Form 5500

3,287 topics in this forum

1. Large Plan or Small Plan?

   By Guest Amy Harle, July 29, 2002
   • 7 replies
   • 3.2k views
   • 
   • JohnCheek
   • July 30, 2002

2. Form 5500: Line 10, Schedule T

   By Guest LVanSteeter, July 25, 2002
   • 5 replies
   • 2k views
   • 
   • Kristina
   • July 30, 2002

3. 5500

   By Guest mariaguzzetta, July 23, 2002
   • 3 replies
   • 1.8k views
   • 
   • Kristina
   • July 30, 2002

4. Schedule C

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

5. Characteristic Code "2K"

   By Guest LWilson, July 23, 2002
   • 2 replies
   • 4.1k views
   • 
   • Fredman
   • July 24, 2002

6. IRS Fine for late 5500 filing

   By Cathy from Chicago, July 23, 2002
   • 1 reply
   • 2.4k views
   • 
   • Fredman
   • July 24, 2002

7. 5500 and Church Plans

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

8. Reporting Excess Contributions & Refunds

   By Guest LWilson, July 22, 2002
   • 1 reply
   • 1.9k views
   • 
   • Blinky the 3-eyed Fish
   • July 22, 2002

9. What constitutes a change in plan year?

   By Guest LFrankel, July 22, 2002
   • 1 reply
   • 1.6k views
   • 
   • E as in ERISA
   • July 22, 2002

10. Life Insurance Policies and Schedule I Reporting

    By Guest J Dennis, July 22, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 22, 2002

11. Who signs the 5558?

    By Guest joeyb, July 15, 2002
    • 12 replies
    • 3.1k views
    • 
    • Ron Snyder
    • July 22, 2002

12. Multiple Late 5500EZ's

    By David MacLennan, January 25, 2001
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • July 21, 2002

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

    By Guest Trirod, July 18, 2002
    • 1 reply
    • 2.3k views
    • 
    • JohnCheek
    • July 19, 2002

14. collectively bargained plan

    By eilano, July 10, 2002
    • 1 reply
    • 1.8k views
    • 
    • JohnCheek
    • July 19, 2002

15. Schedule P - changing trustees

    By Guest RJM, July 19, 2002
    • 2 replies
    • 1.4k views
    • 
    • jpod
    • July 19, 2002

16. Schedule SSA for merged plans

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

17. Health FSA a "funded" plan?

    By Guest malmka, July 18, 2002
    • 7 replies
    • 2.9k views
    • 
    • Kirk Maldonado
    • July 18, 2002

18. Schedule A Help!

    By card, July 11, 2002
    • 2 replies
    • 1.5k views
    • 
    • card
    • July 17, 2002

19. Question on Schedule I - Financial Information

    By Guest PLHart, July 16, 2002
    • 1 reply
    • 2.3k views
    • 
    • jaemmons
    • July 16, 2002

20. Should 5500 be filed with State?

    By Guest JDVJr, July 16, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • July 16, 2002

21. Large Plan Audits

    By T.J. Orr, July 10, 2002
    • 3 replies
    • 2.4k views
    • 
    • JohnCheek
    • July 16, 2002

22. Schedule of Reportable Transactions

    By Guest SPOT, July 9, 2002
    • 3 replies
    • 11k views
    • 
    • Guest
    • July 15, 2002

23. Form 5558

    By Guest charan, July 9, 2002
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • July 12, 2002

24. 5500 filing with Schedule B not required; how to avoid rejected filing

    By AndyH, July 9, 2002
    • 5 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • July 12, 2002

25. Short plan year audit

    By Guest Christie Banks, July 12, 2002
    • 6 replies
    • 3.3k views
    • 
    • Guest
    • July 12, 2002

26. Form 5500 EZ or 5500?

    By Guest schmpa, July 12, 2002
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • July 12, 2002

27. Schedule H or I?

    By Guest BillClinton, July 1, 2002
    • 1 reply
    • 1.5k views
    • 
    • jaemmons
    • July 10, 2002

28. Final 5500 for 401(k) Plan

    By Guest ARuper, June 28, 2002
    • 4 replies
    • 3.4k views
    • 
    • Earl
    • July 10, 2002

29. 80-120 Rule: 53 participants at 1/1/00 and 117 at 1/1/01?

    By Guest Robin Vatalaro, July 7, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 7, 2002

30. Corrective distributions on Schedule I

    By Guest MAWalsh, July 1, 2002
    • 2 replies
    • 1.5k views
    • 
    • Disco Stu
    • July 2, 2002

31. Who is the employer?

    By Guest sburrall, July 2, 2002
    • 1 reply
    • 1.7k views
    • 
    • E as in ERISA
    • July 2, 2002

32. GIC's and Schedule D's

    By Guest michaelv, May 18, 2001
    • 2 replies
    • 2.4k views
    • 
    • BFree
    • July 1, 2002

33. 5330 Questions/Verification

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

34. Sch. A

    By doombuggy, June 19, 2002
    • 1 reply
    • 1.5k views
    • 
    • JohnCheek
    • June 22, 2002

35. Life Insurance Cash Value

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

36. Form 5330 - Section 4975

    By TPAVP, June 20, 2002
    • 2 replies
    • 3.1k views
    • 
    • R. Butler
    • June 21, 2002

37. Effective plan date question

    By Guest LVanSteeter, June 19, 2002
    • 7 replies
    • 1.9k views
    • 
    • R. Butler
    • June 20, 2002

38. Multiple Employer Plan

    By Guest Lex, June 19, 2002
    • 3 replies
    • 1.9k views
    • 
    • Archimage
    • June 19, 2002

39. Schedule R Minimum Funding

    By Guest tcunagin, June 18, 2002
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • June 19, 2002

40. Yet another Schedule I, line 4i question

    By Guest Rae, June 14, 2002
    • 1 reply
    • 1.6k views
    • 
    • JohnCheek
    • June 17, 2002

41. Form 5500 DFE

    By DTH, June 17, 2002
    • 1 reply
    • 3.7k views
    • 
    • JanetM
    • June 17, 2002

42. Form 5500 required for vision plan?

    By John A, June 14, 2002
    • 1 reply
    • 2.1k views
    • 
    • JohnCheek
    • June 17, 2002

43. 5500-EZ - failure to file

    By k man, June 14, 2002
    • 3 replies
    • 1.9k views
    • 
    • jpod
    • June 17, 2002

44. How is PWBA handling late filers?

    By David MacLennan, November 8, 2001
    • 7 replies
    • 2.2k views
    • 
    • Steve72
    • June 14, 2002

45. Form 5500 Sponsors name change after close of pye

    By Guest EDSAADE, June 12, 2002
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • June 14, 2002

46. Qualifying plan assets -- treatment of Contribution Receivable

    By Guest N'siah, June 4, 2002
    • 2 replies
    • 1.9k views
    • 
    • pjkoehler
    • June 12, 2002

47. Plan Characteristic Codes for Line 8a

    By Guest LWilson, June 12, 2002
    • 5 replies
    • 3k views
    • 
    • david rigby
    • June 12, 2002

48. Schedule T

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

49. Deemed Distribution Reporting on Schedule I

    By MBCarey, June 11, 2002
    • 1 reply
    • 1.3k views
    • 
    • pmacduff
    • June 11, 2002

50. Form 5500 Poll

    By Guest mcapcpa, June 4, 2002
    • 7 replies
    • 2k views
    • 
    • JohnCheek
    • June 8, 2002