Form 5500

3,273 topics in this forum

1. Schedule P - changing trustees

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

2. Schedule SSA for merged plans

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

3. Health FSA a "funded" plan?

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

4. Schedule A Help!

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

5. Question on Schedule I - Financial Information

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

6. Should 5500 be filed with State?

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

7. Large Plan Audits

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

8. Schedule of Reportable Transactions

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

9. Form 5558

   By Guest charan, July 9, 2002
   • 1 reply
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • July 12, 2002

10. 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

11. Short plan year audit

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

12. Form 5500 EZ or 5500?

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

13. Schedule H or I?

    By Guest BillClinton, July 1, 2002
    • 1 reply
    • 1.3k views
    • 
    • jaemmons
    • July 10, 2002

14. Final 5500 for 401(k) Plan

    By Guest ARuper, June 28, 2002
    • 4 replies
    • 3.3k views
    • 
    • Earl
    • July 10, 2002

15. 80-120 Rule: 53 participants at 1/1/00 and 117 at 1/1/01?

    By Guest Robin Vatalaro, July 7, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 7, 2002

16. Corrective distributions on Schedule I

    By Guest MAWalsh, July 1, 2002
    • 2 replies
    • 1.4k views
    • 
    • Disco Stu
    • July 2, 2002

17. Who is the employer?

    By Guest sburrall, July 2, 2002
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • July 2, 2002

18. GIC's and Schedule D's

    By Guest michaelv, May 18, 2001
    • 2 replies
    • 2.3k views
    • 
    • BFree
    • July 1, 2002

19. 5330 Questions/Verification

    By Guest LVanSteeter, June 25, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 25, 2002

20. Sch. A

    By doombuggy, June 19, 2002
    • 1 reply
    • 1.4k views
    • 
    • JohnCheek
    • June 22, 2002

21. Life Insurance Cash Value

    By MBCarey, June 21, 2002
    • 0 replies
    • 1.3k views
    • 
    • MBCarey
    • June 21, 2002

22. Form 5330 - Section 4975

    By TPAVP, June 20, 2002
    • 2 replies
    • 3k views
    • 
    • R. Butler
    • June 21, 2002

23. Effective plan date question

    By Guest LVanSteeter, June 19, 2002
    • 7 replies
    • 1.7k views
    • 
    • R. Butler
    • June 20, 2002

24. Multiple Employer Plan

    By Guest Lex, June 19, 2002
    • 3 replies
    • 1.8k views
    • 
    • Archimage
    • June 19, 2002

25. Schedule R Minimum Funding

    By Guest tcunagin, June 18, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • June 19, 2002

26. Yet another Schedule I, line 4i question

    By Guest Rae, June 14, 2002
    • 1 reply
    • 1.4k views
    • 
    • JohnCheek
    • June 17, 2002

27. Form 5500 DFE

    By DTH, June 17, 2002
    • 1 reply
    • 3.6k views
    • 
    • JanetM
    • June 17, 2002

28. Form 5500 required for vision plan?

    By John A, June 14, 2002
    • 1 reply
    • 1.9k views
    • 
    • JohnCheek
    • June 17, 2002

29. 5500-EZ - failure to file

    By k man, June 14, 2002
    • 3 replies
    • 1.8k views
    • 
    • jpod
    • June 17, 2002

30. How is PWBA handling late filers?

    By David MacLennan, November 8, 2001
    • 7 replies
    • 2.1k views
    • 
    • Steve72
    • June 14, 2002

31. Form 5500 Sponsors name change after close of pye

    By Guest EDSAADE, June 12, 2002
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • June 14, 2002

32. Qualifying plan assets -- treatment of Contribution Receivable

    By Guest N'siah, June 4, 2002
    • 2 replies
    • 1.8k views
    • 
    • pjkoehler
    • June 12, 2002

33. Plan Characteristic Codes for Line 8a

    By Guest LWilson, June 12, 2002
    • 5 replies
    • 2.8k views
    • 
    • david rigby
    • June 12, 2002

34. Schedule T

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

35. Deemed Distribution Reporting on Schedule I

    By MBCarey, June 11, 2002
    • 1 reply
    • 1.2k views
    • 
    • pmacduff
    • June 11, 2002

36. Form 5500 Poll

    By Guest mcapcpa, June 4, 2002
    • 7 replies
    • 1.8k views
    • 
    • JohnCheek
    • June 8, 2002

37. Fidelity Bond

    By Guest SPOT, June 7, 2002
    • 1 reply
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • June 7, 2002

38. filing requirements for a publicly traded company

    By eilano, June 7, 2002
    • 0 replies
    • 1.3k views
    • 
    • eilano
    • June 7, 2002

39. Form 5500

    By shamil10, June 3, 2002
    • 4 replies
    • 1.7k views
    • 
    • Steve72
    • June 7, 2002

40. 5500 Schedule D

    By PhilB, May 31, 2002
    • 5 replies
    • 4.1k views
    • 
    • PhilB
    • June 5, 2002

41. Small Plan Audit Requirement

    By bdeancpa, March 23, 2002
    • 6 replies
    • 2.2k views
    • 
    • Belgarath
    • June 5, 2002

42. 2001 5500 forms?

    By Guest BillClinton, May 13, 2002
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • June 1, 2002

43. Relius SAR

    By Guest SPOT, May 29, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 31, 2002

44. Software

    By Guest akwallace, May 31, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 31, 2002

45. Participant Directed Brokerage Accounts

    By Guest lforesz, May 15, 2002
    • 6 replies
    • 3.7k views
    • 
    • Guest
    • May 31, 2002

46. 2001 Form 5500 Changes

    By Guest mcapcpa, May 31, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 31, 2002

47. 2001 Form 5500

    By Guest mcapcpa, May 31, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 31, 2002

48. PS contribution for medical benefits

    By Guest Lex, May 30, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 30, 2002

49. 5500 filing summary for Fringe and Welfare Plans

    By AndyH, May 30, 2002
    • 0 replies
    • 1.3k views
    • 
    • AndyH
    • May 30, 2002

50. Small Plan Audit Exemption

    By Guest Giovanni, May 24, 2002
    • 9 replies
    • 2.9k views
    • 
    • Lynn Campbell
    • May 30, 2002