Form 5500

3,277 topics in this forum

1. 1994 Effective Date -- 5500s NEVER FILED

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

2. Question about DFVC

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

3. Schedule H Income Reporting

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

4. DFVC Penalty Amount

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

5. Schedule SSA Question (Dollar amounts??)

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

6. DB plan to DC plan

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

7. late filings

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

8. Schedule B Mortality Code

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

9. SAR completion under the new small plan disclosure requirement

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

10. Form 5500 & Self Directed Brokerage accounts

    By MBCarey, September 3, 2002
    • 4 replies
    • 5.6k views
    • 
    • MBCarey
    • September 4, 2002

11. Schedule H and VEBA audit

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

12. Form 5500

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

13. Schedule C

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

14. Plan Term and Form 5500

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

15. PWBA request for more information

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

16. Reporting of Life Insurance Policy??

    By chris, August 20, 2002
    • 1 reply
    • 1.5k views
    • 
    • jaemmons
    • August 21, 2002

17. 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

18. 5500 Filing For Plan using a VEBA

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

19. Schedule T

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

20. Schedule H

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

21. Do IRAs require a 5500 filing

    By Guest nlipton, August 14, 2002
    • 5 replies
    • 7.1k views
    • 
    • papogi
    • August 14, 2002

22. Very Basic Welfare 5500 Question

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

23. Who gets what SAR's?

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

24. SSA and Deceased Participants

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

25. Combined SAR for multiple plans?

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

26. 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

27. Final IRS Form 5500 Filing Requirement

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

28. 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

29. Large Plan or Small Plan?

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

30. Schedule C

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

31. Form 5500: Line 10, Schedule T

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

32. Characteristic Code "2K"

    By Guest LWilson, July 23, 2002
    • 2 replies
    • 3.9k views
    • 
    • Fredman
    • July 24, 2002

33. IRS Fine for late 5500 filing

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

34. 5500

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

35. 5500 and Church Plans

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

36. Reporting Excess Contributions & Refunds

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

37. Amended 5500

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

38. Life Insurance Policies and Schedule I Reporting

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

39. 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

40. Schedule P - changing trustees

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

41. Schedule SSA for merged plans

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

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

    By Guest Trirod, July 18, 2002
    • 1 reply
    • 2.2k views
    • 
    • JohnCheek
    • July 19, 2002

43. Health FSA a "funded" plan?

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

44. Question on Schedule I - Financial Information

    By Guest PLHart, July 16, 2002
    • 1 reply
    • 2k views
    • 
    • jaemmons
    • July 16, 2002

45. Should 5500 be filed with State?

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

46. Who signs the 5558?

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

47. Short plan year audit

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

48. Form 5500 EZ or 5500?

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

49. Schedule P

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

50. Schedule A Help!

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