Form 5500

3,286 topics in this forum

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

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

2. Rehired Retiree

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

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

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

4. Child of owner/5500EZ ok?

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

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

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

6. Schedule A - "Additional compensation paid"

   By Lori Friedman, August 31, 2005
   • 1 reply
   • 2.1k views
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   • WDIK
   • August 31, 2005

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

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

8. 5500 Filing Deadline

   By buckaroo, August 29, 2005
   • 3 replies
   • 1.7k views
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   • buckaroo
   • August 29, 2005

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

   By Guest LAnderson, August 23, 2005
   • 4 replies
   • 3k views
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   • Guest
   • August 26, 2005

10. company ceases operations 5500s not filed

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

11. "Participant" for purposes of Form 5500 reporting

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

12. Reporting dividend distribution to S shareholders

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

13. Schedule P

    By abanky, August 16, 2005
    • 2 replies
    • 1.3k views
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    • Leopurrd
    • August 16, 2005

14. Extension on final 5500?

    By Guest dmcmanus, August 15, 2005
    • 5 replies
    • 3.1k views
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    • No Name
    • August 16, 2005

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

    By Guest JasonElliott, August 8, 2005
    • 5 replies
    • 1.7k views
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    • JanetM
    • August 11, 2005

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

    By Guest jhall, August 3, 2005
    • 3 replies
    • 1.9k views
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    • Guest
    • August 4, 2005

17. SCHEDULE T

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

18. Form 5558 extension-not filed in time?

    By Guest 401KTPA, August 2, 2005
    • 2 replies
    • 1.9k views
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    • david rigby
    • August 2, 2005

19. Form 5500-EZ mailed to wrong address?

    By Guest lostinpensions, July 29, 2005
    • 2 replies
    • 1.9k views
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    • Guest
    • July 29, 2005

20. 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

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

    By Guest JimChad, July 29, 2005
    • 1 reply
    • 1.9k views
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    • QDROphile
    • July 29, 2005

22. DOL Request for Plan's IQPA Workpapers

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

23. Form 5500, Schedule D

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

24. 2005 Form 5500

    By Archimage, July 25, 2005
    • 7 replies
    • 2.5k views
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    • Archimage
    • July 26, 2005

25. Line 9: Is Stop-Loss Insurance?

    By sloble@crowleyfleck.com, July 21, 2005
    • 4 replies
    • 2.6k views
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    • sloble@crowleyfleck.com
    • July 25, 2005

26. Date on Form 5558

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

27. Additional Information for SAR

    By Guest meggie, June 18, 2004
    • 4 replies
    • 2.5k views
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    • Guest
    • July 18, 2005

28. Missing Trustee on Schedule P

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

29. Section 125 Plan Filing

    By Guest moseelig, July 15, 2005
    • 5 replies
    • 2.7k views
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    • 401 Chaos
    • July 15, 2005

30. Schedule SSA question

    By Belgarath, July 14, 2005
    • 5 replies
    • 1.6k views
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    • Belgarath
    • July 15, 2005

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

    By Lori Friedman, July 13, 2005
    • 1 reply
    • 2k views
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    • david rigby
    • July 14, 2005

32. "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

33. Can a new plan be a large plan?

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

34. Group Annuity Contract Ancillary Life Insurance?

    By KateSmithPA, July 1, 2005
    • 5 replies
    • 2.4k views
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    • KateSmithPA
    • July 5, 2005

35. filing requirement for a welfare plan

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

36. Failure to file 5500

    By Guest moltengater, February 8, 2005
    • 10 replies
    • 2.6k views
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    • Guest
    • June 28, 2005

37. Summary Annual Report

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

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

    By Guest luluthetool, June 21, 2005
    • 0 replies
    • 1.4k views
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    • Guest
    • June 21, 2005

39. Help - Schedule D / Schedule A Confusion

    By Guest lawdawg, June 17, 2005
    • 1 reply
    • 1.7k views
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    • WDIK
    • June 20, 2005

40. 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

41. Schedule SSA KeyPunching

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

42. CDSC Charges

    By Guest CAP, June 14, 2005
    • 1 reply
    • 1.3k views
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    • legort69
    • June 15, 2005

43. Participant Disclosure of Plan Audit

    By kocak, June 14, 2005
    • 2 replies
    • 1.3k views
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    • david rigby
    • June 14, 2005

44. Schedule C -- An intriguing matter

    By Lori Friedman, June 13, 2005
    • 3 replies
    • 1.5k views
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    • Guest
    • June 14, 2005

45. Summary Annual Report

    By MBCarey, June 13, 2005
    • 2 replies
    • 1.4k views
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    • Guest
    • June 13, 2005

46. Schedule C with or without Schedule H

    By Guest anagpal, June 9, 2005
    • 7 replies
    • 2.3k views
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    • JanetM
    • June 10, 2005

47. 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

48. Schedule A - Line 1(e)

    By Guest dsw713, April 27, 2005
    • 3 replies
    • 4.1k views
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    • Beemer
    • June 9, 2005

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

    By Guest rocnrols2, March 25, 2004
    • 5 replies
    • 2.5k views
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    • Earl
    • June 3, 2005

50. 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