Form 5500

3,290 topics in this forum

1. 5500 with wrong EIN

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

2. Schedule R Question

   By Guest persie, August 27, 2008
   • 2 replies
   • 1.4k views
   • 
   • J Simmons
   • August 28, 2008

3. 5500ez line g

   By Guest bradfield, April 9, 2008
   • 7 replies
   • 2.8k views
   • 
   • MarZDoates
   • August 22, 2008

4. Three Cheers For Certified Mail

   By Andy the Actuary, August 20, 2008
   • 1 reply
   • 1.7k views
   • 
   • masteff
   • August 21, 2008

5. Filing date for the SAR

   By Guest Powers, August 20, 2008
   • 2 replies
   • 1.3k views
   • 
   • GMK
   • August 20, 2008

6. Form 5500-EZ Employee Definition

   By MarZDoates, August 13, 2008
   • 8 replies
   • 3.3k views
   • 
   • MarZDoates
   • August 20, 2008

7. Plan Audit: failure to file, now caught

   By Guest BWORC, August 12, 2008
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • August 18, 2008

8. Sch. A and life insurance

   By Chippy, August 14, 2008
   • 1 reply
   • 1.1k views
   • 
   • Bill Presson
   • August 14, 2008

9. Schedule A and commission information

   By Guest jvajj, March 12, 2004
   • 4 replies
   • 2.9k views
   • 
   • Guest
   • August 13, 2008

10. 5558 Filing Problem

    By Disco Stu, August 8, 2008
    • 4 replies
    • 1.9k views
    • 
    • Disco Stu
    • August 13, 2008

11. Retiree Health Plan

    By Guest KLM, August 12, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 12, 2008

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

    By BG5150, August 8, 2008
    • 1 reply
    • 1.3k views
    • 
    • Jim Chad
    • August 12, 2008

13. Limited Scope or Full Scope Audit

    By Alex Daisy, June 11, 2008
    • 4 replies
    • 3.5k views
    • 
    • sbutler
    • August 1, 2008

14. Form 5558 overnight mail address

    By PAL, July 29, 2008
    • 4 replies
    • 3.6k views
    • 
    • PAL
    • July 29, 2008

15. First time filer questions

    By Guest polkovnik, February 29, 2008
    • 11 replies
    • 3.2k views
    • 
    • Guest
    • July 25, 2008

16. Completing Form SSA for a Plan Merger

    By RCK, July 8, 2008
    • 7 replies
    • 2.7k views
    • 
    • RCK
    • July 24, 2008

17. Inclusion of supplemental buy-up

    By Guest KLM, July 24, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 24, 2008

18. Summary Annual Report

    By KateSmithPA, July 22, 2008
    • 2 replies
    • 2.5k views
    • 
    • Kevin C
    • July 22, 2008

19. <100 participant H&W filing requirements

    By PAL, July 22, 2008
    • 1 reply
    • 2.6k views
    • 
    • Lori Friedman
    • July 22, 2008

20. Check to see if ex-client filed 5500

    By doombuggy, July 16, 2008
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 16, 2008

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

    By Guest L337pwner5, July 8, 2008
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • July 15, 2008

22. Form 5500 Count

    By Guest notapensiongeek, July 9, 2008
    • 4 replies
    • 2.3k views
    • 
    • BG5150
    • July 15, 2008

23. Davis Bacon Plan

    By Santo Gold, July 14, 2008
    • 1 reply
    • 1.7k views
    • 
    • Medusa
    • July 14, 2008

24. Schedule D and Schedule H

    By Below Ground, July 11, 2008
    • 3 replies
    • 3.1k views
    • 
    • Below Ground
    • July 14, 2008

25. Multiple Employer Plan & Audit

    By Guest EricWings, July 9, 2008
    • 1 reply
    • 2k views
    • 
    • J Simmons
    • July 9, 2008

26. Multiple Tax ID Numbers for 5500 reporting

    By Guest RxGuy, July 8, 2008
    • 2 replies
    • 3.1k views
    • 
    • JanetM
    • July 8, 2008

27. Schedule A

    By Alex Daisy, June 11, 2008
    • 6 replies
    • 3k views
    • 
    • jpod
    • July 8, 2008

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

    By Alex Daisy, July 2, 2008
    • 1 reply
    • 5.5k views
    • 
    • Tom Poje
    • July 7, 2008

29. Form 5330

    By Guest pension gofer, July 3, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 3, 2008

30. terminated plan

    By pmacduff, July 1, 2008
    • 4 replies
    • 2.7k views
    • 
    • pmacduff
    • July 2, 2008

31. What happens if ...

    By Kimberly S, July 1, 2008
    • 1 reply
    • 1.3k views
    • 
    • PAL
    • July 1, 2008

32. Accounting Method

    By RDY2RTR, June 26, 2008
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • July 1, 2008

33. Two Schedule A questions

    By BG5150, June 20, 2008
    • 0 replies
    • 1.5k views
    • 
    • BG5150
    • June 20, 2008

34. Native American corporation retirement plans

    By Guest Clain, June 19, 2008
    • 3 replies
    • 2.1k views
    • 
    • david rigby
    • June 20, 2008

35. Active Participant count in a terminated plan

    By buckaroo, April 25, 2005
    • 9 replies
    • 8k views
    • 
    • JanetM
    • June 20, 2008

36. Reportable Transaction

    By Guest Rutager, June 18, 2008
    • 1 reply
    • 2.2k views
    • 
    • JanetM
    • June 18, 2008

37. Large Plan Audits

    By pmacduff, June 12, 2008
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • June 17, 2008

38. Synthetic GIC's

    By justbsur, June 17, 2008
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • June 17, 2008

39. new 401(k) plan

    By Tom Poje, June 16, 2008
    • 6 replies
    • 3k views
    • 
    • JanetM
    • June 16, 2008

40. 5500EZ Proposed Penalties

    By Guest RLMCPA, June 3, 2008
    • 2 replies
    • 1.7k views
    • 
    • Earl
    • June 8, 2008

41. Pharmacy rebates

    By JWK, June 7, 2008
    • 0 replies
    • 1.5k views
    • 
    • JWK
    • June 7, 2008

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

    By Alex Daisy, June 5, 2008
    • 2 replies
    • 1.8k views
    • 
    • SheilaD
    • June 6, 2008

43. Group Annuity Separate Account

    By PAL, June 3, 2008
    • 2 replies
    • 1.8k views
    • 
    • PAL
    • June 3, 2008

44. Access to copies of prior year 5500 filings

    By MarZDoates, May 28, 2008
    • 4 replies
    • 3.4k views
    • 
    • Guest
    • May 30, 2008

45. Inadvertent late filing

    By Guest JackPoint, May 14, 2008
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • May 28, 2008

46. Sch. SSA -- lost participant forfeited balance

    By R. Butler, May 22, 2008
    • 2 replies
    • 1.9k views
    • 
    • R. Butler
    • May 22, 2008

47. Broker Fees and Commissions

    By J Simmons, May 18, 2008
    • 4 replies
    • 5.4k views
    • 
    • J Simmons
    • May 19, 2008

48. 5500 has not been filed

    By PainPA, May 7, 2008
    • 2 replies
    • 1.9k views
    • 
    • Kevin C
    • May 13, 2008

49. Schedule SSA

    By Guest notapensiongeek, May 12, 2008
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • May 12, 2008

50. Incorrect EIN

    By betheeg, May 9, 2008
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • May 9, 2008