Form 5500

3,284 topics in this forum

1. Schedule T

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

2. Schedule H- Questions 4i & 4j

   By Guest rachd, July 16, 2003
   • 1 reply
   • 2.8k views
   • 
   • WDIK
   • July 16, 2003

3. Amended 5500

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

4. Schedule H or I?

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

5. Deadline

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

6. Delivery of Summary Annual Report

   By MarZDoates, July 11, 2003
   • 2 replies
   • 1.9k views
   • 
   • E as in ERISA
   • July 11, 2003

7. schedule I and forfeitures

   By Guest carsonv, July 10, 2003
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • July 10, 2003

8. 5500 filing for 103-12 Investment Entities

   By Guest lolalin, July 6, 2003
   • 0 replies
   • 2.9k views
   • 
   • Guest
   • July 6, 2003

9. Schedule T

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

10. New Address for filing 5558s

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

11. 2-week Short Plan Year (Final)

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

12. Schedule SSA of 5500

    By gle3186, June 30, 2003
    • 0 replies
    • 1.1k views
    • 
    • gle3186
    • June 30, 2003

13. Cafeteria Plan

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

14. Amended 5500 and nonaffected Schedules

    By mwyatt, June 17, 2003
    • 3 replies
    • 1.6k views
    • 
    • KateSmithPA
    • June 26, 2003

15. SAR disclosure of qualifying assets

    By KateSmithPA, June 26, 2003
    • 2 replies
    • 1.4k views
    • 
    • KateSmithPA
    • June 26, 2003

16. 52/53 week plan year

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

17. Schedule T

    By Guest pjg, June 23, 2003
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • June 23, 2003

18. SAR

    By Archimage, June 20, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 20, 2003

19. 5558

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

20. 5500 EZ allowed or bond required?

    By Guest Christie Banks, June 19, 2003
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • June 19, 2003

21. Address to use when requesting penalty abatement.

    By katieinny, June 18, 2003
    • 0 replies
    • 1.2k views
    • 
    • katieinny
    • June 18, 2003

22. Form 5500

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

23. Small plan audit exception

    By Guest Diane DuFresne, June 16, 2003
    • 1 reply
    • 1.4k views
    • 
    • Theresa Lynn
    • June 17, 2003

24. Schedule T

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

25. First Plan year filing

    By pmacduff, June 16, 2003
    • 4 replies
    • 2.7k views
    • 
    • pmacduff
    • June 16, 2003

26. Amended 5500

    By Archimage, June 10, 2003
    • 1 reply
    • 1.2k views
    • 
    • kocak
    • June 14, 2003

27. Insurance Subscriber

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

28. Late contribution remittance

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

29. Missing 5558

    By Guest richez, May 21, 2003
    • 8 replies
    • 2.7k views
    • 
    • Brian Gallagher
    • June 10, 2003

30. VERY late top heavy contribution

    By Guest rachd, June 6, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 10, 2003

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

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

32. EZ MP PS?

    By Blinky the 3-eyed Fish, June 5, 2003
    • 7 replies
    • 2.9k views
    • 
    • mwyatt
    • June 8, 2003

33. Independent Auditors Report

    By Guest cease, June 6, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 6, 2003

34. Wrong EIN filed

    By Guest rachd, June 6, 2003
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 6, 2003

35. 5500 for foreign plan

    By Guest beppie_stark, June 5, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 5, 2003

36. 5500's online

    By Guest MPITTS, June 5, 2003
    • 1 reply
    • 1.7k views
    • 
    • JanetM
    • June 5, 2003

37. Schedule P

    By Guest nps, June 5, 2003
    • 1 reply
    • 1k views
    • 
    • WDIK
    • June 5, 2003

38. How to file Schedule C?

    By Guest rachd, June 4, 2003
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 4, 2003

39. Switching from filing 5500 to filing5500EZ

    By Guest ElKH, June 3, 2003
    • 3 replies
    • 1.2k views
    • 
    • mwyatt
    • June 4, 2003

40. Do Municipalities over 100ees have to file 5500

    By Guest Wayne, June 3, 2003
    • 0 replies
    • 3.4k views
    • 
    • Guest
    • June 3, 2003

41. EFAST 5500 and the Schedule P

    By Guest PAINPA, May 28, 2003
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • June 2, 2003

42. Sch C Question

    By Gilmore, May 30, 2003
    • 0 replies
    • 1k views
    • 
    • Gilmore
    • May 30, 2003

43. Form 5330

    By Guest sritts, May 23, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 30, 2003

44. Checkbox marked for final return- but it's not.

    By Guest rachd, May 30, 2003
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • May 30, 2003

45. Participant Count

    By MBCarey, May 30, 2003
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • May 30, 2003

46. 5500 Preparer's Manual

    By R. Butler, May 29, 2003
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • May 30, 2003

47. Small Plan Audit for Non-Qualified Assets

    By dmb, May 29, 2003
    • 1 reply
    • 2.4k views
    • 
    • Theresa Lynn
    • May 29, 2003

48. Unreported Insurance Account

    By Guest rachd, May 27, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 27, 2003

49. Final 5500

    By k man, May 27, 2003
    • 1 reply
    • 1.1k views
    • 
    • Lynn Campbell
    • May 27, 2003

50. Master Trust Investment Accounts

    By Guest Jeff Underwood, May 7, 2003
    • 1 reply
    • 1.4k views
    • 
    • JohnCheek
    • May 24, 2003