Form 5500

3,277 topics in this forum

1. Large Plan Audits

   By T.J. Orr, July 10, 2002
   • 3 replies
   • 2.2k views
   • 
   • JohnCheek
   • July 16, 2002

2. collectively bargained plan

   By eilano, July 10, 2002
   • 1 reply
   • 1.7k views
   • 
   • JohnCheek
   • July 19, 2002

3. Form 5558

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

4. Schedule of Reportable Transactions

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

5. 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

6. 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
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   • Guest
   • July 7, 2002

7. Who is the employer?

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

8. Schedule H or I?

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

9. Corrective distributions on Schedule I

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

10. Final 5500 for 401(k) Plan

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

11. 5330 Questions/Verification

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

12. Life Insurance Cash Value

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

13. Form 5330 - Section 4975

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

14. Effective plan date question

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

15. Sch. A

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

16. Multiple Employer Plan

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

17. Schedule R Minimum Funding

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

18. Form 5500 DFE

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

19. Form 5500 required for vision plan?

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

20. 5500-EZ - failure to file

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

21. Yet another Schedule I, line 4i question

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

22. Plan Characteristic Codes for Line 8a

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

23. Form 5500 Sponsors name change after close of pye

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

24. Deemed Distribution Reporting on Schedule I

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

25. Schedule T

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

26. filing requirements for a publicly traded company

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

27. Fidelity Bond

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

28. Qualifying plan assets -- treatment of Contribution Receivable

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

29. Form 5500 Poll

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

30. Form 5500

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

31. 5500 Schedule D

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

32. Software

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

33. 2001 Form 5500 Changes

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

34. 2001 Form 5500

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

35. PS contribution for medical benefits

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

36. 5500 filing summary for Fringe and Welfare Plans

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

37. Relius SAR

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

38. Restored Forfeitues

    By Disco Stu, May 29, 2002
    • 0 replies
    • 1.4k views
    • 
    • Disco Stu
    • May 29, 2002

39. Small Plan Audit Exemption

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

40. Schedule T li

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

41. Wrap Document - Consolidated 5500

    By Guest KEK, May 22, 2002
    • 8 replies
    • 5.8k views
    • 
    • 401 Chaos
    • September 10, 2013

42. Poll on multiple employer plan 5500 filing rules

    By John A, May 22, 2002
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • May 23, 2002

43. Schedule T

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

44. Controlled Group and 5500

    By KateSmithPA, May 21, 2002
    • 9 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • May 22, 2002

45. Union-sponsored death Benefit

    By Guest Cindyd, May 20, 2002
    • 2 replies
    • 1.7k views
    • 
    • JohnCheek
    • May 21, 2002

46. Participant Directed Brokerage Accounts

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

47. plan merger-final 5500

    By Guest Dolores Lawrence, May 13, 2002
    • 8 replies
    • 4.3k views
    • 
    • david rigby
    • May 16, 2002

48. 2001 5500 forms?

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

49. 5500 Reporting for Simple 401(k) to "regular" 401(k)

    By Guest bgiles, May 9, 2002
    • 3 replies
    • 1.7k views
    • 
    • JohnCheek
    • May 21, 2002

50. Schedule B of Form 5500

    By Guest meggie, May 8, 2002
    • 6 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 8, 2002