Form 5500

3,277 topics in this forum

1. Schedule T

   By Guest pjg, June 23, 2003
   • 2 replies
   • 1k views
   • 
   • Tom Poje
   • June 23, 2003

2. Schedule T

   By Guest LVanSteeter, July 16, 2003
   • 2 replies
   • 934 views
   • 
   • Tom Poje
   • July 17, 2003

3. Schedule T

   By Guest CCarter, June 10, 2002
   • 3 replies
   • 1.5k views
   • 
   • wmyer
   • June 12, 2002

4. Schedule T

   By Guest Rettop, May 21, 2002
   • 1 reply
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • May 21, 2002

5. Schedule T

   By Guest shafter, October 11, 2001
   • 1 reply
   • 1.5k views
   • 
   • Kristina
   • October 11, 2001

6. Schedule T

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

7. Schedule T

   By Guest Alwaysthinking, July 2, 2003
   • 4 replies
   • 1.2k views
   • 
   • Guest
   • July 3, 2003

8. SCHEDULE T

   By stevena, August 2, 2005
   • 5 replies
   • 1.8k views
   • 
   • JDuns
   • August 3, 2005

9. Schedule T

   By Guest RS Vatalaro, February 20, 2003
   • 5 replies
   • 1.4k views
   • 
   • jaemmons
   • March 10, 2003

10. Schedule T

    By MBCarey, June 17, 2003
    • 1 reply
    • 972 views
    • 
    • Guest
    • June 17, 2003

11. Schedule T - Disaggregated Parts of Plan

    By Guest Justine Woodard, August 7, 2000
    • 1 reply
    • 2.2k views
    • 
    • Richard Anderson
    • August 8, 2000

12. Schedule T - multiple employer plan

    By Guest Bob Kayak, May 31, 2005
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 1, 2005

13. Schedule T - Question #4

    By buckaroo, May 5, 2003
    • 0 replies
    • 1k views
    • 
    • buckaroo
    • May 5, 2003

14. Schedule T and statutory exclusions

    By Guest RBlaine, May 10, 2004
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • May 10, 2004

15. Schedule T clarification

    By Guest ypartridge, September 14, 2000
    • 3 replies
    • 1.8k views
    • 
    • Kristina
    • September 19, 2000

16. Schedule T for a cross tested plan

    By Guest revier, September 16, 2004
    • 2 replies
    • 1k views
    • 
    • jquazza
    • September 17, 2004

17. Schedule T in 2008?

    By Guest Pisgah, April 5, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 6, 2007

18. Schedule T li

    By kmciver, May 22, 2002
    • 2 replies
    • 1.5k views
    • 
    • kmciver
    • May 23, 2002

19. Schedule T Line 3 exceptions

    By Richard Anderson, September 21, 2001
    • 3 replies
    • 1.6k views
    • 
    • Richard Anderson
    • October 8, 2001

20. Schedule T when there are no employees

    By jlea, February 27, 2008
    • 1 reply
    • 945 views
    • 
    • jlea
    • February 27, 2008

21. Schedule T, item 4e

    By Guest BAR, August 27, 2001
    • 9 replies
    • 2.1k views
    • 
    • Tom Poje
    • August 31, 2001

22. Schedule T, Line 3, disaggregated parts

    By R. Butler, September 1, 2000
    • 4 replies
    • 2k views
    • 
    • Richard Anderson
    • September 5, 2000

23. Schedule T, Line 4d

    By Guest Rudy, May 29, 2001
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • May 29, 2001

24. Schedule T, when aggregating

    By himt4, October 4, 2005
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 5, 2005

25. Schedule Ts, Multiple Employer Plan

    By pmacduff, February 11, 2004
    • 12 replies
    • 2.1k views
    • 
    • Guest
    • April 16, 2004

26. Scheduled IRS FIRE system outage - no paper filings?

    By mandmeickhoff@msn.com, November 30, 2015   

    • 8955-SSA
    • FIRE
    • 4 replies
    • 1.7k views
    • 
    • My 2 cents
    • December 3, 2015

