Form 5500

3,277 topics in this forum

1. Form 5500-EZ never required

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

2. 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
   • 
   • jevd
   • January 13, 2004

3. 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

4. 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

5. 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

6. 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

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

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

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

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

9. 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
   • 
   • Guest
   • September 29, 2003

10. 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

11. 20% holdings question

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

12. Large Plan now a small plan

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

13. Audit required for terminated plan?

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

14. Schedule D MTIA

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

15. $100,000 Exemption for Multiple Plans

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

16. DFVC Unavailable-What To Do?

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

17. Loan from Insurance Policy

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

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

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

19. Schedule SSA

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

20. Small plan audit waiver

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

21. SAR for merging plans

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

22. DVFC

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

23. 1996 Form 5500

    By Guest cease, September 5, 2003
    • 3 replies
    • 1k views
    • 
    • Harwood
    • September 5, 2003

24. Summary Annual Report Distribution

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

25. Late 5500EZ

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

26. Master Trust Reference Material

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

27. Distribution of Annuity Contract

    By card, August 28, 2003
    • 1 reply
    • 2k views
    • 
    • WDIK
    • August 28, 2003

28. Calculation of DFVC Late filing Penalty

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

29. Finge Benefit Plan Count

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

30. Ins. Cash Value reported on the 5500

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

31. 5500 required for MP/SEP over $100M

    By Guest Lisa Karlin, August 21, 2003
    • 1 reply
    • 935 views
    • 
    • Lynn Campbell
    • August 21, 2003

32. Request to waive all late filing fees?

    By John A, August 21, 2003
    • 0 replies
    • 1.2k views
    • 
    • John A
    • August 21, 2003

33. Schedule H / 5% Transactions

    By Guest ElKH, August 21, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 21, 2003

34. Schedule A for CCT

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

35. Current Value Cost Reporting

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

36. Sch H 4j 5% figure

    By Guest Candybar, August 15, 2003
    • 2 replies
    • 1.3k views
    • 
    • R. Butler
    • August 18, 2003

37. Small Plan Audit Question

    By pbarrett, August 14, 2003
    • 1 reply
    • 1k views
    • 
    • WDIK
    • August 14, 2003

38. Small plan audits

    By pbarrett, August 12, 2003
    • 13 replies
    • 2.3k views
    • 
    • Guest
    • June 10, 2004

39. Schedule G Question

    By Guest TitusracerX, August 11, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 11, 2003

40. Schedule H, Line 3(a)(1)

    By Belgarath, August 7, 2003
    • 10 replies
    • 2k views
    • 
    • Guest
    • August 19, 2003

41. Summary Annual Report

    By Guest rachd, August 5, 2003
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • August 5, 2003

42. Schedule C

    By Guest carsonv, August 5, 2003
    • 2 replies
    • 985 views
    • 
    • Guest
    • August 19, 2003

43. Schedule T

    By Guest LVanSteeter, August 4, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 19, 2003

44. DFVC POST IRS PENALTY NOTICE

    By Guest draper, August 4, 2003
    • 4 replies
    • 1.6k views
    • 
    • mbozek
    • August 13, 2003

45. Oops, forgot to file for extension for 5500

    By Dave Baker, August 1, 2003
    • 4 replies
    • 3.4k views
    • 
    • maverick
    • August 1, 2003

46. Auditor or TPA responsibility?

    By Brenda Wren, July 31, 2003
    • 8 replies
    • 4.4k views
    • 
    • Guest
    • October 11, 2003

47. Form 5500 Required

    By Guest cease, July 31, 2003
    • 1 reply
    • 1k views
    • 
    • Guest
    • July 31, 2003

48. 5500

    By Guest LoloV, July 31, 2003
    • 2 replies
    • 1.1k views
    • 
    • Fredman
    • July 31, 2003

49. Terminated DB

    By Guest rachd, July 30, 2003
    • 3 replies
    • 1.2k views
    • 
    • mwyatt
    • July 31, 2003

50. Form 5558 - Who can sign?

    By Guest jhilliard, July 30, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 30, 2003