Form 5500

3,272 topics in this forum

1. fORGOT TO FILE AN EXTENSION FOR FORM 5530

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

2. EFAST Acknowledgement Files

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

3. 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

4. 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

5. Is a 5500 required?

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

6. Schedule of Assets Held for Investment

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

7. Trust Deeds

   By Lori Foresz, November 11, 2003
   • 8 replies
   • 2.6k views
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   • Guest
   • August 28, 2004

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

   By mwyatt, August 9, 2004
   • 14 replies
   • 3k views
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   • AndyH
   • August 25, 2004

9. Overpayment of Distribution

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

10. failure to file audit report

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

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

    By Lynn Campbell, August 23, 2004
    • 0 replies
    • 998 views
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    • Lynn Campbell
    • August 23, 2004

12. 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

13. 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

14. 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

15. 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

16. Master Trust and Brokerage accounts

    By Guest LuannJ, July 27, 2004
    • 1 reply
    • 1.2k views
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    • jquazza
    • August 10, 2004

17. Multiple Amendments to the 5500...

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

18. Switching from large filing to small

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

19. ERISA Plan Number

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

20. Health & Welfare 5500 Filings

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

21. Filing Electronically with EFAST

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

22. Ownership Change - New EIN

    By MBCarey, July 23, 2004
    • 2 replies
    • 1.4k views
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    • MBCarey
    • July 27, 2004

23. 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

24. 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

25. ADP refunds - reporting on 5500

    By pmacduff, July 6, 2004
    • 7 replies
    • 4.1k views
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    • Tom Poje
    • July 21, 2004

26. 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

27. Keogh 5500 extension

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

28. EFAST2

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

29. Insurance

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

30. Small Pension Plan Audit Waiver

    By Guest MCarey1, July 12, 2004
    • 6 replies
    • 2.2k views
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    • stephen
    • July 13, 2004

31. 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

32. Mortality Code For 94 GAR

    By Guest merlin, July 12, 2004
    • 0 replies
    • 993 views
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    • Guest
    • July 12, 2004

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

    By Guest JDVJr, July 7, 2004
    • 4 replies
    • 2.5k views
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    • James Matt Ullakko
    • July 10, 2004

34. Divorce and Form 5500-EZ

    By bzorc, July 9, 2004
    • 3 replies
    • 1.8k views
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    • Blinky the 3-eyed Fish
    • July 9, 2004

35. 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

36. VDCP application

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

37. Frozen plan= Terminated plan?

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

38. Bond Question

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

39. 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
    • 987 views
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    • gle3186
    • June 26, 2004

40. Bonding with a Bank Trustee

    By Earl, April 1, 2003
    • 4 replies
    • 1.7k views
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    • Guest
    • June 24, 2004

41. Late employee contributions question

    By Guest LVanSteeter, June 17, 2004
    • 3 replies
    • 1k views
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    • Guest
    • June 18, 2004

42. Former Multiple Employer Plan

    By Guest KMP, June 18, 2004
    • 0 replies
    • 970 views
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    • Guest
    • June 18, 2004

43. Large Plan/Small Plan - lines 6 and 7f on form 5500

    By Guest MJP, June 17, 2004
    • 2 replies
    • 1.3k views
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    • Archimage
    • June 17, 2004

44. Form 5500 Line 5

    By JButtrick, June 16, 2004
    • 5 replies
    • 2.3k views
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    • E as in ERISA
    • June 16, 2004

45. fees from IRS for never filing 5500

    By betheeg, March 30, 2004
    • 8 replies
    • 2.2k views
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    • E as in ERISA
    • June 15, 2004

46. Must a 457 Plan maintained by a tax-exempt organization file a Form 5500?

    By katieinny, June 15, 2004
    • 0 replies
    • 1.2k views
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    • katieinny
    • June 15, 2004

47. Inactive employees and 5500 participant count

    By Tinman, June 9, 2004
    • 5 replies
    • 3.3k views
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    • david rigby
    • June 15, 2004

48. 5500 Reporting when plan contract year changes

    By Guest dragonflier, June 14, 2004
    • 7 replies
    • 2.4k views
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    • Guest
    • June 15, 2004

49. Schedule A - timing question

    By Guest calcu, June 14, 2004
    • 0 replies
    • 887 views
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    • Guest
    • June 14, 2004

50. Schedule H, line 4j Reportable Transactions

    By Guest Kriso, June 14, 2004
    • 0 replies
    • 3.7k views
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    • Guest
    • June 14, 2004