Form 5500

3,277 topics in this forum

1. 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

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

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

3. filing form 5500

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

4. 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

5. 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

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

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

7. 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

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

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

9. Legal Services Plan

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

10. Schedule SSA for 2004

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

11. Late Deferral Contributions

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

12. 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

13. Withdrawing Nondeductible contributions under Rev Proc 90-49

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

14. Retiree Medical Form 5500 Participant Count Question

    By Guest erisaguru, April 4, 2005
    • 2 replies
    • 2.1k views
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    • Don Levit
    • April 15, 2005

15. Schedule D

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

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

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

17. Duplicate SS4 filed

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

18. Schedule P

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

19. 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

20. DFVC filing

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

21. Independent Qualified Public Accountant Audit

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

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

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

23. Self Funded Welfare Benefit Plan

    By nancy, March 31, 2005
    • 3 replies
    • 2.1k views
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    • Kirk Maldonado
    • April 4, 2005

24. Form 5500 filing guide book

    By doombuggy, March 7, 2005
    • 4 replies
    • 2k views
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    • doombuggy
    • March 28, 2005

25. Does anyone copy the state when filing 5500's?

    By RayJJohnsonJr, March 14, 2005
    • 4 replies
    • 2.3k views
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    • RayJJohnsonJr
    • March 22, 2005

26. Schedule P - Terminated Plan

    By Guest tscher, March 21, 2005
    • 1 reply
    • 1.2k views
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    • E as in ERISA
    • March 21, 2005

27. Participant Count

    By Guest DTrom, March 16, 2005
    • 9 replies
    • 3k views
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    • Guest
    • March 18, 2005

28. How are ETF's classified?

    By Guest curmudgeon, March 16, 2005
    • 4 replies
    • 4.9k views
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    • JanetM
    • March 17, 2005

29. 5500 Software

    By SLuskin, March 16, 2005
    • 3 replies
    • 1.3k views
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    • No Name
    • March 16, 2005

30. When to file the 5330 (Excise tax)

    By Guest Achilles, March 7, 2005
    • 2 replies
    • 2k views
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    • david rigby
    • March 7, 2005

31. Sending clients a printable 5500 filing by e-mail

    By SoCalActuary, March 3, 2005
    • 1 reply
    • 1.2k views
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    • No Name
    • March 3, 2005

32. Currency Gain / Loss

    By Guest AJ Milano, February 22, 2005
    • 1 reply
    • 1.2k views
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    • RCK
    • February 28, 2005

33. Form 5500-EZ, only for owner & spouse?

    By Guest jvandyke, November 5, 2004
    • 11 replies
    • 4.2k views
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    • K-t-F
    • February 24, 2005

34. Plan name change - Welfare benefit plan

    By Lori Friedman, February 8, 2005
    • 1 reply
    • 4.2k views
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    • Ron Snyder
    • February 11, 2005

35. Large Plan Audits

    By Guest m.n.ouellette, February 9, 2005
    • 7 replies
    • 2k views
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    • Guest
    • February 10, 2005

36. 5500 due for "orphan" plan

    By ljr, February 4, 2005
    • 0 replies
    • 1.5k views
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    • ljr
    • February 4, 2005

37. Amending 5500 for incorrect EIN

    By KateSmithPA, February 4, 2005
    • 2 replies
    • 2.4k views
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    • WDIK
    • February 4, 2005

38. Schedule SSA - Money Purchase Plan

    By Guest cease, February 4, 2005
    • 1 reply
    • 1.3k views
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    • Bird
    • February 4, 2005

39. Termination

    By Guest steve55, February 4, 2005
    • 1 reply
    • 1.3k views
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    • wmyer
    • February 4, 2005

40. Form 5500 - Schedule I - 4i - Trustee directed

    By Guest Scrappy, February 3, 2005
    • 0 replies
    • 1.3k views
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    • Guest
    • February 3, 2005

41. Tuition Reimbursement Plan

    By Guest nlmc18, January 27, 2005
    • 3 replies
    • 2.9k views
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    • Lori Friedman
    • February 2, 2005

42. Filing a consolidated Form 5500 for a Welfare Benefit plan with several benefits?

    By stephen, January 25, 2005
    • 4 replies
    • 1.9k views
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    • stephen
    • January 25, 2005

43. Severance Pay Plan - info to be included?

    By Guest calcu, January 19, 2005
    • 10 replies
    • 4.7k views
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    • Guest
    • January 24, 2005

44. Multiple Employer Plan

    By RCK, January 12, 2005
    • 5 replies
    • 1.7k views
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    • GBurns
    • January 23, 2005

45. Which form to file?

    By Guest penman, January 13, 2005
    • 6 replies
    • 1.5k views
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    • Blinky the 3-eyed Fish
    • January 17, 2005

46. Who is liable for ERISA penalties?

    By Guest ActuaryWannabe, January 13, 2005
    • 1 reply
    • 1.4k views
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    • Ron Snyder
    • January 13, 2005

47. I am preparing a 5500. I have questions.

    By caryn22359, January 10, 2005
    • 17 replies
    • 2.6k views
    • 
    • E as in ERISA
    • January 12, 2005

48. "De Minimus" Form 5500 Error?

    By sloble@crowleyfleck.com, December 29, 2004
    • 4 replies
    • 1.9k views
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    • WDIK
    • January 6, 2005

49. Amended 5500 - where does it get mailed to?

    By doombuggy, January 6, 2005
    • 2 replies
    • 1.1k views
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    • RCK
    • January 6, 2005

50. Schedule D, and line 1(c) on the Schedule H.

    By Belgarath, January 6, 2005
    • 1 reply
    • 1.6k views
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    • Harwood
    • January 6, 2005