Form 5500

3,284 topics in this forum

1. Annuity Purchase

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

2. Terminating plan has dividends posted in new plan year

   By Guest crosseyetester, December 21, 2005
   • 7 replies
   • 2.1k views
   • 
   • Guest
   • December 27, 2005

3. Do I file

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

4. 5500 line 8a page 2

   By caryn22359, December 2, 2005
   • 10 replies
   • 3.2k views
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   • JanetM
   • December 14, 2005

5. 990T

   By K-t-F, December 13, 2005
   • 2 replies
   • 1.9k views
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   • K-t-F
   • December 14, 2005

6. Brokerage account = no fidelity bond

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

7. Limited scope audit and certified trustee statements

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

8. Fidelity Bond

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

9. How Many 5500s?

   By Randy Watson, November 14, 2005
   • 2 replies
   • 2.3k views
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   • Randy Watson
   • November 14, 2005

10. From 990 and From 5500

    By Guest LVanSteeter, November 11, 2005
    • 2 replies
    • 3.4k views
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    • saabraa
    • November 11, 2005

11. Who can sign 5500?

    By Guest idahoerisa, October 12, 2005
    • 15 replies
    • 11.4k views
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    • mbozek
    • November 4, 2005

12. Late 5500's....REAL LATE

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

13. question on multiple employer plans & question on qslobs

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

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

    By AlbanyConsultant, October 19, 2005
    • 1 reply
    • 2.2k views
    • 
    • Bird
    • October 19, 2005

15. Late employee contributions question

    By Guest LVanSteeter, August 18, 2005
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • October 19, 2005

16. Relius 5500 software question

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

17. Can the assets held in participant-directed brokerage accounts be combined into a single asset on the financial statements as well as the Form 5500?

    By Lori Foresz, October 2, 2003
    • 6 replies
    • 3.9k views
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    • Guest
    • October 14, 2005

18. Hurricane Katrina

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

19. Is this a PT?

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

20. Schedule D and Schedule H

    By Guest pensionbrainwashed, October 12, 2005
    • 2 replies
    • 1.8k views
    • 
    • JanetM
    • October 12, 2005

21. Eligibility credits on the 5500s?

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

22. premium conversion plan with less then 100 employees

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

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

    By Casey, October 7, 2005
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • October 11, 2005

24. Cash Value of Insurance on 5500

    By KateSmithPA, January 15, 2003
    • 5 replies
    • 4.4k views
    • 
    • could be me maybe not
    • October 11, 2005

25. DFVC and Form 5500 EZ

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

26. The Strange Saga of Schedule H

    By Lori Friedman, October 6, 2005
    • 5 replies
    • 4.2k views
    • 
    • Guest
    • October 10, 2005

27. Welfare plan - reversion to employer

    By Guest 5500, October 6, 2005
    • 5 replies
    • 2.5k views
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    • JanetM
    • October 7, 2005

28. I need to amend a 5558

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

29. Schedule T, when aggregating

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

30. 5500-EZ lines 10b and 11b

    By Guest Noidy, October 1, 2005
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • October 1, 2005

31. WB 5500 Guidance?

    By Leopurrd, September 27, 2005
    • 2 replies
    • 1.7k views
    • 
    • Leopurrd
    • September 30, 2005

32. Late 5500's

    By Guest willow, September 28, 2005
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • September 28, 2005

33. Amended Form 5500

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

34. Form 5330 due date

    By rlb64, September 27, 2005
    • 1 reply
    • 4.6k views
    • 
    • Belgarath
    • September 27, 2005

35. Large Plan and independent audit

    By Guest mparker2028, September 22, 2005
    • 12 replies
    • 3.1k views
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    • BeckyMiller
    • September 26, 2005

36. 5500 filings and attachments

    By 2muchstress, October 15, 2002
    • 22 replies
    • 4.6k views
    • 
    • Lori Friedman
    • September 23, 2005

37. 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
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    • WDIK
    • September 22, 2005

38. Tax Year for Short Plan Year

    By Guest anagpal, September 22, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 22, 2005

39. "Keogh" plan - Death of sole proprietor

    By Lori Friedman, September 21, 2005
    • 4 replies
    • 3.6k views
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    • Lori Friedman
    • September 21, 2005

40. Still question on 5500 regarding whether summary of material modification has been provided for any amendments?

    By chris, September 20, 2005
    • 1 reply
    • 1.4k views
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    • WDIK
    • September 21, 2005

41. Wrap Plan - 5500 issue

    By waid10, September 20, 2005
    • 0 replies
    • 1.4k views
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    • waid10
    • September 20, 2005

42. Amend 5500-ez or let sleeping dogs lie

    By Guest Savoir, September 10, 2005
    • 11 replies
    • 3.1k views
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    • Earl
    • September 20, 2005

43. Reportable Transaction

    By Guest cascigm, September 8, 2005
    • 4 replies
    • 5.4k views
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    • R. Butler
    • September 20, 2005

44. Former EE paid out & no SSA completed

    By doombuggy, September 15, 2005
    • 2 replies
    • 1.5k views
    • 
    • doombuggy
    • September 19, 2005

45. No assets in plan and no receivables. 5500 required?

    By Guest KMP, September 16, 2005
    • 3 replies
    • 1.9k views
    • 
    • Earl
    • September 18, 2005

46. Schedule SSA

    By RCK, August 26, 2005
    • 4 replies
    • 1.7k views
    • 
    • Lori Friedman
    • September 16, 2005

47. Form 5500 for cancer plan w/<100 & premium paid all by ee?

    By Guest cstrong, September 12, 2005
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • September 13, 2005

48. Sched I Line 4d non-exempt transactions

    By goldtpa, September 7, 2005
    • 5 replies
    • 2.4k views
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    • goldtpa
    • September 8, 2005

49. Is an accountants report always needed for large plans?

    By Santo Gold, September 7, 2005
    • 2 replies
    • 1.6k views
    • 
    • Santo Gold
    • September 7, 2005

50. Rehired Retiree

    By Guest Grumpy455, September 6, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 6, 2005