Form 5500

3,272 topics in this forum

1. EFAST Filing Problem

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

2. Schedule R

   By Guest mcguzzetta, July 29, 2003
   • 8 replies
   • 1.9k views
   • 
   • Theresa Lynn
   • September 5, 2003

3. Address for 5558

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

4. Schedule D

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

5. Sch. T

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

6. Sch. SSA

   By FJR, July 25, 2003
   • 7 replies
   • 1.7k views
   • 
   • jquazza
   • March 18, 2004

7. Schedule A not filed- Info not complete

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

8. Schedule D

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

9. SAR Participant Requesting Full Annual Report-

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

10. Insufficient Postage

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

11. Amended 5500 for incorrect Schedule P's

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

12. Wrap-Around Plan

    By Guest AEA, July 23, 2003
    • 0 replies
    • 987 views
    • 
    • Guest
    • July 23, 2003

13. Amending Form 5500s

    By Guest AEA, July 23, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 23, 2003

14. 5500 Schedule P

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

15. Definition of Master Trust?

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

16. fringe benefit plans

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

17. Schedule R- MP Plan

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

18. Schedule H- Questions 4i & 4j

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

19. Schedule T

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

20. Amended 5500

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

21. Deadline

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

22. Delivery of Summary Annual Report

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

23. schedule I and forfeitures

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

24. Schedule of Active participant data

    By Guest shronesz, July 8, 2003
    • 7 replies
    • 2.2k views
    • 
    • mwyatt
    • July 17, 2003

25. 5500 filing for 103-12 Investment Entities

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

26. Schedule H or I?

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

27. SAR Distribution

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

28. Schedule T

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

29. New Address for filing 5558s

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

30. 2-week Short Plan Year (Final)

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

31. Schedule SSA of 5500

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

32. Cafeteria Plan

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

33. SAR disclosure of qualifying assets

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

34. 52/53 week plan year

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

35. Schedule T

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

36. SAR

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

37. 5558

    By Guest ppighost, June 19, 2003
    • 6 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 20, 2003

38. 5500 EZ allowed or bond required?

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

39. Address to use when requesting penalty abatement.

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

40. Form 5500

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

41. Amended 5500 and nonaffected Schedules

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

42. Schedule T

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

43. First Plan year filing

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

44. Small plan audit exception

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

45. Insurance Subscriber

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

46. Amended 5500

    By Archimage, June 10, 2003
    • 1 reply
    • 1.1k views
    • 
    • kocak
    • June 14, 2003

47. Late contribution remittance

    By Brian Gallagher, June 10, 2003
    • 6 replies
    • 2.1k views
    • 
    • E as in ERISA
    • June 11, 2003

48. TPA has question---Schedule I, Q #4(a)

    By Guest gcrechale, June 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • June 9, 2003

49. Wrong EIN filed

    By Guest rachd, June 6, 2003
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 6, 2003

50. Independent Auditors Report

    By Guest cease, June 6, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 6, 2003