Form 5500

3,281 topics in this forum

1. Changing Plan ID Number On Form 5500

   By Guest EBBeginner, September 21, 2004
   • 1 reply
   • 2.1k views
   • 
   • WDIK
   • September 22, 2004

2. 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

3. Schedule T for a cross tested plan

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

4. Form 5500-EZ filing

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

5. 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

6. Extension opinions, please

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

7. Changing plan, final report?

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

8. 5500 Schedules for Unfunded/Insured Health Plans

   By DTH, September 13, 2004
   • 1 reply
   • 1.9k views
   • 
   • WDIK
   • September 13, 2004

9. Forgot to file an extension for form 5530

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

10. fORGOT TO FILE AN EXTENSION FOR FORM 5530

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

11. EFAST Acknowledgement Files

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

12. Leap Year 5500

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

13. 5500-EZ line 10g - "net income received by the plan for the year&

    By Dave Baker, July 10, 2001
    • 5 replies
    • 1.9k views
    • 
    • Earl
    • September 1, 2004

14. Is a 5500 required?

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

15. Schedule of Assets Held for Investment

    By Guest Jeff Underwood, July 22, 2004
    • 4 replies
    • 4.1k views
    • 
    • Guest
    • September 1, 2004

16. Trust Deeds

    By Lori Foresz, November 11, 2003
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • August 28, 2004

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

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

18. Overpayment of Distribution

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

19. failure to file audit report

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

20. 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

21. Are these small welfare plans?

    By sloble@crowleyfleck.com, August 22, 2004
    • 0 replies
    • 1.3k views
    • 
    • sloble@crowleyfleck.com
    • August 22, 2004

22. Form SSA for Cash Balance Plan

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

23. Relius 5500 - EFAST for a Fiscal Year Plan

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

24. 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
    • 
    • Guest
    • August 11, 2004

25. Master Trust and Brokerage accounts

    By Guest LuannJ, July 27, 2004
    • 1 reply
    • 1.3k views
    • 
    • jquazza
    • August 10, 2004

26. Multiple Amendments to the 5500...

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

27. Switching from large filing to small

    By Guest Powers, August 3, 2004
    • 2 replies
    • 1.3k views
    • 
    • R. Butler
    • August 3, 2004

28. ERISA Plan Number

    By Guest akwallace, August 2, 2004
    • 1 reply
    • 5.3k views
    • 
    • WDIK
    • August 2, 2004

29. Health & Welfare 5500 Filings

    By Guest carmjoe, July 28, 2004
    • 2 replies
    • 1.4k views
    • 
    • Lori Friedman
    • July 30, 2004

30. Filing Electronically with EFAST

    By DP, July 27, 2004
    • 1 reply
    • 945 views
    • 
    • Guest
    • July 27, 2004

31. Ownership Change - New EIN

    By MBCarey, July 23, 2004
    • 2 replies
    • 1.5k views
    • 
    • MBCarey
    • July 27, 2004

32. Pension benefits codes (5500 Q8a) -- Profit Sharing Plan w/412(i)

    By Guest 2stressed, July 19, 2004
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • July 26, 2004

33. 5500 mailed w/o contribution being sent?

    By Guest rachd, July 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • K-t-F
    • July 22, 2004

34. ADP refunds - reporting on 5500

    By pmacduff, July 6, 2004
    • 7 replies
    • 4.2k views
    • 
    • Tom Poje
    • July 21, 2004

35. Help with Sch H - line 3 - is auditor opinion necessary?

    By Guest welcomehome, July 20, 2004
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 21, 2004

36. Keogh 5500 extension

    By Guest Nautical, July 20, 2004
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • July 20, 2004

37. EFAST2

    By wmyer, June 17, 2004
    • 2 replies
    • 1.6k views
    • 
    • Theresa Lynn
    • July 19, 2004

38. Insurance

    By Guest Achilles, July 15, 2004
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 16, 2004

39. Small Pension Plan Audit Waiver

    By Guest MCarey1, July 12, 2004
    • 6 replies
    • 2.3k views
    • 
    • stephen
    • July 13, 2004

40. Defining Delinquency with Respect to DFVC Program

    By WDIK, July 8, 2004
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • July 13, 2004

41. Mortality Code For 94 GAR

    By Guest merlin, July 12, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 12, 2004

42. Timing of 5500 filing, Form 1120 filing and date of contribution

    By Guest JDVJr, July 7, 2004
    • 4 replies
    • 2.6k views
    • 
    • James Matt Ullakko
    • July 10, 2004

43. Divorce and Form 5500-EZ

    By bzorc, July 9, 2004
    • 3 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • July 9, 2004

44. Supplemental group life, ltd and dependent life 5500 question.

    By Guest benefitsdude6, July 7, 2004
    • 2 replies
    • 1.7k views
    • 
    • KJohnson
    • July 7, 2004

45. VDCP application

    By Guest Laura Browne, July 6, 2004
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • July 6, 2004

46. Frozen plan= Terminated plan?

    By Guest LVanSteeter, June 30, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 30, 2004

47. Bond Question

    By bzorc, June 29, 2004
    • 0 replies
    • 1k views
    • 
    • bzorc
    • June 29, 2004

48. Schedule SSA--in a db plan scenario, how should (or should they) the beneficiaries of deceased participants be reported?

    By gle3186, June 26, 2004
    • 0 replies
    • 1k views
    • 
    • gle3186
    • June 26, 2004

49. Bonding with a Bank Trustee

    By Earl, April 1, 2003
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • June 24, 2004

50. Late employee contributions question

    By Guest LVanSteeter, June 17, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • June 18, 2004