Form 5500

3,281 topics in this forum

1. Schedule A - Part III

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

2. audit exemption for insured pension plans

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

3. Schedule C-reimbursements to plan sponsor

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

4. 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

5. Schedule A

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

6. Plan Number

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

7. 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

8. Sch SSA for 2006

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

9. Failure to file Form 5500EZ, need help

   By Guest schow07024, September 4, 2007
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • September 4, 2007

10. 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

11. Number of participants?

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

12. 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

13. Schedule I, line 4d question

    By Richard Anderson, August 14, 2007
    • 1 reply
    • 1.8k views
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    • WDIK
    • August 15, 2007

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

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

15. Combining FSA and Limited Purpose FSA on 5500?

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

16. Controlled Group and 5500

    By HarleyBabe, August 2, 2007
    • 9 replies
    • 10k views
    • 
    • HarleyBabe
    • August 2, 2007

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

    By Guest helpmewithtaxes, July 29, 2007
    • 16 replies
    • 8.5k views
    • 
    • Guest
    • August 1, 2007

18. Late 401(k) Deposits

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

19. Terminated plan, do we have to file?

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

20. Accounting basis for 5500-EZ?

    By Guest winterhill, July 11, 2007
    • 23 replies
    • 12k views
    • 
    • WDIK
    • July 19, 2007

21. LLC taxed as partnership eligible for 5500-EZ

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

22. Filing an extension for all clients 5500 forms?

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

23. Waiver of Accountant's Opinion

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

24. DFVCP and an Extension to File

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

25. multiple-employer plan

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

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

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

27. 5500 Rejection

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

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

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

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

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

30. change in actuary

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

31. 5558

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

32. 2006 5500 forms & instructioins posted. NO SCH P

    By jevd, July 14, 2006
    • 7 replies
    • 3k views
    • 
    • jevd
    • July 3, 2007

33. 5500 and three-year testing cycle

    By Guest ljsc, June 25, 2007
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • June 25, 2007

34. Form 5330 question

    By BG5150, June 21, 2007
    • 2 replies
    • 1.9k views
    • 
    • masteff
    • June 21, 2007

35. Minimum assets for fidelity bond?

    By steve-o, June 21, 2007
    • 2 replies
    • 2.3k views
    • 
    • WDIK
    • June 21, 2007

36. Retrieve old 5500 from IRS/DOL

    By ombskid, June 19, 2007
    • 5 replies
    • 5.4k views
    • 
    • ombskid
    • June 20, 2007

37. Stable Value Fund and Schedule H

    By Guest jefe96, April 3, 2007
    • 1 reply
    • 4.8k views
    • 
    • Guest
    • June 20, 2007

38. Has missed past 2 5500 filings

    By Santo Gold, June 14, 2007
    • 2 replies
    • 1.7k views
    • 
    • jpod
    • June 14, 2007

39. Plan name changed -- when to report?

    By Guest Jensen, June 13, 2007
    • 3 replies
    • 2.8k views
    • 
    • J Simmons
    • June 13, 2007

40. Partial Distribution of Assets not revealed

    By CAR, June 6, 2007
    • 8 replies
    • 1.9k views
    • 
    • FormsRstillmylife
    • June 13, 2007

41. New threshold for 5500-EZ

    By Earl, June 12, 2007
    • 2 replies
    • 1.4k views
    • 
    • Earl
    • June 12, 2007

42. DOL challenging valuation of assets, etc.

    By J Simmons, June 9, 2007
    • 3 replies
    • 1.5k views
    • 
    • J Simmons
    • June 10, 2007

43. Where list Trust EIN?

    By Guest jusducki, June 7, 2007
    • 4 replies
    • 2.1k views
    • 
    • Belgarath
    • June 7, 2007

44. 5500 - Do I Need to File

    By Guest Suzebp, May 29, 2007
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • May 30, 2007

45. Failure to File 5500EZ

    By Guest Thornton, January 10, 2003
    • 25 replies
    • 21.2k views
    • 
    • Guest
    • May 28, 2007

46. Schedule R

    By Guest AJM 34, May 18, 2007
    • 3 replies
    • 1.3k views
    • 
    • Leopurrd
    • May 25, 2007

47. Sch H

    By Penman2006, May 19, 2007
    • 2 replies
    • 1.2k views
    • 
    • Penman2006
    • May 20, 2007

48. Pension Code 3C

    By Guest Boilerburm1, May 17, 2007
    • 4 replies
    • 2.1k views
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    • JanetM
    • May 17, 2007

49. Schedule I

    By Guest JohnSB, May 16, 2007
    • 4 replies
    • 1.5k views
    • 
    • JanetM
    • May 17, 2007

50. 5500 Electronic Filing in 2008, Schedule B requirements

    By Guest meghanmonkey, May 15, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 15, 2007