Form 5500

3,281 topics in this forum

1. new 401(k) plan

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

2. Large Plan Audits

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

3. Limited Scope or Full Scope Audit

   By Alex Daisy, June 11, 2008
   • 4 replies
   • 3.1k views
   • 
   • sbutler
   • August 1, 2008

4. Schedule A

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

5. Pharmacy rebates

   By JWK, June 7, 2008
   • 0 replies
   • 1.4k views
   • 
   • JWK
   • June 7, 2008

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

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

7. 5500EZ Proposed Penalties

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

8. Group Annuity Separate Account

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

9. Access to copies of prior year 5500 filings

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

10. Sch. SSA -- lost participant forfeited balance

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

11. Broker Fees and Commissions

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

12. Inadvertent late filing

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

13. Schedule SSA

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

14. Incorrect EIN

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

15. 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

16. 5500 has not been filed

    By PainPA, May 7, 2008
    • 2 replies
    • 1.6k views
    • 
    • Kevin C
    • May 13, 2008

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

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

18. Plan Id and EIN on the 5500

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

19. 5500-EZ

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

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

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

21. Control Group Defined

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

22. 5500ez line g

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

23. 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

24. 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

25. 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

26. 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

27. Incorrectly coded Section for pension benefit descriptions

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

28. Corrective Distributions

    By Alex Daisy, March 31, 2008
    • 0 replies
    • 1.3k views
    • 
    • Alex Daisy
    • March 31, 2008

29. 5500s and Controlled Groups

    By Guest WelfareBoy, March 31, 2008
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • March 31, 2008

30. Testing Requirements for Spinoff Plan

    By Guest MikeAIGFA, March 28, 2008
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • March 29, 2008

31. Unrealized gain - Terminated plan

    By Lori Friedman, March 28, 2008
    • 6 replies
    • 1.5k views
    • 
    • Lori Friedman
    • March 29, 2008

32. Master Trust

    By justbsur, March 19, 2008
    • 1 reply
    • 1.8k views
    • 
    • JanetM
    • March 19, 2008

33. Sch I - Part I(3) - Assets listed incorrectly

    By Guest SuzieQNEC, March 19, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 19, 2008

34. Expanded 5500 Reporting for 403b Plans

    By Guest Retirement4Life, March 11, 2008
    • 1 reply
    • 1.6k views
    • 
    • BeckyMiller
    • March 11, 2008

35. "Late" 5500 for acquired company

    By Miner88, March 10, 2008
    • 5 replies
    • 2.1k views
    • 
    • RCK
    • March 21, 2008

36. Form 5500

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

37. Compensation for 5500 but not taxable Comp?

    By Guest RD73, March 7, 2008
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • March 12, 2008

38. Corrected filing for a terminated Plan?

    By RCK, March 5, 2008
    • 4 replies
    • 1.2k views
    • 
    • RCK
    • March 10, 2008

39. 2008 Form 5500

    By Guest KennyH, March 4, 2008
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • March 4, 2008

40. First time filer questions

    By Guest polkovnik, February 29, 2008
    • 11 replies
    • 2.7k views
    • 
    • Guest
    • July 25, 2008

41. Fidelity Bond for non qualifying assets

    By k man, February 28, 2008
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • February 28, 2008

42. Form 5500 SSA

    By pmacduff, February 28, 2008
    • 3 replies
    • 2k views
    • 
    • Lori Friedman
    • February 28, 2008

43. Schedule T when there are no employees

    By jlea, February 27, 2008
    • 1 reply
    • 947 views
    • 
    • jlea
    • February 27, 2008

44. Does a one participant defined benefit plan need a Summary Plan Description?

    By RayJJohnsonJr, February 25, 2008
    • 6 replies
    • 1.7k views
    • 
    • RayJJohnsonJr
    • February 27, 2008

45. Can't get all info needed for audit

    By Jim Chad, February 8, 2008
    • 4 replies
    • 1.3k views
    • 
    • Jim Chad
    • February 11, 2008

46. What is the purpose of Form SSA?

    By Guest capitol_hill, February 6, 2008
    • 2 replies
    • 1.4k views
    • 
    • pmacduff
    • February 6, 2008

47. Schedule R

    By Guest Bearlee, January 25, 2008
    • 5 replies
    • 1.6k views
    • 
    • WDIK
    • February 25, 2008

48. Import Data into schedule D-John Hancock

    By Guest raleightpa, January 23, 2008
    • 15 replies
    • 4.4k views
    • 
    • Guest
    • February 18, 2008

49. Schedule C changes

    By dmwe, January 18, 2008
    • 1 reply
    • 1.7k views
    • 
    • JanetM
    • January 18, 2008

50. Amended SAR?

    By RCK, January 7, 2008
    • 0 replies
    • 1.7k views
    • 
    • RCK
    • January 7, 2008