Form 5500

3,277 topics in this forum

1. Form 5558 overnight mail address

   By PAL, July 29, 2008
   • 4 replies
   • 3.2k views
   • 
   • PAL
   • July 29, 2008

2. First time filer questions

   By Guest polkovnik, February 29, 2008
   • 11 replies
   • 2.6k views
   • 
   • Guest
   • July 25, 2008

3. Completing Form SSA for a Plan Merger

   By RCK, July 8, 2008
   • 7 replies
   • 2.3k views
   • 
   • RCK
   • July 24, 2008

4. Inclusion of supplemental buy-up

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

5. Summary Annual Report

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

6. <100 participant H&W filing requirements

   By PAL, July 22, 2008
   • 1 reply
   • 2.1k views
   • 
   • Lori Friedman
   • July 22, 2008

7. Check to see if ex-client filed 5500

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

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

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

9. Form 5500 Count

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

10. Davis Bacon Plan

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

11. Schedule D and Schedule H

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

12. Multiple Employer Plan & Audit

    By Guest EricWings, July 9, 2008
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • July 9, 2008

13. Multiple Tax ID Numbers for 5500 reporting

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

14. Schedule A

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

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

    By Alex Daisy, July 2, 2008
    • 1 reply
    • 5.2k views
    • 
    • Tom Poje
    • July 7, 2008

16. Form 5330

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

17. terminated plan

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

18. What happens if ...

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

19. Accounting Method

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

20. Two Schedule A questions

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

21. Native American corporation retirement plans

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

22. Active Participant count in a terminated plan

    By buckaroo, April 25, 2005
    • 9 replies
    • 7k views
    • 
    • JanetM
    • June 20, 2008

23. Reportable Transaction

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

24. Large Plan Audits

    By pmacduff, June 12, 2008
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • June 17, 2008

25. Synthetic GIC's

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

26. new 401(k) plan

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

27. 5500EZ Proposed Penalties

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

28. Pharmacy rebates

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

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

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

30. Group Annuity Separate Account

    By PAL, June 3, 2008
    • 2 replies
    • 1.6k views
    • 
    • PAL
    • June 3, 2008

31. Access to copies of prior year 5500 filings

    By MarZDoates, May 28, 2008
    • 4 replies
    • 3k views
    • 
    • Guest
    • May 30, 2008

32. Inadvertent late filing

    By Guest JackPoint, May 14, 2008
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • May 28, 2008

33. Sch. SSA -- lost participant forfeited balance

    By R. Butler, May 22, 2008
    • 2 replies
    • 1.7k views
    • 
    • R. Butler
    • May 22, 2008

34. Broker Fees and Commissions

    By J Simmons, May 18, 2008
    • 4 replies
    • 4.6k views
    • 
    • J Simmons
    • May 19, 2008

35. 5500 has not been filed

    By PainPA, May 7, 2008
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • May 13, 2008

36. Schedule SSA

    By Guest notapensiongeek, May 12, 2008
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • May 12, 2008

37. Incorrect EIN

    By betheeg, May 9, 2008
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • May 9, 2008

38. plan termination, 12/31, and audit -

    By Guest DonJones, May 7, 2008
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • May 9, 2008

39. New Wrap Plan that includes 3 former seperate plans

    By Guest KAHarshman, May 8, 2008
    • 1 reply
    • 2.1k views
    • 
    • J Simmons
    • May 8, 2008

40. Plan Id and EIN on the 5500

    By PainPA, May 6, 2008
    • 4 replies
    • 2.3k views
    • 
    • PainPA
    • May 7, 2008

41. 5500-EZ

    By J Simmons, May 5, 2008
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • May 5, 2008

42. Tax Forms Needed If Assets Are $0 At EOY?

    By mming, April 26, 2008
    • 7 replies
    • 2.6k views
    • 
    • JanetM
    • April 28, 2008

43. 8.5 months after end of plan year for an 1120 to make a contribution?

    By Guest Enda80, April 7, 2008
    • 3 replies
    • 1.8k views
    • 
    • Ron Snyder
    • April 18, 2008

44. Control Group Defined

    By Guest SuperRob, April 16, 2008
    • 2 replies
    • 2.3k views
    • 
    • maverick
    • April 16, 2008

45. Merging a MPP plan into a PS plan; what must you do? I know that spousal consent issues come, still attached to the funds that derived from the money

    By Guest Enda80, April 8, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • April 8, 2008

46. Catch-Ups as opposed to elective deferrals, 414(v), voluntary elective deferrals as opposed to elective deferrals

    By Guest Enda80, April 7, 2008
    • 5 replies
    • 1.7k views
    • 
    • Bill Presson
    • April 8, 2008

47. Can one report a plan on an accrual basis while one reports a 1040 on a cash basis?

    By Guest Enda80, April 7, 2008
    • 1 reply
    • 1.8k views
    • 
    • Mike Preston
    • April 7, 2008

48. Incorrectly coded Section for pension benefit descriptions

    By Guest Enda80, April 6, 2008
    • 4 replies
    • 1.2k views
    • 
    • JanetM
    • April 7, 2008

49. Form 5500

    By jala, March 7, 2008
    • 5 replies
    • 1.6k views
    • 
    • JanetM
    • April 4, 2008

50. Reporting Corrective Distributions

    By pmacduff, June 5, 2003
    • 5 replies
    • 4.1k views
    • 
    • Jim Chad
    • April 3, 2008