Form 5500

3,281 topics in this forum

1. Former Multiple Employer Plan

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

2. 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

3. 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

4. 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

5. 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

6. Inactive employees and 5500 participant count

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

7. 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

8. Schedule A - timing question

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

9. 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

10. Small plan audits

    By pbarrett, August 12, 2003
    • 13 replies
    • 2.3k views
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    • Guest
    • June 10, 2004

11. Schedule H Needed?

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

12. One Participant plan - participant count?

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

13. 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
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    • Guest
    • June 5, 2004

14. 5500 and Schedules for a 403(b) match plan

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

15. Pension Feature codes, Form 5500

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

16. Schedule T

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

17. Summary Annual Report

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

18. Attachment to Line 4a

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

19. amended 5500 needs an amended audit report?

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

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

    By oriecat, May 26, 2004
    • 4 replies
    • 1.3k views
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    • oriecat
    • May 27, 2004

21. Reporting REIT assets

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

22. Qualifying Plan Assets

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

23. Can separate welfare plans file one Form 5500?

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

24. First Year of a DB Plan

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

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

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

26. Summary Annual Report

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

27. Reporting Loans on Schedule I

    By Guest MCarey1, May 12, 2004
    • 5 replies
    • 1.5k views
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    • Guest
    • May 19, 2004

28. Delinquent Forms 5500

    By Guest Trirod, May 13, 2004
    • 1 reply
    • 1.2k views
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    • WDIK
    • May 13, 2004

29. Reporting PS Contribution on Sched. I and 5500

    By Guest BarryK, May 13, 2004
    • 3 replies
    • 1k views
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    • Blinky the 3-eyed Fish
    • May 13, 2004

30. SHORT PLAN YEAR!

    By Jilliandiz, May 7, 2004
    • 3 replies
    • 1.9k views
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    • Guest
    • May 12, 2004

31. Attachment to Schedule A

    By Guest cynthiar, May 12, 2004
    • 2 replies
    • 1k views
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    • Blinky the 3-eyed Fish
    • May 12, 2004

32. Schedule T and statutory exclusions

    By Guest RBlaine, May 10, 2004
    • 1 reply
    • 1.4k views
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    • Archimage
    • May 10, 2004

33. amended 5500 - employer/sponsor recently moved

    By doombuggy, May 6, 2004
    • 1 reply
    • 1k views
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    • doombuggy
    • May 7, 2004

34. Amending a 5500 for a plan year ending 6/30/2001 and 6/30/2002

    By Guest jazmyn, April 29, 2004
    • 2 replies
    • 1k views
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    • Guest
    • May 6, 2004

35. Is a 5500 required (small self-insured medical plan that receives employee contributions).

    By Moe Howard, May 6, 2004
    • 4 replies
    • 1.8k views
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    • Guest
    • May 6, 2004

36. Loan reporting on accompanying schedules for Form 5500

    By Guest tcurtisashley, May 5, 2004
    • 0 replies
    • 1k views
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    • Guest
    • May 5, 2004

37. Amended 5500 EZ- attach extension?

    By Guest rachd, April 27, 2004
    • 3 replies
    • 1.3k views
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    • RCK
    • May 4, 2004

38. Large plan vs small plan filing

    By Guest susa, May 3, 2004
    • 2 replies
    • 2k views
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    • Theresa Lynn
    • May 4, 2004

39. Multiple Form 5500s historically filed for single qualified plan

    By billfgrady, October 2, 2003
    • 3 replies
    • 1.8k views
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    • Lynn Campbell
    • May 3, 2004

40. Prior 5500 filer, now qualifies for ez....

    By Guest jusducki, May 3, 2004
    • 2 replies
    • 1.2k views
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    • Guest
    • May 3, 2004

41. Auditors Report Required?

    By kmciver, April 28, 2004
    • 1 reply
    • 1.1k views
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    • Guest
    • May 3, 2004

42. 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
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    • Mike Preston
    • May 2, 2004

43. Schedule I; 4e Fidelity Bond Question

    By Guest spanarkle, April 7, 2004
    • 3 replies
    • 1.4k views
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    • Earl
    • May 2, 2004

44. Change of Plan Sponsor - Filing Extension

    By oriecat, April 27, 2004
    • 0 replies
    • 1.6k views
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    • oriecat
    • April 27, 2004

45. Is a VEBA that is set up as a medical expense reimbursement plan required to file a 5500?

    By katieinny, April 21, 2004
    • 4 replies
    • 1.5k views
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    • Guest
    • April 22, 2004

46. No auditor's report was filed with 5500 and Schedule H

    By Guest jharrel, April 19, 2004
    • 4 replies
    • 2.2k views
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    • Guest
    • April 20, 2004

47. DFE GIA Filer

    By Guest cease, April 19, 2004
    • 0 replies
    • 1.6k views
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    • Guest
    • April 19, 2004

48. Schedule Ts, Multiple Employer Plan

    By pmacduff, February 11, 2004
    • 12 replies
    • 2.1k views
    • 
    • Guest
    • April 16, 2004

49. Participant Count Question

    By Guest rachd, April 13, 2004
    • 1 reply
    • 1.3k views
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    • WDIK
    • April 13, 2004

50. How to complete form 5500-EZ for 2003 after GUST amendment

    By Guest dgoldie, April 13, 2004
    • 2 replies
    • 1.8k views
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    • Blinky the 3-eyed Fish
    • April 13, 2004