Form 5500

3,272 topics in this forum

1. DFVC Program eligibility for late Form 5500

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

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

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

3. 5500EZ (Sole Prop.)

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

4. www.freeerisa.com

   By Lori Friedman, October 14, 2007
   • 2 replies
   • 2.8k views
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   • Lori Friedman
   • October 14, 2007

5. Short Plan Year

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

6. Notice to Terminated EA for Small Plan

   By Guest mattr@qbcinc.com, October 11, 2007
   • 1 reply
   • 1.2k views
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   • WDIK
   • November 1, 2007

7. Simplified reporting under PPA?

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

8. Cancel bond a reportable transaction?

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

9. 80 120 rule in reverse

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

10. Form 5500 for Foreign Plan?

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

11. No Schedule A?

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

12. 5500

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

13. 5500EZ to a 5500

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

14. Audited Financials - 1st year required

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

15. Schedule A - Part III

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

16. Schedule C-reimbursements to plan sponsor

    By Guest Dolores, October 1, 2007
    • 1 reply
    • 2k views
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    • Peter Gulia
    • October 1, 2007

17. audit exemption for insured pension plans

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

18. ERPA designation now final

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

19. Schedule A

    By commishvp, September 19, 2007
    • 1 reply
    • 1.4k views
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    • WDIK
    • September 19, 2007

20. Plan Number

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

21. Amending 5500EZ

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

22. Sch SSA for 2006

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

23. IRS Notices Of Late/Missing Filings For 2004

    By Guest merlin, September 7, 2007
    • 23 replies
    • 7.5k views
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    • Earl
    • October 7, 2008

24. Failure to file Form 5500EZ, need help

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

25. Elective Deferral Contribution Made by an Ineligible Employee

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

26. Number of participants?

    By Guest Green92, August 31, 2007
    • 0 replies
    • 1.5k views
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    • Guest
    • August 31, 2007

27. 5558 Question

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

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

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

29. Schedule I, line 4d question

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

30. Combining FSA and Limited Purpose FSA on 5500?

    By Guest rulesrulesrules, August 14, 2007
    • 0 replies
    • 1.3k views
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    • Guest
    • August 14, 2007

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

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

32. Controlled Group and 5500

    By HarleyBabe, August 2, 2007
    • 9 replies
    • 9.8k views
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    • HarleyBabe
    • August 2, 2007

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

    By Guest helpmewithtaxes, July 29, 2007
    • 16 replies
    • 8.2k views
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    • Guest
    • August 1, 2007

34. Terminated plan, do we have to file?

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

35. Form 5500EZ

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

36. Late 401(k) Deposits

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

37. LLC taxed as partnership eligible for 5500-EZ

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

38. Filing an extension for all clients 5500 forms?

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

39. Waiver of Accountant's Opinion

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

40. DFVCP and an Extension to File

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

41. multiple-employer plan

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

42. Accounting basis for 5500-EZ?

    By Guest winterhill, July 11, 2007
    • 23 replies
    • 11.8k views
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    • WDIK
    • July 19, 2007

43. Waiver? Plan has been owner only for years, but still files 5500

    By Jim Chad, July 10, 2007
    • 4 replies
    • 1.5k views
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    • Jim Chad
    • July 11, 2007

44. 5500 Rejection

    By Earl, July 9, 2007
    • 4 replies
    • 1.8k views
    • 
    • Earl
    • July 10, 2007

45. Failure to file final 5500-EZ ... help!

    By Guest winterhill, July 6, 2007
    • 4 replies
    • 3.2k views
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    • Mike Preston
    • July 9, 2007

46. 5558

    By Guest algelin, July 6, 2007
    • 2 replies
    • 1.7k views
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    • david rigby
    • July 6, 2007

47. change in actuary

    By Guest mcfeldman, July 3, 2007
    • 5 replies
    • 2.6k views
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    • david rigby
    • July 6, 2007

48. SOP 94-4-1 & Form 5500

    By Guest LauraVanSteeter, June 28, 2007
    • 3 replies
    • 4.6k views
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    • sbutler
    • September 17, 2007

49. 5500 and three-year testing cycle

    By Guest ljsc, June 25, 2007
    • 1 reply
    • 1.3k views
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    • WDIK
    • June 25, 2007

50. Welfare plans exceed 100 participants for a couple of years

    By katieinny, June 21, 2007
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 9, 2007