Form 5500

3,272 topics in this forum

1. SSA for takeover plans

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

2. Schedule T in 2008?

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

3. Delayed Spin-Off & Form 5500

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

4. Sch. A Incentive Compensation

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

5. Schedule A

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

6. Schedule A

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

7. Tax Consequences of Failing Coverage Testing

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

8. orphaned plan

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

9. Problem with 5500 SSA Schedule

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

10. Participant Count

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

11. 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

12. Late 5500

    By R. Butler, July 14, 2006
    • 3 replies
    • 2.5k views
    • 
    • Santo Gold
    • March 14, 2007

13. Participant Count

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

14. deliquent 5500 filing: DFVCP or not?

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

15. Form 5500 for fringe plans?

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

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

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

17. IQPA never filed

    By goldtpa, October 12, 2006
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • February 22, 2007

18. Statement of Reasonable Cause

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

19. Costs for additional information reported on SAR

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

20. Relius SAR Program

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

21. 5500EZ... DFVC not available.... ?

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

22. Copy of 5558

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

23. 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

24. 5500EZ late

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

25. 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

26. 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

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

    By Guest dfeltens, January 4, 2007
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • January 5, 2007

28. Short Plan year question/audit exception

    By Guest Bearlee, January 3, 2007
    • 2 replies
    • 1.9k views
    • 
    • JanetM
    • January 4, 2007

29. 5500EZ Question 10c

    By Guest jusducki, January 3, 2007
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • January 3, 2007

30. Schedule A coverage question

    By Guest ak, December 28, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 28, 2006

31. 2nd Year Plan w/ No Assets

    By Guest notapensiongeek, December 15, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 16, 2006

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

    By katieinny, November 15, 2006
    • 3 replies
    • 1.5k views
    • 
    • katieinny
    • December 12, 2006

33. Form 5500 EZ

    By Belgarath, November 28, 2006
    • 2 replies
    • 2.7k views
    • 
    • JanetM
    • November 30, 2006

34. Independent qualified public accountants for audit

    By Guest 401kadmin, November 16, 2006
    • 9 replies
    • 3.4k views
    • 
    • Archimage
    • November 22, 2006

35. Change in Control 5500?

    By Guest LVanSteeter, November 17, 2006
    • 3 replies
    • 1.5k views
    • 
    • JanetM
    • November 17, 2006

36. SAR distribution

    By Guest forum4, November 13, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 13, 2006

37. 80 - 120 Participant Rule

    By Guest A White, November 3, 2006
    • 2 replies
    • 2.5k views
    • 
    • Below Ground
    • November 3, 2006

38. First Time Filer

    By Guest ehs, October 24, 2006
    • 2 replies
    • 1.5k views
    • 
    • RCK
    • October 30, 2006

39. 5550 - What information needs to be at all work locations?

    By Guest Denise M., October 17, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 17, 2006

40. Schedule SSA for terminated plan

    By wsp, October 13, 2006
    • 1 reply
    • 1.9k views
    • 
    • Bird
    • October 14, 2006

41. Premiums get put where?

    By wsp, October 13, 2006
    • 2 replies
    • 1.7k views
    • 
    • wsp
    • October 13, 2006

42. 5500s Not Ready - File Anyway and Amend?

    By namealreadyinuse, October 12, 2006
    • 11 replies
    • 2.7k views
    • 
    • Belgarath
    • October 13, 2006

43. Plan termed, but one loan was not deemed...

    By BG5150, October 3, 2006
    • 6 replies
    • 1.8k views
    • 
    • Just Me
    • October 11, 2006

44. Summary Annual Report

    By Guest algelin, October 9, 2006
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 9, 2006

45. Final 5500 EZ- money purchase

    By Guest taxchicks, October 3, 2006
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • October 4, 2006

46. Schedule of Assets Held - mutual funds

    By Monica Barnard, September 7, 2006
    • 9 replies
    • 6.7k views
    • 
    • Guest
    • October 2, 2006

47. Employer ID number

    By Guest Moira, September 27, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 27, 2006

48. Schedule R, Line 3

    By Lori Friedman, September 27, 2006
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • September 27, 2006

49. Summary Annual Report

    By Lori Friedman, September 20, 2006
    • 3 replies
    • 1.7k views
    • 
    • Lori Friedman
    • September 27, 2006

50. additional extensions for Katrina

    By Guest JMAC, September 27, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 27, 2006