Form 5500

3,272 topics in this forum

1. Audit Requirement and Otherwise Excludable Employees

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

2. Schedule A - Redemption Fees

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

3. Correcting Sch I Item 3e-f

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

4. Participant count question

   By gle318612, September 5, 2008
   • 5 replies
   • 3.5k views
   • 
   • John Feldt ERPA CPC QPA
   • September 14, 2009

5. 1988 & 1989 Sch B Instructions

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

6. Pension Feature Codes 8a - timing?

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

7. 5500 Schedule I - Line 2h

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

8. 5500 with wrong EIN

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

9. Schedule R Question

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

10. Who can act as an IQPA?

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

11. Three Cheers For Certified Mail

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

12. Filing date for the SAR

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

13. Sch. A and life insurance

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

14. Form 5500-EZ Employee Definition

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

15. Retiree Health Plan

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

16. Plan Audit: failure to file, now caught

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

17. 5558 Filing Problem

    By Disco Stu, August 8, 2008
    • 4 replies
    • 1.4k views
    • 
    • Disco Stu
    • August 13, 2008

18. 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

19. Form 5558 overnight mail address

    By PAL, July 29, 2008
    • 4 replies
    • 3.1k views
    • 
    • PAL
    • July 29, 2008

20. 5500, 2 owner C-Corp

    By Earl, July 25, 2008
    • 15 replies
    • 5.6k views
    • 
    • Guest
    • November 1, 2010

21. Wrong Plan Effective Date

    By Medusa, July 24, 2008
    • 11 replies
    • 3.9k views
    • 
    • Medusa
    • August 7, 2008

22. Inclusion of supplemental buy-up

    By Guest KLM, July 24, 2008
    • 0 replies
    • 871 views
    • 
    • Guest
    • July 24, 2008

23. Summary Annual Report

    By KateSmithPA, July 22, 2008
    • 2 replies
    • 2.1k views
    • 
    • Kevin C
    • July 22, 2008

24. <100 participant H&W filing requirements

    By PAL, July 22, 2008
    • 1 reply
    • 2k views
    • 
    • Lori Friedman
    • July 22, 2008

25. Check to see if ex-client filed 5500

    By doombuggy, July 16, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 16, 2008

26. Davis Bacon Plan

    By Santo Gold, July 14, 2008
    • 1 reply
    • 1.4k views
    • 
    • Medusa
    • July 14, 2008

27. Schedule D and Schedule H

    By Below Ground, July 11, 2008
    • 3 replies
    • 2.6k views
    • 
    • Below Ground
    • July 14, 2008

28. Multiple Employer Plan & Audit

    By Guest EricWings, July 9, 2008
    • 1 reply
    • 1.7k views
    • 
    • J Simmons
    • July 9, 2008

29. Form 5500 Count

    By Guest notapensiongeek, July 9, 2008
    • 4 replies
    • 2k views
    • 
    • BG5150
    • July 15, 2008

30. DOL/IRS Audit Flag for Change on Schedule A

    By Guest L337pwner5, July 8, 2008
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • July 15, 2008

31. Multiple Tax ID Numbers for 5500 reporting

    By Guest RxGuy, July 8, 2008
    • 2 replies
    • 2.6k views
    • 
    • JanetM
    • July 8, 2008

32. Completing Form SSA for a Plan Merger

    By RCK, July 8, 2008
    • 7 replies
    • 2.2k views
    • 
    • RCK
    • July 24, 2008

33. Form 5330

    By Guest pension gofer, July 3, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 3, 2008

34. Schedule of Assets - Sch H, Line 4i

    By Alex Daisy, July 2, 2008
    • 1 reply
    • 5.1k views
    • 
    • Tom Poje
    • July 7, 2008

35. What happens if ...

    By Kimberly S, July 1, 2008
    • 1 reply
    • 1.1k views
    • 
    • PAL
    • July 1, 2008

36. terminated plan

    By pmacduff, July 1, 2008
    • 4 replies
    • 2.4k views
    • 
    • pmacduff
    • July 2, 2008

37. Accounting Method

    By RDY2RTR, June 26, 2008
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • July 1, 2008

38. Two Schedule A questions

    By BG5150, June 20, 2008
    • 0 replies
    • 1.4k views
    • 
    • BG5150
    • June 20, 2008

39. Native American corporation retirement plans

    By Guest Clain, June 19, 2008
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • June 20, 2008

40. Reportable Transaction

    By Guest Rutager, June 18, 2008
    • 1 reply
    • 1.9k views
    • 
    • JanetM
    • June 18, 2008

41. Synthetic GIC's

    By justbsur, June 17, 2008
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • June 17, 2008

42. new 401(k) plan

    By Tom Poje, June 16, 2008
    • 6 replies
    • 2.6k views
    • 
    • JanetM
    • June 16, 2008

43. Large Plan Audits

    By pmacduff, June 12, 2008
    • 6 replies
    • 2k views
    • 
    • Guest
    • June 17, 2008

44. Limited Scope or Full Scope Audit

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

45. Schedule A

    By Alex Daisy, June 11, 2008
    • 6 replies
    • 2.7k views
    • 
    • jpod
    • July 8, 2008

46. Pharmacy rebates

    By JWK, June 7, 2008
    • 0 replies
    • 1.3k views
    • 
    • JWK
    • June 7, 2008

47. Loan Default - participant still has account balance in Plan

    By Alex Daisy, June 5, 2008
    • 2 replies
    • 1.6k views
    • 
    • SheilaD
    • June 6, 2008

48. 5500EZ Proposed Penalties

    By Guest RLMCPA, June 3, 2008
    • 2 replies
    • 1.6k views
    • 
    • Earl
    • June 8, 2008

49. Group Annuity Separate Account

    By PAL, June 3, 2008
    • 2 replies
    • 1.5k views
    • 
    • PAL
    • June 3, 2008

50. Access to copies of prior year 5500 filings

    By MarZDoates, May 28, 2008
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • May 30, 2008