Form 5500

3,286 topics in this forum

1. Schedule Q needed for 5307?

   By Archimage, December 11, 2003
   • 3 replies
   • 1.8k views
   • 
   • Mike Preston
   • December 12, 2003

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

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

3. Help for late extension filed?

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

4. Obligation to provide Schedule P for prior years

   By Guest Fishchick, December 2, 2003
   • 0 replies
   • 2.1k views
   • 
   • Guest
   • December 2, 2003

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

   By eilano, October 29, 2003
   • 4 replies
   • 15.2k views
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   • Ron Snyder
   • November 29, 2003

6. 5500 Schedules A and D for DFE?

   By Guest lvegas, November 24, 2003
   • 1 reply
   • 1.3k views
   • 
   • JohnCheek
   • November 26, 2003

7. Filing form 5500 for plans with zero assets

   By Guest Jane Freeman, November 17, 2003
   • 1 reply
   • 3.1k views
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   • RCK
   • November 25, 2003

8. Settlement income received after final 5500 filed

   By Guest LoloV, November 14, 2003
   • 2 replies
   • 2.2k views
   • 
   • Guest
   • November 17, 2003

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

   By Lori Foresz, November 14, 2003
   • 1 reply
   • 2.5k views
   • 
   • JohnCheek
   • November 16, 2003

10. Receivables

    By Guest pjb, November 14, 2003
    • 2 replies
    • 1.7k views
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    • Guest
    • November 14, 2003

11. Late filing of Form 5500

    By wsp, October 20, 2003
    • 8 replies
    • 5.3k views
    • 
    • Guest
    • November 7, 2003

12. Schedule P

    By Guest jalbee, July 11, 2002
    • 13 replies
    • 2.8k views
    • 
    • Guest
    • November 5, 2003

13. Easy Grid for H&W 5500 Reporting Requirements

    By Guest kingschamber, October 23, 2003
    • 2 replies
    • 1.4k views
    • 
    • Lori Foresz
    • October 31, 2003

14. Plan terminations...

    By Guest RONNIE WASEL, October 31, 2003
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • October 31, 2003

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

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

16. 2002 VERSION O.K.?

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

17. 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

18. Form 5500-EZ

    By Lori Foresz, October 21, 2003
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • October 22, 2003

19. Large Plan Filing - audit requirements

    By Guest nps, October 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • October 21, 2003

20. Faxed signature

    By Guest RONNIE WASEL, October 14, 2003
    • 7 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • October 15, 2003

21. 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
    • 936 views
    • 
    • Guest
    • October 14, 2003

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

    By Guest Kriso, October 14, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 14, 2003

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

    By MarZDoates, October 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • MarZDoates
    • October 13, 2003

24. Auditor or TPA responsibility?

    By Brenda Wren, July 31, 2003
    • 8 replies
    • 4.7k views
    • 
    • Guest
    • October 11, 2003

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

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

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

    By Guest forum4, October 9, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • October 9, 2003

27. Schedule C needed for change in Enrolled Actuary?

    By Guest HarveyC, October 7, 2003
    • 8 replies
    • 6.3k views
    • 
    • Guest
    • October 9, 2003

28. From Sole Proprietor to LLC, 5500 Issues

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

29. 5500 line 8

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

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

    By Guest Partly Cloudy, October 5, 2003
    • 5 replies
    • 1.2k views
    • 
    • david rigby
    • October 7, 2003

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

    By Guest Chaffee, October 2, 2003
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 3, 2003

32. Form 5500-EZ never required

    By Lori Foresz, October 1, 2003
    • 3 replies
    • 1.7k views
    • 
    • Lori Foresz
    • October 2, 2003

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

    By KateSmithPA, September 29, 2003
    • 4 replies
    • 1.3k views
    • 
    • Lynn Campbell
    • September 30, 2003

34. 5500 due on 10/15/03-- any more extensions available?

    By Guest 401KTPA, September 29, 2003
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • September 30, 2003

35. 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

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

    By Guest cease, September 24, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 29, 2003

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

    By Guest Carolyn Barnard, September 25, 2003
    • 6 replies
    • 1.9k views
    • 
    • GBurns
    • September 26, 2003

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

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

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

    By Guest Mike Schwing, September 24, 2003
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • September 24, 2003

40. 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
    • 
    • Tom Poje
    • September 24, 2003

41. 20% holdings question

    By Lori Foresz, September 18, 2003
    • 1 reply
    • 2.8k views
    • 
    • Archimage
    • September 18, 2003

42. DFVC Unavailable-What To Do?

    By Guest merlin, September 15, 2003
    • 3 replies
    • 1.3k views
    • 
    • Lynn Campbell
    • September 17, 2003

43. Large Plan now a small plan

    By Guest Rudy, September 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • Harwood
    • September 17, 2003

44. Audit required for terminated plan?

    By katieinny, September 17, 2003
    • 3 replies
    • 2k views
    • 
    • david rigby
    • September 17, 2003

45. Schedule D MTIA

    By Guest SherylKelly, September 17, 2003
    • 1 reply
    • 2k views
    • 
    • Guest
    • September 17, 2003

46. $100,000 Exemption for Multiple Plans

    By David MacLennan, September 16, 2003
    • 0 replies
    • 1.1k views
    • 
    • David MacLennan
    • September 16, 2003

47. Loan from Insurance Policy

    By Lori Foresz, September 12, 2003
    • 8 replies
    • 2k views
    • 
    • ljr
    • September 15, 2003

48. Small plan audit waiver

    By Belgarath, September 9, 2003
    • 7 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • September 15, 2003

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

    By Guest PLHart, September 12, 2003
    • 3 replies
    • 1.5k views
    • 
    • KJohnson
    • September 12, 2003

50. Schedule SSA

    By Guest DIGMYDOG, September 11, 2003
    • 4 replies
    • 1.1k views
    • 
    • WDIK
    • September 11, 2003