Form 5500

3,272 topics in this forum

1. Qualifying Plan Assets

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

2. Corporate Audit versus Plan Audit

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

3. 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

4. year 2000 form 5500ez on Web?

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

5. Modified accrual method required for self-employed?

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

6. 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
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   • Guest
   • January 13, 2004

7. SAR distribution

   By Guest paybdb, January 12, 2004
   • 1 reply
   • 2.5k views
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   • Belgarath
   • January 12, 2004

8. Participant Distribution of SAR Required for DVFC Program?

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

9. SAR required in final year?

   By Guest CCarter, December 30, 2003
   • 2 replies
   • 2.5k views
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   • Guest
   • January 9, 2004

10. 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
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    • Guest
    • December 30, 2003

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

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

12. Schedule Q needed for 5307?

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

13. 5500 or 5500ez?

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

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

    By Guest jusducki, December 10, 2003
    • 5 replies
    • 1.1k views
    • 
    • Belgarath
    • December 11, 2003

15. Help for late extension filed?

    By Guest RONNIE WASEL, December 3, 2003
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • December 5, 2003

16. Obligation to provide Schedule P for prior years

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

17. 5500 Schedules A and D for DFE?

    By Guest lvegas, November 24, 2003
    • 1 reply
    • 1.2k views
    • 
    • JohnCheek
    • November 26, 2003

18. Filing form 5500 for plans with zero assets

    By Guest Jane Freeman, November 17, 2003
    • 1 reply
    • 3k views
    • 
    • RCK
    • November 25, 2003

19. Receivables

    By Guest pjb, November 14, 2003
    • 2 replies
    • 1.6k views
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    • Guest
    • November 14, 2003

20. Settlement income received after final 5500 filed

    By Guest LoloV, November 14, 2003
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • November 17, 2003

21. What is an active participant in a welfare plan?

    By Lori Foresz, November 14, 2003
    • 1 reply
    • 2.4k views
    • 
    • JohnCheek
    • November 16, 2003

22. Trust Deeds

    By Lori Foresz, November 11, 2003
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • August 28, 2004

23. Plan terminations...

    By Guest RONNIE WASEL, October 31, 2003
    • 1 reply
    • 984 views
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    • WDIK
    • October 31, 2003

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

    By eilano, October 29, 2003
    • 4 replies
    • 14.4k views
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    • Ron Snyder
    • November 29, 2003

25. Easy Grid for H&W 5500 Reporting Requirements

    By Guest kingschamber, October 23, 2003
    • 2 replies
    • 1.3k views
    • 
    • Lori Foresz
    • October 31, 2003

26. DOL Letters for Not Completing Part II of Schedule B

    By Chester, October 22, 2003
    • 1 reply
    • 939 views
    • 
    • WDIK
    • October 22, 2003

27. 2002 VERSION O.K.?

    By Guest RONNIE WASEL, October 22, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 22, 2003

28. Form 5500-EZ

    By Lori Foresz, October 21, 2003
    • 3 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 22, 2003

29. Large Plan Filing - audit requirements

    By Guest nps, October 21, 2003
    • 1 reply
    • 990 views
    • 
    • WDIK
    • October 21, 2003

30. Late filing of Form 5500

    By wsp, October 20, 2003
    • 8 replies
    • 5.1k views
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    • Guest
    • November 7, 2003

31. Final 5500 - all assets distributed - are Schedules required to be filed

    By Guest B2Randolph, October 20, 2003
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • October 22, 2003

32. Insurance policy transferred out of MPP and into PSP during plan year. File Schedule A for MPP?

    By Guest amybu99, October 14, 2003
    • 0 replies
    • 875 views
    • 
    • Guest
    • October 14, 2003

33. Faxed signature

    By Guest RONNIE WASEL, October 14, 2003
    • 7 replies
    • 2.4k views
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    • Blinky the 3-eyed Fish
    • October 15, 2003

34. Schudele 5500 Schedle H line 4i assets held for investment

    By Guest Kriso, October 14, 2003
    • 2 replies
    • 1.2k views
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    • Guest
    • October 14, 2003

35. Schedule 5500 line 4j reportable transactions

    By Guest Kriso, October 14, 2003
    • 5 replies
    • 8.5k views
    • 
    • austin3515
    • July 6, 2017

36. Form 5500 - Schedule T Using prior year coverage data in case of merger/acquisition

    By MarZDoates, October 13, 2003
    • 1 reply
    • 981 views
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    • MarZDoates
    • October 13, 2003

37. Merger of PS and MP, Final 5500 needed?

    By Guest RONNIE WASEL, October 10, 2003
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • October 10, 2003

38. Form 5500, Schedule T, line 4c(4)

    By Guest forum4, October 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • October 9, 2003

39. Schedule C needed for change in Enrolled Actuary?

    By Guest HarveyC, October 7, 2003
    • 8 replies
    • 6k views
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    • Guest
    • October 9, 2003

40. From Sole Proprietor to LLC, 5500 Issues

    By Guest tgraham, October 7, 2003
    • 1 reply
    • 912 views
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    • R. Butler
    • October 7, 2003

41. 5500 line 8

    By Guest TAG, October 7, 2003
    • 2 replies
    • 1.7k views
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    • Guest
    • October 7, 2003

42. Sch H - Prohibited Transaction ? Tranfer of assets to corp., then pay benefits

    By Guest Partly Cloudy, October 5, 2003
    • 5 replies
    • 1.1k views
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    • david rigby
    • October 7, 2003

43. Multiple Form 5500s historically filed for single qualified plan

    By billfgrady, October 2, 2003
    • 3 replies
    • 1.7k views
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    • Lynn Campbell
    • May 3, 2004

44. Sched G & Sched - Line 4a & d - Late Remittance of employee contributions

    By Guest Chaffee, October 2, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 3, 2003

45. Can the assets held in participant-directed brokerage accounts be combined into a single asset on the financial statements as well as the Form 5500?

    By Lori Foresz, October 2, 2003
    • 6 replies
    • 3.8k views
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    • Guest
    • October 14, 2005

46. Form 5500-EZ never required

    By Lori Foresz, October 1, 2003
    • 3 replies
    • 1.6k views
    • 
    • Lori Foresz
    • October 2, 2003

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

    By Guest Kemily, September 30, 2003
    • 6 replies
    • 19.3k views
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    • jevd
    • January 13, 2004

48. Schedule H line 4i (assets held) attachment - how to determine the cost of assets if the assets are with a mutual fund company such as MFS?

    By Guest rachd, September 30, 2003
    • 1 reply
    • 2.6k views
    • 
    • pmacduff
    • September 30, 2003

49. Bond question; non-qualifying assets are more than 50% of total trust

    By KateSmithPA, September 29, 2003
    • 4 replies
    • 1.2k views
    • 
    • Lynn Campbell
    • September 30, 2003

50. 5500 due on 10/15/03-- any more extensions available?

    By Guest 401KTPA, September 29, 2003
    • 2 replies
    • 1.1k views
    • 
    • E as in ERISA
    • September 30, 2003