2retire
    • January 2, 2009

20. DFVCP or Reasonable cause letter?

    By PAL, December 22, 2008
    • 5 replies
    • 2.5k views
    • 
    • K2retire
    • December 29, 2008

21. Amended 5500

    By Guest notapensiongeek, December 17, 2008
    • 2 replies
    • 1.6k views
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    • Guest
    • December 17, 2008

22. Participant

    By Guest Rutager, December 15, 2008
    • 0 replies
    • 1k views
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    • Guest
    • December 15, 2008

23. Small Plan Audit - Insurance Co Wants Audit

    By Guest S Boutwell, December 11, 2008
    • 2 replies
    • 1k views
    • 
    • Guest
    • December 12, 2008

24. 5500 for non-erisa?

    By Guest rjorge3, December 8, 2008
    • 3 replies
    • 3k views
    • 
    • Guest
    • December 8, 2008

25. Changing the name of the plan- what do I do?

    By Guest bdm_7458, November 18, 2008
    • 5 replies
    • 1.9k views
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    • Lori Friedman
    • November 20, 2008

26. Corrective distribution

    By Guest KRS401k, November 17, 2008
    • 2 replies
    • 1.4k views
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    • JanetM
    • November 18, 2008

27. Solo 401k - Forms 5500 & 5500-EZ

    By Guest MSDalt, November 14, 2008
    • 10 replies
    • 7.3k views
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    • Bird
    • November 17, 2008

28. Summary Annual Report (SAR)

    By Jilliandiz, November 13, 2008
    • 2 replies
    • 1.5k views
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    • JanetM
    • November 13, 2008

29. 1 life plan 5500 exception

    By Santo Gold, November 7, 2008
    • 8 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • December 11, 2008

30. using 2007 Form 5500 for 2008 plan year

    By chc93, November 4, 2008
    • 4 replies
    • 1.6k views
    • 
    • chc93
    • November 5, 2008

31. 3 digit plan number

    By Belgarath, October 28, 2008
    • 2 replies
    • 2.6k views
    • 
    • Belgarath
    • October 28, 2008

32. No 5500 filed since plan inception

    By Moe Howard, October 23, 2008
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • November 10, 2008

33. 5500 filing

    By Guest Happy, October 22, 2008
    • 1 reply
    • 1.2k views
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    • J Simmons
    • October 22, 2008

34. ERISA 403b

    By Guest Travis, October 17, 2008
    • 1 reply
    • 2.7k views
    • 
    • J Simmons
    • October 17, 2008

35. Deemed Distribution reporting

    By Brenda Wren, October 15, 2008
    • 5 replies
    • 6.5k views
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    • Guest
    • May 22, 2013

36. Schedule R - coverage reporting

    By pmacduff, October 14, 2008
    • 1 reply
    • 878 views
    • 
    • PensionPro
    • October 14, 2008

37. email a 5500 as pdf

    By ombskid, October 14, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • October 14, 2008

38. Master Trust Form 5500 & Sch C

    By alexa, October 13, 2008
    • 1 reply
    • 1k views
    • 
    • JanetM
    • October 15, 2008

39. Sick & STD Plan

    By alexa, October 12, 2008
    • 1 reply
    • 1.1k views
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    • J Simmons
    • October 12, 2008

40. 5500 Audit

    By Guest KWebb, October 10, 2008
    • 1 reply
    • 1.5k views
    • 
    • PensionPro
    • October 11, 2008

41. Form 5558

    By Guest Rutager, October 9, 2008
    • 6 replies
    • 3.1k views
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    • BG5150
    • January 30, 2009

42. One Participant Plan - Eligible for EZ?

    By Guest ggbrock, October 8, 2008
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • October 8, 2008

43. Form 5500: Nonexempt transaction

    By Guest meeh3704, October 7, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 7, 2008

44. Amending Schedule B after the SOL has run

    By Guest Erisanubee, October 3, 2008
    • 0 replies
    • 947 views
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    • Guest
    • October 3, 2008

45. Company Health Insurance - Not A Plan Asset

    By Alex Daisy, October 2, 2008
    • 2 replies
    • 936 views
    • 
    • Guest
    • October 8, 2008

46. Merged plan - Who signs the Form 5500?

    By Lori Friedman, October 1, 2008
    • 4 replies
    • 1.6k views
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    • JanetM
    • October 2, 2008

47. Can I file 5500 instead of 5500EZ?

    By AKconsult, September 26, 2008
    • 6 replies
    • 1.9k views
    • 
    • AKconsult
    • October 1, 2008

48. Schedule B

    By cdavis25, September 24, 2008
    • 4 replies
    • 1.3k views
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    • cdavis25
    • September 24, 2008

49. 5500 For Voluntary Life Ins Under 125 Plan

    By amcorson, September 22, 2008
    • 1 reply
    • 2.7k views
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    • J Simmons
    • September 23, 2008

50. Merged plans and Schedule SSA

    By Lori Friedman, September 22, 2008
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • September 22, 2008