Form 5500

3,272 topics in this forum

1. Demutualization proceeds

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

2. Medical Plan 5500s

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

3. Audit Requirement - Accured Distributions

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

4. Regarding Part 1 - Item C

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

5. Last Year's Ending Balance Wrong

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

6. Employer contributions, Line 5, Schedule F

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

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

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

8. Looking for old Form 5500-C/R

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

9. Self-insured health plan

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

10. Self-funded group medical plan

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

11. Schedule E

    By Guest Bob Lees, October 26, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 6, 2001

12. MEWAs and Form 5500

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

13. Mega-Wrap Plan Excludes Sec. 125 component?

    By Christine Roberts, September 19, 2001
    • 1 reply
    • 1.7k views
    • 
    • SLuskin
    • October 30, 2001

14. Delinquent 5500 EZ

    By Guest Alison Williams, October 29, 2001
    • 1 reply
    • 1.8k views
    • 
    • JohnCheek
    • October 30, 2001

15. Audit requirement

    By R. Butler, October 17, 2001
    • 2 replies
    • 2.3k views
    • 
    • JohnCheek
    • October 27, 2001

16. Final 5500 for merged plan

    By Guest CTYSON, October 25, 2001
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • October 26, 2001

17. SAR Requirements for Terminated Plans

    By Guest ptpnthr, October 23, 2001
    • 10 replies
    • 10.5k views
    • 
    • rcline46
    • October 25, 2001

18. 5500 Mia

    By Guest ANNEBV, October 18, 2001
    • 4 replies
    • 1.7k views
    • 
    • TPAVP
    • October 22, 2001

19. Form 5500 partic./employee count

    By Guest Achilles, October 13, 2001
    • 2 replies
    • 2.4k views
    • 
    • mwyatt
    • October 15, 2001

20. Vcp

    By Guest Paul, October 13, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 13, 2001

21. November 15th - 5500 extension

    By Guest M.L. Martin, October 8, 2001
    • 4 replies
    • 2k views
    • 
    • Guest
    • October 11, 2001

22. Schedule T

    By Guest shafter, October 11, 2001
    • 1 reply
    • 1.4k views
    • 
    • Kristina
    • October 11, 2001

23. Partial participant direction

    By Richard Anderson, October 10, 2001
    • 0 replies
    • 1.4k views
    • 
    • Richard Anderson
    • October 10, 2001

24. Form 5500EZ Exemption

    By Guest sdolce, October 10, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 10, 2001

25. Welfare plan filing

    By bzorc, October 10, 2001
    • 0 replies
    • 1.4k views
    • 
    • bzorc
    • October 10, 2001

26. 5500 for controlled group

    By bzorc, October 3, 2001
    • 6 replies
    • 3.1k views
    • 
    • bzorc
    • October 10, 2001

27. Extension filed with wrong plan number - now what?

    By John A, October 9, 2001
    • 0 replies
    • 1.6k views
    • 
    • John A
    • October 9, 2001

28. MTIA Form 5500 filing - who generally does this?

    By John A, October 9, 2001
    • 0 replies
    • 1.9k views
    • 
    • John A
    • October 9, 2001

29. Need copies of old (really old!) Form 5500EZ

    By David MacLennan, October 5, 2001
    • 5 replies
    • 2.2k views
    • 
    • Richard Anderson
    • October 8, 2001

30. Schedule T Line 3 exceptions

    By Richard Anderson, September 21, 2001
    • 3 replies
    • 1.5k views
    • 
    • Richard Anderson
    • October 8, 2001

31. Schedule of assets held for investment

    By Guest Tara Curran, October 8, 2001
    • 3 replies
    • 1.7k views
    • 
    • Kristina
    • October 8, 2001

32. Pooled separate account and Schedule D

    By Richard Anderson, September 27, 2001
    • 3 replies
    • 6k views
    • 
    • Kristina
    • October 8, 2001

33. Variable Annuity Contraces

    By Guest lforesz, September 26, 2001
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • October 4, 2001

34. 5500 schedule I question 4i

    By Guest JAnderson, October 4, 2001
    • 1 reply
    • 2.1k views
    • 
    • Disco Stu
    • October 4, 2001

35. Filing for Employer funded FSA

    By GBurns, October 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • jpod
    • October 3, 2001

36. How should 5500 be completed when a correction is pending?

    By John A, September 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • September 28, 2001

37. SAR for 2-participant plan

    By SMB, September 26, 2001
    • 2 replies
    • 1.5k views
    • 
    • pmacduff
    • September 26, 2001

38. When to file final 5500 if all Participants have been paid but employe

    By Guest Powers, May 22, 2001
    • 5 replies
    • 2.1k views
    • 
    • david rigby
    • September 20, 2001

39. Further Extension for Affected Areas?

    By Guest J_Cira_70, September 14, 2001
    • 5 replies
    • 1.8k views
    • 
    • Kristina
    • September 18, 2001

40. 412 contribution - DB plans

    By Guest meggie, September 14, 2001
    • 5 replies
    • 1.9k views
    • 
    • Kristina
    • September 17, 2001

41. Master Trust?

    By Richard Anderson, September 6, 2001
    • 4 replies
    • 2.1k views
    • 
    • Kristina
    • September 17, 2001

42. Bonding exceptions

    By Guest EBC, September 11, 2001
    • 2 replies
    • 1.5k views
    • 
    • Kristina
    • September 17, 2001

43. Orphaned plan audit

    By Guest jim williams, September 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • Medusa
    • September 10, 2001

44. 5500 Audit Requirements

    By Guest SANSIMA, August 22, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • September 5, 2001

45. Participant count for frozen 401(k) plan?

    By John A, August 31, 2001
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • September 5, 2001

46. 5500 and Multiple Employer Plan

    By Guest Amy Harle, July 16, 2001
    • 4 replies
    • 2.8k views
    • 
    • PMC
    • September 5, 2001

47. Schedule D, PSA

    By Guest jim williams, August 30, 2001
    • 8 replies
    • 3.1k views
    • 
    • Kristina
    • September 4, 2001

48. Cost of Limited Partnership

    By kocak, August 31, 2001
    • 0 replies
    • 1.4k views
    • 
    • kocak
    • August 31, 2001

49. Schedule T, item 4e

    By Guest BAR, August 27, 2001
    • 9 replies
    • 2k views
    • 
    • Tom Poje
    • August 31, 2001

50. Audit Opinion for 401(k) Plan of 175 Participants - How Much Should It

    By Guest Paul Sarmiento, June 21, 2001
    • 6 replies
    • 2.6k views
    • 
    • Kristina
    • August 30, 2001