Form 5500

3,277 topics in this forum

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

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

2. Corrective distribution

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

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

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

4. Summary Annual Report (SAR)

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

5. No 5500 filed since plan inception

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

6. using 2007 Form 5500 for 2008 plan year

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

7. 3 digit plan number

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

8. 5500 filing

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

9. ERISA 403b

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

10. Master Trust Form 5500 & Sch C

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

11. email a 5500 as pdf

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

12. Schedule R - coverage reporting

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

13. Sick & STD Plan

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

14. 5500 Audit

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

15. Company Health Insurance - Not A Plan Asset

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

16. One Participant Plan - Eligible for EZ?

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

17. Form 5500: Nonexempt transaction

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

18. IRS Notices Of Late/Missing Filings For 2004

    By Guest merlin, September 7, 2007
    • 23 replies
    • 7.5k views
    • 
    • Earl
    • October 7, 2008

19. Amending Schedule B after the SOL has run

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

20. Merged plan - Who signs the Form 5500?

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

21. Exclude Insurance on Schedule I?

    By Dougsbpc, September 18, 2008
    • 8 replies
    • 1.7k views
    • 
    • Bird
    • October 2, 2008

22. Correcting Sch I Item 3e-f

    By Guest SuzieQNEC, September 10, 2008
    • 5 replies
    • 1.2k views
    • 
    • R. Butler
    • October 2, 2008

23. Can I file 5500 instead of 5500EZ?

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

24. Schedule B

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

25. Master Trust

    By alexa, September 16, 2008
    • 6 replies
    • 3.4k views
    • 
    • JanetM
    • September 23, 2008

26. 5500 For Voluntary Life Ins Under 125 Plan

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

27. Merged plans and Schedule SSA

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

28. Schedule C for Self-Funded Health Plan

    By J Simmons, September 19, 2008
    • 0 replies
    • 3.1k views
    • 
    • J Simmons
    • September 19, 2008

29. Is there a way to get an IRS EIN assignment letter?

    By maverick, September 18, 2008
    • 1 reply
    • 7.1k views
    • 
    • Ron Snyder
    • September 18, 2008

30. Audit Requirement and Otherwise Excludable Employees

    By Guest kdddk14, September 15, 2008
    • 3 replies
    • 1.7k views
    • 
    • Kevin C
    • September 17, 2008

31. Who can act as an IQPA?

    By Guest CFP in Philly, August 27, 2008
    • 30 replies
    • 5.5k views
    • 
    • Guest
    • September 11, 2008

32. Schedule A - Redemption Fees

    By Guest ChrisInMD, September 10, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 10, 2008

33. 5558 Question

    By Guest CitationSquirrel, August 23, 2007
    • 6 replies
    • 3.1k views
    • 
    • Bird
    • September 10, 2008

34. 1988 & 1989 Sch B Instructions

    By Guest LARRYV, September 3, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 3, 2008

35. Pension Feature Codes 8a - timing?

    By justbsur, September 3, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • September 3, 2008

36. 5500 Schedule I - Line 2h

    By PainPA, September 2, 2008
    • 2 replies
    • 2k views
    • 
    • Bird
    • September 3, 2008

37. 5500 with wrong EIN

    By TBob, September 2, 2008
    • 2 replies
    • 2.7k views
    • 
    • J Simmons
    • September 3, 2008

38. Schedule R Question

    By Guest persie, August 27, 2008
    • 2 replies
    • 1.1k views
    • 
    • J Simmons
    • August 28, 2008

39. 5500ez line g

    By Guest bradfield, April 9, 2008
    • 7 replies
    • 2.5k views
    • 
    • MarZDoates
    • August 22, 2008

40. Three Cheers For Certified Mail

    By Andy the Actuary, August 20, 2008
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • August 21, 2008

41. Filing date for the SAR

    By Guest Powers, August 20, 2008
    • 2 replies
    • 1.1k views
    • 
    • GMK
    • August 20, 2008

42. Form 5500-EZ Employee Definition

    By MarZDoates, August 13, 2008
    • 8 replies
    • 2.7k views
    • 
    • MarZDoates
    • August 20, 2008

43. Plan Audit: failure to file, now caught

    By Guest BWORC, August 12, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 18, 2008

44. Sch. A and life insurance

    By Chippy, August 14, 2008
    • 1 reply
    • 926 views
    • 
    • Bill Presson
    • August 14, 2008

45. Schedule A and commission information

    By Guest jvajj, March 12, 2004
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • August 13, 2008

46. 5558 Filing Problem

    By Disco Stu, August 8, 2008
    • 4 replies
    • 1.5k views
    • 
    • Disco Stu
    • August 13, 2008

47. Retiree Health Plan

    By Guest KLM, August 12, 2008
    • 0 replies
    • 956 views
    • 
    • Guest
    • August 12, 2008

48. How accurate are you with partic count in 6 & 7?

    By BG5150, August 8, 2008
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • August 12, 2008

49. Wrong Plan Effective Date

    By Medusa, July 24, 2008
    • 11 replies
    • 4k views
    • 
    • Medusa
    • August 7, 2008

50. Limited Scope or Full Scope Audit

    By Alex Daisy, June 11, 2008
    • 4 replies
    • 3k views
    • 
    • sbutler
    • August 1, 2008