Form 5500

3,281 topics in this forum

1. Please Help Me-5500

   By stephen20, July 24, 2020
   • 5 replies
   • 1.6k views
   • 
   • RatherBeGolfing
   • July 27, 2020

2. Poll on multiple employer plan 5500 filing rules

   By John A, May 22, 2002
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • May 23, 2002

3. Pooled separate account and Schedule D

   By Richard Anderson, September 27, 2001
   • 3 replies
   • 6.1k views
   • 
   • Kristina
   • October 8, 2001

4. Pooled Separate Accounts- Sched. A

   By Coleboy1, March 28, 2022
   • 2 replies
   • 903 views
   • 
   • Bug on my window
   • March 28, 2022

5. Possible prohibited transaction

   By smokin, March 31, 2018   

   • form 5500
   • 5 replies
   • 1.2k views
   • 
   • Luke Bailey
   • April 2, 2018

6. possible report for pulling data from Relius to FT William

   By Tom Poje, July 1, 2011
   • 2 replies
   • 1.5k views
   • 
   • Tom Poje
   • July 5, 2011

7. Possible to get 5500 late fees waived for final filing?

   By TPApril, May 4, 2016   

   • Welfare Plan filing
   • 9 replies
   • 2.3k views
   • 
   • jpod
   • May 6, 2016

8. Posting of 5500 on Employer's Intranet Website

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

9. Power of Attorney Rejection

   By LauraAT, September 6, 2019   

   • 5500
   • 2848
   • (and 1 more)

     Tagged with:

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

10. Pre-approved plan opinion letter serial number

    By Belgarath, July 14, 2023
    • 3 replies
    • 2.5k views
    • 
    • RatherBeGolfing
    • July 19, 2023

11. prelim 5500 for 2011 released

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

12. premium conversion plan with less then 100 employees

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

13. Premium Only Plan - Participant Count

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

14. Premiums get put where?

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

15. Prepaid legal services

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

16. Prevailing Wage Participant Count

    By Catch22PGM, May 14, 2020   

    • david bacon; sca; service contract act
    • 2 replies
    • 1.1k views
    • 
    • Catch22PGM
    • May 18, 2020

17. Previously unrelated adopting ers now related

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

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

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

19. Prior 5500 Filings

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

20. Prior Year SSA never filed

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

21. Privacy concerns and Form 5500

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

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

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

23. Problem with 5500 SSA Schedule

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

24. Processing Stopped Flipping?

    By austin3515, October 12, 2010
    • 6 replies
    • 1.6k views
    • 
    • K2retire
    • October 14, 2010

25. Profit Share Deduction

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

26. 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

27. Prohibited Transaction on late employer contribution?

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

28. Prohibited Transactions

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

29. PS contribution for medical benefits

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

30. PS Plan Established Today - No Extension Filed

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

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

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

32. PTIN & 83(b)

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

33. PTIN December 31st deadline

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

34. PTIN fiasco

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

35. PTIN Welcome Letter

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

36. Puerto Rico Plans

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

37. PWBA name change

    By pmacduff, April 24, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • April 29, 2003

38. PWBA request for more information

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

39. QDRO Fee - Who Pays?

    By 401(k)athryn, June 24, 2016   

    • QDRO
    • 8 replies
    • 5.8k views
    • 
    • david rigby
    • June 27, 2016

40. Qdro Participant count in participant line

    By JKW, May 31, 2012
    • 1 reply
    • 3.5k views
    • 
    • Hojo
    • May 31, 2012

41. QDRO reported on SSA?

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

42. QNEC as a receivable on Schedule H

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

43. Qualified or adverse audit opinion

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

44. Qualifying Plan Assets

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

45. Qualifying Plan Assets

    By Guest Annette Leerhoff, June 14, 2012
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 20, 2012

46. Qualifying Plan Assets

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

47. Qualifying plan assets -- treatment of Contribution Receivable

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

48. Quarterly Contribution Silliness

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

49. Ques on Schedule I

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

50. Question 4L on Schedule H

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