27. Schedules H/I and Mutual Funds

    By Guest RBJ, October 12, 2000
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • October 13, 2000

28. Schedules P & SSA removed from 5500 for 2006?

    By Guest RJMOB, August 4, 2006
    • 1 reply
    • 1.4k views
    • 
    • Leopurrd
    • August 4, 2006

29. Schudele 5500 Schedle H line 4i assets held for investment

    By Guest Kriso, October 14, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 14, 2003

30. Searching for Plan Documents

    By Guest anagpal, May 17, 2006
    • 2 replies
    • 1.3k views
    • 
    • Ron Snyder
    • May 19, 2006

31. Section 125 Plan Filing

    By Guest moseelig, July 15, 2005
    • 5 replies
    • 2.6k views
    • 
    • 401 Chaos
    • July 15, 2005

32. Self Funded Welfare Benefit Plan

    By nancy, March 31, 2005
    • 3 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • April 4, 2005

33. Self-employed individual

    By Guest ahill, April 18, 2002
    • 3 replies
    • 1.5k views
    • 
    • jpod
    • April 19, 2002

34. Self-Funded Dental welfare planIs an audit required?

    By oriecat, May 26, 2004
    • 4 replies
    • 1.2k views
    • 
    • oriecat
    • May 27, 2004

35. Self-funded group medical plan

    By SLuskin, October 30, 2001
    • 2 replies
    • 1.6k views
    • 
    • SLuskin
    • November 7, 2001

36. Self-funded health plan

    By Guest Melissa Winslow, January 10, 2002
    • 1 reply
    • 2k views
    • 
    • Guest
    • January 10, 2002

37. Self-insured health plan

    By Guest Tara Curran, November 7, 2001
    • 1 reply
    • 2.3k views
    • 
    • JohnCheek
    • November 10, 2001

38. Send out SAR before e-signing? (!)

    By BG5150, July 9, 2012
    • 6 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • July 12, 2012

39. Sending clients a printable 5500 filing by e-mail

    By SoCalActuary, March 3, 2005
    • 1 reply
    • 1.2k views
    • 
    • No Name
    • March 3, 2005

40. SEP IRA - 5500

    By jmartin, September 1, 2011
    • 2 replies
    • 3.3k views
    • 
    • austin3515
    • September 2, 2011

41. SEP's and Form 5500

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

42. Separate 5500s and Audit Required?

    By Guest jsga, July 25, 2001
    • 1 reply
    • 1.7k views
    • 
    • JohnCheek
    • July 29, 2001

43. separate 5500s for solo(k) and DB plan?

    By JHalligan, September 14, 2022
    • 3 replies
    • 468 views
    • 
    • ratherbereading
    • September 14, 2022

44. Service Auditor's Report (SAS 70) - Who is required to have one?

    By Guest Sponias, September 30, 2004
    • 2 replies
    • 2k views
    • 
    • Guest
    • October 7, 2004

45. Service Provider cannot provide Sched c Data

    By austin3515, December 6, 2010
    • 0 replies
    • 869 views
    • 
    • austin3515
    • December 6, 2010

46. Service Providers Defined

    By Guest NLONEY, November 9, 2000
    • 5 replies
    • 2.2k views
    • 
    • Kristina
    • August 14, 2001

47. Service provier signing on behalf of employer/sponsor

    By Moe Howard, June 18, 2010
    • 7 replies
    • 2.7k views
    • 
    • Tom Poje
    • June 29, 2010

48. Settlement income received after final 5500 filed

    By Guest LoloV, November 14, 2003
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • November 17, 2003

49. Severance Pay Plan - info to be included?

    By Guest calcu, January 19, 2005
    • 10 replies
    • 4.7k views
    • 
    • Guest
    • January 24, 2005

50. Severance plan filings

    By alexa, July 12, 2020
    • 3 replies
    • 2.5k views
    • 
    • alexa
    • November 15, 2022