Form 5500

3,290 topics in this forum

1. 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
   • 1.4k views
   • 
   • Mike Preston
   • May 2, 2004

2. Schedule I; 4e Fidelity Bond Question

   By Guest spanarkle, April 7, 2004
   • 3 replies
   • 1.6k views
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   • Earl
   • May 2, 2004

3. Change of Plan Sponsor - Filing Extension

   By oriecat, April 27, 2004
   • 0 replies
   • 1.7k views
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   • oriecat
   • April 27, 2004

4. 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
   • 1.8k views
   • 
   • Guest
   • April 22, 2004

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

   By Guest jharrel, April 19, 2004
   • 4 replies
   • 2.4k views
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   • Guest
   • April 20, 2004

6. DFE GIA Filer

   By Guest cease, April 19, 2004
   • 0 replies
   • 1.8k views
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   • Guest
   • April 19, 2004

7. Schedule Ts, Multiple Employer Plan

   By pmacduff, February 11, 2004
   • 12 replies
   • 2.7k views
   • 
   • Guest
   • April 16, 2004

8. Participant Count Question

   By Guest rachd, April 13, 2004
   • 1 reply
   • 1.5k views
   • 
   • WDIK
   • April 13, 2004

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

   By Guest dgoldie, April 13, 2004
   • 2 replies
   • 2.1k views
   • 
   • Blinky the 3-eyed Fish
   • April 13, 2004

10. Coverage Question

    By Gilmore, April 9, 2004
    • 2 replies
    • 1.6k views
    • 
    • Gilmore
    • April 12, 2004

11. Form 5500-EZ

    By Lori Foresz, April 9, 2004
    • 2 replies
    • 1.4k views
    • 
    • Lame Duck
    • April 9, 2004

12. Final 5500 for merged MPP?

    By TBob, April 8, 2004
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • April 8, 2004

13. Schedule I & Forfeitures

    By Guest rachd, March 30, 2004
    • 5 replies
    • 2.2k views
    • 
    • Archimage
    • April 8, 2004

14. Which 5500 form year to use?

    By Guest Julie Woulfe, April 6, 2004
    • 3 replies
    • 1.4k views
    • 
    • Archimage
    • April 6, 2004

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

    By Guest HarveyC, April 2, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 3, 2004

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

    By Lori Foresz, March 31, 2004
    • 1 reply
    • 2.2k views
    • 
    • Lori Foresz
    • April 1, 2004

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

    By joano, March 30, 2004
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • March 30, 2004

18. Auditor requires 5500 to release report?

    By Guest WilliamC, March 24, 2004
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 26, 2004

19. Rounding

    By david rigby, March 26, 2004
    • 2 replies
    • 1.8k views
    • 
    • MGB
    • March 26, 2004

20. Defaulted Loans reporting.

    By jquazza, March 25, 2004
    • 0 replies
    • 1.6k views
    • 
    • jquazza
    • March 25, 2004

21. 5500 Line 7b

    By doombuggy, March 25, 2004
    • 1 reply
    • 1.5k views
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    • maverick
    • March 25, 2004

22. Electronic availability of filed Form 5500?

    By Guest Labradane, March 23, 2004
    • 2 replies
    • 1.2k views
    • 
    • WDIK
    • March 23, 2004

23. What are you doing regarding late 5500s?

    By No Name, March 11, 2004
    • 4 replies
    • 1.6k views
    • 
    • Belgarath
    • March 19, 2004

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

    By Guest spanarkle, March 4, 2004
    • 3 replies
    • 3.5k views
    • 
    • Archimage
    • March 19, 2004

25. 5500 instructions

    By Tom Poje, February 27, 2004
    • 3 replies
    • 1.9k views
    • 
    • jquazza
    • March 18, 2004

26. Sch. SSA

    By FJR, July 25, 2003
    • 7 replies
    • 2.2k views
    • 
    • jquazza
    • March 18, 2004

27. Filing requirement?

    By Guest Tbrown, March 11, 2004
    • 2 replies
    • 1.4k views
    • 
    • jquazza
    • March 18, 2004

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

    By Effen, March 2, 2004
    • 5 replies
    • 5.1k views
    • 
    • Guest
    • March 3, 2004

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

    By Guest Judy S, March 1, 2004
    • 2 replies
    • 4.3k views
    • 
    • Guest
    • March 2, 2004

30. Overzealous 5500 auditor?

    By Guest Mike Spickard, February 25, 2004
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • February 28, 2004

31. Final 5500?

    By Guest rachd, February 12, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 28, 2004

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

    By maverick, February 11, 2004
    • 2 replies
    • 2.5k views
    • 
    • Theresa Lynn
    • February 25, 2004

33. Corporate Audit versus Plan Audit

    By RCK, January 21, 2004
    • 5 replies
    • 2.6k views
    • 
    • BeckyMiller
    • February 13, 2004

34. Trying to determine if 5500 was filed

    By Guest erisa15, February 10, 2004
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 10, 2004

35. No fidelity bond = No exemption?

    By Guest MarkN, February 5, 2004
    • 2 replies
    • 1.8k views
    • 
    • WDIK
    • February 5, 2004

36. Sale of Actuarial Firm signing Schedule Bs

    By Guest meggie, February 5, 2004
    • 2 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • February 5, 2004

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

    By Guest marciab, February 4, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 4, 2004

38. 412(i) plans and Schedule B

    By Guest flyfisher, January 29, 2004
    • 6 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • February 2, 2004

39. DFVC Program

    By jkharvey, January 26, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 26, 2004

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

    By Jean, January 23, 2004
    • 0 replies
    • 1.2k views
    • 
    • Jean
    • January 23, 2004

41. Qualifying Plan Assets

    By Lori Foresz, January 22, 2004
    • 0 replies
    • 1.5k views
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    • Lori Foresz
    • January 22, 2004

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

    By Guest sclendaniel, January 21, 2004
    • 2 replies
    • 1.8k views
    • 
    • E as in ERISA
    • January 21, 2004

43. year 2000 form 5500ez on Web?

    By Guest eptcpa, January 21, 2004
    • 5 replies
    • 1.4k views
    • 
    • Theresa Lynn
    • January 21, 2004

44. Participant Distribution of SAR Required for DVFC Program?

    By Guest cease, January 9, 2004
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 15, 2004

45. Modified accrual method required for self-employed?

    By Belgarath, January 13, 2004
    • 2 replies
    • 1.5k views
    • 
    • Belgarath
    • January 15, 2004

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

    By Guest Kemily, September 30, 2003
    • 6 replies
    • 20k views
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    • jevd
    • January 13, 2004

47. 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
    • 1.2k views
    • 
    • Guest
    • January 13, 2004

48. SAR distribution

    By Guest paybdb, January 12, 2004
    • 1 reply
    • 2.8k views
    • 
    • Belgarath
    • January 12, 2004

49. SAR required in final year?

    By Guest CCarter, December 30, 2003
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • January 9, 2004

50. 80-120 Participant Rule Question

    By Guest Powers, September 12, 2002
    • 11 replies
    • 12.6k views
    • 
    • BeckyMiller
    • January 6, 2004