Form 5500

3,277 topics in this forum

1. Initial Year 5500-EZ

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

2. DFVC filing

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

3. Schedule A - Commissions Paid

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

4. 5500

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

5. Amended Form 5500 procedure

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

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

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

7. Schedule B - line 6i Estimated investment return

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

8. Coverage testing - excludable employees & Schedule T

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

9. 5500 for a Controlled Group

   By Archimage, December 5, 2002
   • 3 replies
   • 1.6k views
   • 
   • Archimage
   • December 6, 2002

10. Brokerage accounts...

    By Guest RONNIE WASEL, November 26, 2002
    • 2 replies
    • 1.6k views
    • 
    • Jean
    • November 26, 2002

11. Schedule A's and HMOs

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

12. 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

13. Valuations...

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

14. Form 5500 EZ

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

15. Form 5500

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

16. DOL Inquiries

    By Guest Effie Clark, October 30, 2002
    • 6 replies
    • 1.6k views
    • 
    • Earl
    • November 29, 2002

17. Calculating Nets G/L for Schedule H

    By MBCarey, October 28, 2002
    • 11 replies
    • 1.9k views
    • 
    • Guest
    • October 29, 2002

18. EZ Q 15b

    By David, October 23, 2002
    • 2 replies
    • 1.1k views
    • 
    • David
    • October 24, 2002

19. Guidance on 5500 Audit

    By Guest Rudy102, October 22, 2002
    • 5 replies
    • 1.7k views
    • 
    • bzorc
    • October 31, 2002

20. 5500 Audit for merged plan

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

21. Form 5500 Audit

    By Guest PJMAK, October 17, 2002
    • 5 replies
    • 2.7k views
    • 
    • E as in ERISA
    • October 18, 2002

22. missing schedule p

    By wsp, October 15, 2002
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • October 17, 2002

23. 5500 filings and attachments

    By 2muchstress, October 15, 2002
    • 22 replies
    • 4.5k views
    • 
    • Lori Friedman
    • September 23, 2005

24. No Federal ID Number

    By Sully, October 15, 2002
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • October 15, 2002

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

    By Guest LisaPA, October 14, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 14, 2002

26. Sch A question

    By Guest awoj, October 14, 2002
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • April 21, 2010

27. plan applied vesting schedule to match in error.

    By maverick, October 10, 2002
    • 1 reply
    • 1.2k views
    • 
    • maverick
    • October 14, 2002

28. Amending 5500-Schedules

    By Guest CHRISTA, October 10, 2002
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 10, 2002

29. late 5500 filing

    By wsp, October 9, 2002
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • October 9, 2002

30. Incorrect BOY participant Count

    By Guest PES, October 9, 2002
    • 1 reply
    • 1.5k views
    • 
    • Fredman
    • October 10, 2002

31. Final 5500 for MPPP .... when the MPPP is merged into an existing PSP

    By Moe Howard, October 4, 2002
    • 2 replies
    • 1.4k views
    • 
    • BFree
    • October 7, 2002

32. Sch. R question

    By FJR, October 3, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • October 9, 2002

33. Last minute auditors

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

34. Plan Audits - uncooperative CPA firms

    By Guest J. David Wright, October 3, 2002
    • 6 replies
    • 2.6k views
    • 
    • E as in ERISA
    • October 4, 2002

35. Money Purchase or not?

    By Guest 5500, October 1, 2002
    • 3 replies
    • 2k views
    • 
    • RTK
    • October 1, 2002

36. SEP's and Form 5500

    By Guest Alison Williams, September 30, 2002
    • 2 replies
    • 1.6k views
    • 
    • JohnCheek
    • October 2, 2002

37. Amended filings??

    By Guest Factster, September 30, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • October 1, 2002

38. 5500 and MPPP merger

    By wmyer, September 19, 2002
    • 10 replies
    • 1.9k views
    • 
    • kocak
    • September 24, 2002

39. Pro's and Con's of E-Filing 5500s?

    By AndyH, September 19, 2002
    • 0 replies
    • 1.3k views
    • 
    • AndyH
    • September 19, 2002

40. Small Plan Audit - IRA's

    By austin3515, September 19, 2002
    • 8 replies
    • 1.7k views
    • 
    • austin3515
    • October 16, 2002

41. Small Plan Audit and SAR

    By kocak, September 17, 2002
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • September 19, 2002

42. FSA 5500 Filings

    By Guest Brenda Stepp, September 17, 2002
    • 3 replies
    • 2.8k views
    • 
    • papogi
    • September 17, 2002

43. Prior 5500 Filings

    By Guest KevinP, September 17, 2002
    • 7 replies
    • 1.8k views
    • 
    • E as in ERISA
    • September 18, 2002

44. Under $100,000 Exemption...

    By Guest RONNIE WASEL, September 16, 2002
    • 5 replies
    • 2.1k views
    • 
    • jaemmons
    • September 23, 2002

45. Plan Sponsor Leaves PEO - Report BOY 5500 Assets How?

    By Guest Robin Vatalaro, September 14, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 14, 2002

46. Two companies incorrectly included in one plan. Form 5500 impact?

    By Guest Factster, September 13, 2002
    • 4 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • September 13, 2002

47. How many filing years should be amended?

    By Guest JB2, September 13, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 13, 2002

48. 80-120 Participant Rule Question

    By Guest Powers, September 12, 2002
    • 11 replies
    • 11.9k views
    • 
    • BeckyMiller
    • January 6, 2004

49. Summary annual report question

    By bzorc, September 11, 2002
    • 7 replies
    • 3.8k views
    • 
    • E as in ERISA
    • September 16, 2002

50. Reasonable Cause - Fee Waiver

    By Dawn Hafner, September 10, 2002
    • 6 replies
    • 3.2k views
    • 
    • E as in ERISA
    • September 12, 2002