Form 5500

3,287 topics in this forum

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

   By Guest Scarlet Knight, January 9, 2009
   • 2 replies
   • 1.3k views
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   • Guest
   • January 9, 2009

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

   By Moe Howard, January 6, 2009
   • 5 replies
   • 1.9k views
   • 
   • Moe Howard
   • January 9, 2009

3. Voluntary Alternative Reporting Option

   By jukeboy56, January 8, 2009
   • 1 reply
   • 1.5k views
   • 
   • BG5150
   • January 8, 2009

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

   By Guest notapensiongeek, December 31, 2008
   • 3 replies
   • 1.1k views
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   • K2retire
   • January 2, 2009

5. DFVCP or Reasonable cause letter?

   By PAL, December 22, 2008
   • 5 replies
   • 2.6k views
   • 
   • K2retire
   • December 29, 2008

6. Amended 5500

   By Guest notapensiongeek, December 17, 2008
   • 2 replies
   • 1.7k views
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   • Guest
   • December 17, 2008

7. Participant

   By Guest Rutager, December 15, 2008
   • 0 replies
   • 1.1k views
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   • Guest
   • December 15, 2008

8. Small Plan Audit - Insurance Co Wants Audit

   By Guest S Boutwell, December 11, 2008
   • 2 replies
   • 1.1k views
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   • Guest
   • December 12, 2008

9. 1 life plan 5500 exception

   By Santo Gold, November 7, 2008
   • 8 replies
   • 2.1k views
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   • Blinky the 3-eyed Fish
   • December 11, 2008

10. 5500 for non-erisa?

    By Guest rjorge3, December 8, 2008
    • 3 replies
    • 3.1k views
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    • Guest
    • December 8, 2008

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

    By Guest bdm_7458, November 18, 2008
    • 5 replies
    • 2.1k views
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    • Lori Friedman
    • November 20, 2008

12. Corrective distribution

    By Guest KRS401k, November 17, 2008
    • 2 replies
    • 1.5k views
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    • JanetM
    • November 18, 2008

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

    By Guest MSDalt, November 14, 2008
    • 10 replies
    • 7.4k views
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    • Bird
    • November 17, 2008

14. Summary Annual Report (SAR)

    By Jilliandiz, November 13, 2008
    • 2 replies
    • 1.7k views
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    • JanetM
    • November 13, 2008

15. No 5500 filed since plan inception

    By Moe Howard, October 23, 2008
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • November 10, 2008

16. using 2007 Form 5500 for 2008 plan year

    By chc93, November 4, 2008
    • 4 replies
    • 1.7k views
    • 
    • chc93
    • November 5, 2008

17. 3 digit plan number

    By Belgarath, October 28, 2008
    • 2 replies
    • 2.8k views
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    • Belgarath
    • October 28, 2008

18. 5500 filing

    By Guest Happy, October 22, 2008
    • 1 reply
    • 1.4k views
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    • J Simmons
    • October 22, 2008

19. ERISA 403b

    By Guest Travis, October 17, 2008
    • 1 reply
    • 2.8k views
    • 
    • J Simmons
    • October 17, 2008

20. Master Trust Form 5500 & Sch C

    By alexa, October 13, 2008
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • October 15, 2008

21. email a 5500 as pdf

    By ombskid, October 14, 2008
    • 2 replies
    • 1.2k views
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    • Guest
    • October 14, 2008

22. Schedule R - coverage reporting

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

23. Sick & STD Plan

    By alexa, October 12, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • October 12, 2008

24. 5500 Audit

    By Guest KWebb, October 10, 2008
    • 1 reply
    • 1.7k views
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    • PensionPro
    • October 11, 2008

25. Company Health Insurance - Not A Plan Asset

    By Alex Daisy, October 2, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • October 8, 2008

26. One Participant Plan - Eligible for EZ?

    By Guest ggbrock, October 8, 2008
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • October 8, 2008

