Form 5500

3,272 topics in this forum

1. 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

2. Sarbanes-Oxley and prep of SARs

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

3. Late Filing, IRS vs. DOL

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

4. Schedule SSA

   By Guest terid, December 9, 2004
   • 8 replies
   • 2k views
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   • WDIK
   • December 10, 2004

5. Prepaid legal services

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

6. Form 5500 line 7G

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

7. 5500 EZ for Father Son Corporation

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

8. 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

9. Distributions returned - Sch I & Sch R

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

10. Life insurance death benefit - Schedule I reporting

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

11. 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

12. Limited Scope Audit

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

13. summary annual report

    By wmyer, October 28, 2004
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • October 29, 2004

14. Schedule of Reportable Transactions necessary?

    By Guest dmcmanus, October 21, 2004
    • 1 reply
    • 2.1k views
    • 
    • WDIK
    • October 27, 2004

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

    By steve-o, October 26, 2004
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • October 26, 2004

16. Schedule A information. Automatic or on request

    By Guest ak, October 24, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 24, 2004

17. Schedule P- Deceased trustee

    By jquazza, October 13, 2004
    • 4 replies
    • 1.3k views
    • 
    • Ron Snyder
    • October 19, 2004

18. Form 5500 extension

    By Lori Friedman, October 13, 2004
    • 2 replies
    • 2.3k views
    • 
    • AndyH
    • October 15, 2004

19. Comparative financials requirement for a large plan 5500 audit

    By Guest Sponias, October 7, 2004
    • 8 replies
    • 5.7k views
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    • bzorc
    • October 14, 2004

20. Prohibited Transaction on late employer contribution?

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

21. Qualified or adverse audit opinion

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

22. Form 5500 Schedule T inquiry

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

23. Schedule R filing required?

    By stephen, October 7, 2004
    • 8 replies
    • 1.8k views
    • 
    • Bird
    • October 12, 2004

24. Fees paid to an insurance company

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

25. Filing for 412(i) Plan

    By Guest pm01, October 11, 2004
    • 5 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • October 11, 2004

26. "Seven Brides for Seven Brothers"

    By Lori Friedman, October 10, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 11, 2004

27. Hurricane disaster relief 5500 filings

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

28. Welfare Benefit Plan - Combined Form 5500

    By Guest JimD-EBR, October 9, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 9, 2004

29. Non-qualifying Plan Assets

    By Guest LHart, October 6, 2004
    • 4 replies
    • 3.2k views
    • 
    • david rigby
    • October 7, 2004

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

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

31. Form 5500, Lines 6 and 7

    By steve-o, October 6, 2004
    • 3 replies
    • 1.6k views
    • 
    • steve-o
    • October 7, 2004

32. 5500 Schedule H - Money Market Mutual Funds

    By Guest mpark2, September 23, 2004
    • 6 replies
    • 5.2k views
    • 
    • Lori Friedman
    • October 6, 2004

33. Employee Count for VEBA

    By Archimage, September 30, 2004
    • 1 reply
    • 1.2k views
    • 
    • Ron Snyder
    • October 2, 2004

34. Schedule C requirements

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

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

    By Guest Moe Howard2, September 30, 2004
    • 7 replies
    • 17.5k views
    • 
    • Lame Duck
    • October 1, 2004

36. Schedule I - Late Deferral Payments

    By Guest revier, September 28, 2004
    • 2 replies
    • 1.5k views
    • 
    • Lori Friedman
    • September 30, 2004

37. Schedule H - Liabilities

    By fiona1, September 29, 2004
    • 5 replies
    • 1.6k views
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    • fiona1
    • September 29, 2004

38. Terminating a one-life Defined Benefit plan

    By Guest Carol the Writer, September 24, 2004
    • 2 replies
    • 1.1k views
    • 
    • jquazza
    • September 24, 2004

39. 5500 or EZ?

    By mming, September 22, 2004
    • 2 replies
    • 1.1k views
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    • Belgarath
    • September 24, 2004

40. Wanted - 2000 Form 5500 for reproduction.

    By Guest marieshebuski, September 22, 2004
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • September 24, 2004

41. Can I use "cash basis" on small plan's Form 5500 Sch I

    By Guest Moe Howard2, September 22, 2004
    • 3 replies
    • 1.5k views
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    • jquazza
    • September 22, 2004

42. Changing Plan ID Number On Form 5500

    By Guest EBBeginner, September 21, 2004
    • 1 reply
    • 2k views
    • 
    • WDIK
    • September 22, 2004

43. another sched T question

    By Guest quinn the car fixer, September 21, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 21, 2004

44. Schedule T for a cross tested plan

    By Guest revier, September 16, 2004
    • 2 replies
    • 992 views
    • 
    • jquazza
    • September 17, 2004

45. Form 5500-EZ filing

    By Guest pmetallic, September 16, 2004
    • 2 replies
    • 1.8k views
    • 
    • jquazza
    • September 17, 2004

46. 120 Day Mailing Requirement for Plans in Insurance Seperate Investment Accounts

    By Guest Frank Jackson, September 16, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 16, 2004

47. Extension opinions, please

    By doombuggy, September 1, 2004
    • 11 replies
    • 1.9k views
    • 
    • doombuggy
    • September 16, 2004

48. Changing plan, final report?

    By oriecat, September 14, 2004
    • 2 replies
    • 993 views
    • 
    • oriecat
    • September 14, 2004

49. 5500 Schedules for Unfunded/Insured Health Plans

    By DTH, September 13, 2004
    • 1 reply
    • 1.8k views
    • 
    • WDIK
    • September 13, 2004

50. Forgot to file an extension for form 5530

    By Guest revier, September 10, 2004
    • 7 replies
    • 2.7k views
    • 
    • WDIK
    • September 13, 2004