Form 5500

3,288 topics in this forum

1. Incorrect BOY participant Count

   By Guest PES, October 9, 2002
   • 1 reply
   • 1.7k views
   • 
   • Fredman
   • October 10, 2002

2. Amending 5500-Schedules

   By Guest CHRISTA, October 10, 2002
   • 2 replies
   • 2.5k views
   • 
   • Guest
   • October 10, 2002

3. late 5500 filing

   By wsp, October 9, 2002
   • 1 reply
   • 1.9k views
   • 
   • jpod
   • October 9, 2002

4. Sch. R question

   By FJR, October 3, 2002
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • October 9, 2002

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

   By Moe Howard, October 4, 2002
   • 2 replies
   • 1.7k views
   • 
   • BFree
   • October 7, 2002

6. Plan Audits - uncooperative CPA firms

   By Guest J. David Wright, October 3, 2002
   • 6 replies
   • 2.9k views
   • 
   • E as in ERISA
   • October 4, 2002

7. Last minute auditors

   By Guest KTigges, October 3, 2002
   • 1 reply
   • 1.5k views
   • 
   • david rigby
   • October 3, 2002

8. SEP's and Form 5500

   By Guest Alison Williams, September 30, 2002
   • 2 replies
   • 1.7k views
   • 
   • JohnCheek
   • October 2, 2002

9. Money Purchase or not?

   By Guest 5500, October 1, 2002
   • 3 replies
   • 2.2k views
   • 
   • RTK
   • October 1, 2002

10. Amended filings??

    By Guest Factster, September 30, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • October 1, 2002

11. 5500 and MPPP merger

    By wmyer, September 19, 2002
    • 10 replies
    • 2.3k views
    • 
    • kocak
    • September 24, 2002

12. Under $100,000 Exemption...

    By Guest RONNIE WASEL, September 16, 2002
    • 5 replies
    • 2.3k views
    • 
    • jaemmons
    • September 23, 2002

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

    By AndyH, September 19, 2002
    • 0 replies
    • 1.6k views
    • 
    • AndyH
    • September 19, 2002

14. Small Plan Audit and SAR

    By kocak, September 17, 2002
    • 2 replies
    • 1.7k views
    • 
    • austin3515
    • September 19, 2002

15. Prior 5500 Filings

    By Guest KevinP, September 17, 2002
    • 7 replies
    • 2.1k views
    • 
    • E as in ERISA
    • September 18, 2002

16. FSA 5500 Filings

    By Guest Brenda Stepp, September 17, 2002
    • 3 replies
    • 3.1k views
    • 
    • papogi
    • September 17, 2002

17. Summary annual report question

    By bzorc, September 11, 2002
    • 7 replies
    • 4.1k views
    • 
    • E as in ERISA
    • September 16, 2002

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

    By Guest Robin Vatalaro, September 14, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 14, 2002

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

    By Guest Factster, September 13, 2002
    • 4 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • September 13, 2002

20. How many filing years should be amended?

    By Guest JB2, September 13, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 13, 2002

21. Limited Scope Audit

    By Disco Stu, June 19, 2001
    • 4 replies
    • 2.8k views
    • 
    • austin3515
    • September 12, 2002

22. Schedule H Income Reporting

    By MBCarey, September 9, 2002
    • 11 replies
    • 3.9k views
    • 
    • JohnCheek
    • September 12, 2002

23. Reasonable Cause - Fee Waiver

    By Dawn Hafner, September 10, 2002
    • 6 replies
    • 3.5k views
    • 
    • E as in ERISA
    • September 12, 2002

24. 1994 Effective Date -- 5500s NEVER FILED

    By Guest JB2, September 10, 2002
    • 2 replies
    • 1.8k views
    • 
    • KateSmithPA
    • September 12, 2002

25. DFVC Penalty Amount

    By Guest merlin, September 9, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • September 12, 2002

26. Question about DFVC

    By KateSmithPA, September 10, 2002
    • 1 reply
    • 1.3k views
    • 
    • BFree
    • September 11, 2002

27. Schedule SSA Question (Dollar amounts??)

    By Guest Robert72, September 6, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 6, 2002

28. DB plan to DC plan

    By Guest LVanSteeter, September 6, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 6, 2002

29. late filings

    By Earl, September 5, 2002
    • 4 replies
    • 1.7k views
    • 
    • jpod
    • September 5, 2002

30. Schedule B Mortality Code

    By Guest RichA, September 4, 2002
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • September 5, 2002

31. SAR completion under the new small plan disclosure requirement

    By Guest Rudy, September 3, 2002
    • 2 replies
    • 1.5k views
    • 
    • kocak
    • September 4, 2002

32. Form 5500 & Self Directed Brokerage accounts

    By MBCarey, September 3, 2002
    • 4 replies
    • 6.1k views
    • 
    • MBCarey
    • September 4, 2002

33. Schedule H and VEBA audit

    By Guest akwallace, August 30, 2002
    • 2 replies
    • 1.9k views
    • 
    • E as in ERISA
    • August 30, 2002

34. Schedule C

    By Guest Peter Riggins, August 28, 2002
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • August 29, 2002

35. Form 5500

    By Guest CAM223, August 29, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • August 29, 2002

36. Plan Term and Form 5500

    By Guest acwallace, August 22, 2002
    • 1 reply
    • 1.4k views
    • 
    • E as in ERISA
    • August 22, 2002

37. PWBA request for more information

    By Guest Barge Girl, August 21, 2002
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • August 21, 2002

38. Reporting of Life Insurance Policy??

    By chris, August 20, 2002
    • 1 reply
    • 1.6k views
    • 
    • jaemmons
    • August 21, 2002

39. Form 5500 filing in year of merger

    By Guest Diane DuFresne, August 20, 2002
    • 1 reply
    • 1.9k views
    • 
    • E as in ERISA
    • August 20, 2002

40. 5500 Filing For Plan using a VEBA

    By Guest akwallace, August 16, 2002
    • 1 reply
    • 2.3k views
    • 
    • Ron Snyder
    • August 16, 2002

41. Schedule T

    By MBCarey, August 15, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 15, 2002

42. Amended 5500

    By J2D2, July 22, 2002
    • 5 replies
    • 4.8k views
    • 
    • Blinky the 3-eyed Fish
    • August 14, 2002

43. Do IRAs require a 5500 filing

    By Guest nlipton, August 14, 2002
    • 5 replies
    • 7.8k views
    • 
    • papogi
    • August 14, 2002

44. Very Basic Welfare 5500 Question

    By Guest akwallace, August 13, 2002
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • August 13, 2002

45. Who gets what SAR's?

    By Guest PAL100759, August 9, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 9, 2002

46. Schedule H, item 4j - When determining if a series of transactions of

    By Guest SPOT, November 2, 2001
    • 3 replies
    • 8.7k views
    • 
    • JohnCheek
    • August 7, 2002

47. 80-120 rule question

    By bzorc, January 5, 2001
    • 11 replies
    • 4.3k views
    • 
    • BeckyMiller
    • August 7, 2002

48. Combined SAR for multiple plans?

    By Guest Laura A Anderson, August 1, 2002
    • 1 reply
    • 1.6k views
    • 
    • KIP KRAUS
    • August 2, 2002

49. Final IRS Form 5500 Filing Requirement

    By Guest pjrieck, July 31, 2002
    • 3 replies
    • 2.2k views
    • 
    • pmacduff
    • August 1, 2002

50. Welfare Benefit Plan - Do I have fewer than 100 employees?

    By Guest LWilson, July 31, 2002
    • 3 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • July 31, 2002