Form 5500

3,277 topics in this forum

1. Schedule of Assets Held - mutual funds

   By Monica Barnard, September 7, 2006
   • 9 replies
   • 6.8k views
   • 
   • Guest
   • October 2, 2006

2. Employer ID number

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

3. Schedule R, Line 3

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

4. Summary Annual Report

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

5. additional extensions for Katrina

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

6. 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

7. 5500-EZ $100,00 threshold

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

8. Summary Annual Report

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

9. Controlled Group Umbrella Plan

   By QDROphile, September 16, 2006
   • 0 replies
   • 1.8k views
   • 
   • QDROphile
   • September 16, 2006

10. If and when is the SSA going away?

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

11. Schedule C

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

12. Fiduciary Service Account?

    By Guest cas10, September 10, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 10, 2006

13. Form 5500-EZ loan disclosure

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

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

    By Guest notapensiongeek, August 30, 2006
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 31, 2006

15. Plan Merger Filings

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

16. Schedule of Assets Held for Investment Purposes

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

17. Participant

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

18. schedule a reporting

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

19. No Schedule B with 5500 EZ?

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

20. 80 - 120 Rule

    By Guest jetfaninmn, June 26, 2006
    • 5 replies
    • 5.5k views
    • 
    • WDIK
    • August 21, 2006

21. 5500 Filing Requirements for MTIA / Plan

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

22. HELP! Late filer 5500-EZ

    By Guest skeezer, August 2, 2006
    • 3 replies
    • 2k views
    • 
    • KateSmithPA
    • August 14, 2006

23. Schedule R; file or not to file

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

24. Is a public university considered a governmental plan?

    By Guest chrisketch, August 9, 2006
    • 10 replies
    • 5.6k views
    • 
    • Guest
    • August 14, 2006

25. Correcting last year's mistake

    By Guest Jensen, July 28, 2006
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • August 11, 2006

26. Incorrect Form 5558

    By Leopurrd, August 2, 2006
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • August 11, 2006

27. SChedule C

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

28. amended 5500

    By Guest geostorm, August 2, 2006
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • August 11, 2006

29. Schedule R question

    By Guest basilb, August 7, 2006
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • August 8, 2006

30. 2005 Short plan merger-failure to file

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

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

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

32. Loan reporting question

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

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

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

34. What to do with an extra two cents?

    By Guest Jensen, July 28, 2006
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • July 31, 2006

35. Line 7i count

    By Guest Gaurav, July 27, 2006
    • 3 replies
    • 1.4k views
    • 
    • WDIK
    • July 27, 2006

36. Any exceptions for a PBGC trusteed plan?

    By smm, July 26, 2006
    • 4 replies
    • 2.6k views
    • 
    • rcline46
    • July 26, 2006

37. Form 5558

    By Guest HiKidsImASrPensionAdmin, June 29, 2006
    • 9 replies
    • 3.6k views
    • 
    • Belgarath
    • July 25, 2006

38. FreeERISA.com

    By Guest Grumpy456, July 18, 2006
    • 3 replies
    • 3.9k views
    • 
    • GBurns
    • July 21, 2006

39. Schedule I - A really quick question

    By Lori Friedman, July 12, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 13, 2006

40. No P No trustee

    By Guest padmin, July 7, 2006
    • 15 replies
    • 3.9k views
    • 
    • jpod
    • July 13, 2006

41. Foreign Taxes

    By Jilliandiz, July 12, 2006
    • 5 replies
    • 2k views
    • 
    • wsp
    • July 12, 2006

42. 5500EZ Final Return

    By caryn22359, July 11, 2006
    • 1 reply
    • 1.8k views
    • 
    • WDIK
    • July 11, 2006

43. Schedule A

    By Guest ak, July 7, 2006
    • 3 replies
    • 1.6k views
    • 
    • JanetM
    • July 7, 2006

44. First time form 5500-EZ questions

    By Guest spope3, July 6, 2006
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • July 6, 2006

45. Form 5500, item # 7h

    By Guest CharlieLaur, July 6, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • July 6, 2006

46. Schedule R - 2005

    By Guest jae3207, June 29, 2006
    • 5 replies
    • 2k views
    • 
    • Guest
    • July 3, 2006

47. Frozen Money Purchase Plan

    By Just Me, June 26, 2006
    • 5 replies
    • 3.4k views
    • 
    • Bird
    • June 27, 2006

48. Sched SSA question

    By BG5150, June 26, 2006
    • 5 replies
    • 1.5k views
    • 
    • WDIK
    • June 27, 2006

49. Schedule H

    By Guest padmin, June 27, 2006
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • June 27, 2006

50. 5500 form - Page 2 Participant Count & Tedrminated Plan

    By Guest pensionslave, June 23, 2006
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 23, 2006