27. Form 5500: Nonexempt transaction

    By Guest meeh3704, October 7, 2008
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 7, 2008

28. IRS Notices Of Late/Missing Filings For 2004

    By Guest merlin, September 7, 2007
    • 23 replies
    • 7.8k views
    • 
    • Earl
    • October 7, 2008

29. Amending Schedule B after the SOL has run

    By Guest Erisanubee, October 3, 2008
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 3, 2008

30. Merged plan - Who signs the Form 5500?

    By Lori Friedman, October 1, 2008
    • 4 replies
    • 1.8k views
    • 
    • JanetM
    • October 2, 2008

31. Exclude Insurance on Schedule I?

    By Dougsbpc, September 18, 2008
    • 8 replies
    • 1.8k views
    • 
    • Bird
    • October 2, 2008

32. Correcting Sch I Item 3e-f

    By Guest SuzieQNEC, September 10, 2008
    • 5 replies
    • 1.3k views
    • 
    • R. Butler
    • October 2, 2008

33. Can I file 5500 instead of 5500EZ?

    By AKconsult, September 26, 2008
    • 6 replies
    • 2.1k views
    • 
    • AKconsult
    • October 1, 2008

34. Schedule B

    By cdavis25, September 24, 2008
    • 4 replies
    • 1.5k views
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    • cdavis25
    • September 24, 2008

35. Master Trust

    By alexa, September 16, 2008
    • 6 replies
    • 3.7k views
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    • JanetM
    • September 23, 2008

36. 5500 For Voluntary Life Ins Under 125 Plan

    By amcorson, September 22, 2008
    • 1 reply
    • 2.8k views
    • 
    • J Simmons
    • September 23, 2008

37. Merged plans and Schedule SSA

    By Lori Friedman, September 22, 2008
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • September 22, 2008

38. Schedule C for Self-Funded Health Plan

    By J Simmons, September 19, 2008
    • 0 replies
    • 3.2k views
    • 
    • J Simmons
    • September 19, 2008

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

    By maverick, September 18, 2008
    • 1 reply
    • 7.2k views
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    • Ron Snyder
    • September 18, 2008

40. Audit Requirement and Otherwise Excludable Employees

    By Guest kdddk14, September 15, 2008
    • 3 replies
    • 1.9k views
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    • Kevin C
    • September 17, 2008

41. Who can act as an IQPA?

    By Guest CFP in Philly, August 27, 2008
    • 30 replies
    • 5.9k views
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    • Guest
    • September 11, 2008

42. Schedule A - Redemption Fees

    By Guest ChrisInMD, September 10, 2008
    • 0 replies
    • 1.3k views
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    • Guest
    • September 10, 2008

43. 5558 Question

    By Guest CitationSquirrel, August 23, 2007
    • 6 replies
    • 3.3k views
    • 
    • Bird
    • September 10, 2008

44. 1988 & 1989 Sch B Instructions

    By Guest LARRYV, September 3, 2008
    • 0 replies
    • 1.4k views
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    • Guest
    • September 3, 2008

45. Pension Feature Codes 8a - timing?

    By justbsur, September 3, 2008
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • September 3, 2008

46. 5500 Schedule I - Line 2h

    By PainPA, September 2, 2008
    • 2 replies
    • 2.1k views
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    • Bird
    • September 3, 2008

47. 5500 with wrong EIN

    By TBob, September 2, 2008
    • 2 replies
    • 2.9k views
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    • J Simmons
    • September 3, 2008

48. Schedule R Question

    By Guest persie, August 27, 2008
    • 2 replies
    • 1.3k views
    • 
    • J Simmons
    • August 28, 2008

49. 5500ez line g

    By Guest bradfield, April 9, 2008
    • 7 replies
    • 2.6k views
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    • MarZDoates
    • August 22, 2008

50. Three Cheers For Certified Mail

    By Andy the Actuary, August 20, 2008
    • 1 reply
    • 1.4k views
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    • masteff
    • August 21, 2008