Form 5500

3,281 topics in this forum

1. Coverage Question

   By Gilmore, April 9, 2004
   • 2 replies
   • 1.3k views
   • 
   • Gilmore
   • April 12, 2004

2. Form 5500-EZ

   By Lori Foresz, April 9, 2004
   • 2 replies
   • 1.3k views
   • 
   • Lame Duck
   • April 9, 2004

3. Final 5500 for merged MPP?

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

4. Schedule I & Forfeitures

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

5. Which 5500 form year to use?

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

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

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

7. 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

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

   By joano, March 30, 2004
   • 4 replies
   • 2.8k views
   • 
   • Guest
   • March 30, 2004

9. Auditor requires 5500 to release report?

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

10. Rounding

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

11. Defaulted Loans reporting.

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

12. 5500 Line 7b

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

13. Electronic availability of filed Form 5500?

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

14. What are you doing regarding late 5500s?

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

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

    By Guest spanarkle, March 4, 2004
    • 3 replies
    • 3.2k views
    • 
    • Archimage
    • March 19, 2004

16. 5500 instructions

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

17. Sch. SSA

    By FJR, July 25, 2003
    • 7 replies
    • 1.8k views
    • 
    • jquazza
    • March 18, 2004

18. Filing requirement?

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

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

    By Effen, March 2, 2004
    • 5 replies
    • 4.6k views
    • 
    • Guest
    • March 3, 2004

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

    By Guest Judy S, March 1, 2004
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • March 2, 2004

21. Overzealous 5500 auditor?

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

22. Final 5500?

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

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

    By maverick, February 11, 2004
    • 2 replies
    • 2.2k views
    • 
    • Theresa Lynn
    • February 25, 2004

24. Corporate Audit versus Plan Audit

    By RCK, January 21, 2004
    • 5 replies
    • 2.3k views
    • 
    • BeckyMiller
    • February 13, 2004

25. Trying to determine if 5500 was filed

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

26. No fidelity bond = No exemption?

    By Guest MarkN, February 5, 2004
    • 2 replies
    • 1.7k views
    • 
    • WDIK
    • February 5, 2004

27. Sale of Actuarial Firm signing Schedule Bs

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

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

    By Guest marciab, February 4, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • February 4, 2004

29. 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

30. DFVC Program

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

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

    By Jean, January 23, 2004
    • 0 replies
    • 1k views
    • 
    • Jean
    • January 23, 2004

32. Qualifying Plan Assets

    By Lori Foresz, January 22, 2004
    • 0 replies
    • 1.3k views
    • 
    • Lori Foresz
    • January 22, 2004

33. Where do you get Form 5500 data for companies in your region?

    By Guest sclendaniel, January 21, 2004
    • 2 replies
    • 1.4k views
    • 
    • E as in ERISA
    • January 21, 2004

34. year 2000 form 5500ez on Web?

    By Guest eptcpa, January 21, 2004
    • 5 replies
    • 1.1k views
    • 
    • Theresa Lynn
    • January 21, 2004

35. Participant Distribution of SAR Required for DVFC Program?

    By Guest cease, January 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • January 15, 2004

36. Modified accrual method required for self-employed?

    By Belgarath, January 13, 2004
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • January 15, 2004

37. What are the penalties if an extension for filing a Form 5500 was not obtained?

    By Guest Kemily, September 30, 2003
    • 6 replies
    • 19.4k views
    • 
    • jevd
    • January 13, 2004

38. Is an Accountant's Opinion required for a funded welfare benefit plan with fewer than 100 participants?

    By Guest moosegirl, January 12, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 13, 2004

39. SAR distribution

    By Guest paybdb, January 12, 2004
    • 1 reply
    • 2.6k views
    • 
    • Belgarath
    • January 12, 2004

40. SAR required in final year?

    By Guest CCarter, December 30, 2003
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • January 9, 2004

41. 80-120 Participant Rule Question

    By Guest Powers, September 12, 2002
    • 11 replies
    • 11.9k views
    • 
    • BeckyMiller
    • January 6, 2004

42. When a 403(b) plan has an employer contribution added, does the pension code in Section 8 need to be changed?

    By MBCarey, December 30, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 30, 2003

43. Where to report plan name changes on the 2000 Form 5500 (if at all)?

    By Guest Stacie Barth, July 10, 2001
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • December 30, 2003

44. Is it true you dont have to file a 5500 for Cafeteria Plan anymore?

    By Jilliandiz, December 18, 2003
    • 2 replies
    • 1.2k views
    • 
    • R. Butler
    • December 18, 2003

45. 5500 or 5500ez?

    By Guest terid, December 10, 2003
    • 2 replies
    • 1.2k views
    • 
    • Lynn Campbell
    • December 15, 2003

46. Schedule Q needed for 5307?

    By Archimage, December 11, 2003
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • December 12, 2003

47. Copy of ERISA Bond required again for '03 filings?

    By Guest jusducki, December 10, 2003
    • 5 replies
    • 1.2k views
    • 
    • Belgarath
    • December 11, 2003

48. Help for late extension filed?

    By Guest RONNIE WASEL, December 3, 2003
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • December 5, 2003

49. Obligation to provide Schedule P for prior years

    By Guest Fishchick, December 2, 2003
    • 0 replies
    • 2k views
    • 
    • Guest
    • December 2, 2003

50. Exception for a non profit organization filing a Form 5500

    By eilano, October 29, 2003
    • 4 replies
    • 14.7k views
    • 
    • Ron Snyder
    • November 29, 2003