Form 5500

3,281 topics in this forum

1. New Wrap Plan that includes 3 former seperate plans

   By Guest KAHarshman, May 8, 2008
   • 1 reply
   • 2.1k views
   • 
   • J Simmons
   • May 8, 2008

2. Actual Return on Plan Assets

   By Andy the Actuary, September 6, 2010
   • 1 reply
   • 1.1k views
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   • My 2 cents
   • September 7, 2010

3. Fidelity bonds-required?

   By Guest A. Rostosky, August 23, 2000
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • August 23, 2000

4. Late filing of 5500-EZ plus over-contribution to Keogh MPPP

   By Guest retiree, January 4, 2005
   • 1 reply
   • 1.9k views
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   • WDIK
   • January 5, 2005

5. CDSC Charges

   By Guest CAP, June 14, 2005
   • 1 reply
   • 1.2k views
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   • legort69
   • June 15, 2005

6. Form 5330

   By Guest Madison, April 27, 2006
   • 1 reply
   • 1.9k views
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   • E as in ERISA
   • April 27, 2006

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

   By Guest PAUL DUGAN, March 16, 2000
   • 1 reply
   • 2.4k views
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   • Alonzo
   • March 16, 2000

8. Schedule I & Forfeitures

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

9. Form 5500 and asset sale

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

10. ERISA Plan Number

    By Guest akwallace, August 2, 2004
    • 1 reply
    • 5.3k views
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    • WDIK
    • August 2, 2004

11. filing form 5500

    By Guest stacyvan, May 18, 2005
    • 1 reply
    • 1.3k views
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    • david rigby
    • May 18, 2005

12. Business Codes

    By TPApril, January 22, 2015
    • 1 reply
    • 2.1k views
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    • K2retire
    • January 22, 2015

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

    By LMK TPA, September 27, 2024
    • 1 reply
    • 640 views
    • 
    • RatherBeGolfing
    • September 27, 2024

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

    By Spencer, October 3, 2016   

    • 5500-EZ
    • delinquent
    • (and 1 more)

      Tagged with:

      • 5500-EZ
      • delinquent
      • e-file
    • 1 reply
    • 945 views
    • 
    • Flyboyjohn
    • October 3, 2016

15. Plan Term and Form 5500

    By Guest acwallace, August 22, 2002
    • 1 reply
    • 1.3k views
    • 
    • E as in ERISA
    • August 22, 2002

16. Amend for loan value not reported?

    By hunter001, September 28, 2012
    • 1 reply
    • 843 views
    • 
    • Bird
    • September 28, 2012

17. Bond limit of $500,000

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

18. failure to file audit report

    By k man, August 24, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 24, 2004

19. Schedule R filing question

    By Guest Bob Kayak, March 31, 2006
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • March 31, 2006

20. DFVC for 403b plan

    By Santo Gold, February 1, 2011
    • 1 reply
    • 901 views
    • 
    • Santo Gold
    • February 1, 2011

21. Eligible for 5500EZ?

    By Earl, October 3, 2016
    • 1 reply
    • 563 views
    • 
    • Lou S.
    • October 3, 2016

22. Reporting Brokerage Commissions on Schedule H

    By pitkofsky, December 2, 2016
    • 1 reply
    • 1.1k views
    • 
    • My 2 cents
    • December 2, 2016

23. 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, September 30, 2003
    • 1 reply
    • 2.6k views
    • 
    • pmacduff
    • September 30, 2003

24. Late 5500's

    By Guest willow, September 28, 2005
    • 1 reply
    • 1.5k views
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    • WDIK
    • September 28, 2005

25. Master Trust Investment Accounts

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

26. Incorrect Plan Year End

    By Dazednconfused, July 9, 2010
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • July 9, 2010

27. 2010 Schedule SB Line 11(d) column (b)

    By Guest Jcarolan, August 6, 2010
    • 1 reply
    • 1.3k views
    • 
    • My 2 cents
    • August 6, 2010

28. Welfare plans switch to a "wrap" document

    By Belgarath, February 15, 2016
    • 1 reply
    • 922 views
    • 
    • Bill Presson
    • February 15, 2016

29. Amended Form 5500

    By kocak, April 14, 2000
    • 1 reply
    • 3k views
    • 
    • BeckyMiller
    • April 18, 2000

30. 5500 Plan Names

    By PhilB, January 25, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • January 27, 2003

31. Schedule A and Redemption Fees

    By Guest carsonv, April 28, 2006
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • May 1, 2006

32. form 5558

    By Tom Poje, June 2, 2016
    • 1 reply
    • 908 views
    • 
    • GMK
    • June 2, 2016

33. Form 5500, Schedule C

    By Guest kkesq, January 11, 2002
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • January 11, 2002

34. 5558 filing

    By dmb, July 30, 2003
    • 1 reply
    • 1.1k views
    • 
    • BFree
    • July 30, 2003

35. Incorrect EIN

    By betheeg, May 9, 2008
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • May 9, 2008

36. DFVC fees

    By R. Butler, October 6, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 6, 2010

37. Amending 5500 vs. DFVCP and Wrap

    By IhrtERISA, January 24, 2019
    • 1 reply
    • 883 views
    • 
    • Bug on my window
    • January 24, 2019

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

    By Guest, April 19, 2000
    • 1 reply
    • 2.3k views
    • 
    • david rigby
    • April 20, 2000

39. Small Plan Audit for Non-Qualified Assets

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

40. 5500 with audited report

    By pbarrett, April 28, 2000
    • 1 reply
    • 2.4k views
    • 
    • bzorc
    • April 28, 2000

41. Schedule C - Change in auditors

    By Guest Christie Banks, February 28, 2002
    • 1 reply
    • 3.7k views
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    • JohnCheek
    • March 1, 2002

42. Last minute auditors

    By Guest KTigges, October 3, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • October 3, 2002

43. Form 5500 Schedule G

    By MoShawn, June 5, 2013
    • 1 reply
    • 2.3k views
    • 
    • Belgarath
    • June 5, 2013

44. Welfare Benefit Plan Reporting/Employee Assistance Plan

    By Guest tcunagin, January 27, 2003
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 27, 2003

45. Multiuple Employer Plan

    By Guest IluvNewComp, September 29, 2009
    • 1 reply
    • 1.1k views
    • 
    • PensionPro
    • September 29, 2009

46. Amended SAR?

    By Guest Pennysaver, August 6, 2010
    • 1 reply
    • 3k views
    • 
    • BG5150
    • August 6, 2010

47. Extend 5500 and then have no filing requirement

    By Tom, July 29, 2024
    • 1 reply
    • 784 views
    • 
    • AATPA
    • July 30, 2024

48. Schedule R--coverage

    By Guest stillwater, April 3, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 3, 2006

49. SSA for takeover plans

    By AlbanyConsultant, April 6, 2007
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • April 6, 2007

50. 5500-SF Line 8e certain deemed distributions

    By Guest AP914, May 14, 2015
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • May 14, 2015