Form 5500

3,290 topics in this forum

1. Form 5500 EZ

   By Belgarath, November 28, 2006
   • 2 replies
   • 3.1k views
   • 
   • JanetM
   • November 30, 2006

2. Independent qualified public accountants for audit

   By Guest 401kadmin, November 16, 2006
   • 9 replies
   • 4k views
   • 
   • Archimage
   • November 22, 2006

3. Change in Control 5500?

   By Guest LVanSteeter, November 17, 2006
   • 3 replies
   • 1.7k views
   • 
   • JanetM
   • November 17, 2006

4. SAR distribution

   By Guest forum4, November 13, 2006
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • November 13, 2006

5. 80 - 120 Participant Rule

   By Guest A White, November 3, 2006
   • 2 replies
   • 2.8k views
   • 
   • Below Ground
   • November 3, 2006

6. First Time Filer

   By Guest ehs, October 24, 2006
   • 2 replies
   • 1.6k views
   • 
   • RCK
   • October 30, 2006

7. 5550 - What information needs to be at all work locations?

   By Guest Denise M., October 17, 2006
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • October 17, 2006

8. Schedule SSA for terminated plan

   By wsp, October 13, 2006
   • 1 reply
   • 2.2k views
   • 
   • Bird
   • October 14, 2006

9. Premiums get put where?

   By wsp, October 13, 2006
   • 2 replies
   • 2.1k views
   • 
   • wsp
   • October 13, 2006

10. 5500s Not Ready - File Anyway and Amend?

    By namealreadyinuse, October 12, 2006
    • 11 replies
    • 3.3k views
    • 
    • Belgarath
    • October 13, 2006

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

    By BG5150, October 3, 2006
    • 6 replies
    • 2.2k views
    • 
    • Just Me
    • October 11, 2006

12. Summary Annual Report

    By Guest algelin, October 9, 2006
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 9, 2006

13. Final 5500 EZ- money purchase

    By Guest taxchicks, October 3, 2006
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • October 4, 2006

14. Schedule of Assets Held - mutual funds

    By Monica Barnard, September 7, 2006
    • 9 replies
    • 7.5k views
    • 
    • Guest
    • October 2, 2006

15. Employer ID number

    By Guest Moira, September 27, 2006
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 27, 2006

16. Schedule R, Line 3

    By Lori Friedman, September 27, 2006
    • 1 reply
    • 1.9k views
    • 
    • AndyH
    • September 27, 2006

17. Summary Annual Report

    By Lori Friedman, September 20, 2006
    • 3 replies
    • 1.9k views
    • 
    • Lori Friedman
    • September 27, 2006

18. additional extensions for Katrina

    By Guest JMAC, September 27, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 27, 2006

19. Use of Retroactive Wrap Plans to Fix Filing Problems

    By 401 Chaos, September 22, 2006
    • 0 replies
    • 4.7k views
    • 
    • 401 Chaos
    • September 22, 2006

20. 5500-EZ $100,00 threshold

    By BG5150, September 20, 2006
    • 1 reply
    • 1.9k views
    • 
    • Bird
    • September 20, 2006

21. Summary Annual Report

    By Guest Jensen, September 19, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • September 19, 2006

22. Controlled Group Umbrella Plan

    By QDROphile, September 16, 2006
    • 0 replies
    • 2.1k views
    • 
    • QDROphile
    • September 16, 2006

23. If and when is the SSA going away?

    By BG5150, September 12, 2006
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • September 14, 2006

24. Schedule C

    By Guest Tad77, September 14, 2006
    • 1 reply
    • 1.9k views
    • 
    • Archimage
    • September 14, 2006

25. Fiduciary Service Account?

    By Guest cas10, September 10, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 10, 2006

26. Form 5500-EZ loan disclosure

    By Guest jaf036, September 6, 2006
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • September 6, 2006

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

    By Guest notapensiongeek, August 30, 2006
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • August 31, 2006

28. Plan Merger Filings

    By Guest Tad77, August 31, 2006
    • 2 replies
    • 2.3k views
    • 
    • JanetM
    • August 31, 2006

29. Schedule of Assets Held for Investment Purposes

    By Guest moltengater, August 21, 2006
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • August 31, 2006

30. Participant

    By Guest moltengater, August 24, 2006
    • 7 replies
    • 2.4k views
    • 
    • Bird
    • August 28, 2006

31. schedule a reporting

    By betheeg, August 24, 2006
    • 0 replies
    • 1.5k views
    • 
    • betheeg
    • August 24, 2006

32. No Schedule B with 5500 EZ?

    By Dougsbpc, August 23, 2006
    • 1 reply
    • 1.7k views
    • 
    • WDIK
    • August 23, 2006

33. 80 - 120 Rule

    By Guest jetfaninmn, June 26, 2006
    • 5 replies
    • 5.8k views
    • 
    • WDIK
    • August 21, 2006

34. 5500 Filing Requirements for MTIA / Plan

    By Guest CraigH, August 17, 2006
    • 1 reply
    • 2.3k views
    • 
    • JanetM
    • August 17, 2006

35. HELP! Late filer 5500-EZ

    By Guest skeezer, August 2, 2006
    • 3 replies
    • 2.4k views
    • 
    • KateSmithPA
    • August 14, 2006

36. Schedule R; file or not to file

    By BG5150, August 10, 2006
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • August 14, 2006

37. Is a public university considered a governmental plan?

    By Guest chrisketch, August 9, 2006
    • 10 replies
    • 6k views
    • 
    • Guest
    • August 14, 2006

38. Correcting last year's mistake

    By Guest Jensen, July 28, 2006
    • 3 replies
    • 2k views
    • 
    • Guest
    • August 11, 2006

39. Incorrect Form 5558

    By Leopurrd, August 2, 2006
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • August 11, 2006

40. SChedule C

    By MBCarey, August 10, 2006
    • 5 replies
    • 2k views
    • 
    • Guest
    • August 11, 2006

41. amended 5500

    By Guest geostorm, August 2, 2006
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • August 11, 2006

42. Schedule R question

    By Guest basilb, August 7, 2006
    • 1 reply
    • 1.7k views
    • 
    • WDIK
    • August 8, 2006

43. 2005 Short plan merger-failure to file

    By Guest LVanSteeter, August 4, 2006
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • August 4, 2006

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

    By Guest RJMOB, August 4, 2006
    • 1 reply
    • 1.6k views
    • 
    • Leopurrd
    • August 4, 2006

45. Loan reporting question

    By BG5150, August 4, 2006
    • 0 replies
    • 1.4k views
    • 
    • BG5150
    • August 4, 2006

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

    By Guest richez, August 3, 2006
    • 2 replies
    • 3.5k views
    • 
    • Leopurrd
    • August 4, 2006

47. What to do with an extra two cents?

    By Guest Jensen, July 28, 2006
    • 2 replies
    • 1.8k views
    • 
    • Appleby
    • July 31, 2006

48. Line 7i count

    By Guest Gaurav, July 27, 2006
    • 3 replies
    • 1.6k views
    • 
    • WDIK
    • July 27, 2006

49. Any exceptions for a PBGC trusteed plan?

    By smm, July 26, 2006
    • 4 replies
    • 3k views
    • 
    • rcline46
    • July 26, 2006

50. Form 5558

    By Guest HiKidsImASrPensionAdmin, June 29, 2006
    • 9 replies
    • 4.1k views
    • 
    • Belgarath
    • July 25, 2006