Form 5500

3,272 topics in this forum

1. Posting of 5500 on Employer's Intranet Website

   By Jean, April 9, 2010
   • 0 replies
   • 1.5k views
   • 
   • Jean
   • April 9, 2010

2. Power of Attorney Rejection

   By LauraAT, September 6, 2019   

   • 5500
   • 2848
   • (and 1 more)

     Tagged with:

     • 5500
     • 2848
     • dfvc
   • 0 replies
   • 679 views
   • 
   • LauraAT
   • September 6, 2019

3. Pre-approved plan opinion letter serial number

   By Belgarath, July 14, 2023
   • 3 replies
   • 2.4k views
   • 
   • RatherBeGolfing
   • July 19, 2023

4. prelim 5500 for 2011 released

   By Tom Poje, December 21, 2011
   • 0 replies
   • 973 views
   • 
   • Tom Poje
   • December 21, 2011

5. premium conversion plan with less then 100 employees

   By Guest jigpsu100, October 10, 2005
   • 7 replies
   • 2.3k views
   • 
   • Guest
   • October 11, 2005

6. Premium Only Plan - Participant Count

   By amcorson, July 13, 2009
   • 4 replies
   • 1.8k views
   • 
   • J Simmons
   • July 14, 2009

7. Premiums get put where?

   By wsp, October 13, 2006
   • 2 replies
   • 1.7k views
   • 
   • wsp
   • October 13, 2006

8. Prepaid legal services

   By Guest hyper, December 10, 2004
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • December 10, 2004

9. Prevailing Wage Participant Count

   By Catch22PGM, May 14, 2020   

   • david bacon; sca; service contract act
   • 2 replies
   • 1k views
   • 
   • Catch22PGM
   • May 18, 2020

10. Previously unrelated adopting ers now related

    By Kathy, July 30, 2003
    • 3 replies
    • 955 views
    • 
    • Blinky the 3-eyed Fish
    • July 30, 2003

11. Prior 5500 filer, now qualifies for ez....

    By Guest jusducki, May 3, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • May 3, 2004

12. Prior 5500 Filings

    By Guest KevinP, September 17, 2002
    • 7 replies
    • 1.8k views
    • 
    • E as in ERISA
    • September 18, 2002

13. Prior Year SSA never filed

    By jmartin, February 3, 2012
    • 0 replies
    • 795 views
    • 
    • jmartin
    • February 3, 2012

14. Privacy concerns and Form 5500

    By Craig Garner, November 2, 2012
    • 9 replies
    • 1.6k views
    • 
    • K2retire
    • November 6, 2012

15. Pro's and Con's of E-Filing 5500s?

    By AndyH, September 19, 2002
    • 0 replies
    • 1.3k views
    • 
    • AndyH
    • September 19, 2002

16. Problem with 5500 SSA Schedule

    By RCK, March 24, 2007
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • March 24, 2007

17. Processing Stopped Flipping?

    By austin3515, October 12, 2010
    • 6 replies
    • 1.5k views
    • 
    • K2retire
    • October 14, 2010

18. Profit Share Deduction

    By coleboy, January 26, 2018
    • 3 replies
    • 890 views
    • 
    • Larry Starr
    • January 30, 2018

19. Profit sharing terminated, but $29 made its way back into account on 12/29/06

    By Guest JReality, January 31, 2007
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • February 1, 2007

20. Prohibited Transaction on late employer contribution?

    By jquazza, October 13, 2004
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 14, 2004

21. Prohibited Transactions

    By JCK535, October 22, 2015
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • October 23, 2015

22. PS contribution for medical benefits

    By Guest Lex, May 30, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 30, 2002

23. PS Plan Established Today - No Extension Filed

    By austin3515, September 18, 2022
    • 2 replies
    • 518 views
    • 
    • Bird
    • September 19, 2022

24. PSA--Florida extended to 2/15/23

    By SSRRS, October 2, 2022
    • 3 replies
    • 815 views
    • 
    • RatherBeGolfing
    • October 3, 2022

25. PTIN & 83(b)

    By smit1970, April 28, 2011
    • 0 replies
    • 763 views
    • 
    • smit1970
    • April 28, 2011

