Form 5500

3,284 topics in this forum

1. 5500 Schedule D

   By PhilB, May 31, 2002
   • 5 replies
   • 4.3k views
   • 
   • PhilB
   • June 5, 2002

2. Small Plan Audit Requirement

   By bdeancpa, March 23, 2002
   • 6 replies
   • 2.3k views
   • 
   • Belgarath
   • June 5, 2002

3. 2001 5500 forms?

   By Guest BillClinton, May 13, 2002
   • 9 replies
   • 2k views
   • 
   • Guest
   • June 1, 2002

4. Relius SAR

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

5. Software

   By Guest akwallace, May 31, 2002
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • May 31, 2002

6. Participant Directed Brokerage Accounts

   By Guest lforesz, May 15, 2002
   • 6 replies
   • 4k views
   • 
   • Guest
   • May 31, 2002

7. 2001 Form 5500 Changes

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

8. 2001 Form 5500

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

9. PS contribution for medical benefits

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

10. 5500 filing summary for Fringe and Welfare Plans

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

11. Small Plan Audit Exemption

    By Guest Giovanni, May 24, 2002
    • 9 replies
    • 3k views
    • 
    • Lynn Campbell
    • May 30, 2002

12. Restored Forfeitues

    By Disco Stu, May 29, 2002
    • 0 replies
    • 1.5k views
    • 
    • Disco Stu
    • May 29, 2002

13. Audit requirement for certain plans

    By Guest Mike Melnick, July 7, 2000
    • 5 replies
    • 3k views
    • 
    • JohnCheek
    • May 24, 2002

14. Poll on multiple employer plan 5500 filing rules

    By John A, May 22, 2002
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • May 23, 2002

15. Schedule T li

    By kmciver, May 22, 2002
    • 2 replies
    • 1.6k views
    • 
    • kmciver
    • May 23, 2002

16. Controlled Group and 5500

    By KateSmithPA, May 21, 2002
    • 9 replies
    • 2.9k views
    • 
    • Blinky the 3-eyed Fish
    • May 22, 2002

17. 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

18. Schedule T

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

19. Union-sponsored death Benefit

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

20. plan merger-final 5500

    By Guest Dolores Lawrence, May 13, 2002
    • 8 replies
    • 4.4k views
    • 
    • david rigby
    • May 16, 2002

21. Schedule B of Form 5500

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

22. New Plan 5500 Dates

    By Guest MCarey1, May 2, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • May 4, 2002

23. Schedule D Requirements

    By Guest MCarey1, May 2, 2002
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • May 2, 2002

24. DFVC program

    By Belgarath, March 28, 2002
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • May 1, 2002

25. copies of 5500 filings

    By Guest ckolodziej, April 24, 2002
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • April 25, 2002

26. DFVC Program procedures

    By Guest Barge Girl, April 25, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 25, 2002

27. MP amended to PS

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

28. 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

29. 5500-EZ And Schedule A

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

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

    By Guest EMC, April 22, 2002
    • 4 replies
    • 2.4k views
    • 
    • KJohnson
    • April 23, 2002

31. Self-employed individual

    By Guest ahill, April 18, 2002
    • 3 replies
    • 1.6k views
    • 
    • jpod
    • April 19, 2002

32. schedule r form 5500

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

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

    By Cathy from Chicago, April 15, 2002
    • 2 replies
    • 1.5k views
    • 
    • Cathy from Chicago
    • April 16, 2002

34. 5500 Part II, Line 8

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

35. No More Schedule F

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

36. Schedule C

    By Guest SPOT, March 26, 2002
    • 1 reply
    • 1.7k views
    • 
    • JohnCheek
    • April 2, 2002

37. 5500 Ownership/HR or Finance?

    By Guest Diane Furry, April 1, 2002
    • 3 replies
    • 2.9k views
    • 
    • david rigby
    • April 1, 2002

38. Form 5500 Number Participants

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

39. Schedule D

    By Guest joeyb, March 28, 2002
    • 2 replies
    • 1.7k views
    • 
    • Fredman
    • March 28, 2002

40. Relius SAR

    By Guest SPOT, March 20, 2002
    • 3 replies
    • 1.7k views
    • 
    • mwyatt
    • March 26, 2002

41. Tax I.D. Number on 5500

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

42. 5500 Forms

    By Guest Kjack, March 6, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 12, 2002

43. Small plan audit waiver question

    By Belgarath, February 21, 2002
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • March 2, 2002

44. Schedule C - Change in auditors

    By Guest Christie Banks, February 28, 2002
    • 1 reply
    • 3.8k views
    • 
    • JohnCheek
    • March 1, 2002

45. Final year filing for cafeteria plans.

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

46. Does participant have right to Schedule SSA?

    By Medusa, February 18, 2002
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • February 19, 2002

47. COBRA participants and SARs

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

48. Merged DB Plans

    By Guest HarveyC, February 6, 2002
    • 6 replies
    • 1.8k views
    • 
    • MGB
    • February 12, 2002

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

    By Guest amfam2, February 5, 2002
    • 7 replies
    • 2k views
    • 
    • Guest
    • February 11, 2002

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

    By maverick, January 11, 2002
    • 3 replies
    • 4.6k views
    • 
    • Kirk Maldonado
    • February 9, 2002