Form 5500

3,272 topics in this forum

1. Small plan audits

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

2. Schedule H Needed?

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

3. One Participant plan - participant count?

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

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

   By Guest Moe Howard2, June 4, 2004
   • 4 replies
   • 1k views
   • 
   • Guest
   • June 5, 2004

5. 5500 and Schedules for a 403(b) match plan

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

6. Pension Feature codes, Form 5500

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

7. Schedule T

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

8. Summary Annual Report

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

9. Attachment to Line 4a

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

10. amended 5500 needs an amended audit report?

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

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

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

12. Reporting REIT assets

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

13. Qualifying Plan Assets

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

14. Can separate welfare plans file one Form 5500?

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

15. First Year of a DB Plan

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

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

    By BeckyMiller, May 19, 2004
    • 0 replies
    • 1.4k views
    • 
    • BeckyMiller
    • May 19, 2004

17. Summary Annual Report

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

18. Reporting Loans on Schedule I

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

19. Delinquent Forms 5500

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

20. Reporting PS Contribution on Sched. I and 5500

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

21. SHORT PLAN YEAR!

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

22. Attachment to Schedule A

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

23. Schedule T and statutory exclusions

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

24. amended 5500 - employer/sponsor recently moved

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

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

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

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

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

27. Loan reporting on accompanying schedules for Form 5500

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

28. Amended 5500 EZ- attach extension?

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

29. Large plan vs small plan filing

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

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

    By billfgrady, October 2, 2003
    • 3 replies
    • 1.7k views
    • 
    • Lynn Campbell
    • May 3, 2004

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

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

32. Auditors Report Required?

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

33. 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

34. Schedule I; 4e Fidelity Bond Question

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

35. Change of Plan Sponsor - Filing Extension

    By oriecat, April 27, 2004
    • 0 replies
    • 1.5k views
    • 
    • oriecat
    • April 27, 2004

36. 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
    • 
    • Guest
    • April 22, 2004

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

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

38. DFE GIA Filer

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

39. Schedule Ts, Multiple Employer Plan

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

40. Participant Count Question

    By Guest rachd, April 13, 2004
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • April 13, 2004

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

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

42. Coverage Question

    By Gilmore, April 9, 2004
    • 2 replies
    • 1.2k views
    • 
    • Gilmore
    • April 12, 2004

43. Form 5500-EZ

    By Lori Foresz, April 9, 2004
    • 2 replies
    • 1.2k views
    • 
    • Lame Duck
    • April 9, 2004

44. Final 5500 for merged MPP?

    By TBob, April 8, 2004
    • 3 replies
    • 1.1k views
    • 
    • WDIK
    • April 8, 2004

45. Schedule I & Forfeitures

    By Guest rachd, March 30, 2004
    • 5 replies
    • 2k views
    • 
    • Archimage
    • April 8, 2004

46. Which 5500 form year to use?

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

47. Schedule B - Line 2c - What is Implication if < 70%

    By Guest HarveyC, April 2, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 3, 2004

48. Form 5500 filing for medical reimbursement portion of 125 plan

    By Lori Foresz, March 31, 2004
    • 1 reply
    • 1.9k views
    • 
    • Lori Foresz
    • April 1, 2004

49. LLC plan able to file Form 5500-EZ?

    By joano, March 30, 2004
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • March 30, 2004

50. Auditor requires 5500 to release report?

    By Guest WilliamC, March 24, 2004
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 26, 2004