Form 5500

3,277 topics in this forum

1. 5558 filing

   By dmb, July 30, 2003
   • 1 reply
   • 1.1k views
   • 
   • BFree
   • July 30, 2003

2. Previously unrelated adopting ers now related

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

3. Employer mailed 5500 without audit

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

4. form 5500 filing guide

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

5. 5500 required for sep employers of controlled goru

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

6. EFAST Filing Problem

   By Guest tbowling, July 29, 2003
   • 0 replies
   • 962 views
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   • Guest
   • July 29, 2003

7. Schedule R

   By Guest mcguzzetta, July 29, 2003
   • 8 replies
   • 2k views
   • 
   • Theresa Lynn
   • September 5, 2003

8. Address for 5558

   By Sully, July 28, 2003
   • 4 replies
   • 1.8k views
   • 
   • Sully
   • July 29, 2003

9. Schedule D

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

10. Sch. T

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

11. Sch. SSA

    By FJR, July 25, 2003
    • 7 replies
    • 1.8k views
    • 
    • jquazza
    • March 18, 2004

12. Schedule A not filed- Info not complete

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

13. Schedule D

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

14. SAR Participant Requesting Full Annual Report-

    By KJohnson, July 24, 2003
    • 5 replies
    • 2.9k views
    • 
    • JohnCheek
    • July 26, 2003

15. Insufficient Postage

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

16. Amended 5500 for incorrect Schedule P's

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

17. Wrap-Around Plan

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

18. Amending Form 5500s

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

19. 5500 Schedule P

    By Guest jhilliard, July 23, 2003
    • 4 replies
    • 1.2k views
    • 
    • E as in ERISA
    • July 23, 2003

20. Definition of Master Trust?

    By Guest rachd, July 17, 2003
    • 1 reply
    • 2.2k views
    • 
    • WDIK
    • July 17, 2003

21. fringe benefit plans

    By Guest leon, July 17, 2003
    • 3 replies
    • 2k views
    • 
    • Theresa Lynn
    • July 28, 2003

22. Schedule R- MP Plan

    By Guest rachd, July 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • Lynn Campbell
    • July 17, 2003

23. Schedule H- Questions 4i & 4j

    By Guest rachd, July 16, 2003
    • 1 reply
    • 2.7k views
    • 
    • WDIK
    • July 16, 2003

24. Schedule T

    By Guest LVanSteeter, July 16, 2003
    • 2 replies
    • 935 views
    • 
    • Tom Poje
    • July 17, 2003

25. Amended 5500

    By Fred Payne, July 15, 2003
    • 4 replies
    • 1.4k views
    • 
    • WDIK
    • July 16, 2003

26. Deadline

    By Guest ArrowMatt, July 11, 2003
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • July 11, 2003

27. Delivery of Summary Annual Report

    By MarZDoates, July 11, 2003
    • 2 replies
    • 1.8k views
    • 
    • E as in ERISA
    • July 11, 2003

28. schedule I and forfeitures

    By Guest carsonv, July 10, 2003
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 10, 2003

29. Schedule of Active participant data

    By Guest shronesz, July 8, 2003
    • 7 replies
    • 2.3k views
    • 
    • mwyatt
    • July 17, 2003

30. 5500 filing for 103-12 Investment Entities

    By Guest lolalin, July 6, 2003
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • July 6, 2003

31. Schedule H or I?

    By Guest rachd, July 2, 2003
    • 5 replies
    • 1.9k views
    • 
    • WDIK
    • July 14, 2003

32. SAR Distribution

    By oriecat, July 2, 2003
    • 1 reply
    • 1.4k views
    • 
    • BFree
    • July 21, 2003

33. Schedule T

    By Guest Alwaysthinking, July 2, 2003
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • July 3, 2003

34. New Address for filing 5558s

    By jquazza, July 2, 2003
    • 1 reply
    • 1.4k views
    • 
    • BFree
    • July 2, 2003

35. 2-week Short Plan Year (Final)

    By Guest Fourohonekay, July 1, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 1, 2003

36. Schedule SSA of 5500

    By gle3186, June 30, 2003
    • 0 replies
    • 1k views
    • 
    • gle3186
    • June 30, 2003

37. Cafeteria Plan

    By Archimage, June 27, 2003
    • 3 replies
    • 1.5k views
    • 
    • Archimage
    • June 30, 2003

38. SAR disclosure of qualifying assets

    By KateSmithPA, June 26, 2003
    • 2 replies
    • 1.3k views
    • 
    • KateSmithPA
    • June 26, 2003

39. 52/53 week plan year

    By Guest cosmo01, June 23, 2003
    • 1 reply
    • 1.4k views
    • 
    • E as in ERISA
    • June 24, 2003

40. Schedule T

    By Guest pjg, June 23, 2003
    • 2 replies
    • 1k views
    • 
    • Tom Poje
    • June 23, 2003

41. SAR

    By Archimage, June 20, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 20, 2003

42. 5558

    By Guest ppighost, June 19, 2003
    • 6 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • June 20, 2003

43. 5500 EZ allowed or bond required?

    By Guest Christie Banks, June 19, 2003
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • June 19, 2003

44. Address to use when requesting penalty abatement.

    By katieinny, June 18, 2003
    • 0 replies
    • 1.1k views
    • 
    • katieinny
    • June 18, 2003

45. Form 5500

    By Guest jkrad, June 18, 2003
    • 1 reply
    • 1.6k views
    • 
    • Harwood
    • June 18, 2003

46. Amended 5500 and nonaffected Schedules

    By mwyatt, June 17, 2003
    • 3 replies
    • 1.5k views
    • 
    • KateSmithPA
    • June 26, 2003

47. Schedule T

    By MBCarey, June 17, 2003
    • 1 reply
    • 973 views
    • 
    • Guest
    • June 17, 2003

48. First Plan year filing

    By pmacduff, June 16, 2003
    • 4 replies
    • 2.6k views
    • 
    • pmacduff
    • June 16, 2003

49. Small plan audit exception

    By Guest Diane DuFresne, June 16, 2003
    • 1 reply
    • 1.3k views
    • 
    • Theresa Lynn
    • June 17, 2003

50. Insurance Subscriber

    By Guest holmenbt, June 11, 2003
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 13, 2003