Form 5500

3,283 topics in this forum

1. Wanted - 2000 Form 5500 for reproduction.

   By Guest marieshebuski, September 22, 2004
   • 5 replies
   • 1.2k views
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   • Guest
   • September 24, 2004

2. 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

3. Changing Plan ID Number On Form 5500

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

4. 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

5. Schedule T for a cross tested plan

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

6. Form 5500-EZ filing

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

7. 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

8. Extension opinions, please

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

9. Changing plan, final report?

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

10. 5500 Schedules for Unfunded/Insured Health Plans

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

11. Forgot to file an extension for form 5530

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

12. fORGOT TO FILE AN EXTENSION FOR FORM 5530

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

13. EFAST Acknowledgement Files

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

14. 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

15. 5500-EZ line 10g - "net income received by the plan for the year&

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

16. Is a 5500 required?

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

17. Schedule of Assets Held for Investment

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

18. Trust Deeds

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

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

    By mwyatt, August 9, 2004
    • 14 replies
    • 3.2k views
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    • AndyH
    • August 25, 2004

20. Overpayment of Distribution

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

21. failure to file audit report

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

22. 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

23. Are these small welfare plans?

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

24. 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

25. 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

26. 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

27. Master Trust and Brokerage accounts

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

28. Multiple Amendments to the 5500...

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

29. Switching from large filing to small

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

30. ERISA Plan Number

    By Guest akwallace, August 2, 2004
    • 1 reply
    • 5.4k views
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    • WDIK
    • August 2, 2004

31. Health & Welfare 5500 Filings

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

32. Filing Electronically with EFAST

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

33. Ownership Change - New EIN

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

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

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

35. 5500 mailed w/o contribution being sent?

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

36. ADP refunds - reporting on 5500

    By pmacduff, July 6, 2004
    • 7 replies
    • 4.3k views
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    • Tom Poje
    • July 21, 2004

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

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

38. Keogh 5500 extension

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

39. EFAST2

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

40. Insurance

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

41. Small Pension Plan Audit Waiver

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

42. Defining Delinquency with Respect to DFVC Program

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

43. Mortality Code For 94 GAR

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

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

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

45. Divorce and Form 5500-EZ

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

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

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

47. VDCP application

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

48. Frozen plan= Terminated plan?

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

49. Bond Question

    By bzorc, June 29, 2004
    • 0 replies
    • 1.1k views
    • 
    • bzorc
    • June 29, 2004

50. 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
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    • gle3186
    • June 26, 2004