Form 5500

3,281 topics in this forum

1. Healthcare Plan - on site audits

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

2. 5500 auditor report not independent

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

3. IRS Letters

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

4. avoiding audit requirement

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

5. ESOP 409(n) issue

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

6. Lost Schedule SSA

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

7. 5500 filing for 403b plans

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

8. EFAST filings

   By pmacduff, November 15, 2007
   • 5 replies
   • 1.9k views
   • 
   • pmacduff
   • June 23, 2009

9. Multiple employer PS/401(k)

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

10. DFVC Program eligibility for late Form 5500

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

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

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

12. 5500EZ (Sole Prop.)

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

13. www.freeerisa.com

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

14. Short Plan Year

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

15. Notice to Terminated EA for Small Plan

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

16. Simplified reporting under PPA?

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

17. Cancel bond a reportable transaction?

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

18. 80 120 rule in reverse

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

19. Form 5500 for Foreign Plan?

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

20. No Schedule A?

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

21. 5500

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

22. 5500EZ to a 5500

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

23. Audited Financials - 1st year required

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

24. Schedule A - Part III

    By Guest rreisner@mcwane.com, October 1, 2007
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • October 2, 2007

25. Schedule C-reimbursements to plan sponsor

    By Guest Dolores, October 1, 2007
    • 1 reply
    • 2.1k views
    • 
    • Peter Gulia
    • October 1, 2007

26. audit exemption for insured pension plans

    By k man, September 28, 2007
    • 1 reply
    • 2k views
    • 
    • BeckyMiller
    • October 1, 2007

27. ERPA designation now final

    By Mike Preston, September 25, 2007
    • 2 replies
    • 2.2k views
    • 
    • Peanut Butter Man
    • September 27, 2007

28. Schedule A

    By commishvp, September 19, 2007
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • September 19, 2007

29. Plan Number

    By PMC, September 19, 2007
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • September 19, 2007

30. Amending 5500EZ

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

31. Sch SSA for 2006

    By Guest ames, September 10, 2007
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • September 10, 2007

32. IRS Notices Of Late/Missing Filings For 2004

    By Guest merlin, September 7, 2007
    • 23 replies
    • 7.6k views
    • 
    • Earl
    • October 7, 2008

33. Failure to file Form 5500EZ, need help

    By Guest schow07024, September 4, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 4, 2007

34. Elective Deferral Contribution Made by an Ineligible Employee

    By Guest AJM 34, September 4, 2007
    • 4 replies
    • 2.3k views
    • 
    • Mike Preston
    • September 4, 2007

35. Number of participants?

    By Guest Green92, August 31, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 31, 2007

36. 5558 Question

    By Guest CitationSquirrel, August 23, 2007
    • 6 replies
    • 3.1k views
    • 
    • Bird
    • September 10, 2008

37. Welfare Benefit Plan - what to include in the SAR?

    By Guest jc1457, August 15, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 15, 2007

38. Schedule I, line 4d question

    By Richard Anderson, August 14, 2007
    • 1 reply
    • 1.7k views
    • 
    • WDIK
    • August 15, 2007

39. Combining FSA and Limited Purpose FSA on 5500?

    By Guest rulesrulesrules, August 14, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 14, 2007

40. Sole-P did not file 5558 for 2006 - Options?

    By Bruddah Kimo, August 10, 2007
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • August 16, 2007

41. Controlled Group and 5500

    By HarleyBabe, August 2, 2007
    • 9 replies
    • 9.9k views
    • 
    • HarleyBabe
    • August 2, 2007

42. Statute of limitations if plan assets < $100k

    By Guest helpmewithtaxes, July 29, 2007
    • 16 replies
    • 8.4k views
    • 
    • Guest
    • August 1, 2007

43. Terminated plan, do we have to file?

    By Guest JohnSB, July 25, 2007
    • 2 replies
    • 1.6k views
    • 
    • JanetM
    • July 25, 2007

44. Form 5500EZ

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

45. Late 401(k) Deposits

    By Medusa, July 20, 2007
    • 11 replies
    • 4.1k views
    • 
    • JanetM
    • July 25, 2007

46. LLC taxed as partnership eligible for 5500-EZ

    By R. Butler, July 18, 2007
    • 3 replies
    • 2.8k views
    • 
    • Calavera
    • July 18, 2007

47. Filing an extension for all clients 5500 forms?

    By Guest krisknapp, July 13, 2007
    • 3 replies
    • 1.7k views
    • 
    • Belgarath
    • July 13, 2007

48. Waiver of Accountant's Opinion

    By Guest NeophiteTPA, July 12, 2007
    • 3 replies
    • 1.6k views
    • 
    • Bill Presson
    • July 12, 2007

49. DFVCP and an Extension to File

    By Guest Anthony86, July 12, 2007
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • July 12, 2007

50. multiple-employer plan

    By blue, July 12, 2007
    • 2 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 12, 2007