Form 5500

3,272 topics in this forum

1. Signatures on Schedule P

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

2. Schedule R filing question

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

3. Schedule D - DFE

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

4. Is this a Master Trust

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

5. One-day Plan Year?

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

6. A weird one

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

7. Amended 5000 and SAR

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

8. 5500EZ and partners

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

9. Indian Nation

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

10. Reading 5500's

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

11. Limited Scope Audit & Accountant's Opinion

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

12. Form 5500 Line 7h

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

13. LIFE INSURANCE

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

14. 5500 seminar for welfare plan filings?

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

15. Form 5500

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

16. Wrap Plan

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

17. Schedule R

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

18. 5500 Software

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

19. Annuity Purchase

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

20. Terminating plan has dividends posted in new plan year

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

21. Do I file

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

22. 990T

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

23. 5500 line 8a page 2

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

24. Brokerage account = no fidelity bond

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

25. Fidelity Bond

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

26. How Many 5500s?

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

27. From 990 and From 5500

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

28. Limited scope audit and certified trustee statements

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

29. Late 5500's....REAL LATE

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

30. question on multiple employer plans & question on qslobs

    By Guest edsy, October 20, 2005
    • 2 replies
    • 2k views
    • 
    • stephen
    • October 20, 2005

31. CD's and checking accounts not qualified plan assets?

    By AlbanyConsultant, October 19, 2005
    • 1 reply
    • 2.1k views
    • 
    • Bird
    • October 19, 2005

32. Relius 5500 software question

    By TPAnnie, October 17, 2005
    • 1 reply
    • 1.5k views
    • 
    • Fredman
    • October 18, 2005

33. Hurricane Katrina

    By Guest MoeHoward2, October 13, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 13, 2005

34. Who can sign 5500?

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

35. Is this a PT?

    By Guest 5500, October 12, 2005
    • 3 replies
    • 1.6k views
    • 
    • JanetM
    • October 12, 2005

36. Schedule D and Schedule H

    By Guest pensionbrainwashed, October 12, 2005
    • 2 replies
    • 1.7k views
    • 
    • JanetM
    • October 12, 2005

37. Eligibility credits on the 5500s?

    By Guest michaelv, October 11, 2005
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • October 11, 2005

38. premium conversion plan with less then 100 employees

    By Guest jigpsu100, October 10, 2005
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • October 11, 2005

39. DFVC and Form 5500 EZ

    By Guest jigpsu100, October 10, 2005
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • October 10, 2005

40. Reporting Cash Value of Life Insurance Policy in retirement plan

    By Casey, October 7, 2005
    • 4 replies
    • 3k views
    • 
    • Guest
    • October 11, 2005

41. The Strange Saga of Schedule H

    By Lori Friedman, October 6, 2005
    • 5 replies
    • 3.9k views
    • 
    • Guest
    • October 10, 2005

42. Welfare plan - reversion to employer

    By Guest 5500, October 6, 2005
    • 5 replies
    • 2.4k views
    • 
    • JanetM
    • October 7, 2005

43. I need to amend a 5558

    By AlbanyConsultant, October 5, 2005
    • 2 replies
    • 1.9k views
    • 
    • Earl
    • October 5, 2005

44. Schedule T, when aggregating

    By himt4, October 4, 2005
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 5, 2005

45. 5500-EZ lines 10b and 11b

    By Guest Noidy, October 1, 2005
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • October 1, 2005

46. Late 5500's

    By Guest willow, September 28, 2005
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • September 28, 2005

47. WB 5500 Guidance?

    By Leopurrd, September 27, 2005
    • 2 replies
    • 1.6k views
    • 
    • Leopurrd
    • September 30, 2005

48. Amended Form 5500

    By buckaroo, September 27, 2005
    • 2 replies
    • 1.9k views
    • 
    • buckaroo
    • September 28, 2005

49. Form 5330 due date

    By rlb64, September 27, 2005
    • 1 reply
    • 4.5k views
    • 
    • Belgarath
    • September 27, 2005

50. 5500 Schedule I - question 4i - does the 20% include the current year contribution receivable? What does the 20% include?

    By Guest elirpa, September 22, 2005
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • September 22, 2005