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Form 5500

3,277 topics in this forum

  1. CDSC Charges

    By Guest CAP,
    • 1 reply
    • 1.2k views

  2. Form 5330

    By Guest Madison,
    • 1 reply
    • 1.9k views

  3. Value of Insurance Contract Where Employer Has Not Paid Premiums, But

    By Guest PAUL DUGAN,
    • 1 reply
    • 2.4k views

  4. Schedule I & Forfeitures

    By Guest rachd,
    • 1 reply
    • 1.4k views

  5. Form 5500 and asset sale

    By Guest JDL,
    • 1 reply
    • 975 views
    • RCK
    • RCK

  6. ERISA Plan Number

    By Guest akwallace,
    • 1 reply
    • 5.3k views

  7. filing form 5500

    By Guest stacyvan,
    • 1 reply
    • 1.3k views

  8. Business Codes

    By TPApril,
    • 1 reply
    • 2k views

  9. Form 5500-SF vs 5500-EZ and ERISA bond question

    By LMK TPA,
    • 1 reply
    • 623 views

  10. Delinquent 5500-EZ - paper or e-file?

    By Spencer,   
    • 1 reply
    • 936 views

  11. Plan Term and Form 5500

    By Guest acwallace,
    • 1 reply
    • 1.3k views

  12. Amend for loan value not reported?

    By hunter001,
    • 1 reply
    • 837 views
    • Bird
    • Bird

  13. Bond limit of $500,000

    By pbarrett,
    • 1 reply
    • 1.2k views

  14. failure to file audit report

    By k man,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  15. Schedule R filing question

    By Guest Bob Kayak,
    • 1 reply
    • 1.3k views

  16. DFVC for 403b plan

    By Santo Gold,
    • 1 reply
    • 895 views

  17. Eligible for 5500EZ?

    By Earl,
    • 1 reply
    • 557 views

  18. Reporting Brokerage Commissions on Schedule H

    By pitkofsky,
    • 1 reply
    • 1k views

  19. Schedule H line 4i (assets held) attachment - how to determine the cost of assets if the assets are with a mutual fund company such as MFS?

    By Guest rachd,
    • 1 reply
    • 2.6k views

  20. Late 5500's

    By Guest willow,
    • 1 reply
    • 1.5k views
    • WDIK
    • WDIK

  21. Master Trust Investment Accounts

    By Guest Jeff Underwood,
    • 1 reply
    • 1.3k views

  22. Incorrect Plan Year End

    By Dazednconfused,
    • 1 reply
    • 1k views

  23. 2010 Schedule SB Line 11(d) column (b)

    By Guest Jcarolan,
    • 1 reply
    • 1.3k views

  24. Welfare plans switch to a "wrap" document

    By Belgarath,
    • 1 reply
    • 919 views

  25. Amended Form 5500

    By kocak,
    • 1 reply
    • 3k views

  26. 5500 Plan Names

    By PhilB,
    • 1 reply
    • 1.3k views

  27. Schedule A and Redemption Fees

    By Guest carsonv,
    • 1 reply
    • 1.4k views

  28. form 5558

    By Tom Poje,
    • 1 reply
    • 904 views

  29. Form 5500, Schedule C

    By Guest kkesq,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  30. 5558 filing

    By dmb,
    • 1 reply
    • 1.1k views

  31. Incorrect EIN

    By betheeg,
    • 1 reply
    • 1.3k views

  32. DFVC fees

    By R. Butler,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  33. Amending 5500 vs. DFVCP and Wrap

    By IhrtERISA,
    • 1 reply
    • 872 views

  34. Is a stock purchase plan required to file a Form 5500?

    By Guest,
    • 1 reply
    • 2.3k views

  35. Small Plan Audit for Non-Qualified Assets

    By dmb,
    • 1 reply
    • 2.4k views

  36. 5500 with audited report

    By pbarrett,
    • 1 reply
    • 2.4k views

  37. Schedule C - Change in auditors

    By Guest Christie Banks,
    • 1 reply
    • 3.7k views

  38. Last minute auditors

    By Guest KTigges,
    • 1 reply
    • 1.2k views

  39. Form 5500 Schedule G

    By MoShawn,
    • 1 reply
    • 2.3k views

  40. Welfare Benefit Plan Reporting/Employee Assistance Plan

    By Guest tcunagin,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  41. Multiuple Employer Plan

    By Guest IluvNewComp,
    • 1 reply
    • 1.1k views

  42. Amended SAR?

    By Guest Pennysaver,
    • 1 reply
    • 3k views

  43. Extend 5500 and then have no filing requirement

    By Tom,
    • 1 reply
    • 718 views

  44. Schedule R--coverage

    By Guest stillwater,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  45. SSA for takeover plans

    By AlbanyConsultant,
    • 1 reply
    • 1.3k views

  46. 5500-SF Line 8e certain deemed distributions

    By Guest AP914,
    • 1 reply
    • 2.1k views

  47. Auditors Report Required?

    By kmciver,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  48. 5500EZ Final Return

    By caryn22359,
    • 1 reply
    • 1.8k views

  49. Pension Feature Codes 8a - timing?

    By justbsur,
    • 1 reply
    • 1.3k views

  50. Relius Gov't Form, unable to log in

    By Rayofsunshine,
    • 1 reply
    • 403 views
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