Form 5500

3,286 topics in this forum

1. Schedule R lines 4 & 6

   By Guest Alison Williams, August 10, 2001
   • 5 replies
   • 2.3k views
   • 
   • Blinky the 3-eyed Fish
   • September 11, 2003

2. SAR for merging plans

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

3. Schedule R

   By Guest mcguzzetta, July 29, 2003
   • 8 replies
   • 2.1k views
   • 
   • Theresa Lynn
   • September 5, 2003

4. DVFC

   By Guest cease, September 5, 2003
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • September 5, 2003

5. 1996 Form 5500

   By Guest cease, September 5, 2003
   • 3 replies
   • 1.1k views
   • 
   • Harwood
   • September 5, 2003

6. Late 5500EZ

   By Guest RBlaine, September 3, 2003
   • 4 replies
   • 1.6k views
   • 
   • WDIK
   • September 4, 2003

7. Summary Annual Report Distribution

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

8. Master Trust Reference Material

   By Guest BLF, September 3, 2003
   • 1 reply
   • 1.3k views
   • 
   • Theresa Lynn
   • September 4, 2003

9. Distribution of Annuity Contract

   By card, August 28, 2003
   • 1 reply
   • 2.1k views
   • 
   • WDIK
   • August 28, 2003

10. Calculation of DFVC Late filing Penalty

    By Guest PLHart, August 25, 2003
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • August 27, 2003

11. Ins. Cash Value reported on the 5500

    By Guest nls, August 22, 2003
    • 11 replies
    • 2.7k views
    • 
    • R. Butler
    • August 26, 2003

12. Finge Benefit Plan Count

    By Guest cease, August 25, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • August 25, 2003

13. Current Value Cost Reporting

    By Gruegen, August 20, 2003
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 22, 2003

14. Schedule A for CCT

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

15. 5500 required for MP/SEP over $100M

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

16. Request to waive all late filing fees?

    By John A, August 21, 2003
    • 0 replies
    • 1.3k views
    • 
    • John A
    • August 21, 2003

17. Schedule H / 5% Transactions

    By Guest ElKH, August 21, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 21, 2003

18. Schedule T

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

19. Schedule C

    By Guest carsonv, August 5, 2003
    • 2 replies
    • 1k views
    • 
    • Guest
    • August 19, 2003

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

    By Belgarath, August 7, 2003
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • August 19, 2003

21. Sch H 4j 5% figure

    By Guest Candybar, August 15, 2003
    • 2 replies
    • 1.4k views
    • 
    • R. Butler
    • August 18, 2003

22. Small Plan Audit Question

    By pbarrett, August 14, 2003
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • August 14, 2003

23. DFVC POST IRS PENALTY NOTICE

    By Guest draper, August 4, 2003
    • 4 replies
    • 1.7k views
    • 
    • mbozek
    • August 13, 2003

24. Schedule G Question

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

25. Summary Annual Report

    By Guest rachd, August 5, 2003
    • 1 reply
    • 1.2k views
    • 
    • Archimage
    • August 5, 2003

26. Oops, forgot to file for extension for 5500

    By Dave Baker, August 1, 2003
    • 4 replies
    • 3.6k views
    • 
    • maverick
    • August 1, 2003

27. Form 5500 Required

    By Guest cease, July 31, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 31, 2003

28. 5500

    By Guest LoloV, July 31, 2003
    • 2 replies
    • 1.2k views
    • 
    • Fredman
    • July 31, 2003

29. Terminated DB

    By Guest rachd, July 30, 2003
    • 3 replies
    • 1.3k views
    • 
    • mwyatt
    • July 31, 2003

30. Form 5558 - Who can sign?

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

31. Employer mailed 5500 without audit

    By Guest rachd, July 29, 2003
    • 7 replies
    • 1.3k views
    • 
    • E as in ERISA
    • July 30, 2003

32. Previously unrelated adopting ers now related

    By Kathy, July 30, 2003
    • 3 replies
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • July 30, 2003

33. 5558 filing

    By dmb, July 30, 2003
    • 1 reply
    • 1.2k views
    • 
    • BFree
    • July 30, 2003

34. 5500 required for sep employers of controlled goru

    By Guest moosegirl, July 29, 2003
    • 2 replies
    • 950 views
    • 
    • Guest
    • July 29, 2003

35. Address for 5558

    By Sully, July 28, 2003
    • 4 replies
    • 1.9k views
    • 
    • Sully
    • July 29, 2003

36. form 5500 filing guide

    By Guest mariecummiskey, July 29, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 29, 2003

37. EFAST Filing Problem

    By Guest tbowling, July 29, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 29, 2003

38. fringe benefit plans

    By Guest leon, July 17, 2003
    • 3 replies
    • 2.1k views
    • 
    • Theresa Lynn
    • July 28, 2003

39. Schedule A not filed- Info not complete

    By Guest rachd, July 25, 2003
    • 2 replies
    • 1.1k views
    • 
    • BFree
    • July 28, 2003

40. Amended 5500 for incorrect Schedule P's

    By RCK, July 23, 2003
    • 2 replies
    • 1.1k views
    • 
    • JohnCheek
    • July 26, 2003

41. SAR Participant Requesting Full Annual Report-

    By KJohnson, July 24, 2003
    • 5 replies
    • 3k views
    • 
    • JohnCheek
    • July 26, 2003

42. Schedule D

    By Guest rachd, July 25, 2003
    • 0 replies
    • 985 views
    • 
    • Guest
    • July 25, 2003

43. Sch. T

    By FJR, July 25, 2003
    • 0 replies
    • 906 views
    • 
    • FJR
    • July 25, 2003

44. Schedule D

    By Guest Alwaysthinking, July 25, 2003
    • 0 replies
    • 971 views
    • 
    • Guest
    • July 25, 2003

45. Insufficient Postage

    By Guest pjg, July 24, 2003
    • 1 reply
    • 1.1k views
    • 
    • Earl
    • July 24, 2003

46. Wrap-Around Plan

    By Guest AEA, July 23, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 23, 2003

47. Amending Form 5500s

    By Guest AEA, July 23, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 23, 2003

48. 5500 Schedule P

    By Guest jhilliard, July 23, 2003
    • 4 replies
    • 1.3k views
    • 
    • E as in ERISA
    • July 23, 2003

49. SAR Distribution

    By oriecat, July 2, 2003
    • 1 reply
    • 1.5k views
    • 
    • BFree
    • July 21, 2003

50. Definition of Master Trust?

    By Guest rachd, July 17, 2003
    • 1 reply
    • 2.3k views
    • 
    • WDIK
    • July 17, 2003