Form 5500

3,284 topics in this forum

1. First time form 5500-EZ questions

   By Guest spope3, July 6, 2006
   • 5 replies
   • 3.3k views
   • 
   • Guest
   • July 6, 2006

2. Form 5500, item # 7h

   By Guest CharlieLaur, July 6, 2006
   • 1 reply
   • 1.3k views
   • 
   • WDIK
   • July 6, 2006

3. Schedule R - 2005

   By Guest jae3207, June 29, 2006
   • 5 replies
   • 2.1k views
   • 
   • Guest
   • July 3, 2006

4. Frozen Money Purchase Plan

   By Just Me, June 26, 2006
   • 5 replies
   • 3.5k views
   • 
   • Bird
   • June 27, 2006

5. Sched SSA question

   By BG5150, June 26, 2006
   • 5 replies
   • 1.6k views
   • 
   • WDIK
   • June 27, 2006

6. Schedule H

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

7. 5500 form - Page 2 Participant Count & Tedrminated Plan

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

8. Sch. A. what does reg "on request" wording mean

   By Guest ak, June 22, 2006
   • 2 replies
   • 1.4k views
   • 
   • E as in ERISA
   • June 22, 2006

9. Schedule C and a "party-in-interest"

   By Lori Friedman, June 22, 2006
   • 4 replies
   • 2.8k views
   • 
   • Lori Friedman
   • June 22, 2006

10. Required to file?

    By Earl, June 16, 2006
    • 3 replies
    • 1.8k views
    • 
    • Earl
    • June 16, 2006

11. Final filing

    By Guest mparker2028, June 13, 2006
    • 9 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • June 14, 2006

12. 5500 termination?

    By Guest Moira, June 8, 2006
    • 3 replies
    • 1.8k views
    • 
    • Nate X
    • June 9, 2006

13. 5500

    By Guest kdw13, June 5, 2006
    • 4 replies
    • 1.5k views
    • 
    • namealreadyinuse
    • June 8, 2006

14. Sch. A/allocated insurance contracts

    By Guest ak, June 3, 2006
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 3, 2006

15. Signature Stamp

    By mwyatt, May 23, 2006
    • 2 replies
    • 1.9k views
    • 
    • mwyatt
    • May 23, 2006

16. Do we file?

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

17. Welfare Plan - Never Filed Form 5500

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

18. Indian Nation

    By Guest ehs, February 21, 2006
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • May 23, 2006

19. Trustee

    By Guest moltengater, May 22, 2006
    • 3 replies
    • 2.2k views
    • 
    • movedon
    • May 22, 2006

20. Searching for Plan Documents

    By Guest anagpal, May 17, 2006
    • 2 replies
    • 1.4k views
    • 
    • Ron Snyder
    • May 19, 2006

21. 5500 EE Count - Rehires

    By Guest sao0308, May 11, 2006
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • May 11, 2006

22. 5500 Cash Basis - 2nd year of plan, 1st year of contr

    By Guest richez, May 10, 2006
    • 4 replies
    • 1.8k views
    • 
    • WDIK
    • May 11, 2006

23. SAS 70 Report

    By Guest jusducki, May 10, 2006
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • May 10, 2006

24. Child Care - 5500 due

    By Guest jetfaninmn, May 9, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 9, 2006

25. Schedule A and Redemption Fees

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

26. Reportable Transaction? - Bond Maturing

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

27. Form 5330

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

28. Very Basic Question - Fee?

    By ERISAatty, April 24, 2006
    • 4 replies
    • 2.3k views
    • 
    • ERISAatty
    • April 24, 2006

29. Form 5558

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

30. Definition of plan participant

    By Guest S Craig, April 10, 2006
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • April 13, 2006

31. Signatures on Schedule P

    By blue, April 1, 2006
    • 9 replies
    • 2.8k views
    • 
    • E as in ERISA
    • April 6, 2006

32. Schedule R for terminated plan

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

33. Schedule R--coverage

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

34. Schedule R filing question

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

35. Schedule D - DFE

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

36. Is this a Master Trust

    By Guest esi-jht, March 29, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 29, 2006

37. One-day Plan Year?

    By Guest DIY, March 16, 2006
    • 3 replies
    • 2.6k views
    • 
    • MWeddell
    • March 17, 2006

38. A weird one

    By Lori Friedman, February 24, 2006
    • 13 replies
    • 4k views
    • 
    • Bill Presson
    • February 26, 2006

39. Amended 5000 and SAR

    By blue, February 24, 2006
    • 3 replies
    • 2.3k views
    • 
    • Lori Friedman
    • February 24, 2006

40. 5500EZ and partners

    By K-t-F, February 22, 2006
    • 13 replies
    • 4.2k views
    • 
    • imchipbrown
    • February 23, 2006

41. Reading 5500's

    By Guest mcarlson, February 15, 2006
    • 2 replies
    • 2.2k views
    • 
    • GBurns
    • February 16, 2006

42. Limited Scope Audit & Accountant's Opinion

    By Leopurrd, February 8, 2006
    • 4 replies
    • 4.6k views
    • 
    • Lori Friedman
    • February 9, 2006

43. Form 5500 Line 7h

    By Belgarath, February 3, 2006
    • 5 replies
    • 3.7k views
    • 
    • WDIK
    • February 6, 2006

44. Schedule R

    By blue, January 12, 2006
    • 6 replies
    • 3.7k views
    • 
    • Tom Poje
    • January 27, 2006

45. 5500 Software

    By SLuskin, January 11, 2006
    • 6 replies
    • 3k views
    • 
    • Earl
    • January 21, 2006

46. LIFE INSURANCE

    By blue, January 20, 2006
    • 1 reply
    • 1.9k views
    • 
    • rcline46
    • January 20, 2006

47. 5500 seminar for welfare plan filings?

    By maverick, January 19, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 19, 2006

48. Incorrect TIN used for years on Schedule P

    By Belgarath, March 28, 2005
    • 4 replies
    • 2.3k views
    • 
    • saabraa
    • January 18, 2006

49. Wrap Plan

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

50. Form 5500

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