Form 5500

3,287 topics in this forum

1. Schedule I - Late Deferral Payments

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

2. Schedule H - Liabilities

   By fiona1, September 29, 2004
   • 5 replies
   • 1.8k views
   • 
   • fiona1
   • September 29, 2004

3. Terminating a one-life Defined Benefit plan

   By Guest Carol the Writer, September 24, 2004
   • 2 replies
   • 1.3k views
   • 
   • jquazza
   • September 24, 2004

4. 5500 or EZ?

   By mming, September 22, 2004
   • 2 replies
   • 1.3k views
   • 
   • Belgarath
   • September 24, 2004

5. Wanted - 2000 Form 5500 for reproduction.

   By Guest marieshebuski, September 22, 2004
   • 5 replies
   • 1.3k views
   • 
   • Guest
   • September 24, 2004

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

   By Guest Moe Howard2, September 22, 2004
   • 3 replies
   • 1.6k views
   • 
   • jquazza
   • September 22, 2004

7. Changing Plan ID Number On Form 5500

   By Guest EBBeginner, September 21, 2004
   • 1 reply
   • 2.2k views
   • 
   • WDIK
   • September 22, 2004

8. 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

9. Schedule T for a cross tested plan

   By Guest revier, September 16, 2004
   • 2 replies
   • 1.1k views
   • 
   • jquazza
   • September 17, 2004

10. Form 5500-EZ filing

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

11. 120 Day Mailing Requirement for Plans in Insurance Seperate Investment Accounts

    By Guest Frank Jackson, September 16, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 16, 2004

12. Extension opinions, please

    By doombuggy, September 1, 2004
    • 11 replies
    • 2.1k views
    • 
    • doombuggy
    • September 16, 2004

13. Changing plan, final report?

    By oriecat, September 14, 2004
    • 2 replies
    • 1.1k views
    • 
    • oriecat
    • September 14, 2004

14. 5500 Schedules for Unfunded/Insured Health Plans

    By DTH, September 13, 2004
    • 1 reply
    • 2k views
    • 
    • WDIK
    • September 13, 2004

15. Forgot to file an extension for form 5530

    By Guest revier, September 10, 2004
    • 7 replies
    • 2.9k views
    • 
    • WDIK
    • September 13, 2004

16. fORGOT TO FILE AN EXTENSION FOR FORM 5530

    By Guest revier, September 10, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • September 10, 2004

17. EFAST Acknowledgement Files

    By DP, September 9, 2004
    • 0 replies
    • 1.1k views
    • 
    • DP
    • September 9, 2004

18. Leap Year 5500

    By Guest mol, September 7, 2004
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • September 7, 2004

19. 5500-EZ line 10g - "net income received by the plan for the year&

    By Dave Baker, July 10, 2001
    • 5 replies
    • 2k views
    • 
    • Earl
    • September 1, 2004

20. Is a 5500 required?

    By Guest QKAcked Up, September 1, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • September 1, 2004

21. Schedule of Assets Held for Investment

    By Guest Jeff Underwood, July 22, 2004
    • 4 replies
    • 4.3k views
    • 
    • Guest
    • September 1, 2004

22. Trust Deeds

    By Lori Foresz, November 11, 2003
    • 8 replies
    • 2.8k views
    • 
    • Guest
    • August 28, 2004

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

    By mwyatt, August 9, 2004
    • 14 replies
    • 3.4k views
    • 
    • AndyH
    • August 25, 2004

24. Overpayment of Distribution

    By Archimage, August 24, 2004
    • 6 replies
    • 1.8k views
    • 
    • Bird
    • August 25, 2004

25. failure to file audit report

    By k man, August 24, 2004
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 24, 2004

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

    By Lynn Campbell, August 23, 2004
    • 0 replies
    • 1.1k views
    • 
    • Lynn Campbell
    • August 23, 2004

27. Are these small welfare plans?

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

28. Form SSA for Cash Balance Plan

    By Guest lisbetf, August 10, 2004
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • August 17, 2004

29. Relius 5500 - EFAST for a Fiscal Year Plan

    By Guest PAINPA, August 11, 2004
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • August 13, 2004

30. 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
    • 1.6k views
    • 
    • Guest
    • August 11, 2004

31. Master Trust and Brokerage accounts

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

32. Multiple Amendments to the 5500...

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

33. Switching from large filing to small

    By Guest Powers, August 3, 2004
    • 2 replies
    • 1.4k views
    • 
    • R. Butler
    • August 3, 2004

34. ERISA Plan Number

    By Guest akwallace, August 2, 2004
    • 1 reply
    • 5.6k views
    • 
    • WDIK
    • August 2, 2004

35. Health & Welfare 5500 Filings

    By Guest carmjoe, July 28, 2004
    • 2 replies
    • 1.5k views
    • 
    • Lori Friedman
    • July 30, 2004

36. Filing Electronically with EFAST

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

37. Ownership Change - New EIN

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

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

    By Guest 2stressed, July 19, 2004
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • July 26, 2004

39. 5500 mailed w/o contribution being sent?

    By Guest rachd, July 22, 2004
    • 1 reply
    • 1.2k views
    • 
    • Basically
    • July 22, 2004

40. ADP refunds - reporting on 5500

    By pmacduff, July 6, 2004
    • 7 replies
    • 4.5k views
    • 
    • Tom Poje
    • July 21, 2004

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

    By Guest welcomehome, July 20, 2004
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • July 21, 2004

42. Keogh 5500 extension

    By Guest Nautical, July 20, 2004
    • 1 reply
    • 1.8k views
    • 
    • wmyer
    • July 20, 2004

43. EFAST2

    By wmyer, June 17, 2004
    • 2 replies
    • 1.7k views
    • 
    • Theresa Lynn
    • July 19, 2004

44. Insurance

    By Guest Achilles, July 15, 2004
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 16, 2004

45. Small Pension Plan Audit Waiver

    By Guest MCarey1, July 12, 2004
    • 6 replies
    • 2.5k views
    • 
    • stephen
    • July 13, 2004

46. Defining Delinquency with Respect to DFVC Program

    By WDIK, July 8, 2004
    • 3 replies
    • 1.5k views
    • 
    • WDIK
    • July 13, 2004

47. Mortality Code For 94 GAR

    By Guest merlin, July 12, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 12, 2004

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

    By Guest JDVJr, July 7, 2004
    • 4 replies
    • 2.8k views
    • 
    • James Matt Ullakko
    • July 10, 2004

49. Divorce and Form 5500-EZ

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

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

    By Guest benefitsdude6, July 7, 2004
    • 2 replies
    • 1.8k views
    • 
    • KJohnson
    • July 7, 2004