Form 5500

3,290 topics in this forum

1. Participant Count

   By MBCarey, May 30, 2003
   • 1 reply
   • 1.8k views
   • 
   • WDIK
   • May 30, 2003

2. 5500 Preparer's Manual

   By R. Butler, May 29, 2003
   • 5 replies
   • 2.9k views
   • 
   • Guest
   • May 30, 2003

3. Small Plan Audit for Non-Qualified Assets

   By dmb, May 29, 2003
   • 1 reply
   • 2.6k views
   • 
   • Theresa Lynn
   • May 29, 2003

4. Unreported Insurance Account

   By Guest rachd, May 27, 2003
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • May 27, 2003

5. Final 5500

   By k man, May 27, 2003
   • 1 reply
   • 1.2k views
   • 
   • Lynn Campbell
   • May 27, 2003

6. Master Trust Investment Accounts

   By Guest Jeff Underwood, May 7, 2003
   • 1 reply
   • 1.7k views
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   • JohnCheek
   • May 24, 2003

7. When to file 5500?

   By Guest rachd, January 8, 2003
   • 4 replies
   • 1.8k views
   • 
   • k man
   • May 21, 2003

8. Form 5500/Severance Plan

   By Guest ladler, May 6, 2003
   • 1 reply
   • 2.8k views
   • 
   • Guest
   • May 20, 2003

9. Forfeitures- Schedule I

   By Guest rachd, May 20, 2003
   • 2 replies
   • 1.7k views
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   • pmacduff
   • May 20, 2003

10. Schedule H - reporting corrective distributions

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

11. SAR Disclosure

    By nancy, May 6, 2003
    • 13 replies
    • 4.3k views
    • 
    • mwyatt
    • May 16, 2003

12. Form 5500

    By Guest kelly9522, May 14, 2003
    • 2 replies
    • 1.5k views
    • 
    • E as in ERISA
    • May 15, 2003

13. merged plan

    By doombuggy, May 12, 2003
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • May 14, 2003

14. SSA and Deceased Participants

    By DTH, August 2, 2002
    • 8 replies
    • 2.5k views
    • 
    • mwyatt
    • May 14, 2003

15. 1ST YEAR 5500

    By Guest Mike Schwing, April 29, 2003
    • 4 replies
    • 2.3k views
    • 
    • mwyatt
    • May 13, 2003

16. Schedule I = Question 4i

    By MarZDoates, May 8, 2003
    • 2 replies
    • 1.5k views
    • 
    • mwyatt
    • May 9, 2003

17. Reporting defaulted loans

    By pbarrett, May 6, 2003
    • 2 replies
    • 4.1k views
    • 
    • Guest
    • May 8, 2003

18. Merger, or just a change in Sponsorship?

    By KateSmithPA, May 6, 2003
    • 3 replies
    • 1.4k views
    • 
    • rcline46
    • May 7, 2003

19. Group Health/Dental Insurance

    By Guest rcalise, May 7, 2003
    • 1 reply
    • 1.2k views
    • 
    • GBurns
    • May 7, 2003

20. SAR for Welfare Plan

    By Guest erisa15, May 6, 2003
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • May 6, 2003

21. Schedule T - Question #4

    By buckaroo, May 5, 2003
    • 0 replies
    • 1.3k views
    • 
    • buckaroo
    • May 5, 2003

22. Shedule H 4(i)

    By kmciver, May 1, 2003
    • 4 replies
    • 2.7k views
    • 
    • Fredman
    • May 5, 2003

23. bonding requirements

    By Guest carsonv, April 8, 2003
    • 12 replies
    • 2.7k views
    • 
    • Guest
    • May 2, 2003

24. PWBA name change

    By pmacduff, April 24, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • April 29, 2003

25. Schedule I - Participant Loans

    By MBCarey, April 29, 2003
    • 2 replies
    • 1.6k views
    • 
    • E as in ERISA
    • April 29, 2003

26. Schedule C - Finders Fees

    By k man, April 28, 2003
    • 0 replies
    • 1.4k views
    • 
    • k man
    • April 28, 2003

27. Bonding Requirements- CR

    By pbarrett, April 24, 2003
    • 8 replies
    • 2.3k views
    • 
    • Archimage
    • April 28, 2003

28. Short Plan Year Audit Delay

    By John A, April 24, 2003
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 24, 2003

29. What happens when DoL finds no bond?

    By Jed Macy, April 22, 2003
    • 2 replies
    • 1.8k views
    • 
    • bzorc
    • April 23, 2003

30. Changing Filing Type on 5500

    By oriecat, April 22, 2003
    • 0 replies
    • 1.2k views
    • 
    • oriecat
    • April 22, 2003

31. 5500 Question

    By Guest LoloV, April 17, 2003
    • 1 reply
    • 1.5k views
    • 
    • pmacduff
    • April 17, 2003

32. Bond limit of $500,000

    By pbarrett, April 16, 2003
    • 1 reply
    • 1.6k views
    • 
    • R. Butler
    • April 16, 2003

33. can they file 5500-EZ?

    By dmb, April 3, 2003
    • 7 replies
    • 1.8k views
    • 
    • Mike Preston
    • April 16, 2003

34. final form 5500

    By betheeg, April 8, 2003
    • 18 replies
    • 2.8k views
    • 
    • betheeg
    • April 14, 2003

35. Late Form 5500-EZ

    By Guest slpace, April 7, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 7, 2003

36. Failure to deposit deferrals on time

    By Guest rachd, April 4, 2003
    • 3 replies
    • 1.7k views
    • 
    • jaemmons
    • April 7, 2003

37. Schedule R Question

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

38. Form 5500

    By DTH, April 2, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 3, 2003

39. Master Trust

    By Guest wax, April 2, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 2, 2003

40. DFE code G

    By oriecat, March 20, 2003
    • 1 reply
    • 1.8k views
    • 
    • oriecat
    • April 2, 2003

41. Insurance Company General Account

    By Guest meggie, April 1, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 1, 2003

42. Ssa - Good News

    By Tom Poje, March 27, 2003
    • 1 reply
    • 2.3k views
    • 
    • MGB
    • March 27, 2003

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

    By pbarrett, March 13, 2003
    • 10 replies
    • 2.7k views
    • 
    • Mike Preston
    • March 22, 2003

44. ERISA Plan Doc & 5500 Questions

    By oriecat, March 17, 2003
    • 2 replies
    • 2.6k views
    • 
    • E as in ERISA
    • March 21, 2003

45. Schedule SSA--Form 5500

    By Guest carsonv, February 13, 2003
    • 15 replies
    • 4.7k views
    • 
    • kocak
    • March 21, 2003

46. Info for Schedule of Reportable Transactions

    By Guest Laura A, March 20, 2003
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • March 20, 2003

47. 2001 5500 - can EFAST form be completed by hand?

    By Cathy from Chicago, March 18, 2003
    • 1 reply
    • 1.5k views
    • 
    • jaemmons
    • March 20, 2003

48. Plan Year on 5500

    By oriecat, March 20, 2003
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • March 20, 2003

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

    By Guest rocnrols2, March 18, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 18, 2003

50. Schedule P

    By jane123, March 17, 2003
    • 3 replies
    • 1.4k views
    • 
    • jane123
    • March 17, 2003