Form 5500

3,281 topics in this forum

1. 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

2. Incorrectly coded Section for pension benefit descriptions

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

3. Form 5500

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

4. Reporting Corrective Distributions

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

5. Corrective Distributions

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

6. 5500s and Controlled Groups

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

7. Testing Requirements for Spinoff Plan

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

8. Unrealized gain - Terminated plan

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

9. "Late" 5500 for acquired company

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

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

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

11. Master Trust

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

12. Compensation for 5500 but not taxable Comp?

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

13. Expanded 5500 Reporting for 403b Plans

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

14. Corrected filing for a terminated Plan?

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

15. 2008 Form 5500

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

16. Form 5500 SSA

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

17. Fidelity Bond for non qualifying assets

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

18. 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

19. Schedule T when there are no employees

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

20. Schedule R

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

21. Import Data into schedule D-John Hancock

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

22. Can't get all info needed for audit

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

23. What is the purpose of Form SSA?

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

24. Schedule C changes

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

25. 5500 auditor report not independent

    By Guest rulesrulesrules, December 27, 2007
    • 2 replies
    • 1.6k views
    • 
    • BeckyMiller
    • January 7, 2008

26. Healthcare Plan - on site audits

    By French, January 2, 2008
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • January 7, 2008

27. Amended SAR?

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

28. Form 5500EZ

    By Guest shirahbell, July 25, 2007
    • 12 replies
    • 5.1k views
    • 
    • jpod
    • December 21, 2007

29. IRS Letters

    By Guest Billy D., December 5, 2007
    • 7 replies
    • 2.5k views
    • 
    • david rigby
    • December 20, 2007

30. ESOP 409(n) issue

    By Guest gnappi, November 26, 2007
    • 1 reply
    • 1k views
    • 
    • BeckyMiller
    • December 12, 2007

31. DFVC Program eligibility for late Form 5500

    By Guest Judy S, November 9, 2007
    • 6 replies
    • 2.1k views
    • 
    • HarleyBabe
    • November 29, 2007

32. avoiding audit requirement

    By Dennis Povloski, November 27, 2007
    • 1 reply
    • 1.5k views
    • 
    • Bill Presson
    • November 27, 2007

33. Lost Schedule SSA

    By Guest ames, November 20, 2007
    • 6 replies
    • 1.7k views
    • 
    • pmacduff
    • November 26, 2007

34. 5500 filing for 403b plans

    By Guest cdana, November 15, 2007
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 16, 2007

35. Multiple employer PS/401(k)

    By Effen, November 13, 2007
    • 5 replies
    • 1.9k views
    • 
    • QDROphile
    • November 14, 2007

36. 5500EZ to a 5500

    By Guest lindamichals, October 4, 2007
    • 3 replies
    • 2.2k views
    • 
    • WDIK
    • November 12, 2007

37. Notice to Terminated EA for Small Plan

    By Guest mattr@qbcinc.com, October 11, 2007
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • November 1, 2007

38. Short plan year (Merged Plan), Extension allowed?

    By Guest DonJones, October 31, 2007
    • 1 reply
    • 1.8k views
    • 
    • WDIK
    • October 31, 2007

39. Simplified reporting under PPA?

    By Kimberly S, October 11, 2007
    • 8 replies
    • 2.4k views
    • 
    • pmacduff
    • October 25, 2007

40. 5500EZ (Sole Prop.)

    By Guest Rachael L., October 17, 2007
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 17, 2007

41. www.freeerisa.com

    By Lori Friedman, October 14, 2007
    • 2 replies
    • 2.9k views
    • 
    • Lori Friedman
    • October 14, 2007

42. Short Plan Year

    By 12AX7, October 12, 2007
    • 1 reply
    • 2.3k views
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    • movedon
    • October 12, 2007

43. Cancel bond a reportable transaction?

    By ombskid, October 11, 2007
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • October 11, 2007

44. 80 120 rule in reverse

    By bzorc, October 10, 2007
    • 1 reply
    • 2.1k views
    • 
    • SRP
    • October 10, 2007

45. Audited Financials - 1st year required

    By Guest gymdacpa, October 3, 2007
    • 2 replies
    • 2.2k views
    • 
    • bzorc
    • October 10, 2007

46. Form 5500 for Foreign Plan?

    By Guest ScarletKnight, October 9, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 9, 2007

47. No Schedule A?

    By jkharvey, October 5, 2007
    • 3 replies
    • 2.4k views
    • 
    • jkharvey
    • October 5, 2007

48. 5500

    By Guest eruiz, October 4, 2007
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • October 5, 2007

49. Amended Returns - Is there a statutory or regulatory obligation to ame

    By Guest Gibson, May 3, 2001
    • 4 replies
    • 4k views
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    • david rigby
    • October 3, 2007

50. Amending 5500EZ

    By Santo Gold, September 19, 2007
    • 1 reply
    • 1.9k views
    • 
    • BG5150
    • October 2, 2007