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Form 5500

3,290 topics in this forum

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

    By Guest DonJones,
    • 4 replies
    • 2.6k views
    • Guest
    • Guest

  2. New Wrap Plan that includes 3 former seperate plans

    By Guest KAHarshman,
    • 1 reply
    • 2.4k views

  3. Plan Id and EIN on the 5500

    By PainPA,
    • 4 replies
    • 2.7k views

  4. 5500-EZ

    By J Simmons,
    • 1 reply
    • 1.6k views

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

    By mming,
    • 7 replies
    • 3.2k views

  6. 8.5 months after end of plan year for an 1120 to make a contribution?

    By Guest Enda80,
    • 3 replies
    • 2.1k views

  7. Control Group Defined

    By Guest SuperRob,
    • 2 replies
    • 2.6k views

  8. 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,
    • 1 reply
    • 1.6k views

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

    By Guest Enda80,
    • 5 replies
    • 2k views

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

    By Guest Enda80,
    • 1 reply
    • 1.9k views

  11. Incorrectly coded Section for pension benefit descriptions

    By Guest Enda80,
    • 4 replies
    • 1.5k views

  12. Form 5500

    By jala,
    • 5 replies
    • 2k views

  13. Reporting Corrective Distributions

    By pmacduff,
    • 5 replies
    • 4.4k views

  14. Corrective Distributions

    By Alex Daisy,
    • 0 replies
    • 1.6k views

  15. 5500s and Controlled Groups

    By Guest WelfareBoy,
    • 1 reply
    • 1.5k views

  16. Testing Requirements for Spinoff Plan

    By Guest MikeAIGFA,
    • 1 reply
    • 1.6k views

  17. Unrealized gain - Terminated plan

    By Lori Friedman,
    • 6 replies
    • 1.9k views

  18. "Late" 5500 for acquired company

    By Miner88,
    • 5 replies
    • 2.7k views
    • RCK
    • RCK

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

    By Guest SuzieQNEC,
    • 4 replies
    • 1.8k views
    • Guest
    • Guest

  20. Master Trust

    By justbsur,
    • 1 reply
    • 2.2k views

  21. Compensation for 5500 but not taxable Comp?

    By Guest RD73,
    • 3 replies
    • 1.4k views
    • Guest
    • Guest

  22. Expanded 5500 Reporting for 403b Plans

    By Guest Retirement4Life,
    • 1 reply
    • 1.7k views

  23. Corrected filing for a terminated Plan?

    By RCK,
    • 4 replies
    • 1.5k views
    • RCK
    • RCK

  24. 2008 Form 5500

    By Guest KennyH,
    • 1 reply
    • 2k views

  25. Form 5500 SSA

    By pmacduff,
    • 3 replies
    • 2.3k views

  26. Fidelity Bond for non qualifying assets

    By k man,
    • 1 reply
    • 1.3k views

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

    By RayJJohnsonJr,
    • 6 replies
    • 2.2k views

  28. Schedule T when there are no employees

    By jlea,
    • 1 reply
    • 1.1k views

  29. Schedule R

    By Guest Bearlee,
    • 5 replies
    • 2k views

  30. Import Data into schedule D-John Hancock

    By Guest raleightpa,
    • 15 replies
    • 4.9k views
    • Guest
    • Guest

  31. Can't get all info needed for audit

    By Jim Chad,
    • 4 replies
    • 1.8k views

  32. What is the purpose of Form SSA?

    By Guest capitol_hill,
    • 2 replies
    • 1.9k views

  33. Schedule C changes

    By dmwe,
    • 1 reply
    • 2k views

  34. 5500 auditor report not independent

    By Guest rulesrulesrules,
    • 2 replies
    • 1.8k views

  35. Healthcare Plan - on site audits

    By French,
    • 5 replies
    • 1.8k views
    • Guest
    • Guest

  36. Amended SAR?

    By RCK,
    • 0 replies
    • 1.9k views
    • RCK
    • RCK

  37. Form 5500EZ

    By Guest shirahbell,
    • 12 replies
    • 5.6k views

  38. IRS Letters

    By Guest Billy D.,
    • 7 replies
    • 2.9k views

  39. ESOP 409(n) issue

    By Guest gnappi,
    • 1 reply
    • 1.2k views

  40. DFVC Program eligibility for late Form 5500

    By Guest Judy S,
    • 6 replies
    • 2.5k views

  41. avoiding audit requirement

    By Dennis Povloski,
    • 1 reply
    • 1.7k views

  42. Lost Schedule SSA

    By Guest ames,
    • 6 replies
    • 2k views

  43. 5500 filing for 403b plans

    By Guest cdana,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  44. Multiple employer PS/401(k)

    By Effen,
    • 5 replies
    • 2.4k views

  45. 5500EZ to a 5500

    By Guest lindamichals,
    • 3 replies
    • 2.5k views

  46. Notice to Terminated EA for Small Plan

    By Guest mattr@qbcinc.com,
    • 1 reply
    • 1.5k views

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

    By Guest DonJones,
    • 1 reply
    • 2k views

  48. Simplified reporting under PPA?

    By Kimberly S,
    • 8 replies
    • 2.9k views

  49. 5500EZ (Sole Prop.)

    By Guest Rachael L.,
    • 2 replies
    • 2.2k views
    • Guest
    • Guest

  50. www.freeerisa.com

    By Lori Friedman,
    • 2 replies
    • 3.3k views
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