Form 5500

3,272 topics in this forum

1. Audit requirement for certain plans

   By Guest Mike Melnick, July 7, 2000
   • 5 replies
   • 2.9k views
   • 
   • JohnCheek
   • May 24, 2002

2. Poll on multiple employer plan 5500 filing rules

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

3. Schedule T li

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

4. Controlled Group and 5500

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

5. 5500 Reporting for Simple 401(k) to "regular" 401(k)

   By Guest bgiles, May 9, 2002
   • 3 replies
   • 1.6k views
   • 
   • JohnCheek
   • May 21, 2002

6. Schedule T

   By Guest Rettop, May 21, 2002
   • 1 reply
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • May 21, 2002

7. Union-sponsored death Benefit

   By Guest Cindyd, May 20, 2002
   • 2 replies
   • 1.6k views
   • 
   • JohnCheek
   • May 21, 2002

8. plan merger-final 5500

   By Guest Dolores Lawrence, May 13, 2002
   • 8 replies
   • 4.2k views
   • 
   • david rigby
   • May 16, 2002

9. Schedule B of Form 5500

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

10. New Plan 5500 Dates

    By Guest MCarey1, May 2, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • May 4, 2002

11. Schedule D Requirements

    By Guest MCarey1, May 2, 2002
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • May 2, 2002

12. DFVC program

    By Belgarath, March 28, 2002
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • May 1, 2002

13. copies of 5500 filings

    By Guest ckolodziej, April 24, 2002
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • April 25, 2002

14. DFVC Program procedures

    By Guest Barge Girl, April 25, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 25, 2002

15. MP amended to PS

    By Guest LVanSteeter, April 24, 2002
    • 3 replies
    • 1.6k views
    • 
    • pjkoehler
    • April 25, 2002

16. Schedule D for non calendar year Plan

    By Guest TrustMe401k, April 23, 2002
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 23, 2002

17. 5500-EZ And Schedule A

    By abanky, April 23, 2002
    • 2 replies
    • 1.4k views
    • 
    • abanky
    • April 23, 2002

18. Now that 125 Plans No Longer Require a Form 5500, What is Required for

    By Guest EMC, April 22, 2002
    • 4 replies
    • 2.3k views
    • 
    • KJohnson
    • April 23, 2002

19. Self-employed individual

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

20. schedule r form 5500

    By Guest ehayes, April 3, 2002
    • 2 replies
    • 1.7k views
    • 
    • Earl
    • April 17, 2002

21. Schedule A required if all assets transferred mid-year?

    By Cathy from Chicago, April 15, 2002
    • 2 replies
    • 1.4k views
    • 
    • Cathy from Chicago
    • April 16, 2002

22. 5500 Part II, Line 8

    By Guest RJM, April 10, 2002
    • 3 replies
    • 1.8k views
    • 
    • R. Butler
    • April 11, 2002

23. No More Schedule F

    By Guest Emiliano, April 5, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 5, 2002

24. Schedule C

    By Guest SPOT, March 26, 2002
    • 1 reply
    • 1.6k views
    • 
    • JohnCheek
    • April 2, 2002

25. 5500 Ownership/HR or Finance?

    By Guest Diane Furry, April 1, 2002
    • 3 replies
    • 2.7k views
    • 
    • david rigby
    • April 1, 2002

26. Form 5500 Number Participants

    By Guest 401kproman, March 28, 2002
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 28, 2002

27. Schedule D

    By Guest joeyb, March 28, 2002
    • 2 replies
    • 1.6k views
    • 
    • Fredman
    • March 28, 2002

28. Relius SAR

    By Guest SPOT, March 20, 2002
    • 3 replies
    • 1.6k views
    • 
    • mwyatt
    • March 26, 2002

29. Tax I.D. Number on 5500

    By KateSmithPA, March 12, 2002
    • 3 replies
    • 2.9k views
    • 
    • bdeancpa
    • March 23, 2002

30. 5500 Forms

    By Guest Kjack, March 6, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 12, 2002

31. Small plan audit waiver question

    By Belgarath, February 21, 2002
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • March 2, 2002

32. Schedule C - Change in auditors

    By Guest Christie Banks, February 28, 2002
    • 1 reply
    • 3.7k views
    • 
    • JohnCheek
    • March 1, 2002

33. Final year filing for cafeteria plans.

    By Guest RAJ, February 27, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 27, 2002

34. Does participant have right to Schedule SSA?

    By Medusa, February 18, 2002
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • February 19, 2002

35. COBRA participants and SARs

    By Guest Keith N, February 15, 2002
    • 0 replies
    • 2k views
    • 
    • Guest
    • February 15, 2002

36. Merged DB Plans

    By Guest HarveyC, February 6, 2002
    • 6 replies
    • 1.7k views
    • 
    • MGB
    • February 12, 2002

37. Sch A - Indiv annuity contracts, basis of premiums?

    By Guest amfam2, February 5, 2002
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • February 11, 2002

38. P.S. 58 costs reported on 1099-R should include "waiver of premiu

    By maverick, January 11, 2002
    • 3 replies
    • 4.5k views
    • 
    • Kirk Maldonado
    • February 9, 2002

39. Trust ID numbers purged by IRS due to inactivity

    By maverick, February 7, 2002
    • 2 replies
    • 2.3k views
    • 
    • bzorc
    • February 8, 2002

40. Trust ID number - any way to verify???

    By maverick, February 4, 2002
    • 2 replies
    • 2k views
    • 
    • maverick
    • February 4, 2002

41. DFVC - How far back?

    By Guest KEK, January 30, 2002
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • February 1, 2002

42. Amended 5500 for 1997

    By Guest Ed Walker, January 31, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 31, 2002

43. Availability of Forms for 2000?

    By Guest MSMA, January 25, 2002
    • 4 replies
    • 1.4k views
    • 
    • Theresa Lynn
    • January 28, 2002

44. 2001 Form 5500

    By Guest Emiliano, January 24, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 24, 2002

45. 2001 5500 forms

    By Belgarath, January 10, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 18, 2002

46. Schedule B and Money Purchase Plans

    By Guest Emiliano, January 17, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 17, 2002

47. Schedule I, Line 4a

    By Archimage, January 15, 2002
    • 2 replies
    • 2k views
    • 
    • JohnCheek
    • January 16, 2002

48. Form 5500, Schedule C

    By Guest kkesq, January 11, 2002
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • January 11, 2002

49. Late Form 5500 filing for LTD plan

    By alexa, January 10, 2002
    • 0 replies
    • 1.6k views
    • 
    • alexa
    • January 10, 2002

50. Self-funded health plan

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