Form 5500

3,272 topics in this forum

1. Form 5330 question

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

2. Minimum assets for fidelity bond?

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

3. Retrieve old 5500 from IRS/DOL

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

4. Has missed past 2 5500 filings

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

5. Plan name changed -- when to report?

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

6. New threshold for 5500-EZ

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

7. DOL challenging valuation of assets, etc.

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

8. Where list Trust EIN?

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

9. Partial Distribution of Assets not revealed

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

10. 5500 - Do I Need to File

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

11. Sch H

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

12. Schedule R

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

13. Pension Code 3C

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

14. Schedule I

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

15. 5500 Electronic Filing in 2008, Schedule B requirements

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

16. Form 5500's for plan terminated in 2004

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

17. Schedule A's

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

18. Final 5500-EZ and plan termination

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

19. cross-tested plans

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

20. DOL EFast past filing info

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

21. 5500 and qualified plans

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

22. No Trust EIN now needed?

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

23. 5500EZ

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

24. schedule b and valuation date

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

25. SSA for takeover plans

    By AlbanyConsultant, April 6, 2007
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • April 6, 2007

26. Delayed Spin-Off & Form 5500

    By Guest AEA, April 5, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 5, 2007

27. Schedule T in 2008?

    By Guest Pisgah, April 5, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 6, 2007

28. Stable Value Fund and Schedule H

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

29. Sch. A Incentive Compensation

    By Guest ak, April 3, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 3, 2007

30. Schedule A

    By Guest ak, March 29, 2007
    • 0 replies
    • 991 views
    • 
    • Guest
    • March 29, 2007

31. Schedule A

    By Lori Friedman, March 28, 2007
    • 1 reply
    • 1.3k views
    • 
    • Lori Friedman
    • March 29, 2007

32. Tax Consequences of Failing Coverage Testing

    By Guest PBJ, March 27, 2007
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 27, 2007

33. orphaned plan

    By Guest lindamichals, March 27, 2007
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • March 27, 2007

34. Problem with 5500 SSA Schedule

    By RCK, March 24, 2007
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • March 24, 2007

35. Participant Count

    By Guest jefe96, March 19, 2007
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 20, 2007

36. Should a 5500 be filed for voluntary vision plan?

    By Guest jessica_ward@wellsfargois.com, March 19, 2007
    • 1 reply
    • 2.9k views
    • 
    • JanetM
    • March 19, 2007

37. Participant Count

    By pmacduff, March 9, 2007
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • March 13, 2007

38. deliquent 5500 filing: DFVCP or not?

    By Guest cbev, March 8, 2007
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • March 8, 2007

39. Form 5500 for fringe plans?

    By k man, March 1, 2007
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 5, 2007

40. Auditor's Report in 1st Plan year?

    By Guest IRISH79, February 27, 2007
    • 1 reply
    • 995 views
    • 
    • WDIK
    • February 27, 2007

41. Costs for additional information reported on SAR

    By Santo Gold, February 19, 2007
    • 2 replies
    • 1.2k views
    • 
    • WDIK
    • February 20, 2007

42. Relius SAR Program

    By mwyatt, February 9, 2007
    • 0 replies
    • 1.3k views
    • 
    • mwyatt
    • February 9, 2007

43. 5500EZ... DFVC not available.... ?

    By K-t-F, February 8, 2007
    • 3 replies
    • 1.3k views
    • 
    • K-t-F
    • February 8, 2007

44. Copy of 5558

    By Guest PMiller, February 8, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • February 8, 2007

45. Welfare benefit plan - Stop-loss coverage

    By Lori Friedman, February 6, 2007
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • February 23, 2009

46. Statement of Reasonable Cause

    By ombskid, February 2, 2007
    • 4 replies
    • 6.7k views
    • 
    • Guest
    • February 22, 2007

47. Profit sharing terminated, but $29 made its way back into account on 12/29/06

    By Guest JReality, January 31, 2007
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • February 1, 2007

48. 5500EZ late

    By Guest harvisachar, January 23, 2007
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 23, 2007

49. Anything new on the statute of limitations w/out schedule P?

    By jkharvey, January 23, 2007
    • 0 replies
    • 1.2k views
    • 
    • jkharvey
    • January 23, 2007

50. When will the new version of Relius Govt. Forms be released?

    By stephen, January 5, 2007
    • 5 replies
    • 1.7k views
    • 
    • Stevo-PDX
    • January 23, 2007