Form 5500

3,277 topics in this forum

1. "Mega" Wrap Document - Participant Count

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

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

   By Guest W. Blake, July 12, 2005
   • 14 replies
   • 9.7k views
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   • GMK
   • May 2, 2016

3. Group Annuity Contract Ancillary Life Insurance?

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

4. filing requirement for a welfare plan

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

5. Charge for copying 5500

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

6. Summary Annual Report

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

7. 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

8. 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

9. 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

10. Schedule SSA KeyPunching

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

11. CDSC Charges

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

12. Participant Disclosure of Plan Audit

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

13. Schedule C -- An intriguing matter

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

14. Is a hedge fund a qualifying plan asset?

    By Guest CharlieLaur, June 13, 2005
    • 2 replies
    • 2.6k views
    • 
    • Below Ground
    • May 25, 2010

15. Summary Annual Report

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

16. Schedule SSA Filing Requirements for Partial Distributions

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

17. Schedule C with or without Schedule H

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

18. Schedule T - multiple employer plan

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

19. Filing 5500 prior to deposit of Contribution Receivable

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

20. 5500 exemption when assets are less than $100,000 and covers only owners

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

21. Schedule R for Money Purchase Plan

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

22. 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

23. Going from a 5500 to a 5500 ez?

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

24. Code 3e on Form 5500

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

25. Large Plan Audit

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

26. 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

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

    By Guest consult, May 18, 2005
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • May 18, 2005

28. filing form 5500

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

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

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

30. Attachment to Form 5500 - Schedule I, Line 4a - Schedule of Delinquent Part Contribs

    By Guest vqualplan, May 13, 2005
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 13, 2005

31. 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

32. 80/120 if didn't file?

    By Guest tintree73, May 11, 2005
    • 3 replies
    • 1.6k views
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    • BeckyMiller
    • May 13, 2005

33. Change to Co. Name/Plan Name/EIN mid-year

    By Guest jusducki, May 9, 2005
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • May 10, 2005

34. Legal Services Plan

    By Guest Rocky, May 5, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 5, 2005

35. Schedule SSA for 2004

    By Guest RayBerry, May 2, 2005
    • 5 replies
    • 1.6k views
    • 
    • AndyH
    • May 4, 2005

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

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

37. Schedule A - Line 1(e)

    By Guest dsw713, April 27, 2005
    • 3 replies
    • 4k views
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    • Beemer
    • June 9, 2005

38. Late Deferral Contributions

    By blue, April 27, 2005
    • 3 replies
    • 1.5k views
    • 
    • jquazza
    • April 29, 2005

39. Active Participant count in a terminated plan

    By buckaroo, April 25, 2005
    • 9 replies
    • 7k views
    • 
    • JanetM
    • June 20, 2008

40. 5500's for Indian Tribes

    By Guest tectulsa, April 20, 2005
    • 3 replies
    • 2.2k views
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    • david rigby
    • April 25, 2005

41. Withdrawing Nondeductible contributions under Rev Proc 90-49

    By Dennis Povloski, April 19, 2005
    • 0 replies
    • 2.1k views
    • 
    • Dennis Povloski
    • April 19, 2005

42. Schedule D

    By Guest jefe96, April 14, 2005
    • 0 replies
    • 1.1k views
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    • Guest
    • April 14, 2005

43. Schedule A-New Legislation?

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

44. List of Investment Service Providers that do file as DFEs

    By Guest GuyHocker, April 12, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 12, 2005

45. Duplicate SS4 filed

    By K-t-F, April 8, 2005
    • 2 replies
    • 2k views
    • 
    • K-t-F
    • April 11, 2005

46. Schedule P

    By Guest chris4013, April 6, 2005
    • 9 replies
    • 2k views
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    • pmacduff
    • April 8, 2005

47. Does an Escrow Deposit count as Real Estate for Sch I item 3c)?

    By Guest crosseyedtester, April 5, 2005
    • 2 replies
    • 1.4k views
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    • JanetM
    • April 6, 2005

48. Independent Qualified Public Accountant Audit

    By Guest terric, April 5, 2005
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • April 5, 2005

49. DFVC filing

    By Bird, April 5, 2005
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • April 5, 2005

50. Schedule I - Greater than 20% in single security

    By MarZDoates, April 5, 2005
    • 2 replies
    • 1.2k views
    • 
    • MarZDoates
    • April 5, 2005