Form 5500

3,272 topics in this forum

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

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

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

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

3. SCHEDULE T

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

4. Form 5558 extension-not filed in time?

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

5. Form 5500-EZ mailed to wrong address?

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

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

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

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

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

8. DOL Request for Plan's IQPA Workpapers

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

9. Form 5500, Schedule D

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

10. 2005 Form 5500

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

11. Line 9: Is Stop-Loss Insurance?

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

12. Date on Form 5558

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

13. Additional Information for SAR

    By Guest meggie, June 18, 2004
    • 4 replies
    • 2.4k views
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    • Guest
    • July 18, 2005

14. Missing Trustee on Schedule P

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

15. Section 125 Plan Filing

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

16. Schedule SSA question

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

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

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

18. "Mega" Wrap Document - Participant Count

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

19. Can a new plan be a large plan?

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

20. Group Annuity Contract Ancillary Life Insurance?

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

21. filing requirement for a welfare plan

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

22. Failure to file 5500

    By Guest moltengater, February 8, 2005
    • 10 replies
    • 2.5k views
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    • Guest
    • June 28, 2005

23. Summary Annual Report

    By Guest 401kadmin, June 23, 2005
    • 2 replies
    • 1.4k views
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    • Kirk Maldonado
    • June 24, 2005

24. Schedule H Expenses - What HC expenses go in Line 2(e)(1)?

    By Guest luluthetool, June 21, 2005
    • 0 replies
    • 1.3k views
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    • Guest
    • June 21, 2005

25. Help - Schedule D / Schedule A Confusion

    By Guest lawdawg, June 17, 2005
    • 1 reply
    • 1.6k views
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    • WDIK
    • June 20, 2005

26. Large Plan Filing - Assets Held for Investments

    By Guest f1234, June 17, 2005
    • 4 replies
    • 1.5k views
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    • Guest
    • June 20, 2005

27. Schedule SSA KeyPunching

    By Guest anagpal, June 15, 2005
    • 4 replies
    • 1.7k views
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    • Guest
    • June 20, 2005

28. CDSC Charges

    By Guest CAP, June 14, 2005
    • 1 reply
    • 1.2k views
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    • legort69
    • June 15, 2005

29. Participant Disclosure of Plan Audit

    By kocak, June 14, 2005
    • 2 replies
    • 1.2k views
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    • david rigby
    • June 14, 2005

30. Schedule C -- An intriguing matter

    By Lori Friedman, June 13, 2005
    • 3 replies
    • 1.4k views
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    • Guest
    • June 14, 2005

31. Summary Annual Report

    By MBCarey, June 13, 2005
    • 2 replies
    • 1.3k views
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    • Guest
    • June 13, 2005

32. Schedule C with or without Schedule H

    By Guest anagpal, June 9, 2005
    • 7 replies
    • 2.2k views
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    • JanetM
    • June 10, 2005

33. Schedule SSA Filing Requirements for Partial Distributions

    By Beemer, June 9, 2005
    • 1 reply
    • 1.4k views
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    • Guest
    • June 10, 2005

34. Schedule A - Line 1(e)

    By Guest dsw713, April 27, 2005
    • 3 replies
    • 3.9k views
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    • Beemer
    • June 9, 2005

35. IRS Issues Penatly Notice for Late 5500 - If Plan Participates in DFVC, Is IRS Penalty Abated?

    By Guest rocnrols2, March 25, 2004
    • 5 replies
    • 2.4k views
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    • Earl
    • June 3, 2005

36. Late deposits - Schedule I attachment 4a - VFCP: Whats required to file?

    By Guest chris4013, April 28, 2005
    • 6 replies
    • 2.9k views
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    • TBob
    • June 1, 2005

37. Schedule T - multiple employer plan

    By Guest Bob Kayak, May 31, 2005
    • 1 reply
    • 1.2k views
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    • Guest
    • June 1, 2005

38. Filing 5500 prior to deposit of Contribution Receivable

    By Guest darrensoup, May 27, 2005
    • 1 reply
    • 1.9k views
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    • WDIK
    • May 27, 2005

39. Master Trust/MTIA Form 5500 filings

    By Guest LAnderson, May 23, 2005
    • 2 replies
    • 6.8k views
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    • 401(k)guru
    • May 27, 2005

40. 5500 exemption when assets are less than $100,000 and covers only owners

    By Guest erepper, May 25, 2005
    • 1 reply
    • 1.4k views
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    • Blinky the 3-eyed Fish
    • May 25, 2005

41. Schedule R for Money Purchase Plan

    By Guest jusducki, May 23, 2005
    • 2 replies
    • 1.2k views
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    • wmyer
    • May 23, 2005

42. Schedule A-New Legislation?

    By Guest dsw713, April 14, 2005
    • 4 replies
    • 1.7k views
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    • AmyR
    • May 23, 2005

43. Code 3e on Form 5500

    By Guest chris4013, May 20, 2005
    • 1 reply
    • 2.1k views
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    • wmyer
    • May 20, 2005

44. Going from a 5500 to a 5500 ez?

    By Guest chris4013, May 20, 2005
    • 1 reply
    • 1.1k views
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    • wmyer
    • May 20, 2005

45. Large Plan Audit

    By KateSmithPA, May 19, 2005
    • 1 reply
    • 1.4k views
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    • WDIK
    • May 19, 2005

46. statutory exclusion for participant count?

    By Guest lindamichals, May 19, 2005
    • 2 replies
    • 1.5k views
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    • david rigby
    • May 19, 2005

47. Final 5500 EZ for plans under $100,000?

    By Guest consult, May 18, 2005
    • 4 replies
    • 1.4k views
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    • Bird
    • May 18, 2005

48. filing form 5500

    By Guest stacyvan, May 18, 2005
    • 1 reply
    • 1.3k views
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    • david rigby
    • May 18, 2005

49. Schedule I, Line 4a attachment for late contributions

    By Guest vqualplan, May 16, 2005
    • 1 reply
    • 2.4k views
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    • WDIK
    • May 16, 2005

50. Do you count receivables in the Sched I Line 4i calc?

    By AlbanyConsultant, May 12, 2005
    • 2 replies
    • 1.6k views
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    • WDIK
    • May 16, 2005