Form 5500

3,277 topics in this forum

1. Switching from large filing to small

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

2. ERISA Plan Number

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

3. Health & Welfare 5500 Filings

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

4. Master Trust and Brokerage accounts

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

5. Filing Electronically with EFAST

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

6. Ownership Change - New EIN

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

7. 5500 mailed w/o contribution being sent?

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

8. Schedule of Assets Held for Investment

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

9. Keogh 5500 extension

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

10. 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

11. 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

12. Insurance

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

13. Small Pension Plan Audit Waiver

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

14. Mortality Code For 94 GAR

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

15. Divorce and Form 5500-EZ

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

16. Defining Delinquency with Respect to DFVC Program

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

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

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

18. 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

19. ADP refunds - reporting on 5500

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

20. VDCP application

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

21. Frozen plan= Terminated plan?

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

22. Bond Question

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

23. 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
    • 997 views
    • 
    • gle3186
    • June 26, 2004

24. Additional Information for SAR

    By Guest meggie, June 18, 2004
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • July 18, 2005

25. Former Multiple Employer Plan

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

26. Late employee contributions question

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

27. EFAST2

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

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

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

29. Form 5500 Line 5

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

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

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

31. Schedule A - timing question

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

32. Schedule H, line 4j Reportable Transactions

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

33. 5500 Reporting when plan contract year changes

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

34. Schedule H Needed?

    By Guest akwallace, June 10, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 10, 2004

35. Inactive employees and 5500 participant count

    By Tinman, June 9, 2004
    • 5 replies
    • 3.4k views
    • 
    • david rigby
    • June 15, 2004

36. One Participant plan - participant count?

    By Guest Emiman, June 8, 2004
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • June 9, 2004

37. Does Sch SSA have to be given to participants when employer goes out of business?

    By Guest Moe Howard2, June 4, 2004
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • June 5, 2004

38. 5500 and Schedules for a 403(b) match plan

    By Guest richez, June 2, 2004
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • June 2, 2004

39. Pension Feature codes, Form 5500

    By Guest jusducki, June 2, 2004
    • 3 replies
    • 2.3k views
    • 
    • JanetM
    • June 2, 2004

40. Attachment to Line 4a

    By Guest Napilivillas, May 28, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 28, 2004

41. Schedule T

    By Lori Foresz, May 27, 2004
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • June 1, 2004

42. Self-Funded Dental welfare planIs an audit required?

    By oriecat, May 26, 2004
    • 4 replies
    • 1.2k views
    • 
    • oriecat
    • May 27, 2004

43. amended 5500 needs an amended audit report?

    By Guest lindamichals, May 26, 2004
    • 9 replies
    • 2.7k views
    • 
    • BeckyMiller
    • May 27, 2004

44. Summary Annual Report

    By Guest hitt24, May 26, 2004
    • 1 reply
    • 2.2k views
    • 
    • maverick
    • May 28, 2004

45. Reporting REIT assets

    By Guest phyphy, May 26, 2004
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 26, 2004

46. Qualifying Plan Assets

    By Guest MCarey1, May 25, 2004
    • 1 reply
    • 931 views
    • 
    • Guest
    • May 25, 2004

47. Can separate welfare plans file one Form 5500?

    By Guest benefitsdude6, May 20, 2004
    • 2 replies
    • 1k views
    • 
    • Guest
    • May 21, 2004

48. First Year of a DB Plan

    By Archimage, May 20, 2004
    • 1 reply
    • 955 views
    • 
    • rcline46
    • May 20, 2004

49. Schedule H, question 4a - late deposit of salary deferrals

    By BeckyMiller, May 19, 2004
    • 0 replies
    • 1.5k views
    • 
    • BeckyMiller
    • May 19, 2004

50. Summary Annual Report

    By Guest Hartnett123, May 18, 2004
    • 5 replies
    • 1.6k views
    • 
    • KJohnson
    • May 19, 2004