Form 5500

3,272 topics in this forum

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

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

2. 5500EZ Question 10c

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

3. Short Plan year question/audit exception

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

4. Schedule A coverage question

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

5. 2nd Year Plan w/ No Assets

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

6. Form 5500 EZ

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

7. Change in Control 5500?

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

8. Independent qualified public accountants for audit

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

9. 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

10. SAR distribution

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

11. 80 - 120 Participant Rule

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

12. First Time Filer

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

13. 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

14. Premiums get put where?

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

15. Schedule SSA for terminated plan

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

16. 5500s Not Ready - File Anyway and Amend?

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

17. IQPA never filed

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

18. Summary Annual Report

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

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

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

20. Final 5500 EZ- money purchase

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

21. Schedule R, Line 3

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

22. Employer ID number

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

23. additional extensions for Katrina

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

24. Use of Retroactive Wrap Plans to Fix Filing Problems

    By 401 Chaos, September 22, 2006
    • 0 replies
    • 4.4k views
    • 
    • 401 Chaos
    • September 22, 2006

25. Summary Annual Report

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

26. 5500-EZ $100,00 threshold

    By BG5150, September 20, 2006
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • September 20, 2006

27. Relius Form 5500

    By Lori Friedman, September 20, 2006
    • 5 replies
    • 2.8k views
    • 
    • Tom Poje
    • October 27, 2014

28. Summary Annual Report

    By Guest Jensen, September 19, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 19, 2006

29. Controlled Group Umbrella Plan

    By QDROphile, September 16, 2006
    • 0 replies
    • 1.7k views
    • 
    • QDROphile
    • September 16, 2006

30. Schedule C

    By Guest Tad77, September 14, 2006
    • 1 reply
    • 1.6k views
    • 
    • Archimage
    • September 14, 2006

31. If and when is the SSA going away?

    By BG5150, September 12, 2006
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 14, 2006

32. Fiduciary Service Account?

    By Guest cas10, September 10, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 10, 2006

33. Schedule of Assets Held - mutual funds

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

34. Form 5500-EZ loan disclosure

    By Guest jaf036, September 6, 2006
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • September 6, 2006

35. Plan Merger Filings

    By Guest Tad77, August 31, 2006
    • 2 replies
    • 1.9k views
    • 
    • JanetM
    • August 31, 2006

36. Do we need to amend last year's 5500?

    By Guest notapensiongeek, August 30, 2006
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 31, 2006

37. Participant

    By Guest moltengater, August 24, 2006
    • 7 replies
    • 2k views
    • 
    • Bird
    • August 28, 2006

38. schedule a reporting

    By betheeg, August 24, 2006
    • 0 replies
    • 1.2k views
    • 
    • betheeg
    • August 24, 2006

39. No Schedule B with 5500 EZ?

    By Dougsbpc, August 23, 2006
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • August 23, 2006

40. Penalty for not having fidelity bond?

    By BG5150, August 22, 2006
    • 13 replies
    • 13.3k views
    • 
    • david rigby
    • March 12, 2013

41. Schedule of Assets Held for Investment Purposes

    By Guest moltengater, August 21, 2006
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • August 31, 2006

42. 5500 Filing Requirements for MTIA / Plan

    By Guest CraigH, August 17, 2006
    • 1 reply
    • 2k views
    • 
    • JanetM
    • August 17, 2006

43. Schedule R; file or not to file

    By BG5150, August 10, 2006
    • 4 replies
    • 1.9k views
    • 
    • Tom Poje
    • August 14, 2006

44. SChedule C

    By MBCarey, August 10, 2006
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • August 11, 2006

45. Is a public university considered a governmental plan?

    By Guest chrisketch, August 9, 2006
    • 10 replies
    • 5.5k views
    • 
    • Guest
    • August 14, 2006

46. Schedule R question

    By Guest basilb, August 7, 2006
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • August 8, 2006

47. 2005 Short plan merger-failure to file

    By Guest LVanSteeter, August 4, 2006
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • August 4, 2006

48. Schedules P & SSA removed from 5500 for 2006?

    By Guest RJMOB, August 4, 2006
    • 1 reply
    • 1.4k views
    • 
    • Leopurrd
    • August 4, 2006

49. Loan reporting question

    By BG5150, August 4, 2006
    • 0 replies
    • 1.2k views
    • 
    • BG5150
    • August 4, 2006

50. Certification: 29 C.F.R. 2520.103-5

    By Guest richez, August 3, 2006
    • 2 replies
    • 3.1k views
    • 
    • Leopurrd
    • August 4, 2006