Form 5500

3,272 topics in this forum

1. Large Plan and independent audit

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

2. Tax Year for Short Plan Year

   By Guest anagpal, September 22, 2005
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • September 22, 2005

3. Schedule H - Faulty opening balances

   By Lori Friedman, September 21, 2005
   • 6 replies
   • 2.9k views
   • 
   • TPApril
   • September 16, 2015

4. "Keogh" plan - Death of sole proprietor

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

5. Wrap Plan - 5500 issue

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

6. 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

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

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

8. Former EE paid out & no SSA completed

   By doombuggy, September 15, 2005
   • 2 replies
   • 1.4k views
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   • doombuggy
   • September 19, 2005

9. 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

10. Amend 5500-ez or let sleeping dogs lie

    By Guest Savoir, September 10, 2005
    • 11 replies
    • 2.9k views
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    • Earl
    • September 20, 2005

11. Reportable Transaction

    By Guest cascigm, September 8, 2005
    • 4 replies
    • 5.2k views
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    • R. Butler
    • September 20, 2005

12. Sched I Line 4d non-exempt transactions

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

13. 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

14. Rehired Retiree

    By Guest Grumpy455, September 6, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 6, 2005

15. Child of owner/5500EZ ok?

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

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

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

17. 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

18. Schedule A - "Additional compensation paid"

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

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

    By R. Butler, August 30, 2005
    • 5 replies
    • 1.5k views
    • 
    • R. Butler
    • August 31, 2005

20. 5500 Filing Deadline

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

21. Schedule SSA

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

22. company ceases operations 5500s not filed

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

23. 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

24. Late employee contributions question

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

25. Reporting dividend distribution to S shareholders

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

26. Schedule P

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

27. Extension on final 5500?

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

28. "Participant" for purposes of Form 5500 reporting

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

29. 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

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

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

31. Form 5558 extension-not filed in time?

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

32. SCHEDULE T

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

33. Form 5500-EZ mailed to wrong address?

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

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

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

35. Form 5500, Schedule D

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

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

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

37. 2005 Form 5500

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

38. DOL Request for Plan's IQPA Workpapers

    By 401 Chaos, July 22, 2005
    • 2 replies
    • 2.1k views
    • 
    • 401 Chaos
    • July 28, 2005

39. Line 9: Is Stop-Loss Insurance?

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

40. Date on Form 5558

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

41. Missing Trustee on Schedule P

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

42. Section 125 Plan Filing

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

43. Schedule SSA question

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

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

    By Lori Friedman, July 13, 2005
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • July 14, 2005

45. Can a new plan be a large plan?

    By JButtrick, July 13, 2005
    • 2 replies
    • 1.6k views
    • 
    • JButtrick
    • July 13, 2005

46. "Mega" Wrap Document - Participant Count

    By Christine Roberts, July 12, 2005
    • 2 replies
    • 3k views
    • 
    • E as in ERISA
    • July 13, 2005

47. How long must a company hold onto their 5500 copies?

    By Guest W. Blake, July 12, 2005
    • 14 replies
    • 9.6k views
    • 
    • GMK
    • May 2, 2016

48. Group Annuity Contract Ancillary Life Insurance?

    By KateSmithPA, July 1, 2005
    • 5 replies
    • 2.2k views
    • 
    • KateSmithPA
    • July 5, 2005

49. filing requirement for a welfare plan

    By betheeg, June 29, 2005
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 29, 2005

50. Charge for copying 5500

    By MarZDoates, June 24, 2005
    • 2 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • March 22, 2011