Form 5500

3,272 topics in this forum

1. Schedule R Question

   By Guest persie, August 27, 2008
   • 2 replies
   • 1.1k views
   • 
   • J Simmons
   • August 28, 2008

2. Schedule P- Who signs the schedule P when the plan is taken over mid year and the new trustee is a corporate trustee not an Individual any more?

   By Rai401k, April 30, 2004
   • 1 reply
   • 1.1k views
   • 
   • Mike Preston
   • May 2, 2004

3. Schedule B Mortality Code

   By Guest RichA, September 4, 2002
   • 1 reply
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • September 5, 2002

4. 5500 Participant Count - change to ineligible class

   By Guest Holly Foster, July 30, 2011
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • July 30, 2011

5. now what?

   By Tom Poje, September 13, 2011
   • 2 replies
   • 1.1k views
   • 
   • Tom Poje
   • September 14, 2011

6. 2009 5500ez

   By jkdoll2, April 14, 2010
   • 2 replies
   • 1.1k views
   • 
   • goldtpa
   • April 16, 2010

7. Going from a 5500 to a 5500 ez?

   By Guest chris4013, May 20, 2005
   • 1 reply
   • 1.1k views
   • 
   • wmyer
   • May 20, 2005

8. Aggressive DOL auditor wants to reject accountants audit

   By SheilaD, January 14, 2012
   • 3 replies
   • 1.1k views
   • 
   • Mike Preston
   • January 15, 2012

9. Annoyed thought: Auditors & prior 5500's

   By BG5150, November 22, 2021
   • 8 replies
   • 1.1k views
   • 
   • bzorc
   • November 29, 2021

10. Initial Year 5500-EZ

    By bzorc, January 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • imchipbrown
    • January 8, 2003

11. Form 5500

    By DTH, April 2, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 3, 2003

12. Characteristic Codes - Discontinued Benefit

    By Guest Dea, January 23, 2012
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 1, 2012

13. 5500

    By Guest LoloV, July 31, 2003
    • 2 replies
    • 1.1k views
    • 
    • Fredman
    • July 31, 2003

14. 5500 due on 10/15/03-- any more extensions available?

    By Guest 401KTPA, September 29, 2003
    • 2 replies
    • 1.1k views
    • 
    • E as in ERISA
    • September 30, 2003

15. When is CPA audit displayed on EFAST

    By Sully, October 19, 2022
    • 7 replies
    • 1.1k views
    • 
    • Sully
    • October 27, 2022

16. 5500EZ eligibility/missed return notice

    By Draper55, August 21, 2015
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • August 26, 2015

17. Here's a scary thought...

    By austin3515, October 8, 2010
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • October 8, 2010

18. Sch H - Prohibited Transaction ? Tranfer of assets to corp., then pay benefits

    By Guest Partly Cloudy, October 5, 2003
    • 5 replies
    • 1.1k views
    • 
    • david rigby
    • October 7, 2003

19. 2001 5500 - can EFAST form be completed by hand?

    By Cathy from Chicago, March 18, 2003
    • 1 reply
    • 1.1k views
    • 
    • jaemmons
    • March 20, 2003

20. Schedule SB

    By Guest Doogie61, August 16, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 16, 2010

21. Possible prohibited transaction

    By smokin, March 31, 2018   

    • form 5500
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • April 2, 2018

22. Participant Distribution of SAR Required for DVFC Program?

    By Guest cease, January 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • January 15, 2004

23. Multiuple Employer Plan

    By Guest IluvNewComp, September 29, 2009
    • 1 reply
    • 1.1k views
    • 
    • PensionPro
    • September 29, 2009

24. Included in Calculation of Assets?

    By BT, October 25, 2018
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • October 25, 2018

25. Sick & STD Plan

    By alexa, October 12, 2008
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • October 12, 2008

26. How many times can you amend Form 5500?

    By AdKu, August 30, 2018
    • 2 replies
    • 1.1k views
    • 
    • AdKu
    • September 5, 2018

27. Amended 5500 - where does it get mailed to?

    By doombuggy, January 6, 2005
    • 2 replies
    • 1.1k views
    • 
    • RCK
    • January 6, 2005

28. Wanted - 2000 Form 5500 for reproduction.

    By Guest marieshebuski, September 22, 2004
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • September 24, 2004

29. Merged plans and Schedule SSA

    By Lori Friedman, September 22, 2008
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • September 22, 2008

30. Sungard Relius IFile

    By Andy the Actuary, July 15, 2013
    • 0 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • July 15, 2013

31. Form 5500, Schedule T, line 4c(4)

    By Guest forum4, October 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • October 9, 2003

32. Audit needed?

    By bzorc, July 18, 2022
    • 9 replies
    • 1.1k views
    • 
    • bito'money
    • July 20, 2022

33. Wrong Form Filed

    By mming, April 8, 2022
    • 7 replies
    • 1.1k views
    • 
    • BG5150
    • April 12, 2022

34. Final Filing 5500-SF DB Plan

    By Lou S., October 9, 2014
    • 1 reply
    • 1.1k views
    • 
    • My 2 cents
    • October 9, 2014

35. Filing requirement?

    By Guest Tbrown, March 11, 2004
    • 2 replies
    • 1.1k views
    • 
    • jquazza
    • March 18, 2004

36. Form 5500 Schedule C Service Codes

    By TPABob, July 19, 2022
    • 1 reply
    • 1.1k views
    • 
    • ERISAGal
    • July 20, 2022

37. Line 38 of Schedule SB

    By david rigby, May 2, 2012
    • 1 reply
    • 1.1k views
    • 
    • chc93
    • May 2, 2012

38. Schedule A Insurance Contract

    By Dazednconfused, April 19, 2012
    • 0 replies
    • 1.1k views
    • 
    • Dazednconfused
    • April 19, 2012

39. Summary Annual Report

    By Guest rachd, August 5, 2003
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • August 5, 2003

40. 2-week Short Plan Year (Final)

    By Guest Fourohonekay, July 1, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 1, 2003

41. Form 5500-SF for partners only plan

    By cpc0506, July 21, 2015
    • 6 replies
    • 1.1k views
    • 
    • chc93
    • July 21, 2015

42. DFVC Program

    By jkharvey, January 26, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • January 26, 2004

43. Which 5500 form year to use?

    By Guest Julie Woulfe, April 6, 2004
    • 3 replies
    • 1.1k views
    • 
    • Archimage
    • April 6, 2004

44. Switch to 5500 EZ?

    By Dougsbpc, April 11, 2012
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • April 11, 2012

45. How many filing years should be amended?

    By Guest JB2, September 13, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 13, 2002

46. additional extensions for Katrina

    By Guest JMAC, September 27, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 27, 2006

47. Missing Trustee on Schedule P

    By Guest BostonBay, July 16, 2005
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • July 16, 2005

48. Docusign

    By thepensionmaven, May 21
    • 1 reply
    • 1.1k views
    • 
    • BG5150
    • May 21

49. Reporting Unmade Safe Harbor Contribution

    By Guest MS TPA, January 20, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 20, 2011

50. Schedule H and Conversion Balances

    By pitkofsky, November 17, 2016
    • 4 replies
    • 1.1k views
    • 
    • pitkofsky
    • November 19, 2016