Form 5500

3,272 topics in this forum

1. 5500

   By Guest kdw13, June 5, 2006
   • 4 replies
   • 1.4k views
   • 
   • namealreadyinuse
   • June 8, 2006

2. Sch. A/allocated insurance contracts

   By Guest ak, June 3, 2006
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • June 3, 2006

3. Signature Stamp

   By mwyatt, May 23, 2006
   • 2 replies
   • 1.8k views
   • 
   • mwyatt
   • May 23, 2006

4. Do we file?

   By Randy Watson, May 19, 2006
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • May 23, 2006

5. Welfare Plan - Never Filed Form 5500

   By MarZDoates, April 25, 2006
   • 6 replies
   • 3k views
   • 
   • Guest
   • May 23, 2006

6. Indian Nation

   By Guest ehs, February 21, 2006
   • 2 replies
   • 2.2k views
   • 
   • Guest
   • May 23, 2006

7. Trustee

   By Guest moltengater, May 22, 2006
   • 3 replies
   • 2.1k views
   • 
   • movedon
   • May 22, 2006

8. Searching for Plan Documents

   By Guest anagpal, May 17, 2006
   • 2 replies
   • 1.3k views
   • 
   • Ron Snyder
   • May 19, 2006

9. 5500 EE Count - Rehires

   By Guest sao0308, May 11, 2006
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • May 11, 2006

10. 5500 Cash Basis - 2nd year of plan, 1st year of contr

    By Guest richez, May 10, 2006
    • 4 replies
    • 1.7k views
    • 
    • WDIK
    • May 11, 2006

11. SAS 70 Report

    By Guest jusducki, May 10, 2006
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • May 10, 2006

12. Child Care - 5500 due

    By Guest jetfaninmn, May 9, 2006
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 9, 2006

13. Schedule A and Redemption Fees

    By Guest carsonv, April 28, 2006
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • May 1, 2006

14. Reportable Transaction? - Bond Maturing

    By Guest Pat Metallic, April 27, 2006
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • April 28, 2006

15. Form 5330

    By Guest Madison, April 27, 2006
    • 1 reply
    • 1.9k views
    • 
    • E as in ERISA
    • April 27, 2006

16. Very Basic Question - Fee?

    By ERISAatty, April 24, 2006
    • 4 replies
    • 2k views
    • 
    • ERISAatty
    • April 24, 2006

17. Form 5558

    By pgold, April 16, 2006
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • April 16, 2006

18. Definition of plan participant

    By Guest S Craig, April 10, 2006
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • April 13, 2006

19. Signatures on Schedule P

    By blue, April 1, 2006
    • 9 replies
    • 2.7k views
    • 
    • E as in ERISA
    • April 6, 2006

20. Schedule R for terminated plan

    By Guest jusducki, April 6, 2006
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • April 6, 2006

21. Schedule R--coverage

    By Guest stillwater, April 3, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 3, 2006

22. Schedule R filing question

    By Guest Bob Kayak, March 31, 2006
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • March 31, 2006

23. Schedule D - DFE

    By Guest Sara H, March 29, 2006
    • 1 reply
    • 1.7k views
    • 
    • JanetM
    • March 29, 2006

24. Is this a Master Trust

    By Guest esi-jht, March 29, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 29, 2006

25. One-day Plan Year?

    By Guest DIY, March 16, 2006
    • 3 replies
    • 2.5k views
    • 
    • MWeddell
    • March 17, 2006

26. A weird one

    By Lori Friedman, February 24, 2006
    • 13 replies
    • 3.8k views
    • 
    • Bill Presson
    • February 26, 2006

27. Amended 5000 and SAR

    By blue, February 24, 2006
    • 3 replies
    • 2.2k views
    • 
    • Lori Friedman
    • February 24, 2006

28. 5500EZ and partners

    By K-t-F, February 22, 2006
    • 13 replies
    • 4.1k views
    • 
    • imchipbrown
    • February 23, 2006

29. Reading 5500's

    By Guest mcarlson, February 15, 2006
    • 2 replies
    • 2.1k views
    • 
    • GBurns
    • February 16, 2006

30. Limited Scope Audit & Accountant's Opinion

    By Leopurrd, February 8, 2006
    • 4 replies
    • 4.5k views
    • 
    • Lori Friedman
    • February 9, 2006

31. Form 5500 Line 7h

    By Belgarath, February 3, 2006
    • 5 replies
    • 3.6k views
    • 
    • WDIK
    • February 6, 2006

32. Schedule R

    By blue, January 12, 2006
    • 6 replies
    • 3.6k views
    • 
    • Tom Poje
    • January 27, 2006

33. 5500 Software

    By SLuskin, January 11, 2006
    • 6 replies
    • 2.9k views
    • 
    • Earl
    • January 21, 2006

34. LIFE INSURANCE

    By blue, January 20, 2006
    • 1 reply
    • 1.8k views
    • 
    • rcline46
    • January 20, 2006

35. 5500 seminar for welfare plan filings?

    By maverick, January 19, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 19, 2006

36. Incorrect TIN used for years on Schedule P

    By Belgarath, March 28, 2005
    • 4 replies
    • 2.2k views
    • 
    • saabraa
    • January 18, 2006

37. Wrap Plan

    By Guest fdurden, January 12, 2006
    • 2 replies
    • 1.9k views
    • 
    • namealreadyinuse
    • January 13, 2006

38. Form 5500

    By Guest RJMOB, January 12, 2006
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • January 12, 2006

39. Annuity Purchase

    By §#$%!, January 5, 2006
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • January 6, 2006

40. Terminating plan has dividends posted in new plan year

    By Guest crosseyetester, December 21, 2005
    • 7 replies
    • 2k views
    • 
    • Guest
    • December 27, 2005

41. Do I file

    By wsp, December 19, 2005
    • 0 replies
    • 1.4k views
    • 
    • wsp
    • December 19, 2005

42. 5500 line 8a page 2

    By caryn22359, December 2, 2005
    • 10 replies
    • 3.1k views
    • 
    • JanetM
    • December 14, 2005

43. 990T

    By K-t-F, December 13, 2005
    • 2 replies
    • 1.8k views
    • 
    • K-t-F
    • December 14, 2005

44. Brokerage account = no fidelity bond

    By Santo Gold, November 30, 2005
    • 1 reply
    • 1.9k views
    • 
    • Leopurrd
    • November 30, 2005

45. Limited scope audit and certified trustee statements

    By Guest Emiman, November 4, 2005
    • 2 replies
    • 3.4k views
    • 
    • Kirk Maldonado
    • November 17, 2005

46. Fidelity Bond

    By Guest slajeunesse, November 15, 2005
    • 3 replies
    • 2.7k views
    • 
    • Leopurrd
    • November 15, 2005

47. How Many 5500s?

    By Randy Watson, November 14, 2005
    • 2 replies
    • 2.2k views
    • 
    • Randy Watson
    • November 14, 2005

48. From 990 and From 5500

    By Guest LVanSteeter, November 11, 2005
    • 2 replies
    • 3.3k views
    • 
    • saabraa
    • November 11, 2005

49. Who can sign 5500?

    By Guest idahoerisa, October 12, 2005
    • 15 replies
    • 11k views
    • 
    • mbozek
    • November 4, 2005

50. Late 5500's....REAL LATE

    By wsp, October 21, 2005
    • 1 reply
    • 1.9k views
    • 
    • WDIK
    • October 24, 2005