Form 5500

3,272 topics in this forum

1. 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

2. 5500-EZ And Schedule A

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

3. 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
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   • KJohnson
   • April 23, 2002

4. Self-employed individual

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

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

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

6. 5500 Part II, Line 8

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

7. No More Schedule F

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

8. schedule r form 5500

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

9. 5500 Ownership/HR or Finance?

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

10. Form 5500 Number Participants

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

11. Schedule D

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

12. DFVC program

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

13. Schedule C

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

14. Small Plan Audit Requirement

    By bdeancpa, March 23, 2002
    • 6 replies
    • 2.2k views
    • 
    • Belgarath
    • June 5, 2002

15. Relius SAR

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

16. Tax I.D. Number on 5500

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

17. 5500 Forms

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

18. Schedule C - Change in auditors

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

19. Final year filing for cafeteria plans.

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

20. Small plan audit waiver question

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

21. Does participant have right to Schedule SSA?

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

22. COBRA participants and SARs

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

23. Trust ID numbers purged by IRS due to inactivity

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

24. Merged DB Plans

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

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

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

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

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

27. Amended 5500 for 1997

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

28. DFVC - How far back?

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

29. Availability of Forms for 2000?

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

30. 2001 Form 5500

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

31. Schedule B and Money Purchase Plans

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

32. Schedule I, Line 4a

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

33. Form 5500, Schedule C

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

34. 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

35. Late Form 5500 filing for LTD plan

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

36. 2001 5500 forms

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

37. Self-funded health plan

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

38. Medical Plan 5500s

    By Guest Shanka, January 7, 2002
    • 1 reply
    • 1.5k views
    • 
    • KJohnson
    • January 7, 2002

39. Demutualization proceeds

    By Guest Jose Rosario, December 27, 2001
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • January 8, 2002

40. Audit Requirement - Accured Distributions

    By BFree, December 14, 2001
    • 2 replies
    • 1.4k views
    • 
    • JohnCheek
    • December 16, 2001

41. Regarding Part 1 - Item C

    By Guest MSMA, December 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • pmacduff
    • December 12, 2001

42. Last Year's Ending Balance Wrong

    By KateSmithPA, November 30, 2001
    • 4 replies
    • 2.1k views
    • 
    • KateSmithPA
    • November 30, 2001

43. Employer contributions, Line 5, Schedule F

    By Guest RAJ, November 19, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 27, 2001

44. Are unallocated shares within a leveraged ESOP considered plan assets?

    By Guest KTigges, November 16, 2001
    • 2 replies
    • 2.2k views
    • 
    • Disco Stu
    • November 20, 2001

45. How is PWBA handling late filers?

    By David MacLennan, November 8, 2001
    • 7 replies
    • 2k views
    • 
    • Steve72
    • June 14, 2002

46. Looking for old Form 5500-C/R

    By Guest Rudy, November 8, 2001
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • November 12, 2001

47. Self-insured health plan

    By Guest Tara Curran, November 7, 2001
    • 1 reply
    • 2.3k views
    • 
    • JohnCheek
    • November 10, 2001

48. MEWAs and Form 5500

    By Guest Higley, November 6, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 6, 2001

49. Schedule H, item 4j - When determining if a series of transactions of

    By Guest SPOT, November 2, 2001
    • 3 replies
    • 8.3k views
    • 
    • JohnCheek
    • August 7, 2002

50. Self-funded group medical plan

    By SLuskin, October 30, 2001
    • 2 replies
    • 1.6k views
    • 
    • SLuskin
    • November 7, 2001