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Form 5500

3,277 topics in this forum

  1. 5500 Schedules A and D for DFE?

    By Guest lvegas,
    • 1 reply
    • 1.2k views

  2. Credentials do not match signer's name

    By BG5150,
    • 1 reply
    • 484 views

  3. Form 5500 required for vision plan?

    By John A,
    • 1 reply
    • 1.9k views

  4. 2-week Short Plan Year (Final)

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

  5. Is Form 5500 required to be filed

    By jala,
    • 1 reply
    • 1k views

  6. Participant Count - Plan Spin-Off

    By KateSmithPA,
    • 1 reply
    • 1.9k views

  7. Amending a Large Plan Form 5500

    By bhodge113,
    • 1 reply
    • 737 views

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

    By Guest JimChad,
    • 1 reply
    • 1.8k views

  9. Schedule A

    By Lori Friedman,
    • 1 reply
    • 1.4k views

  10. 2008 Form 5500

    By Guest KennyH,
    • 1 reply
    • 1.7k views

  11. Participant Count - Retired or Separated Participant

    By MarZDoates,
    • 1 reply
    • 1.7k views

  12. Final Form 5500

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

  13. Form 5500

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

  14. Employee Count for VEBA

    By Archimage,
    • 1 reply
    • 1.2k views

  15. Schedule H

    By Guest padmin,
    • 1 reply
    • 1.6k views

  16. Form 5500-EZ late filings

    By Guest bernverd,
    • 1 reply
    • 982 views

  17. Contributions Receivable

    By Guest ELomotan,
    • 1 reply
    • 1.4k views

  18. Schedule R

    By Elizabeth Matthews,
    • 1 reply
    • 1k views

  19. 5500 to EZ

    By Guest duerlings,
    • 1 reply
    • 1.1k views

  20. 412(e) Plans

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

  21. nonqualified cash balance

    By k man,
    • 1 reply
    • 1.3k views

  22. ETFs in 401k - 5500 Reporting

    By 5500sorBust,
    • 1 reply
    • 1.1k views

  23. Experience-rated plans

    By Jane,
    • 1 reply
    • 872 views

  24. 5500EZ qualifications

    By Cathy from Chicago,
    • 1 reply
    • 918 views

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

    By dmwe,
    • 1 reply
    • 920 views

  26. 5500-EZ late filing

    By Just Tri,
    • 1 reply
    • 532 views

  27. 5500 Filing Relief / Hurricane Irene

    By austin3515,
    • 1 reply
    • 1.2k views

  28. Digital signature

    By Santo Gold,
    • 1 reply
    • 1.9k views

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

    By TPApril,
    • 1 reply
    • 441 views

  30. Amending 2008 Form 5500

    By Guest MbCarey,
    • 1 reply
    • 1.2k views

  31. change of sponsorship

    By thepensionmaven,
    • 1 reply
    • 785 views

  32. Which box to check? Single vs Multi

    By jmartin,
    • 1 reply
    • 701 views

  33. Welfare Plan: Single vs Multiple Employer Plan

    By TPApril,
    • 1 reply
    • 600 views

  34. Schedule T

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

  35. Entering the Schedule SB

    By Guest Mongee,
    • 1 reply
    • 996 views

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

    By John A,
    • 1 reply
    • 1.5k views

  37. New Address for filing 5558s

    By jquazza,
    • 1 reply
    • 1.4k views

  38. Filing Electronically with EFAST

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

  39. 5500 and three-year testing cycle

    By Guest ljsc,
    • 1 reply
    • 1.3k views

  40. date required on Form 5558

    By thepensionmaven,
    • 1 reply
    • 573 views

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

    By John A,
    • 1 reply
    • 1.8k views

  42. REIT on a 5500

    By austin3515,
    • 1 reply
    • 1.4k views

  43. Amended 5500EZ

    By EJS_TPA,
    • 1 reply
    • 1.8k views

  44. Plan name change - Welfare benefit plan

    By Lori Friedman,
    • 1 reply
    • 4.2k views

  45. SAR required for final 5500SF filing?

    By Cathy from Chicago,
    • 1 reply
    • 1.7k views

  46. Master Trust Reference Material

    By Guest BLF,
    • 1 reply
    • 1.2k views

  47. Form 5558 and SSA

    By Janice F,
    • 1 reply
    • 1.1k views

  48. 1.401(a)-11(g)

    By jpod,
    • 1 reply
    • 1.2k views

  49. Merged plans and Schedule SSA

    By Lori Friedman,
    • 1 reply
    • 1.1k views

  50. 5500 filed with incorrect/unrecognized electronic signature

    By 12AX7,
    • 1 reply
    • 927 views
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