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Form 5500

3,281 topics in this forum

  1. Schedule of Reportable Transactions necessary?

    By Guest dmcmanus,
    • 1 reply
    • 2.2k views

  2. Schedule C - Brokerage Accounts

    By austin3515,
    • 1 reply
    • 1.2k views

  3. Lost Earnings on Schedule H

    By sam2012,   
    • 1 reply
    • 2.6k views

  4. Schedule C EIN #s for DFE

    By Guest MFROM,
    • 1 reply
    • 1.9k views

  5. 5500 Schedules A and D for DFE?

    By Guest lvegas,
    • 1 reply
    • 1.2k views

  6. Credentials do not match signer's name

    By BG5150,
    • 1 reply
    • 495 views

  7. Form 5500 required for vision plan?

    By John A,
    • 1 reply
    • 1.9k views

  8. 2-week Short Plan Year (Final)

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

  9. Is Form 5500 required to be filed

    By jala,
    • 1 reply
    • 1k views

  10. Participant Count - Plan Spin-Off

    By KateSmithPA,
    • 1 reply
    • 1.9k views

  11. Amending a Large Plan Form 5500

    By bhodge113,
    • 1 reply
    • 750 views

  12. Can a non officer, non owner manager sign 5500?

    By Guest JimChad,
    • 1 reply
    • 1.8k views

  13. Schedule A

    By Lori Friedman,
    • 1 reply
    • 1.4k views

  14. 2008 Form 5500

    By Guest KennyH,
    • 1 reply
    • 1.7k views

  15. Participant Count - Retired or Separated Participant

    By MarZDoates,
    • 1 reply
    • 1.7k views

  16. Final Form 5500

    By Guest Theresa Irvin,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  17. Form 5500

    By Guest Diane M. Stolz,
    • 1 reply
    • 1.2k views

  18. Employee Count for VEBA

    By Archimage,
    • 1 reply
    • 1.2k views

  19. Schedule H

    By Guest padmin,
    • 1 reply
    • 1.6k views

  20. Form 5500-EZ late filings

    By Guest bernverd,
    • 1 reply
    • 982 views

  21. Contributions Receivable

    By Guest ELomotan,
    • 1 reply
    • 1.4k views

  22. Schedule R

    By Elizabeth Matthews,
    • 1 reply
    • 1k views

  23. 5500 to EZ

    By Guest duerlings,
    • 1 reply
    • 1.1k views

  24. 412(e) Plans

    By jkdoll2,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  25. nonqualified cash balance

    By k man,
    • 1 reply
    • 1.3k views

  26. ETFs in 401k - 5500 Reporting

    By 5500sorBust,
    • 1 reply
    • 1.1k views

  27. Experience-rated plans

    By Jane,
    • 1 reply
    • 894 views

  28. 5500EZ qualifications

    By Cathy from Chicago,
    • 1 reply
    • 924 views

  29. Short Plan Year and $5000 Sched C Limit-Prorata?

    By dmwe,
    • 1 reply
    • 925 views

  30. 5500-EZ late filing

    By Just Tri,
    • 1 reply
    • 544 views

  31. 5500 Filing Relief / Hurricane Irene

    By austin3515,
    • 1 reply
    • 1.2k views

  32. Digital signature

    By Santo Gold,
    • 1 reply
    • 1.9k views

  33. H&W 5500 - Schedule A: full & short policy yrs in same plan yr

    By TPApril,
    • 1 reply
    • 455 views

  34. Amending 2008 Form 5500

    By Guest MbCarey,
    • 1 reply
    • 1.2k views

  35. change of sponsorship

    By thepensionmaven,
    • 1 reply
    • 787 views

  36. Which box to check? Single vs Multi

    By jmartin,
    • 1 reply
    • 718 views

  37. Welfare Plan: Single vs Multiple Employer Plan

    By TPApril,
    • 1 reply
    • 614 views

  38. Schedule T

    By MBCarey,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  39. Entering the Schedule SB

    By Guest Mongee,
    • 1 reply
    • 1k views

  40. Anything new or changed for 2000 forms and schedules?

    By John A,
    • 1 reply
    • 1.5k views

  41. New Address for filing 5558s

    By jquazza,
    • 1 reply
    • 1.4k views

  42. Filing Electronically with EFAST

    By DP,
    • 1 reply
    • 942 views
    • Guest
    • Guest

  43. 5500 and three-year testing cycle

    By Guest ljsc,
    • 1 reply
    • 1.4k views

  44. date required on Form 5558

    By thepensionmaven,
    • 1 reply
    • 583 views

  45. Schedule SSA for year of merger: past participants reported again?

    By John A,
    • 1 reply
    • 1.8k views

  46. REIT on a 5500

    By austin3515,
    • 1 reply
    • 1.4k views

  47. Amended 5500EZ

    By EJS_TPA,
    • 1 reply
    • 1.9k views

  48. Plan name change - Welfare benefit plan

    By Lori Friedman,
    • 1 reply
    • 4.2k views

  49. SAR required for final 5500SF filing?

    By Cathy from Chicago,
    • 1 reply
    • 1.8k views

  50. Master Trust Reference Material

    By Guest BLF,
    • 1 reply
    • 1.2k views
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