Form 5500

3,290 topics in this forum

1. Final IRS Form 5500 Filing Requirement

   By Guest pjrieck, July 31, 2002
   • 3 replies
   • 2.3k views
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   • pmacduff
   • August 1, 2002

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

   By Guest LWilson, July 31, 2002
   • 3 replies
   • 2k views
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   • Kirk Maldonado
   • July 31, 2002

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

   By Moe Howard, July 30, 2002
   • 12 replies
   • 2.6k views
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   • Blinky the 3-eyed Fish
   • July 31, 2002

4. Large Plan or Small Plan?

   By Guest Amy Harle, July 29, 2002
   • 7 replies
   • 3.3k views
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   • JohnCheek
   • July 30, 2002

5. Form 5500: Line 10, Schedule T

   By Guest LVanSteeter, July 25, 2002
   • 5 replies
   • 2.1k views
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   • Kristina
   • July 30, 2002

6. 5500

   By Guest mariaguzzetta, July 23, 2002
   • 3 replies
   • 2k views
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   • Kristina
   • July 30, 2002

7. Schedule C

   By Guest jdawson, July 25, 2002
   • 1 reply
   • 1.7k views
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   • E as in ERISA
   • July 25, 2002

8. Characteristic Code "2K"

   By Guest LWilson, July 23, 2002
   • 2 replies
   • 4.3k views
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   • Fredman
   • July 24, 2002

9. IRS Fine for late 5500 filing

   By Cathy from Chicago, July 23, 2002
   • 1 reply
   • 2.5k views
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   • Fredman
   • July 24, 2002

10. 5500 and Church Plans

    By Guest Kathleen Fouquet, July 22, 2002
    • 1 reply
    • 1.7k views
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    • Kirk Maldonado
    • July 22, 2002

11. Reporting Excess Contributions & Refunds

    By Guest LWilson, July 22, 2002
    • 1 reply
    • 2.1k views
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    • Blinky the 3-eyed Fish
    • July 22, 2002

12. What constitutes a change in plan year?

    By Guest LFrankel, July 22, 2002
    • 1 reply
    • 1.7k views
    • 
    • E as in ERISA
    • July 22, 2002

13. Life Insurance Policies and Schedule I Reporting

    By Guest J Dennis, July 22, 2002
    • 0 replies
    • 1.6k views
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    • Guest
    • July 22, 2002

14. Who signs the 5558?

    By Guest joeyb, July 15, 2002
    • 12 replies
    • 3.3k views
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    • Ron Snyder
    • July 22, 2002

15. Multiple Late 5500EZ's

    By David MacLennan, January 25, 2001
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • July 21, 2002

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

    By Guest Trirod, July 18, 2002
    • 1 reply
    • 2.5k views
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    • JohnCheek
    • July 19, 2002

17. collectively bargained plan

    By eilano, July 10, 2002
    • 1 reply
    • 1.9k views
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    • JohnCheek
    • July 19, 2002

18. Schedule P - changing trustees

    By Guest RJM, July 19, 2002
    • 2 replies
    • 1.5k views
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    • jpod
    • July 19, 2002

19. Schedule SSA for merged plans

    By JanetM, July 19, 2002
    • 0 replies
    • 1.3k views
    • 
    • JanetM
    • July 19, 2002

20. Health FSA a "funded" plan?

    By Guest malmka, July 18, 2002
    • 7 replies
    • 3.1k views
    • 
    • Kirk Maldonado
    • July 18, 2002

21. Schedule A Help!

    By card, July 11, 2002
    • 2 replies
    • 1.6k views
    • 
    • card
    • July 17, 2002

22. Question on Schedule I - Financial Information

    By Guest PLHart, July 16, 2002
    • 1 reply
    • 2.4k views
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    • jaemmons
    • July 16, 2002

23. Should 5500 be filed with State?

    By Guest JDVJr, July 16, 2002
    • 0 replies
    • 1.8k views
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    • Guest
    • July 16, 2002

24. Large Plan Audits

    By T.J. Orr, July 10, 2002
    • 3 replies
    • 2.5k views
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    • JohnCheek
    • July 16, 2002

25. Schedule of Reportable Transactions

    By Guest SPOT, July 9, 2002
    • 3 replies
    • 11.2k views
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    • Guest
    • July 15, 2002

