Form 5500

3,277 topics in this forum

1. Late 5500's

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

2. WB 5500 Guidance?

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

3. Amended Form 5500

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

4. Form 5330 due date

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

5. 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

6. Large Plan and independent audit

   By Guest mparker2028, September 22, 2005
   • 12 replies
   • 3k views
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   • BeckyMiller
   • September 26, 2005

7. Tax Year for Short Plan Year

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

8. Schedule H - Faulty opening balances

   By Lori Friedman, September 21, 2005
   • 6 replies
   • 3k views
   • 
   • TPApril
   • September 16, 2015

9. "Keogh" plan - Death of sole proprietor

   By Lori Friedman, September 21, 2005
   • 4 replies
   • 3.5k views
   • 
   • Lori Friedman
   • September 21, 2005

10. Wrap Plan - 5500 issue

    By waid10, September 20, 2005
    • 0 replies
    • 1.3k views
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    • waid10
    • September 20, 2005

11. 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
    • 
    • WDIK
    • September 21, 2005

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

    By Guest KMP, September 16, 2005
    • 3 replies
    • 1.8k views
    • 
    • Earl
    • September 18, 2005

13. Former EE paid out & no SSA completed

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

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

    By Guest cstrong, September 12, 2005
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • September 13, 2005

15. Amend 5500-ez or let sleeping dogs lie

    By Guest Savoir, September 10, 2005
    • 11 replies
    • 3k views
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    • Earl
    • September 20, 2005

16. Reportable Transaction

    By Guest cascigm, September 8, 2005
    • 4 replies
    • 5.3k views
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    • R. Butler
    • September 20, 2005

17. Sched I Line 4d non-exempt transactions

    By goldtpa, September 7, 2005
    • 5 replies
    • 2.3k views
    • 
    • goldtpa
    • September 8, 2005

18. 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

19. Rehired Retiree

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

20. Child of owner/5500EZ ok?

    By Guest jusducki, September 6, 2005
    • 2 replies
    • 1.5k views
    • 
    • wmyer
    • September 6, 2005

21. Late Filer of 5500-EZ - Old Problem New Questions

    By Guest gilast, September 4, 2005
    • 3 replies
    • 1.9k views
    • 
    • wmyer
    • September 6, 2005

22. what would you do, if plan never filed schedule P and.....

    By Lori H, September 2, 2005
    • 4 replies
    • 1.5k views
    • 
    • Lori H
    • September 2, 2005

23. Schedule A - "Additional compensation paid"

    By Lori Friedman, August 31, 2005
    • 1 reply
    • 2k views
    • 
    • WDIK
    • August 31, 2005

24. Filings requirement for sole proprieter who owns a separate LLC

    By R. Butler, August 30, 2005
    • 5 replies
    • 1.6k views
    • 
    • R. Butler
    • August 31, 2005

25. 5500 Filing Deadline

    By buckaroo, August 29, 2005
    • 3 replies
    • 1.6k views
    • 
    • buckaroo
    • August 29, 2005

26. Schedule SSA

    By RCK, August 26, 2005
    • 4 replies
    • 1.6k views
    • 
    • Lori Friedman
    • September 16, 2005

27. company ceases operations 5500s not filed

    By Guest padmin, August 24, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 24, 2005

28. Schedule C, line 2d - who is a party-in-interest?

    By Guest LAnderson, August 23, 2005
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • August 26, 2005

29. Late employee contributions question

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

30. Reporting dividend distribution to S shareholders

    By k man, August 16, 2005
    • 0 replies
    • 1.2k views
    • 
    • k man
    • August 16, 2005

31. Schedule P

    By abanky, August 16, 2005
    • 2 replies
    • 1.2k views
    • 
    • Leopurrd
    • August 16, 2005

32. Extension on final 5500?

    By Guest dmcmanus, August 15, 2005
    • 5 replies
    • 3k views
    • 
    • No Name
    • August 16, 2005

33. "Participant" for purposes of Form 5500 reporting

    By Guest IU1994, August 12, 2005
    • 2 replies
    • 1.6k views
    • 
    • Archimage
    • August 17, 2005

34. Form 5500 requirements for startup plan with no contributions (Cash Basis)

    By Guest JasonElliott, August 8, 2005
    • 5 replies
    • 1.6k views
    • 
    • JanetM
    • August 11, 2005

35. Non-Standard Requests in Auditors' Requests for Information

    By Guest jhall, August 3, 2005
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • August 4, 2005

36. Form 5558 extension-not filed in time?

    By Guest 401KTPA, August 2, 2005
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • August 2, 2005

37. SCHEDULE T

    By stevena, August 2, 2005
    • 5 replies
    • 1.8k views
    • 
    • JDuns
    • August 3, 2005

38. Form 5500-EZ mailed to wrong address?

    By Guest lostinpensions, July 29, 2005
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 29, 2005

39. Can a non officer, non owner manager sign 5500?

    By Guest JimChad, July 29, 2005
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • July 29, 2005

40. Form 5500, Schedule D

    By dmb, July 28, 2005
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • July 28, 2005

41. Identification of Multiple Employer participating employer -- Schedule T?

    By Jean, July 26, 2005
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 29, 2005

42. 2005 Form 5500

    By Archimage, July 25, 2005
    • 7 replies
    • 2.4k views
    • 
    • Archimage
    • July 26, 2005

43. DOL Request for Plan's IQPA Workpapers

    By 401 Chaos, July 22, 2005
    • 2 replies
    • 2.2k views
    • 
    • 401 Chaos
    • July 28, 2005

44. Line 9: Is Stop-Loss Insurance?

    By sloble@crowleyfleck.com, July 21, 2005
    • 4 replies
    • 2.5k views
    • 
    • sloble@crowleyfleck.com
    • July 25, 2005

45. Date on Form 5558

    By Guest txtech, July 20, 2005
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 20, 2005

46. Missing Trustee on Schedule P

    By Guest BostonBay, July 16, 2005
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • July 16, 2005

47. Section 125 Plan Filing

    By Guest moseelig, July 15, 2005
    • 5 replies
    • 2.6k views
    • 
    • 401 Chaos
    • July 15, 2005

48. Schedule SSA question

    By Belgarath, July 14, 2005
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • July 15, 2005

49. Schedule C -- Who is a "service provider"?

    By Lori Friedman, July 13, 2005
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • July 14, 2005

50. Can a new plan be a large plan?

    By JButtrick, July 13, 2005
    • 2 replies
    • 1.7k views
    • 
    • JButtrick
    • July 13, 2005