Form 5500

3,272 topics in this forum

1. Summary annual report question

   By bzorc, September 11, 2002
   • 7 replies
   • 3.7k views
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   • E as in ERISA
   • September 16, 2002

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

   By Guest Robin Vatalaro, September 14, 2002
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • September 14, 2002

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

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

4. How many filing years should be amended?

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

5. Limited Scope Audit

   By Disco Stu, June 19, 2001
   • 4 replies
   • 2.5k views
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   • austin3515
   • September 12, 2002

6. Schedule H Income Reporting

   By MBCarey, September 9, 2002
   • 11 replies
   • 3.5k views
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   • JohnCheek
   • September 12, 2002

7. Reasonable Cause - Fee Waiver

   By Dawn Hafner, September 10, 2002
   • 6 replies
   • 3.1k views
   • 
   • E as in ERISA
   • September 12, 2002

8. 1994 Effective Date -- 5500s NEVER FILED

   By Guest JB2, September 10, 2002
   • 2 replies
   • 1.5k views
   • 
   • KateSmithPA
   • September 12, 2002

9. DFVC Penalty Amount

   By Guest merlin, September 9, 2002
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • September 12, 2002

10. Question about DFVC

    By KateSmithPA, September 10, 2002
    • 1 reply
    • 1.2k views
    • 
    • BFree
    • September 11, 2002

11. Schedule SSA Question (Dollar amounts??)

    By Guest Robert72, September 6, 2002
    • 0 replies
    • 1k views
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    • Guest
    • September 6, 2002

12. DB plan to DC plan

    By Guest LVanSteeter, September 6, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 6, 2002

13. late filings

    By Earl, September 5, 2002
    • 4 replies
    • 1.4k views
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    • jpod
    • September 5, 2002

14. Schedule B Mortality Code

    By Guest RichA, September 4, 2002
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • September 5, 2002

15. SAR completion under the new small plan disclosure requirement

    By Guest Rudy, September 3, 2002
    • 2 replies
    • 1.3k views
    • 
    • kocak
    • September 4, 2002

16. Form 5500 & Self Directed Brokerage accounts

    By MBCarey, September 3, 2002
    • 4 replies
    • 5.5k views
    • 
    • MBCarey
    • September 4, 2002

17. Schedule H and VEBA audit

    By Guest akwallace, August 30, 2002
    • 2 replies
    • 1.8k views
    • 
    • E as in ERISA
    • August 30, 2002

18. Schedule C

    By Guest Peter Riggins, August 28, 2002
    • 1 reply
    • 1.2k views
    • 
    • jaemmons
    • August 29, 2002

19. Form 5500

    By Guest CAM223, August 29, 2002
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • August 29, 2002

20. Plan Term and Form 5500

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

21. PWBA request for more information

    By Guest Barge Girl, August 21, 2002
    • 1 reply
    • 1.2k views
    • 
    • KJohnson
    • August 21, 2002

22. Reporting of Life Insurance Policy??

    By chris, August 20, 2002
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • August 21, 2002

23. Form 5500 filing in year of merger

    By Guest Diane DuFresne, August 20, 2002
    • 1 reply
    • 1.6k views
    • 
    • E as in ERISA
    • August 20, 2002

24. 5500 Filing For Plan using a VEBA

    By Guest akwallace, August 16, 2002
    • 1 reply
    • 2k views
    • 
    • Ron Snyder
    • August 16, 2002

25. Schedule T

    By MBCarey, August 15, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 15, 2002

26. Amended 5500

    By J2D2, July 22, 2002
    • 5 replies
    • 4.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 14, 2002

27. Do IRAs require a 5500 filing

    By Guest nlipton, August 14, 2002
    • 5 replies
    • 6.9k views
    • 
    • papogi
    • August 14, 2002

28. Very Basic Welfare 5500 Question

    By Guest akwallace, August 13, 2002
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • August 13, 2002

29. Who gets what SAR's?

    By Guest PAL100759, August 9, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 9, 2002

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

    By Guest SPOT, November 2, 2001
    • 3 replies
    • 8.3k views
    • 
    • JohnCheek
    • August 7, 2002

31. 80-120 rule question

    By bzorc, January 5, 2001
    • 11 replies
    • 3.8k views
    • 
    • BeckyMiller
    • August 7, 2002

32. Combined SAR for multiple plans?

    By Guest Laura A Anderson, August 1, 2002
    • 1 reply
    • 1.3k views
    • 
    • KIP KRAUS
    • August 2, 2002

33. Final IRS Form 5500 Filing Requirement

    By Guest pjrieck, July 31, 2002
    • 3 replies
    • 1.9k views
    • 
    • pmacduff
    • August 1, 2002

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

    By Guest LWilson, July 31, 2002
    • 3 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • July 31, 2002

35. Does a newly established PSP have to file Form 5500 for first two year

    By Moe Howard, July 30, 2002
    • 12 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • July 31, 2002

36. Large Plan or Small Plan?

    By Guest Amy Harle, July 29, 2002
    • 7 replies
    • 3k views
    • 
    • JohnCheek
    • July 30, 2002

37. Form 5500: Line 10, Schedule T

    By Guest LVanSteeter, July 25, 2002
    • 5 replies
    • 1.9k views
    • 
    • Kristina
    • July 30, 2002

38. 5500

    By Guest mariaguzzetta, July 23, 2002
    • 3 replies
    • 1.6k views
    • 
    • Kristina
    • July 30, 2002

39. Schedule C

    By Guest jdawson, July 25, 2002
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • July 25, 2002

40. Characteristic Code "2K"

    By Guest LWilson, July 23, 2002
    • 2 replies
    • 3.8k views
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    • Fredman
    • July 24, 2002

41. IRS Fine for late 5500 filing

    By Cathy from Chicago, July 23, 2002
    • 1 reply
    • 2.2k views
    • 
    • Fredman
    • July 24, 2002

42. 5500 and Church Plans

    By Guest Kathleen Fouquet, July 22, 2002
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • July 22, 2002

43. Reporting Excess Contributions & Refunds

    By Guest LWilson, July 22, 2002
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 22, 2002

44. What constitutes a change in plan year?

    By Guest LFrankel, July 22, 2002
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • July 22, 2002

45. Life Insurance Policies and Schedule I Reporting

    By Guest J Dennis, July 22, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 22, 2002

46. Who signs the 5558?

    By Guest joeyb, July 15, 2002
    • 12 replies
    • 2.9k views
    • 
    • Ron Snyder
    • July 22, 2002

47. Multiple Late 5500EZ's

    By David MacLennan, January 25, 2001
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • July 21, 2002

48. Loan defaults - to report on Sch. H & G?

    By Guest Trirod, July 18, 2002
    • 1 reply
    • 2.1k views
    • 
    • JohnCheek
    • July 19, 2002

49. collectively bargained plan

    By eilano, July 10, 2002
    • 1 reply
    • 1.7k views
    • 
    • JohnCheek
    • July 19, 2002

50. Schedule P - changing trustees

    By Guest RJM, July 19, 2002
    • 2 replies
    • 1.2k views
    • 
    • jpod
    • July 19, 2002