Form 5500

3,272 topics in this forum

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

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

2. 2002 VERSION O.K.?

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

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

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

4. Form 5500-EZ

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

5. Large Plan Filing - audit requirements

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

6. 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

7. 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
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   • Guest
   • October 14, 2003

8. 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

9. 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

10. Auditor or TPA responsibility?

    By Brenda Wren, July 31, 2003
    • 8 replies
    • 4.3k views
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    • Guest
    • October 11, 2003

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

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

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

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

13. 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

14. 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

15. 5500 line 8

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

16. 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

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

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

18. Form 5500-EZ never required

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

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

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

20. 5500 due on 10/15/03-- any more extensions available?

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

21. 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
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    • pmacduff
    • September 30, 2003

22. Termination of multiemployer plan; where to report on Form 5500 the asset reversion to the employers?

    By Guest cease, September 24, 2003
    • 2 replies
    • 1.3k views
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    • Guest
    • September 29, 2003

23. Help with Multi-Employer VEBA filing...

    By Guest Carolyn Barnard, September 25, 2003
    • 6 replies
    • 1.8k views
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    • GBurns
    • September 26, 2003

24. What is the 5500 filing deadline for nonprofits on "extension"?

    By Guest HarveyC, September 25, 2003
    • 0 replies
    • 1.1k views
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    • Guest
    • September 25, 2003

25. How do I become enrolled to practice before the IRS?

    By Guest Mike Schwing, September 24, 2003
    • 3 replies
    • 2.7k views
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    • Guest
    • September 24, 2003

26. Schedule I for past 3 years shows beginning-of-year participant counts of 106, 109 and 114; trouble?

    By Guest joeplans, September 24, 2003
    • 2 replies
    • 1.2k views
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    • Tom Poje
    • September 24, 2003

27. 20% holdings question

    By Lori Foresz, September 18, 2003
    • 1 reply
    • 2.7k views
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    • Archimage
    • September 18, 2003

28. DFVC Unavailable-What To Do?

    By Guest merlin, September 15, 2003
    • 3 replies
    • 1.2k views
    • 
    • Lynn Campbell
    • September 17, 2003

29. Large Plan now a small plan

    By Guest Rudy, September 17, 2003
    • 1 reply
    • 1k views
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    • Harwood
    • September 17, 2003

30. Audit required for terminated plan?

    By katieinny, September 17, 2003
    • 3 replies
    • 1.9k views
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    • david rigby
    • September 17, 2003

31. Schedule D MTIA

    By Guest SherylKelly, September 17, 2003
    • 1 reply
    • 1.9k views
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    • Guest
    • September 17, 2003

32. $100,000 Exemption for Multiple Plans

    By David MacLennan, September 16, 2003
    • 0 replies
    • 1k views
    • 
    • David MacLennan
    • September 16, 2003

33. Loan from Insurance Policy

    By Lori Foresz, September 12, 2003
    • 8 replies
    • 1.8k views
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    • ljr
    • September 15, 2003

34. Small plan audit waiver

    By Belgarath, September 9, 2003
    • 7 replies
    • 1.8k views
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    • Blinky the 3-eyed Fish
    • September 15, 2003

35. HELP - NO TIME FOR AUDIT REQ.!!

    By Guest PLHart, September 12, 2003
    • 3 replies
    • 1.4k views
    • 
    • KJohnson
    • September 12, 2003

36. Schedule SSA

    By Guest DIGMYDOG, September 11, 2003
    • 4 replies
    • 1k views
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    • WDIK
    • September 11, 2003

37. Schedule R lines 4 & 6

    By Guest Alison Williams, August 10, 2001
    • 5 replies
    • 2.1k views
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    • Blinky the 3-eyed Fish
    • September 11, 2003

38. SAR for merging plans

    By Guest ElKH, September 8, 2003
    • 2 replies
    • 1.2k views
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    • Guest
    • September 9, 2003

39. Schedule R

    By Guest mcguzzetta, July 29, 2003
    • 8 replies
    • 1.9k views
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    • Theresa Lynn
    • September 5, 2003

40. DVFC

    By Guest cease, September 5, 2003
    • 0 replies
    • 1.4k views
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    • Guest
    • September 5, 2003

41. 1996 Form 5500

    By Guest cease, September 5, 2003
    • 3 replies
    • 998 views
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    • Harwood
    • September 5, 2003

42. Late 5500EZ

    By Guest RBlaine, September 3, 2003
    • 4 replies
    • 1.5k views
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    • WDIK
    • September 4, 2003

43. Summary Annual Report Distribution

    By Guest monti1, September 3, 2003
    • 1 reply
    • 8.8k views
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    • WDIK
    • September 4, 2003

44. Master Trust Reference Material

    By Guest BLF, September 3, 2003
    • 1 reply
    • 1.2k views
    • 
    • Theresa Lynn
    • September 4, 2003

45. Distribution of Annuity Contract

    By card, August 28, 2003
    • 1 reply
    • 1.9k views
    • 
    • WDIK
    • August 28, 2003

46. Calculation of DFVC Late filing Penalty

    By Guest PLHart, August 25, 2003
    • 3 replies
    • 2k views
    • 
    • Guest
    • August 27, 2003

47. Ins. Cash Value reported on the 5500

    By Guest nls, August 22, 2003
    • 11 replies
    • 2.6k views
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    • R. Butler
    • August 26, 2003

48. Finge Benefit Plan Count

    By Guest cease, August 25, 2003
    • 0 replies
    • 964 views
    • 
    • Guest
    • August 25, 2003

49. Current Value Cost Reporting

    By Gruegen, August 20, 2003
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 22, 2003

50. Schedule A for CCT

    By Guest nls, August 20, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 22, 2003