Form 5500

3,277 topics in this forum

1. Amended 5500

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

2. Late contribution remittance

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

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

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

4. Wrong EIN filed

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

5. Independent Auditors Report

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

6. VERY late top heavy contribution

   By Guest rachd, June 6, 2003
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • June 10, 2003

7. 5500 for foreign plan

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

8. Due Date for Final 5500 after Merger

   By MarZDoates, June 5, 2003
   • 15 replies
   • 12.1k views
   • 
   • Flyboyjohn
   • July 2, 2013

9. EZ MP PS?

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

10. Schedule P

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

11. Reporting Corrective Distributions

    By pmacduff, June 5, 2003
    • 5 replies
    • 4.1k views
    • 
    • Jim Chad
    • April 3, 2008

12. 5500's online

    By Guest MPITTS, June 5, 2003
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • June 5, 2003

13. How to file Schedule C?

    By Guest rachd, June 4, 2003
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 4, 2003

14. Do Municipalities over 100ees have to file 5500

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

15. Switching from filing 5500 to filing5500EZ

    By Guest ElKH, June 3, 2003
    • 3 replies
    • 1.1k views
    • 
    • mwyatt
    • June 4, 2003

16. Sch C Question

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

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

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

18. Participant Count

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

19. Small Plan Audit for Non-Qualified Assets

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

20. 5500 Preparer's Manual

    By R. Butler, May 29, 2003
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • May 30, 2003

21. EFAST 5500 and the Schedule P

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

22. Unreported Insurance Account

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

23. Final 5500

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

24. Form 5330

    By Guest sritts, May 23, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • May 30, 2003

25. Final 5500

    By Guest carsonv, May 22, 2003
    • 10 replies
    • 1.8k views
    • 
    • Guest
    • October 2, 2009

26. Missing 5558

    By Guest richez, May 21, 2003
    • 8 replies
    • 2.6k views
    • 
    • Brian Gallagher
    • June 10, 2003

27. Forfeitures- Schedule I

    By Guest rachd, May 20, 2003
    • 2 replies
    • 1.3k views
    • 
    • pmacduff
    • May 20, 2003

28. Schedule H - reporting corrective distributions

    By Guest LoloV, May 15, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 16, 2003

29. Form 5500

    By Guest kelly9522, May 14, 2003
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • May 15, 2003

30. merged plan

    By doombuggy, May 12, 2003
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • May 14, 2003

31. Schedule I = Question 4i

    By MarZDoates, May 8, 2003
    • 2 replies
    • 1.2k views
    • 
    • mwyatt
    • May 9, 2003

32. Master Trust Investment Accounts

    By Guest Jeff Underwood, May 7, 2003
    • 1 reply
    • 1.3k views
    • 
    • JohnCheek
    • May 24, 2003

33. Group Health/Dental Insurance

    By Guest rcalise, May 7, 2003
    • 1 reply
    • 1k views
    • 
    • GBurns
    • May 7, 2003

34. Reporting defaulted loans

    By pbarrett, May 6, 2003
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • May 8, 2003

35. Merger, or just a change in Sponsorship?

    By KateSmithPA, May 6, 2003
    • 3 replies
    • 1.2k views
    • 
    • rcline46
    • May 7, 2003

36. SAR Disclosure

    By nancy, May 6, 2003
    • 13 replies
    • 3.6k views
    • 
    • mwyatt
    • May 16, 2003

37. Form 5500/Severance Plan

    By Guest ladler, May 6, 2003
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • May 20, 2003

38. SAR for Welfare Plan

    By Guest erisa15, May 6, 2003
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 6, 2003

39. Schedule T - Question #4

    By buckaroo, May 5, 2003
    • 0 replies
    • 1k views
    • 
    • buckaroo
    • May 5, 2003

40. Shedule H 4(i)

    By kmciver, May 1, 2003
    • 4 replies
    • 2.2k views
    • 
    • Fredman
    • May 5, 2003

41. 1ST YEAR 5500

    By Guest Mike Schwing, April 29, 2003
    • 4 replies
    • 2k views
    • 
    • mwyatt
    • May 13, 2003

42. Schedule I - Participant Loans

    By MBCarey, April 29, 2003
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • April 29, 2003

43. Schedule C - Finders Fees

    By k man, April 28, 2003
    • 0 replies
    • 1.3k views
    • 
    • k man
    • April 28, 2003

44. PWBA name change

    By pmacduff, April 24, 2003
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • April 29, 2003

45. Bonding Requirements- CR

    By pbarrett, April 24, 2003
    • 8 replies
    • 1.9k views
    • 
    • Archimage
    • April 28, 2003

46. Short Plan Year Audit Delay

    By John A, April 24, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 24, 2003

47. Changing Filing Type on 5500

    By oriecat, April 22, 2003
    • 0 replies
    • 938 views
    • 
    • oriecat
    • April 22, 2003

48. What happens when DoL finds no bond?

    By Jed Macy, April 22, 2003
    • 2 replies
    • 1.4k views
    • 
    • bzorc
    • April 23, 2003

49. 5500 Question

    By Guest LoloV, April 17, 2003
    • 1 reply
    • 1.3k views
    • 
    • pmacduff
    • April 17, 2003

50. Bond limit of $500,000

    By pbarrett, April 16, 2003
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • April 16, 2003