26. PTIN December 31st deadline

    By NQS, December 22, 2010
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • December 22, 2010

27. PTIN fiasco

    By Belgarath, December 8, 2010
    • 10 replies
    • 2k views
    • 
    • Belgarath
    • December 15, 2010

28. PTIN Welcome Letter

    By Andy the Actuary, November 20, 2010
    • 0 replies
    • 3.3k views
    • 
    • Andy the Actuary
    • November 20, 2010

29. Puerto Rico Plans

    By justbsur, October 3, 2012
    • 0 replies
    • 1.2k views
    • 
    • justbsur
    • October 3, 2012

30. PWBA name change

    By pmacduff, April 24, 2003
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • April 29, 2003

31. PWBA request for more information

    By Guest Barge Girl, August 21, 2002
    • 1 reply
    • 1.2k views
    • 
    • KJohnson
    • August 21, 2002

32. QDRO Fee - Who Pays?

    By 401(k)athryn, June 24, 2016   

    • QDRO
    • 8 replies
    • 5.6k views
    • 
    • david rigby
    • June 27, 2016

33. Qdro Participant count in participant line

    By JKW, May 31, 2012
    • 1 reply
    • 3.4k views
    • 
    • Hojo
    • May 31, 2012

34. QDRO reported on SSA?

    By Guest Ray Williams, August 15, 2000
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • August 15, 2000

35. QNEC as a receivable on Schedule H

    By B21, October 1, 2020
    • 3 replies
    • 2.1k views
    • 
    • B21
    • October 1, 2020

36. Qualified or adverse audit opinion

    By JanetM, October 11, 2004
    • 9 replies
    • 3.2k views
    • 
    • KJohnson
    • October 12, 2004

37. Qualifying Plan Assets

    By Lori Foresz, January 22, 2004
    • 0 replies
    • 1.3k views
    • 
    • Lori Foresz
    • January 22, 2004

38. Qualifying Plan Assets

    By Guest Annette Leerhoff, June 14, 2012
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 20, 2012

39. Qualifying Plan Assets

    By Guest MCarey1, May 25, 2004
    • 1 reply
    • 921 views
    • 
    • Guest
    • May 25, 2004

40. Qualifying plan assets -- treatment of Contribution Receivable

    By Guest N'siah, June 4, 2002
    • 2 replies
    • 1.8k views
    • 
    • pjkoehler
    • June 12, 2002

41. Quarterly Contribution Silliness

    By Andy the Actuary, June 8, 2010
    • 0 replies
    • 963 views
    • 
    • Andy the Actuary
    • June 8, 2010

42. Ques on Schedule I

    By Guest noans, September 23, 2010
    • 5 replies
    • 1.1k views
    • 
    • Bird
    • September 24, 2010

43. Question 4L on Schedule H

    By justatester, August 31, 2010
    • 1 reply
    • 1.7k views
    • 
    • My 2 cents
    • September 1, 2010

44. Question 5 on 5500

    By Lori H, April 14, 2011
    • 3 replies
    • 1.5k views
    • 
    • Earl
    • April 22, 2011

45. Question 6 on Form 5500

    By justatester, November 22, 2011
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • November 22, 2011

46. Question about DFVC

    By KateSmithPA, September 10, 2002
    • 1 reply
    • 1.2k views
    • 
    • BFree
    • September 11, 2002

47. Question for FT William Users

    By ESOP Guy, October 25, 2012
    • 5 replies
    • 2.2k views
    • 
    • EBDI
    • October 25, 2012

48. question on multiple employer plans & question on qslobs

    By Guest edsy, October 20, 2005
    • 2 replies
    • 2k views
    • 
    • stephen
    • October 20, 2005

49. Question on Schedule I - Financial Information

    By Guest PLHart, July 16, 2002
    • 1 reply
    • 1.9k views
    • 
    • jaemmons
    • July 16, 2002

50. question on schedule I -re. real estate

    By SSRRS, September 11, 2020
    • 2 replies
    • 592 views
    • 
    • SSRRS
    • September 11, 2020