Form 5500

3,272 topics in this forum

1. SHORT PLAN YEAR!

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

2. amended 5500 - employer/sponsor recently moved

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

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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
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   • Guest
   • May 6, 2004

9. Auditors Report Required?

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

10. Change of Plan Sponsor - Filing Extension

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

11. Amended 5500 EZ- attach extension?

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

12. 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

13. 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

14. DFE GIA Filer

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

15. Participant Count Question

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

16. 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

17. Form 5500-EZ

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

18. Coverage Question

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

19. Final 5500 for merged MPP?

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

20. 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

21. Which 5500 form year to use?

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

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

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

23. 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

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

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

25. fees from IRS for never filing 5500

    By betheeg, March 30, 2004
    • 8 replies
    • 2.2k views
    • 
    • E as in ERISA
    • June 15, 2004

26. Schedule I & Forfeitures

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

27. Rounding

    By david rigby, March 26, 2004
    • 2 replies
    • 1.6k views
    • 
    • MGB
    • March 26, 2004

28. Defaulted Loans reporting.

    By jquazza, March 25, 2004
    • 0 replies
    • 1.4k views
    • 
    • jquazza
    • March 25, 2004

29. IRS Issues Penatly Notice for Late 5500 - If Plan Participates in DFVC, Is IRS Penalty Abated?

    By Guest rocnrols2, March 25, 2004
    • 5 replies
    • 2.4k views
    • 
    • Earl
    • June 3, 2005

30. 5500 Line 7b

    By doombuggy, March 25, 2004
    • 1 reply
    • 1.2k views
    • 
    • maverick
    • March 25, 2004

31. Auditor requires 5500 to release report?

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

32. Electronic availability of filed Form 5500?

    By Guest Labradane, March 23, 2004
    • 2 replies
    • 938 views
    • 
    • WDIK
    • March 23, 2004

33. Schedule A and commission information

    By Guest jvajj, March 12, 2004
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • August 13, 2008

34. What are you doing regarding late 5500s?

    By No Name, March 11, 2004
    • 4 replies
    • 1.3k views
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    • Belgarath
    • March 19, 2004

35. Filing requirement?

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

36. Schedule I line 4i-Does Money Market Account Count as a single security?

    By Guest spanarkle, March 4, 2004
    • 3 replies
    • 3.1k views
    • 
    • Archimage
    • March 19, 2004

37. Group Term Life Plan - is a 5500 required?

    By Effen, March 2, 2004
    • 5 replies
    • 4.4k views
    • 
    • Guest
    • March 3, 2004

38. Schedule H, Item 4i-Assets held for investment?

    By Guest Judy S, March 1, 2004
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • March 2, 2004

39. 5500 instructions

    By Tom Poje, February 27, 2004
    • 3 replies
    • 1.6k views
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    • jquazza
    • March 18, 2004

40. Overzealous 5500 auditor?

    By Guest Mike Spickard, February 25, 2004
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • February 28, 2004

41. Final 5500?

    By Guest rachd, February 12, 2004
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • February 28, 2004

42. Schedule Ts, Multiple Employer Plan

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

43. Internet website for looking up EIN's (other than freeerisa.com)?

    By maverick, February 11, 2004
    • 2 replies
    • 2.1k views
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    • Theresa Lynn
    • February 25, 2004

44. Trying to determine if 5500 was filed

    By Guest erisa15, February 10, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 10, 2004

45. No fidelity bond = No exemption?

    By Guest MarkN, February 5, 2004
    • 2 replies
    • 1.6k views
    • 
    • WDIK
    • February 5, 2004

46. Sale of Actuarial Firm signing Schedule Bs

    By Guest meggie, February 5, 2004
    • 2 replies
    • 1.4k views
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    • Kirk Maldonado
    • February 5, 2004

47. How to report Sched A insurance contract coverage if different from plan year

    By Guest marciab, February 4, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • February 4, 2004

48. 412(i) plans and Schedule B

    By Guest flyfisher, January 29, 2004
    • 6 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • February 2, 2004

49. DFVC Program

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

50. Sch H, Line 2i(2) -- Particpant Distribution Fee?

    By Jean, January 23, 2004
    • 0 replies
    • 999 views
    • 
    • Jean
    • January 23, 2004