26. Form 5558

    By Guest charan, July 9, 2002
    • 1 reply
    • 1.6k views
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    • Blinky the 3-eyed Fish
    • July 12, 2002

27. 5500 filing with Schedule B not required; how to avoid rejected filing

    By AndyH, July 9, 2002
    • 5 replies
    • 1.8k views
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    • Blinky the 3-eyed Fish
    • July 12, 2002

28. Short plan year audit

    By Guest Christie Banks, July 12, 2002
    • 6 replies
    • 3.5k views
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    • Guest
    • July 12, 2002

29. Form 5500 EZ or 5500?

    By Guest schmpa, July 12, 2002
    • 1 reply
    • 1.6k views
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    • Mike Preston
    • July 12, 2002

30. Schedule H or I?

    By Guest BillClinton, July 1, 2002
    • 1 reply
    • 1.6k views
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    • jaemmons
    • July 10, 2002

31. Final 5500 for 401(k) Plan

    By Guest ARuper, June 28, 2002
    • 4 replies
    • 3.6k views
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    • Earl
    • July 10, 2002

32. 80-120 Rule: 53 participants at 1/1/00 and 117 at 1/1/01?

    By Guest Robin Vatalaro, July 7, 2002
    • 1 reply
    • 1.5k views
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    • Guest
    • July 7, 2002

33. Corrective distributions on Schedule I

    By Guest MAWalsh, July 1, 2002
    • 2 replies
    • 1.6k views
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    • Disco Stu
    • July 2, 2002

34. Who is the employer?

    By Guest sburrall, July 2, 2002
    • 1 reply
    • 1.8k views
    • 
    • E as in ERISA
    • July 2, 2002

35. GIC's and Schedule D's

    By Guest michaelv, May 18, 2001
    • 2 replies
    • 2.5k views
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    • BFree
    • July 1, 2002

36. 5330 Questions/Verification

    By Guest LVanSteeter, June 25, 2002
    • 0 replies
    • 1.5k views
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    • Guest
    • June 25, 2002

37. Sch. A

    By doombuggy, June 19, 2002
    • 1 reply
    • 1.6k views
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    • JohnCheek
    • June 22, 2002

38. Life Insurance Cash Value

    By MBCarey, June 21, 2002
    • 0 replies
    • 1.4k views
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    • MBCarey
    • June 21, 2002

39. Form 5330 - Section 4975

    By TPAVP, June 20, 2002
    • 2 replies
    • 3.3k views
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    • R. Butler
    • June 21, 2002

40. Effective plan date question

    By Guest LVanSteeter, June 19, 2002
    • 7 replies
    • 2k views
    • 
    • R. Butler
    • June 20, 2002

41. Multiple Employer Plan

    By Guest Lex, June 19, 2002
    • 3 replies
    • 2k views
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    • Archimage
    • June 19, 2002

42. Schedule R Minimum Funding

    By Guest tcunagin, June 18, 2002
    • 3 replies
    • 2.2k views
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    • Guest
    • June 19, 2002

43. Yet another Schedule I, line 4i question

    By Guest Rae, June 14, 2002
    • 1 reply
    • 1.7k views
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    • JohnCheek
    • June 17, 2002

44. Form 5500 DFE

    By DTH, June 17, 2002
    • 1 reply
    • 3.9k views
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    • JanetM
    • June 17, 2002

45. Form 5500 required for vision plan?

    By John A, June 14, 2002
    • 1 reply
    • 2.2k views
    • 
    • JohnCheek
    • June 17, 2002

46. 5500-EZ - failure to file

    By k man, June 14, 2002
    • 3 replies
    • 2.1k views
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    • jpod
    • June 17, 2002

47. How is PWBA handling late filers?

    By David MacLennan, November 8, 2001
    • 7 replies
    • 2.3k views
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    • Steve72
    • June 14, 2002

48. Form 5500 Sponsors name change after close of pye

    By Guest EDSAADE, June 12, 2002
    • 2 replies
    • 3.7k views
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    • Guest
    • June 14, 2002

49. Qualifying plan assets -- treatment of Contribution Receivable

    By Guest N'siah, June 4, 2002
    • 2 replies
    • 2.1k views
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    • pjkoehler
    • June 12, 2002

50. Plan Characteristic Codes for Line 8a

    By Guest LWilson, June 12, 2002
    • 5 replies
    • 3.1k views
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    • david rigby
    • June 12, 2002