Form 5500

3,272 topics in this forum

1. DB plan to DC plan

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

2. late filings

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

3. Schedule B Mortality Code

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

4. SAR completion under the new small plan disclosure requirement

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

5. Form 5500 & Self Directed Brokerage accounts

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

6. Schedule H and VEBA audit

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

7. Form 5500

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

8. Schedule C

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

9. Plan Term and Form 5500

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

10. PWBA request for more information

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

11. Reporting of Life Insurance Policy??

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

12. 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

13. 5500 Filing For Plan using a VEBA

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

14. Schedule T

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

15. Schedule H

    By Guest Lex, August 15, 2002
    • 6 replies
    • 5.3k views
    • 
    • Tom Poje
    • July 5, 2011

16. Do IRAs require a 5500 filing

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

17. Very Basic Welfare 5500 Question

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

18. Who gets what SAR's?

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

19. SSA and Deceased Participants

    By DTH, August 2, 2002
    • 8 replies
    • 2.1k views
    • 
    • mwyatt
    • May 14, 2003

20. Combined SAR for multiple plans?

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

21. 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

22. Final IRS Form 5500 Filing Requirement

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

23. 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

24. Large Plan or Small Plan?

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

25. Schedule C

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

26. Form 5500: Line 10, Schedule T

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

27. Characteristic Code "2K"

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

28. IRS Fine for late 5500 filing

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

29. 5500

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

30. 5500 and Church Plans

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

31. Reporting Excess Contributions & Refunds

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

32. Amended 5500

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

33. Life Insurance Policies and Schedule I Reporting

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

34. 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

35. Schedule P - changing trustees

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

36. Schedule SSA for merged plans

    By JanetM, July 19, 2002
    • 0 replies
    • 1.2k views
    • 
    • JanetM
    • July 19, 2002

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

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

38. Health FSA a "funded" plan?

    By Guest malmka, July 18, 2002
    • 7 replies
    • 2.6k views
    • 
    • Kirk Maldonado
    • July 18, 2002

39. Question on Schedule I - Financial Information

    By Guest PLHart, July 16, 2002
    • 1 reply
    • 1.9k views
    • 
    • jaemmons
    • July 16, 2002

40. Should 5500 be filed with State?

    By Guest JDVJr, July 16, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 16, 2002

41. Who signs the 5558?

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

42. Short plan year audit

    By Guest Christie Banks, July 12, 2002
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • July 12, 2002

43. Form 5500 EZ or 5500?

    By Guest schmpa, July 12, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • July 12, 2002

44. Schedule P

    By Guest jalbee, July 11, 2002
    • 13 replies
    • 2.7k views
    • 
    • Guest
    • November 5, 2003

45. Schedule A Help!

    By card, July 11, 2002
    • 2 replies
    • 1.4k views
    • 
    • card
    • July 17, 2002

46. Large Plan Audits

    By T.J. Orr, July 10, 2002
    • 3 replies
    • 2.1k views
    • 
    • JohnCheek
    • July 16, 2002

47. collectively bargained plan

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

48. Form 5558

    By Guest charan, July 9, 2002
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 12, 2002

49. Schedule of Reportable Transactions

    By Guest SPOT, July 9, 2002
    • 3 replies
    • 10.6k views
    • 
    • Guest
    • July 15, 2002

50. 5500 filing with Schedule B not required; how to avoid rejected filing

    By AndyH, July 9, 2002
    • 5 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • July 12, 2002