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Form 5500

3,281 topics in this forum

  1. Self-funded health plan

    By Guest Melissa Winslow,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  2. Insurance Subscriber

    By Guest holmenbt,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  3. Welfare Plan POP 5500

    By Guest Peggy806,
    • 1 reply
    • 1.5k views

  4. Form 5500 filing in year of merger

    By Guest Diane DuFresne,
    • 1 reply
    • 1.6k views

  5. Schedule D - DFE

    By Guest Sara H,
    • 1 reply
    • 1.7k views

  6. Schedule of Assets - Sch H, Line 4i

    By Alex Daisy,
    • 1 reply
    • 5.2k views

  7. Making some or all of the plan's data not public on EFAST2

    By ESOP Guy,
    • 1 reply
    • 1.3k views

  8. Schedule H - Line 4j

    By hunter001,
    • 1 reply
    • 5.4k views
    • Guest
    • Guest

  9. On Schedule H, If the auditors are preparing a limited scope audit, do

    By Guest MPITTS,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  10. Schedule R, Line 3

    By Lori Friedman,
    • 1 reply
    • 1.6k views

  11. VSP Schedule As for the Form 5500

    By 5500Nerd,   
    • 1 reply
    • 900 views

  12. Separate 5500s and Audit Required?

    By Guest jsga,
    • 1 reply
    • 1.7k views

  13. Form 5500

    By Guest Annette Leerhoff,
    • 1 reply
    • 1.1k views

  14. Extension filed for first year but no 5500 requirement

    By Trisports,
    • 1 reply
    • 1k views

  15. DFVCP - heads up contact?

    By TPApril,
    • 1 reply
    • 488 views

  16. Schedule H

    By helloobb,   
    • 1 reply
    • 1.7k views

  17. Schedule R participants with only receivables

    By Pat Crum,
    • 1 reply
    • 732 views

  18. Schedule SSA Filing Requirements for Partial Distributions

    By Beemer,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  19. EFAST or Mail - 2007 & 2008 Amended 5500's

    By David,
    • 1 reply
    • 982 views

  20. SAR for Welfare Plan

    By Guest erisa15,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  21. Loans and Schedule of Assets Held for Investment (Sch. H)

    By steve-o,
    • 1 reply
    • 1.5k views

  22. 5330 - PTIN required?

    By CJS07,
    • 1 reply
    • 1.8k views

  23. 8955-SSA

    By bevfair,
    • 1 reply
    • 992 views
    • Guest
    • Guest

  24. Summary Annual Report for 5500-EZ?

    By 5500sorBust,
    • 1 reply
    • 2k views

  25. Stable Value Fund and Schedule H

    By Guest jefe96,
    • 1 reply
    • 4.8k views
    • Guest
    • Guest

  26. Plan Characteristics

    By MBCarey,
    • 1 reply
    • 1.3k views

  27. 2012 PY 5500 needs to be amended

    By doombuggy,
    • 1 reply
    • 1.1k views

  28. DFVCP for earlier year

    By SSRRS,
    • 1 reply
    • 348 views

  29. Reporting of Life Insurance Policy??

    By chris,
    • 1 reply
    • 1.5k views

  30. New Plan, Short Plan Year, Need 5500?

    By Guest amybu99,
    • 1 reply
    • 1.1k views

  31. Schedule C-reimbursements to plan sponsor

    By Guest Dolores,
    • 1 reply
    • 2.1k views

  32. E Fast 2 verification

    By Tom Poje,
    • 1 reply
    • 1.4k views

  33. Form 5330

    By bzorc,
    • 1 reply
    • 903 views

  34. Form 5500 and Conversion From Single Employer to Multiple Employer Plan

    By Ananda,
    • 1 reply
    • 950 views

  35. 5500-EZ filing confirmation

    By Tom,
    • 1 reply
    • 493 views

  36. Final 2019 5500 large plan

    By Chippy,
    • 1 reply
    • 483 views

  37. When is schedule T required

    By Guest James Osterhaus,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  38. Schedule I, Line 4a attachment for late contributions

    By Guest vqualplan,
    • 1 reply
    • 2.4k views

  39. Form 5330 due date

    By rlb64,
    • 1 reply
    • 4.5k views

  40. Form 5330

    By Guest pension gofer,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  41. Sarbanes-Oxley and prep of SARs

    By Guest LAnderson,
    • 1 reply
    • 1.2k views

  42. 5500 small plan audit due to plan merger?

    By Belgarath,
    • 1 reply
    • 792 views

  43. 8955-SSA duplicate filing

    By wvbeachgirl,
    • 1 reply
    • 782 views

  44. SCHEDULE I - End of year assets

    By Guest CHRISTA,
    • 1 reply
    • 1.9k views

  45. Sch. A

    By doombuggy,
    • 1 reply
    • 1.4k views

  46. Form 5500/Severance Plan

    By Guest ladler,
    • 1 reply
    • 2.5k views
    • Guest
    • Guest

  47. Final 5500

    By k man,
    • 1 reply
    • 1k views

  48. Expanded 5500 Reporting for 403b Plans

    By Guest Retirement4Life,
    • 1 reply
    • 1.6k views

  49. Plan Characteristic Codes

    By doombuggy,
    • 1 reply
    • 2.4k views

  50. Sch C

    By ESOP Guy,
    • 1 reply
    • 951 views
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