Form 5500

3,281 topics in this forum

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

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

2. Independent Qualified Public Accountant Audit

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

3. DFVC filing

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

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

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

5. Retiree Medical Form 5500 Participant Count Question

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

6. Self Funded Welfare Benefit Plan

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

7. Incorrect TIN used for years on Schedule P

   By Belgarath, March 28, 2005
   • 4 replies
   • 2.2k views
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   • saabraa
   • January 18, 2006

8. Schedule P - Terminated Plan

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

9. Participant Count

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

10. How are ETF's classified?

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

11. 5500 Software

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

12. 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

13. When to file the 5330 (Excise tax)

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

14. Form 5500 filing guide book

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

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

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

16. Currency Gain / Loss

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

17. Large Plan Audits

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

18. Plan name change - Welfare benefit plan

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

19. Failure to file 5500

    By Guest moltengater, February 8, 2005
    • 10 replies
    • 2.5k views
    • 
    • Guest
    • June 28, 2005

20. 5500 due for "orphan" plan

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

21. Schedule SSA - Money Purchase Plan

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

22. Amending 5500 for incorrect EIN

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

23. Termination

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

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

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

25. Tuition Reimbursement Plan

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

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

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

27. Severance Pay Plan - info to be included?

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

28. Who is liable for ERISA penalties?

    By Guest ActuaryWannabe, January 13, 2005
    • 1 reply
    • 1.5k views
    • 
    • Ron Snyder
    • January 13, 2005

29. Which form to file?

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

30. Multiple Employer Plan

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

31. 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

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

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

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

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

34. Late filing of 5500-EZ plus over-contribution to Keogh MPPP

    By Guest retiree, January 4, 2005
    • 1 reply
    • 1.9k views
    • 
    • WDIK
    • January 5, 2005

35. New Plan, Short Plan Year, Need 5500?

    By Guest amybu99, January 3, 2005
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • January 4, 2005

36. "De Minimus" Form 5500 Error?

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

37. Plan Name Change

    By sloble@crowleyfleck.com, December 29, 2004
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • December 29, 2004

38. Another 80-120 Question- Clarification

    By MarZDoates, December 27, 2004
    • 4 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 28, 2004

39. changing employer name that appears on form 945

    By maverick, December 22, 2004
    • 1 reply
    • 1k views
    • 
    • Earl
    • December 22, 2004

40. Welfare benefit plan - SAR and "experience rated" insurance contracts

    By Lori Friedman, December 16, 2004
    • 0 replies
    • 5.4k views
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    • Lori Friedman
    • December 16, 2004

41. Prepaid legal services

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

42. Schedule SSA

    By Guest terid, December 9, 2004
    • 8 replies
    • 2.1k views
    • 
    • WDIK
    • December 10, 2004

43. Sarbanes-Oxley and prep of SARs

    By Guest LAnderson, December 9, 2004
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • December 15, 2004

44. Form 5500 line 7G

    By Guest Aspencer, December 9, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 9, 2004

45. 5500 EZ for Father Son Corporation

    By commishvp, November 30, 2004
    • 2 replies
    • 1.7k views
    • 
    • Lynn Campbell
    • November 30, 2004

46. Late Filing, IRS vs. DOL

    By Guest merlin, November 22, 2004
    • 3 replies
    • 1.7k views
    • 
    • Leopurrd
    • December 11, 2004

47. Distributions returned - Sch I & Sch R

    By Guest crosseyedtester, November 18, 2004
    • 3 replies
    • 1k views
    • 
    • Bird
    • November 19, 2004

48. Audit Requirement for Multiple Employer Plan

    By Guest CSTS, November 16, 2004
    • 6 replies
    • 2.9k views
    • 
    • Ron Snyder
    • November 26, 2004

49. Life insurance death benefit - Schedule I reporting

    By Belgarath, November 11, 2004
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • November 12, 2004

50. 1st plan year, Only asset is Contr. Rec'v. Audit required?

    By Richard Anderson, November 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • E as in ERISA
    • November 9, 2004