Form 5500

3,272 topics in this forum

1. can they file 5500-EZ?

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

2. Form 5500

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

3. Master Trust

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

4. Insurance Company General Account

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

5. Bonding with a Bank Trustee

   By Earl, April 1, 2003
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • June 24, 2004

6. Ssa - Good News

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

7. DFE code G

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

8. Info for Schedule of Reportable Transactions

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

9. Plan Year on 5500

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

10. 2001 5500 - can EFAST form be completed by hand?

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

11. Failure to file Schedule SSA - Appropriate Method of Correction

    By Guest rocnrols2, March 18, 2003
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • July 26, 2011

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

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

13. ERISA Plan Doc & 5500 Questions

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

14. Schedule P

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

15. 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

16. Form 5500 and asset sale

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

17. 5500 Filing and Plan Year

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

18. 5500-ez

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

19. Failure to File 5500

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

20. Schedule T

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

21. Master Trusts

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

22. Schedule SSA--Form 5500

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

23. Plan Termination/Merger?

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

24. 5500 SAR & Plan Mergers

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

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

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

26. Master Trusts

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

27. Schedule I & Forfeitures

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

28. Plan Term. 5500 on extension?

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

29. Mailing Form 5500

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

30. 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

31. 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

32. 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

33. Welfare Benefit Plan Reporting/Employee Assistance Plan

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

34. 5500 Plan Names

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

35. Accountant's Opinion

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

36. 2002 5500 EZ instructions

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

37. Trust ID vs. Employter ID on the 5500

    By Guest rachd, January 15, 2003
    • 4 replies
    • 1.2k views
    • 
    • maverick
    • January 16, 2003

38. Cash Value of Insurance on 5500

    By KateSmithPA, January 15, 2003
    • 5 replies
    • 4.2k views
    • 
    • could be me maybe not
    • October 11, 2005

39. 5500-Form 5558 statistics

    By Guest LVanSteeter, January 14, 2003
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • January 14, 2003

40. Are these qualifying assets?

    By Guest MeToo, January 11, 2003
    • 11 replies
    • 3k views
    • 
    • Guest
    • January 16, 2003

41. Failure to File 5500EZ

    By Guest Thornton, January 10, 2003
    • 25 replies
    • 21.1k views
    • 
    • Guest
    • May 28, 2007

42. 5500 Ez

    By Guest JEP, January 9, 2003
    • 3 replies
    • 1.8k views
    • 
    • Earl
    • January 14, 2003

43. Filing Deadline

    By wmyer, January 9, 2003
    • 0 replies
    • 990 views
    • 
    • wmyer
    • January 9, 2003

44. Health Plan VEBA and Sch P

    By alexa, January 9, 2003
    • 3 replies
    • 1.1k views
    • 
    • E as in ERISA
    • January 9, 2003

45. When to file 5500?

    By Guest rachd, January 8, 2003
    • 4 replies
    • 1.5k views
    • 
    • k man
    • May 21, 2003

46. Initial Year 5500-EZ

    By bzorc, January 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • imchipbrown
    • January 8, 2003

47. DFVC filing

    By Belgarath, January 6, 2003
    • 4 replies
    • 1.7k views
    • 
    • Belgarath
    • January 13, 2003

48. Schedule A - Commissions Paid

    By Guest Alison Williams, January 4, 2003
    • 1 reply
    • 1.8k views
    • 
    • KIP KRAUS
    • January 7, 2003

49. 5500

    By Guest John Trusler, January 3, 2003
    • 1 reply
    • 1.3k views
    • 
    • JohnCheek
    • January 4, 2003

50. Amended Form 5500 procedure

    By Cathy from Chicago, December 20, 2002
    • 1 reply
    • 1.8k views
    • 
    • Fredman
    • December 20, 2002