Form 5500

3,277 topics in this forum

1. Schedule A information. Automatic or on request

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

2. Schedule of Reportable Transactions necessary?

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

3. Prohibited Transaction on late employer contribution?

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

4. Form 5500 extension

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

5. Schedule P- Deceased trustee

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

6. Form 5500 Schedule T inquiry

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

7. Fees paid to an insurance company

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

8. Filing for 412(i) Plan

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

9. Qualified or adverse audit opinion

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

10. Hurricane disaster relief 5500 filings

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

11. "Seven Brides for Seven Brothers"

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

12. Welfare Benefit Plan - Combined Form 5500

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

13. Comparative financials requirement for a large plan 5500 audit

    By Guest Sponias, October 7, 2004
    • 8 replies
    • 5.8k views
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    • bzorc
    • October 14, 2004

14. Schedule R filing required?

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

15. Form 5500, Lines 6 and 7

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

16. Non-qualifying Plan Assets

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

17. Schedule C requirements

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

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

    By Guest Moe Howard2, September 30, 2004
    • 7 replies
    • 17.6k views
    • 
    • Lame Duck
    • October 1, 2004

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

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

20. Employee Count for VEBA

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

21. Schedule H - Liabilities

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

22. Schedule I - Late Deferral Payments

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

23. Terminating a one-life Defined Benefit plan

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

24. 5500 Schedule H - Money Market Mutual Funds

    By Guest mpark2, September 23, 2004
    • 6 replies
    • 5.3k views
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    • Lori Friedman
    • October 6, 2004

25. 5500 or EZ?

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

26. 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

27. Wanted - 2000 Form 5500 for reproduction.

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

28. Changing Plan ID Number On Form 5500

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

29. another sched T question

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

30. 120 Day Mailing Requirement for Plans in Insurance Seperate Investment Accounts

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

31. Form 5500-EZ filing

    By Guest pmetallic, September 16, 2004
    • 2 replies
    • 1.9k views
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    • jquazza
    • September 17, 2004

32. Schedule T for a cross tested plan

    By Guest revier, September 16, 2004
    • 2 replies
    • 1k views
    • 
    • jquazza
    • September 17, 2004

33. Form 5500-Fringe Benefit

    By Guest dsw713, September 16, 2004
    • 4 replies
    • 3.3k views
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    • J Simmons
    • June 26, 2009

34. Changing plan, final report?

    By oriecat, September 14, 2004
    • 2 replies
    • 1k views
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    • oriecat
    • September 14, 2004

35. 5500 Schedules for Unfunded/Insured Health Plans

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

36. Forgot to file an extension for form 5530

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

37. fORGOT TO FILE AN EXTENSION FOR FORM 5530

    By Guest revier, September 10, 2004
    • 0 replies
    • 940 views
    • 
    • Guest
    • September 10, 2004

38. EFAST Acknowledgement Files

    By DP, September 9, 2004
    • 0 replies
    • 910 views
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    • DP
    • September 9, 2004

39. Leap Year 5500

    By Guest mol, September 7, 2004
    • 1 reply
    • 1.7k views
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    • Blinky the 3-eyed Fish
    • September 7, 2004

40. Is a 5500 required?

    By Guest QKAcked Up, September 1, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 1, 2004

41. Extension opinions, please

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

42. failure to file audit report

    By k man, August 24, 2004
    • 1 reply
    • 1.3k views
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    • Guest
    • August 24, 2004

43. Overpayment of Distribution

    By Archimage, August 24, 2004
    • 6 replies
    • 1.7k views
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    • Bird
    • August 25, 2004

44. When filing amended 5500 Form OK to switch to 5500-EZ if eligible?

    By Lynn Campbell, August 23, 2004
    • 0 replies
    • 1k views
    • 
    • Lynn Campbell
    • August 23, 2004

45. Are these small welfare plans?

    By sloble@crowleyfleck.com, August 22, 2004
    • 0 replies
    • 1.2k views
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    • sloble@crowleyfleck.com
    • August 22, 2004

46. Relius 5500 - EFAST for a Fiscal Year Plan

    By Guest PAINPA, August 11, 2004
    • 2 replies
    • 2.3k views
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    • Guest
    • August 13, 2004

47. Audit type - limited scope or full scope to mark on Sch H if more than one investment platform that is subject to different audit requirements

    By legort69, August 10, 2004
    • 2 replies
    • 1.5k views
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    • Guest
    • August 11, 2004

48. Form SSA for Cash Balance Plan

    By Guest lisbetf, August 10, 2004
    • 1 reply
    • 1.2k views
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    • WDIK
    • August 17, 2004

49. Multiple Amendments to the 5500...

    By TBob, August 9, 2004
    • 0 replies
    • 1.1k views
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    • TBob
    • August 9, 2004

50. Form 5500 Schedule I Line 4 Questions - Value to report

    By mwyatt, August 9, 2004
    • 14 replies
    • 3.1k views
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    • AndyH
    • August 25, 2004