Form 5500

3,272 topics in this forum

1. Group Health/Dental Insurance

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

2. SAR for Welfare Plan

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

3. Schedule T - Question #4

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

4. Shedule H 4(i)

   By kmciver, May 1, 2003
   • 4 replies
   • 2.1k views
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   • Fredman
   • May 5, 2003

5. bonding requirements

   By Guest carsonv, April 8, 2003
   • 12 replies
   • 2.3k views
   • 
   • Guest
   • May 2, 2003

6. PWBA name change

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

7. Schedule I - Participant Loans

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

8. Schedule C - Finders Fees

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

9. Bonding Requirements- CR

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

10. Short Plan Year Audit Delay

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

11. What happens when DoL finds no bond?

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

12. Changing Filing Type on 5500

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

13. 5500 Question

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

14. Bond limit of $500,000

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

15. can they file 5500-EZ?

    By dmb, April 3, 2003
    • 7 replies
    • 1.4k views
    • 
    • Mike Preston
    • April 16, 2003

16. final form 5500

    By betheeg, April 8, 2003
    • 18 replies
    • 2.2k views
    • 
    • betheeg
    • April 14, 2003

17. Late Form 5500-EZ

    By Guest slpace, April 7, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 7, 2003

18. Failure to deposit deferrals on time

    By Guest rachd, April 4, 2003
    • 3 replies
    • 1.4k views
    • 
    • jaemmons
    • April 7, 2003

19. Schedule R Question

    By Guest rachd, April 4, 2003
    • 1 reply
    • 1.2k views
    • 
    • pmacduff
    • April 4, 2003

20. Form 5500

    By DTH, April 2, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 3, 2003

21. Master Trust

    By Guest wax, April 2, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 2, 2003

22. DFE code G

    By oriecat, March 20, 2003
    • 1 reply
    • 1.6k views
    • 
    • oriecat
    • April 2, 2003

23. Insurance Company General Account

    By Guest meggie, April 1, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 1, 2003

24. Ssa - Good News

    By Tom Poje, March 27, 2003
    • 1 reply
    • 1.9k views
    • 
    • MGB
    • March 27, 2003

25. What to do if the wrong 5500 is filed without an audit and correct Sch

    By pbarrett, March 13, 2003
    • 10 replies
    • 2.2k views
    • 
    • Mike Preston
    • March 22, 2003

26. ERISA Plan Doc & 5500 Questions

    By oriecat, March 17, 2003
    • 2 replies
    • 2.1k views
    • 
    • E as in ERISA
    • March 21, 2003

27. Schedule SSA--Form 5500

    By Guest carsonv, February 13, 2003
    • 15 replies
    • 4.2k views
    • 
    • kocak
    • March 21, 2003

28. Info for Schedule of Reportable Transactions

    By Guest Laura A, March 20, 2003
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • March 20, 2003

29. 2001 5500 - can EFAST form be completed by hand?

    By Cathy from Chicago, March 18, 2003
    • 1 reply
    • 1.1k views
    • 
    • jaemmons
    • March 20, 2003

30. Plan Year on 5500

    By oriecat, March 20, 2003
    • 1 reply
    • 1k views
    • 
    • E as in ERISA
    • March 20, 2003

31. Schedule SSA - Defined Benefit Plan purchases annuity contract guarant

    By Guest rocnrols2, March 18, 2003
    • 0 replies
    • 871 views
    • 
    • Guest
    • March 18, 2003

32. Schedule P

    By jane123, March 17, 2003
    • 3 replies
    • 1.2k views
    • 
    • jane123
    • March 17, 2003

33. Form 5500 and asset sale

    By Guest JDL, March 12, 2003
    • 1 reply
    • 959 views
    • 
    • RCK
    • March 12, 2003

34. 5500 Filing and Plan Year

    By Guest aw, March 11, 2003
    • 6 replies
    • 2.4k views
    • 
    • E as in ERISA
    • March 11, 2003

35. Schedule T

    By Guest RS Vatalaro, February 20, 2003
    • 5 replies
    • 1.3k views
    • 
    • jaemmons
    • March 10, 2003

36. 5500-ez

    By abanky, March 6, 2003
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • March 6, 2003

37. Failure to File 5500

    By Guest JasonCollins, February 27, 2003
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • March 2, 2003

38. Master Trusts

    By J. Bringhurst, February 14, 2003
    • 2 replies
    • 1.4k views
    • 
    • J. Bringhurst
    • February 19, 2003

39. Schedule R--are many of you filing it?

    By Theresa Lynn, February 12, 2003
    • 9 replies
    • 2.5k views
    • 
    • Theresa Lynn
    • February 18, 2003

40. Master Trusts

    By Guest ablach, February 7, 2003
    • 9 replies
    • 3.5k views
    • 
    • Guest
    • February 14, 2003

41. Plan Termination/Merger?

    By Guest rachd, February 12, 2003
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • February 13, 2003

42. 5500 SAR & Plan Mergers

    By wmyer, February 12, 2003
    • 0 replies
    • 1.5k views
    • 
    • wmyer
    • February 12, 2003

43. Mandatory use of Schedule SSA for 2002 5500s -- are they serious?

    By Guest LVanSteeter, January 30, 2003
    • 13 replies
    • 1.9k views
    • 
    • Guest
    • February 11, 2003

44. Schedule I & Forfeitures

    By Guest rachd, February 4, 2003
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • February 5, 2003

45. Plan Term. 5500 on extension?

    By Guest CCarter, February 4, 2003
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • February 4, 2003

46. Mailing Form 5500

    By Guest rachd, January 30, 2003
    • 3 replies
    • 1.6k views
    • 
    • Theresa Lynn
    • February 4, 2003

47. 2002 5500 EZ instructions

    By Belgarath, January 22, 2003
    • 7 replies
    • 1.4k views
    • 
    • Dave Baker
    • January 31, 2003

48. Employers required to provide each participant in the plan a copy of t

    By Guest rachd, January 29, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • January 31, 2003

49. Plan number on 5500 different from plan number on determination letter

    By stephen, January 29, 2003
    • 1 reply
    • 1.8k views
    • 
    • E as in ERISA
    • January 30, 2003

50. Accountant's Opinion

    By Guest Lex, January 25, 2003
    • 7 replies
    • 3.7k views
    • 
    • Mike Preston
    • January 27, 2003