Form 5500

3,287 topics in this forum

1. 5500-EZ

   By J Simmons, May 5, 2008
   • 1 reply
   • 1.4k views
   • 
   • Belgarath
   • May 5, 2008

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

   By mming, April 26, 2008
   • 7 replies
   • 2.9k views
   • 
   • JanetM
   • April 28, 2008

3. 8.5 months after end of plan year for an 1120 to make a contribution?

   By Guest Enda80, April 7, 2008
   • 3 replies
   • 1.9k views
   • 
   • Ron Snyder
   • April 18, 2008

4. Control Group Defined

   By Guest SuperRob, April 16, 2008
   • 2 replies
   • 2.4k views
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   • maverick
   • April 16, 2008

5. 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
   • 1.5k views
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   • J Simmons
   • April 8, 2008

6. 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
   • 1.8k views
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   • Bill Presson
   • April 8, 2008

7. 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
   • 1.9k views
   • 
   • Mike Preston
   • April 7, 2008

8. Incorrectly coded Section for pension benefit descriptions

   By Guest Enda80, April 6, 2008
   • 4 replies
   • 1.3k views
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   • JanetM
   • April 7, 2008

9. Form 5500

   By jala, March 7, 2008
   • 5 replies
   • 1.8k views
   • 
   • JanetM
   • April 4, 2008

10. Reporting Corrective Distributions

    By pmacduff, June 5, 2003
    • 5 replies
    • 4.2k views
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    • Jim Chad
    • April 3, 2008

11. Corrective Distributions

    By Alex Daisy, March 31, 2008
    • 0 replies
    • 1.4k views
    • 
    • Alex Daisy
    • March 31, 2008

12. 5500s and Controlled Groups

    By Guest WelfareBoy, March 31, 2008
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • March 31, 2008

13. Testing Requirements for Spinoff Plan

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

14. Unrealized gain - Terminated plan

    By Lori Friedman, March 28, 2008
    • 6 replies
    • 1.7k views
    • 
    • Lori Friedman
    • March 29, 2008

15. "Late" 5500 for acquired company

    By Miner88, March 10, 2008
    • 5 replies
    • 2.4k views
    • 
    • RCK
    • March 21, 2008

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

    By Guest SuzieQNEC, March 19, 2008
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 19, 2008

17. Master Trust

    By justbsur, March 19, 2008
    • 1 reply
    • 1.9k views
    • 
    • JanetM
    • March 19, 2008

18. Compensation for 5500 but not taxable Comp?

    By Guest RD73, March 7, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 12, 2008

19. Expanded 5500 Reporting for 403b Plans

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

20. Corrected filing for a terminated Plan?

    By RCK, March 5, 2008
    • 4 replies
    • 1.3k views
    • 
    • RCK
    • March 10, 2008

21. 2008 Form 5500

    By Guest KennyH, March 4, 2008
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • March 4, 2008

22. Form 5500 SSA

    By pmacduff, February 28, 2008
    • 3 replies
    • 2.2k views
    • 
    • Lori Friedman
    • February 28, 2008

23. Fidelity Bond for non qualifying assets

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

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

    By RayJJohnsonJr, February 25, 2008
    • 6 replies
    • 1.9k views
    • 
    • RayJJohnsonJr
    • February 27, 2008

25. Schedule T when there are no employees

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

26. Schedule R

    By Guest Bearlee, January 25, 2008
    • 5 replies
    • 1.8k views
    • 
    • WDIK
    • February 25, 2008

27. Import Data into schedule D-John Hancock

    By Guest raleightpa, January 23, 2008
    • 15 replies
    • 4.6k views
    • 
    • Guest
    • February 18, 2008

28. Can't get all info needed for audit

    By Jim Chad, February 8, 2008
    • 4 replies
    • 1.5k views
    • 
    • Jim Chad
    • February 11, 2008

29. What is the purpose of Form SSA?

    By Guest capitol_hill, February 6, 2008
    • 2 replies
    • 1.7k views
    • 
    • pmacduff
    • February 6, 2008

30. Schedule C changes

    By dmwe, January 18, 2008
    • 1 reply
    • 1.9k views
    • 
    • JanetM
    • January 18, 2008

31. 5500 auditor report not independent

    By Guest rulesrulesrules, December 27, 2007
    • 2 replies
    • 1.7k views
    • 
    • BeckyMiller
    • January 7, 2008

32. Healthcare Plan - on site audits

    By French, January 2, 2008
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • January 7, 2008

33. Amended SAR?

    By RCK, January 7, 2008
    • 0 replies
    • 1.8k views
    • 
    • RCK
    • January 7, 2008

34. Form 5500EZ

    By Guest shirahbell, July 25, 2007
    • 12 replies
    • 5.3k views
    • 
    • jpod
    • December 21, 2007

35. IRS Letters

    By Guest Billy D., December 5, 2007
    • 7 replies
    • 2.7k views
    • 
    • david rigby
    • December 20, 2007

36. ESOP 409(n) issue

    By Guest gnappi, November 26, 2007
    • 1 reply
    • 1.1k views
    • 
    • BeckyMiller
    • December 12, 2007

37. DFVC Program eligibility for late Form 5500

    By Guest Judy S, November 9, 2007
    • 6 replies
    • 2.3k views
    • 
    • HarleyBabe
    • November 29, 2007

38. avoiding audit requirement

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

39. Lost Schedule SSA

    By Guest ames, November 20, 2007
    • 6 replies
    • 1.8k views
    • 
    • pmacduff
    • November 26, 2007

40. 5500 filing for 403b plans

    By Guest cdana, November 15, 2007
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 16, 2007

41. Multiple employer PS/401(k)

    By Effen, November 13, 2007
    • 5 replies
    • 2.1k views
    • 
    • QDROphile
    • November 14, 2007

42. 5500EZ to a 5500

    By Guest lindamichals, October 4, 2007
    • 3 replies
    • 2.3k views
    • 
    • WDIK
    • November 12, 2007

43. Notice to Terminated EA for Small Plan

    By Guest mattr@qbcinc.com, October 11, 2007
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • November 1, 2007

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

    By Guest DonJones, October 31, 2007
    • 1 reply
    • 1.9k views
    • 
    • WDIK
    • October 31, 2007

45. Simplified reporting under PPA?

    By Kimberly S, October 11, 2007
    • 8 replies
    • 2.6k views
    • 
    • pmacduff
    • October 25, 2007

46. 5500EZ (Sole Prop.)

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

47. www.freeerisa.com

    By Lori Friedman, October 14, 2007
    • 2 replies
    • 3.1k views
    • 
    • Lori Friedman
    • October 14, 2007

48. Short Plan Year

    By 12AX7, October 12, 2007
    • 1 reply
    • 2.4k views
    • 
    • movedon
    • October 12, 2007

49. Cancel bond a reportable transaction?

    By ombskid, October 11, 2007
    • 1 reply
    • 2k views
    • 
    • Guest
    • October 11, 2007

50. 80 120 rule in reverse

    By bzorc, October 10, 2007
    • 1 reply
    • 2.2k views
    • 
    • SRP
    • October 10, 2007