Form 5500

3,287 topics in this forum

1. Merged DB Plans

   By Guest HarveyC, February 6, 2002
   • 6 replies
   • 1.9k views
   • 
   • MGB
   • February 12, 2002

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

   By Guest amfam2, February 5, 2002
   • 7 replies
   • 2.1k views
   • 
   • Guest
   • February 11, 2002

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

   By maverick, January 11, 2002
   • 3 replies
   • 4.7k views
   • 
   • Kirk Maldonado
   • February 9, 2002

4. Trust ID numbers purged by IRS due to inactivity

   By maverick, February 7, 2002
   • 2 replies
   • 2.5k views
   • 
   • bzorc
   • February 8, 2002

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

   By maverick, February 4, 2002
   • 2 replies
   • 2.1k views
   • 
   • maverick
   • February 4, 2002

6. DFVC - How far back?

   By Guest KEK, January 30, 2002
   • 2 replies
   • 2.6k views
   • 
   • Guest
   • February 1, 2002

7. Amended 5500 for 1997

   By Guest Ed Walker, January 31, 2002
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • January 31, 2002

8. Availability of Forms for 2000?

   By Guest MSMA, January 25, 2002
   • 4 replies
   • 1.5k views
   • 
   • Theresa Lynn
   • January 28, 2002

9. 2001 Form 5500

   By Guest Emiliano, January 24, 2002
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • January 24, 2002

10. 2001 5500 forms

    By Belgarath, January 10, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • January 18, 2002

11. Schedule B and Money Purchase Plans

    By Guest Emiliano, January 17, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 17, 2002

12. Schedule I, Line 4a

    By Archimage, January 15, 2002
    • 2 replies
    • 2.2k views
    • 
    • JohnCheek
    • January 16, 2002

13. Form 5500, Schedule C

    By Guest kkesq, January 11, 2002
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • January 11, 2002

14. Late Form 5500 filing for LTD plan

    By alexa, January 10, 2002
    • 0 replies
    • 1.7k views
    • 
    • alexa
    • January 10, 2002

15. Self-funded health plan

    By Guest Melissa Winslow, January 10, 2002
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • January 10, 2002

16. Demutualization proceeds

    By Guest Jose Rosario, December 27, 2001
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • January 8, 2002

17. Medical Plan 5500s

    By Guest Shanka, January 7, 2002
    • 1 reply
    • 1.7k views
    • 
    • KJohnson
    • January 7, 2002

18. Audit Requirement - Accured Distributions

    By BFree, December 14, 2001
    • 2 replies
    • 1.6k views
    • 
    • JohnCheek
    • December 16, 2001

19. Regarding Part 1 - Item C

    By Guest MSMA, December 12, 2001
    • 1 reply
    • 1.6k views
    • 
    • pmacduff
    • December 12, 2001

20. Last Year's Ending Balance Wrong

    By KateSmithPA, November 30, 2001
    • 4 replies
    • 2.4k views
    • 
    • KateSmithPA
    • November 30, 2001

21. Employer contributions, Line 5, Schedule F

    By Guest RAJ, November 19, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 27, 2001

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

    By Guest KTigges, November 16, 2001
    • 2 replies
    • 2.3k views
    • 
    • Disco Stu
    • November 20, 2001

23. Looking for old Form 5500-C/R

    By Guest Rudy, November 8, 2001
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • November 12, 2001

24. Self-insured health plan

    By Guest Tara Curran, November 7, 2001
    • 1 reply
    • 2.4k views
    • 
    • JohnCheek
    • November 10, 2001

25. Self-funded group medical plan

    By SLuskin, October 30, 2001
    • 2 replies
    • 1.7k views
    • 
    • SLuskin
    • November 7, 2001

26. Schedule E

    By Guest Bob Lees, October 26, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • November 6, 2001

27. MEWAs and Form 5500

    By Guest Higley, November 6, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 6, 2001

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

    By Christine Roberts, September 19, 2001
    • 1 reply
    • 1.8k views
    • 
    • SLuskin
    • October 30, 2001

29. Delinquent 5500 EZ

    By Guest Alison Williams, October 29, 2001
    • 1 reply
    • 2k views
    • 
    • JohnCheek
    • October 30, 2001

30. Audit requirement

    By R. Butler, October 17, 2001
    • 2 replies
    • 2.4k views
    • 
    • JohnCheek
    • October 27, 2001

31. Final 5500 for merged plan

    By Guest CTYSON, October 25, 2001
    • 2 replies
    • 2.1k views
    • 
    • david rigby
    • October 26, 2001

32. SAR Requirements for Terminated Plans

    By Guest ptpnthr, October 23, 2001
    • 10 replies
    • 11.2k views
    • 
    • rcline46
    • October 25, 2001

33. 5500 Mia

    By Guest ANNEBV, October 18, 2001
    • 4 replies
    • 2k views
    • 
    • TPAVP
    • October 22, 2001

34. Form 5500 partic./employee count

    By Guest Achilles, October 13, 2001
    • 2 replies
    • 2.6k views
    • 
    • mwyatt
    • October 15, 2001

35. Vcp

    By Guest Paul, October 13, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • October 13, 2001

36. November 15th - 5500 extension

    By Guest M.L. Martin, October 8, 2001
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • October 11, 2001

37. Schedule T

    By Guest shafter, October 11, 2001
    • 1 reply
    • 1.5k views
    • 
    • Kristina
    • October 11, 2001

38. Partial participant direction

    By Richard Anderson, October 10, 2001
    • 0 replies
    • 1.6k views
    • 
    • Richard Anderson
    • October 10, 2001

39. Form 5500EZ Exemption

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

40. Welfare plan filing

    By bzorc, October 10, 2001
    • 0 replies
    • 1.5k views
    • 
    • bzorc
    • October 10, 2001

41. 5500 for controlled group

    By bzorc, October 3, 2001
    • 6 replies
    • 3.4k views
    • 
    • bzorc
    • October 10, 2001

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

    By John A, October 9, 2001
    • 0 replies
    • 1.8k views
    • 
    • John A
    • October 9, 2001

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

    By John A, October 9, 2001
    • 0 replies
    • 2k views
    • 
    • John A
    • October 9, 2001

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

    By David MacLennan, October 5, 2001
    • 5 replies
    • 2.3k views
    • 
    • Richard Anderson
    • October 8, 2001

45. Schedule T Line 3 exceptions

    By Richard Anderson, September 21, 2001
    • 3 replies
    • 1.7k views
    • 
    • Richard Anderson
    • October 8, 2001

46. Schedule of assets held for investment

    By Guest Tara Curran, October 8, 2001
    • 3 replies
    • 1.9k views
    • 
    • Kristina
    • October 8, 2001

47. Pooled separate account and Schedule D

    By Richard Anderson, September 27, 2001
    • 3 replies
    • 6.3k views
    • 
    • Kristina
    • October 8, 2001

48. Variable Annuity Contraces

    By Guest lforesz, September 26, 2001
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • October 4, 2001

49. 5500 schedule I question 4i

    By Guest JAnderson, October 4, 2001
    • 1 reply
    • 2.3k views
    • 
    • Disco Stu
    • October 4, 2001

50. Filing for Employer funded FSA

    By GBurns, October 3, 2001
    • 1 reply
    • 1.5k views
    • 
    • jpod
    • October 3, 2001