Form 5500

3,290 topics in this forum

1. DOL challenging valuation of assets, etc.

   By J Simmons, June 9, 2007
   • 3 replies
   • 1.9k views
   • 
   • J Simmons
   • June 10, 2007

2. Where list Trust EIN?

   By Guest jusducki, June 7, 2007
   • 4 replies
   • 2.5k views
   • 
   • Belgarath
   • June 7, 2007

3. 5500 - Do I Need to File

   By Guest Suzebp, May 29, 2007
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • May 30, 2007

4. Failure to File 5500EZ

   By Guest Thornton, January 10, 2003
   • 25 replies
   • 22.2k views
   • 
   • Guest
   • May 28, 2007

5. Schedule R

   By Guest AJM 34, May 18, 2007
   • 3 replies
   • 1.5k views
   • 
   • Leopurrd
   • May 25, 2007

6. Sch H

   By Penman2006, May 19, 2007
   • 2 replies
   • 1.5k views
   • 
   • Penman2006
   • May 20, 2007

7. Pension Code 3C

   By Guest Boilerburm1, May 17, 2007
   • 4 replies
   • 2.6k views
   • 
   • JanetM
   • May 17, 2007

8. Schedule I

   By Guest JohnSB, May 16, 2007
   • 4 replies
   • 1.8k views
   • 
   • JanetM
   • May 17, 2007

9. 5500 Electronic Filing in 2008, Schedule B requirements

   By Guest meghanmonkey, May 15, 2007
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • May 15, 2007

10. Form 5500's for plan terminated in 2004

    By Belgarath, May 8, 2007
    • 1 reply
    • 1.7k views
    • 
    • Belgarath
    • May 10, 2007

11. Final 5500-EZ and plan termination

    By Guest kpsunil, May 4, 2007
    • 4 replies
    • 9.2k views
    • 
    • PLAN MAN
    • May 7, 2007

12. Schedule A's

    By Lori H, May 4, 2007
    • 0 replies
    • 1.6k views
    • 
    • Lori H
    • May 4, 2007

13. cross-tested plans

    By HarleyBabe, May 3, 2007
    • 4 replies
    • 1.9k views
    • 
    • J Simmons
    • May 4, 2007

14. DOL EFast past filing info

    By ombskid, April 18, 2007
    • 1 reply
    • 2.1k views
    • 
    • bzorc
    • April 27, 2007

15. 5500EZ

    By pmacduff, April 13, 2007
    • 9 replies
    • 8.5k views
    • 
    • jevd
    • April 24, 2007

16. 5500 and qualified plans

    By mlp0816, April 18, 2007
    • 1 reply
    • 1.5k views
    • 
    • jpod
    • April 18, 2007

17. No Trust EIN now needed?

    By Guest jusducki, April 16, 2007
    • 7 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • April 16, 2007

18. schedule b and valuation date

    By abanky, April 13, 2007
    • 2 replies
    • 1.5k views
    • 
    • abanky
    • April 13, 2007

19. SSA for takeover plans

    By AlbanyConsultant, April 6, 2007
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • April 6, 2007

20. Schedule T in 2008?

    By Guest Pisgah, April 5, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 6, 2007

21. Delayed Spin-Off & Form 5500

    By Guest AEA, April 5, 2007
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • April 5, 2007

22. Sch. A Incentive Compensation

    By Guest ak, April 3, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 3, 2007

23. Schedule A

    By Lori Friedman, March 28, 2007
    • 1 reply
    • 1.5k views
    • 
    • Lori Friedman
    • March 29, 2007

24. Schedule A

    By Guest ak, March 29, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 29, 2007

25. Tax Consequences of Failing Coverage Testing

    By Guest PBJ, March 27, 2007
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 27, 2007

26. orphaned plan

    By Guest lindamichals, March 27, 2007
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • March 27, 2007

27. Problem with 5500 SSA Schedule

    By RCK, March 24, 2007
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • March 24, 2007

28. Participant Count

    By Guest jefe96, March 19, 2007
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 20, 2007

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

    By Guest jessica_ward@wellsfargois.com, March 19, 2007
    • 1 reply
    • 3.2k views
    • 
    • JanetM
    • March 19, 2007

30. Late 5500

    By R. Butler, July 14, 2006
    • 3 replies
    • 2.7k views
    • 
    • Santo Gold
    • March 14, 2007

31. Participant Count

    By pmacduff, March 9, 2007
    • 1 reply
    • 1.5k views
    • 
    • Archimage
    • March 13, 2007

32. deliquent 5500 filing: DFVCP or not?

    By Guest cbev, March 8, 2007
    • 1 reply
    • 1.8k views
    • 
    • WDIK
    • March 8, 2007

33. Form 5500 for fringe plans?

    By k man, March 1, 2007
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 5, 2007

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

    By Guest IRISH79, February 27, 2007
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • February 27, 2007

35. IQPA never filed

    By goldtpa, October 12, 2006
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • February 22, 2007

36. Statement of Reasonable Cause

    By ombskid, February 2, 2007
    • 4 replies
    • 7.1k views
    • 
    • Guest
    • February 22, 2007

37. Costs for additional information reported on SAR

    By Santo Gold, February 19, 2007
    • 2 replies
    • 1.6k views
    • 
    • WDIK
    • February 20, 2007

38. Relius SAR Program

    By mwyatt, February 9, 2007
    • 0 replies
    • 1.5k views
    • 
    • mwyatt
    • February 9, 2007

39. 5500EZ... DFVC not available.... ?

    By Basically, February 8, 2007
    • 3 replies
    • 1.9k views
    • 
    • Basically
    • February 8, 2007

40. Copy of 5558

    By Guest PMiller, February 8, 2007
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • February 8, 2007

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

    By Guest JReality, January 31, 2007
    • 5 replies
    • 1.7k views
    • 
    • Bird
    • February 1, 2007

42. 5500EZ late

    By Guest harvisachar, January 23, 2007
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 23, 2007

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

    By stephen, January 5, 2007
    • 5 replies
    • 2k views
    • 
    • Stevo-PDX
    • January 23, 2007

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

    By jkharvey, January 23, 2007
    • 0 replies
    • 1.5k views
    • 
    • jkharvey
    • January 23, 2007

45. Small Plan Sch I 4i Cash>20% of Assets

    By Guest dfeltens, January 4, 2007
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • January 5, 2007

46. Short Plan year question/audit exception

    By Guest Bearlee, January 3, 2007
    • 2 replies
    • 2.2k views
    • 
    • JanetM
    • January 4, 2007

47. 5500EZ Question 10c

    By Guest jusducki, January 3, 2007
    • 1 reply
    • 1.8k views
    • 
    • WDIK
    • January 3, 2007

48. Schedule A coverage question

    By Guest ak, December 28, 2006
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 28, 2006

49. 2nd Year Plan w/ No Assets

    By Guest notapensiongeek, December 15, 2006
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 16, 2006

50. PEO sets up a plan as a leasing organization with 25 adopting employers

    By katieinny, November 15, 2006
    • 3 replies
    • 1.7k views
    • 
    • katieinny
    • December 12, 2006