Form 5500

3,286 topics in this forum

1. Failure to File 5500

   By Guest JasonCollins, February 27, 2003
   • 3 replies
   • 1.7k views
   • 
   • mbozek
   • March 2, 2003

2. Master Trusts

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

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

   By Theresa Lynn, February 12, 2003
   • 9 replies
   • 2.7k views
   • 
   • Theresa Lynn
   • February 18, 2003

4. Master Trusts

   By Guest ablach, February 7, 2003
   • 9 replies
   • 3.7k views
   • 
   • Guest
   • February 14, 2003

5. Plan Termination/Merger?

   By Guest rachd, February 12, 2003
   • 1 reply
   • 1.5k views
   • 
   • Kirk Maldonado
   • February 13, 2003

6. 5500 SAR & Plan Mergers

   By wmyer, February 12, 2003
   • 0 replies
   • 1.6k views
   • 
   • wmyer
   • February 12, 2003

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

   By Guest LVanSteeter, January 30, 2003
   • 13 replies
   • 2k views
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   • Guest
   • February 11, 2003

8. Schedule I & Forfeitures

   By Guest rachd, February 4, 2003
   • 1 reply
   • 1.5k views
   • 
   • Archimage
   • February 5, 2003

9. Plan Term. 5500 on extension?

   By Guest CCarter, February 4, 2003
   • 1 reply
   • 1.6k views
   • 
   • Mike Preston
   • February 4, 2003

10. Mailing Form 5500

    By Guest rachd, January 30, 2003
    • 3 replies
    • 1.8k views
    • 
    • Theresa Lynn
    • February 4, 2003

11. 2002 5500 EZ instructions

    By Belgarath, January 22, 2003
    • 7 replies
    • 1.5k views
    • 
    • Dave Baker
    • January 31, 2003

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

    By Guest rachd, January 29, 2003
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • January 31, 2003

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

    By stephen, January 29, 2003
    • 1 reply
    • 1.9k views
    • 
    • E as in ERISA
    • January 30, 2003

14. Accountant's Opinion

    By Guest Lex, January 25, 2003
    • 7 replies
    • 3.8k views
    • 
    • Mike Preston
    • January 27, 2003

15. Welfare Benefit Plan Reporting/Employee Assistance Plan

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

16. 5500 Plan Names

    By PhilB, January 25, 2003
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • January 27, 2003

17. Trust ID vs. Employter ID on the 5500

    By Guest rachd, January 15, 2003
    • 4 replies
    • 1.3k views
    • 
    • maverick
    • January 16, 2003

18. Are these qualifying assets?

    By Guest MeToo, January 11, 2003
    • 11 replies
    • 3.1k views
    • 
    • Guest
    • January 16, 2003

19. 5500-Form 5558 statistics

    By Guest LVanSteeter, January 14, 2003
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • January 14, 2003

20. 5500 Ez

    By Guest JEP, January 9, 2003
    • 3 replies
    • 1.9k views
    • 
    • Earl
    • January 14, 2003

21. DFVC filing

    By Belgarath, January 6, 2003
    • 4 replies
    • 1.8k views
    • 
    • Belgarath
    • January 13, 2003

22. Health Plan VEBA and Sch P

    By alexa, January 9, 2003
    • 3 replies
    • 1.2k views
    • 
    • E as in ERISA
    • January 9, 2003

23. Filing Deadline

    By wmyer, January 9, 2003
    • 0 replies
    • 1.1k views
    • 
    • wmyer
    • January 9, 2003

24. Initial Year 5500-EZ

    By bzorc, January 8, 2003
    • 1 reply
    • 1.2k views
    • 
    • imchipbrown
    • January 8, 2003

25. Schedule A - Commissions Paid

    By Guest Alison Williams, January 4, 2003
    • 1 reply
    • 1.9k views
    • 
    • KIP KRAUS
    • January 7, 2003

26. 5500

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

27. Amended Form 5500 procedure

    By Cathy from Chicago, December 20, 2002
    • 1 reply
    • 1.9k views
    • 
    • Fredman
    • December 20, 2002

28. Bonding/Reporting Requirements - SAR - for small plans

    By Cathy from Chicago, December 18, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 18, 2002

29. Schedule B - line 6i Estimated investment return

    By Guest joe22, December 18, 2002
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • December 18, 2002

30. Coverage testing - excludable employees & Schedule T

    By Guest Christie Banks, December 11, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 11, 2002

31. 5500 for a Controlled Group

    By Archimage, December 5, 2002
    • 3 replies
    • 1.7k views
    • 
    • Archimage
    • December 6, 2002

32. DOL Inquiries

    By Guest Effie Clark, October 30, 2002
    • 6 replies
    • 1.7k views
    • 
    • Earl
    • November 29, 2002

33. Schedule A's and HMOs

    By Guest xgn7t, November 22, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 26, 2002

34. Brokerage accounts...

    By Guest RONNIE WASEL, November 26, 2002
    • 2 replies
    • 1.7k views
    • 
    • Jean
    • November 26, 2002

35. 5500EZ required for plan terminating that's never needed to file, <

    By Cathy from Chicago, November 19, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • November 19, 2002

36. Valuations...

    By Guest RONNIE WASEL, November 18, 2002
    • 3 replies
    • 1.2k views
    • 
    • E as in ERISA
    • November 18, 2002

37. Form 5500 EZ

    By Guest mollym5, November 6, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • November 15, 2002

38. Form 5500

    By Guest Diane M. Stolz, November 4, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • November 4, 2002

39. Guidance on 5500 Audit

    By Guest Rudy102, October 22, 2002
    • 5 replies
    • 1.9k views
    • 
    • bzorc
    • October 31, 2002

40. Calculating Nets G/L for Schedule H

    By MBCarey, October 28, 2002
    • 11 replies
    • 2k views
    • 
    • Guest
    • October 29, 2002

41. EZ Q 15b

    By David, October 23, 2002
    • 2 replies
    • 1.2k views
    • 
    • David
    • October 24, 2002

42. 5500 Audit for merged plan

    By dmb, October 22, 2002
    • 1 reply
    • 1.4k views
    • 
    • E as in ERISA
    • October 22, 2002

43. Form 5500 Audit

    By Guest PJMAK, October 17, 2002
    • 5 replies
    • 2.8k views
    • 
    • E as in ERISA
    • October 18, 2002

44. missing schedule p

    By wsp, October 15, 2002
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • October 17, 2002

45. Small Plan Audit - IRA's

    By austin3515, September 19, 2002
    • 8 replies
    • 1.8k views
    • 
    • austin3515
    • October 16, 2002

46. No Federal ID Number

    By Sully, October 15, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • October 15, 2002

47. Need help regarding when an insurance company has to report to Plan on

    By Guest LisaPA, October 14, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 14, 2002

48. plan applied vesting schedule to match in error.

    By maverick, October 10, 2002
    • 1 reply
    • 1.3k views
    • 
    • maverick
    • October 14, 2002

49. Incorrect BOY participant Count

    By Guest PES, October 9, 2002
    • 1 reply
    • 1.6k views
    • 
    • Fredman
    • October 10, 2002

50. Amending 5500-Schedules

    By Guest CHRISTA, October 10, 2002
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • October 10, 2002