Form 5500

3,286 topics in this forum

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

   By stephen, January 25, 2005
   • 4 replies
   • 2k views
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   • stephen
   • January 25, 2005

2. Severance Pay Plan - info to be included?

   By Guest calcu, January 19, 2005
   • 10 replies
   • 4.8k views
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   • Guest
   • January 24, 2005

3. Multiple Employer Plan

   By RCK, January 12, 2005
   • 5 replies
   • 1.8k views
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   • GBurns
   • January 23, 2005

4. Which form to file?

   By Guest penman, January 13, 2005
   • 6 replies
   • 1.6k views
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   • Blinky the 3-eyed Fish
   • January 17, 2005

5. Who is liable for ERISA penalties?

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

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

   By caryn22359, January 10, 2005
   • 17 replies
   • 2.7k views
   • 
   • E as in ERISA
   • January 12, 2005

7. "De Minimus" Form 5500 Error?

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

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

   By doombuggy, January 6, 2005
   • 2 replies
   • 1.2k views
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   • RCK
   • January 6, 2005

9. 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

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

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

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

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

12. Plan Name Change

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

13. Another 80-120 Question- Clarification

    By MarZDoates, December 27, 2004
    • 4 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • December 28, 2004

14. changing employer name that appears on form 945

    By maverick, December 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • Earl
    • December 22, 2004

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

    By Lori Friedman, December 16, 2004
    • 0 replies
    • 5.5k views
    • 
    • Lori Friedman
    • December 16, 2004

16. Sarbanes-Oxley and prep of SARs

    By Guest LAnderson, December 9, 2004
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • December 15, 2004

17. Late Filing, IRS vs. DOL

    By Guest merlin, November 22, 2004
    • 3 replies
    • 1.8k views
    • 
    • Leopurrd
    • December 11, 2004

18. Schedule SSA

    By Guest terid, December 9, 2004
    • 8 replies
    • 2.2k views
    • 
    • WDIK
    • December 10, 2004

19. Prepaid legal services

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

20. Form 5500 line 7G

    By Guest Aspencer, December 9, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 9, 2004

21. 5500 EZ for Father Son Corporation

    By commishvp, November 30, 2004
    • 2 replies
    • 1.8k views
    • 
    • Lynn Campbell
    • November 30, 2004

22. Audit Requirement for Multiple Employer Plan

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

23. Distributions returned - Sch I & Sch R

    By Guest crosseyedtester, November 18, 2004
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • November 19, 2004

24. Life insurance death benefit - Schedule I reporting

    By Belgarath, November 11, 2004
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • November 12, 2004

25. 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

26. Limited Scope Audit

    By wmyer, November 4, 2004
    • 0 replies
    • 1.2k views
    • 
    • wmyer
    • November 4, 2004

27. summary annual report

    By wmyer, October 28, 2004
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 29, 2004

28. Schedule of Reportable Transactions necessary?

    By Guest dmcmanus, October 21, 2004
    • 1 reply
    • 2.2k views
    • 
    • WDIK
    • October 27, 2004

29. Loans and Schedule of Assets Held for Investment (Sch. H)

    By steve-o, October 26, 2004
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • October 26, 2004

30. Schedule A information. Automatic or on request

    By Guest ak, October 24, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 24, 2004

31. Schedule P- Deceased trustee

    By jquazza, October 13, 2004
    • 4 replies
    • 1.4k views
    • 
    • Ron Snyder
    • October 19, 2004

32. Form 5500 extension

    By Lori Friedman, October 13, 2004
    • 2 replies
    • 2.4k views
    • 
    • AndyH
    • October 15, 2004

33. Comparative financials requirement for a large plan 5500 audit

    By Guest Sponias, October 7, 2004
    • 8 replies
    • 6k views
    • 
    • bzorc
    • October 14, 2004

34. Prohibited Transaction on late employer contribution?

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

35. Qualified or adverse audit opinion

    By JanetM, October 11, 2004
    • 9 replies
    • 3.4k views
    • 
    • KJohnson
    • October 12, 2004

36. Form 5500 Schedule T inquiry

    By Guest LVanSteeter, October 12, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 12, 2004

37. Schedule R filing required?

    By stephen, October 7, 2004
    • 8 replies
    • 1.9k views
    • 
    • Bird
    • October 12, 2004

38. Fees paid to an insurance company

    By Lori Friedman, October 11, 2004
    • 0 replies
    • 944 views
    • 
    • Lori Friedman
    • October 11, 2004

39. Filing for 412(i) Plan

    By Guest pm01, October 11, 2004
    • 5 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • October 11, 2004

40. "Seven Brides for Seven Brothers"

    By Lori Friedman, October 10, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 11, 2004

41. Hurricane disaster relief 5500 filings

    By doombuggy, October 11, 2004
    • 0 replies
    • 1.3k views
    • 
    • doombuggy
    • October 11, 2004

42. Welfare Benefit Plan - Combined Form 5500

    By Guest JimD-EBR, October 9, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 9, 2004

43. Non-qualifying Plan Assets

    By Guest LHart, October 6, 2004
    • 4 replies
    • 3.3k views
    • 
    • david rigby
    • October 7, 2004

44. Service Auditor's Report (SAS 70) - Who is required to have one?

    By Guest Sponias, September 30, 2004
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • October 7, 2004

45. Form 5500, Lines 6 and 7

    By steve-o, October 6, 2004
    • 3 replies
    • 1.7k views
    • 
    • steve-o
    • October 7, 2004

46. 5500 Schedule H - Money Market Mutual Funds

    By Guest mpark2, September 23, 2004
    • 6 replies
    • 5.5k views
    • 
    • Lori Friedman
    • October 6, 2004

47. Employee Count for VEBA

    By Archimage, September 30, 2004
    • 1 reply
    • 1.3k views
    • 
    • Ron Snyder
    • October 2, 2004

48. Schedule C requirements

    By Guest ERISA_kid, October 1, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 1, 2004

49. Are filed 5500 forms public information that anyone can obtain ?

    By Guest Moe Howard2, September 30, 2004
    • 7 replies
    • 18.2k views
    • 
    • Lame Duck
    • October 1, 2004

50. Schedule I - Late Deferral Payments

    By Guest revier, September 28, 2004
    • 2 replies
    • 1.6k views
    • 
    • Lori Friedman
    • September 30, 2004