Form 5500

3,272 topics in this forum

1. 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

2. Number of participants?

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

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

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

4. Schedule I, line 4d question

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

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

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

6. Combining FSA and Limited Purpose FSA on 5500?

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

7. Controlled Group and 5500

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

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

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

9. Late 401(k) Deposits

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

10. Terminated plan, do we have to file?

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

11. Accounting basis for 5500-EZ?

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

12. LLC taxed as partnership eligible for 5500-EZ

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

13. Filing an extension for all clients 5500 forms?

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

14. Waiver of Accountant's Opinion

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

15. DFVCP and an Extension to File

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

16. multiple-employer plan

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

17. 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

18. 5500 Rejection

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

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

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

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

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

21. change in actuary

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

22. 5558

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

23. 2006 5500 forms & instructioins posted. NO SCH P

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

24. 5500 and three-year testing cycle

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

25. Form 5330 question

    By BG5150, June 21, 2007
    • 2 replies
    • 1.8k views
    • 
    • masteff
    • June 21, 2007

26. Minimum assets for fidelity bond?

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

27. Retrieve old 5500 from IRS/DOL

    By ombskid, June 19, 2007
    • 5 replies
    • 5.2k views
    • 
    • ombskid
    • June 20, 2007

28. Stable Value Fund and Schedule H

    By Guest jefe96, April 3, 2007
    • 1 reply
    • 4.7k views
    • 
    • Guest
    • June 20, 2007

29. Has missed past 2 5500 filings

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

30. Plan name changed -- when to report?

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

31. Partial Distribution of Assets not revealed

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

32. New threshold for 5500-EZ

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

33. DOL challenging valuation of assets, etc.

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

34. Where list Trust EIN?

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

35. 5500 - Do I Need to File

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

36. Failure to File 5500EZ

    By Guest Thornton, January 10, 2003
    • 25 replies
    • 21.1k views
    • 
    • Guest
    • May 28, 2007

37. Schedule R

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

38. Sch H

    By Penman2006, May 19, 2007
    • 2 replies
    • 1.1k views
    • 
    • Penman2006
    • May 20, 2007

39. Pension Code 3C

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

40. Schedule I

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

41. 5500 Electronic Filing in 2008, Schedule B requirements

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

42. Form 5500's for plan terminated in 2004

    By Belgarath, May 8, 2007
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • May 10, 2007

43. Final 5500-EZ and plan termination

    By Guest kpsunil, May 4, 2007
    • 4 replies
    • 7.9k views
    • 
    • PLAN MAN
    • May 7, 2007

44. Schedule A's

    By Lori H, May 4, 2007
    • 0 replies
    • 1.3k views
    • 
    • Lori H
    • May 4, 2007

45. cross-tested plans

    By HarleyBabe, May 3, 2007
    • 4 replies
    • 1.7k views
    • 
    • J Simmons
    • May 4, 2007

46. DOL EFast past filing info

    By ombskid, April 18, 2007
    • 1 reply
    • 1.8k views
    • 
    • bzorc
    • April 27, 2007

47. 5500EZ

    By pmacduff, April 13, 2007
    • 9 replies
    • 7.7k views
    • 
    • jevd
    • April 24, 2007

48. 5500 and qualified plans

    By mlp0816, April 18, 2007
    • 1 reply
    • 1.4k views
    • 
    • jpod
    • April 18, 2007

49. No Trust EIN now needed?

    By Guest jusducki, April 16, 2007
    • 7 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • April 16, 2007

50. schedule b and valuation date

    By abanky, April 13, 2007
    • 2 replies
    • 1.2k views
    • 
    • abanky
    • April 13, 2007