Form 5500

3,290 topics in this forum

1. Variable Annuity Contraces

   By Guest lforesz, September 26, 2001
   • 2 replies
   • 2.8k views
   • 
   • Guest
   • October 4, 2001

2. 5500 schedule I question 4i

   By Guest JAnderson, October 4, 2001
   • 1 reply
   • 2.4k views
   • 
   • Disco Stu
   • October 4, 2001

3. Filing for Employer funded FSA

   By GBurns, October 3, 2001
   • 1 reply
   • 1.7k views
   • 
   • jpod
   • October 3, 2001

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

   By John A, September 27, 2001
   • 1 reply
   • 1.8k views
   • 
   • Belgarath
   • September 28, 2001

5. SAR for 2-participant plan

   By SMB, September 26, 2001
   • 2 replies
   • 1.8k views
   • 
   • pmacduff
   • September 26, 2001

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

   By Guest Powers, May 22, 2001
   • 5 replies
   • 2.4k views
   • 
   • david rigby
   • September 20, 2001

7. Further Extension for Affected Areas?

   By Guest J_Cira_70, September 14, 2001
   • 5 replies
   • 2.1k views
   • 
   • Kristina
   • September 18, 2001

8. 412 contribution - DB plans

   By Guest meggie, September 14, 2001
   • 5 replies
   • 2.4k views
   • 
   • Kristina
   • September 17, 2001

9. Master Trust?

   By Richard Anderson, September 6, 2001
   • 4 replies
   • 2.5k views
   • 
   • Kristina
   • September 17, 2001

10. Bonding exceptions

    By Guest EBC, September 11, 2001
    • 2 replies
    • 1.7k views
    • 
    • Kristina
    • September 17, 2001

11. Orphaned plan audit

    By Guest jim williams, September 10, 2001
    • 1 reply
    • 1.6k views
    • 
    • Medusa
    • September 10, 2001

12. 5500 Audit Requirements

    By Guest SANSIMA, August 22, 2001
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • September 5, 2001

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

    By John A, August 31, 2001
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • September 5, 2001

14. 5500 and Multiple Employer Plan

    By Guest Amy Harle, July 16, 2001
    • 4 replies
    • 3k views
    • 
    • PMC
    • September 5, 2001

15. Schedule D, PSA

    By Guest jim williams, August 30, 2001
    • 8 replies
    • 3.7k views
    • 
    • Kristina
    • September 4, 2001

16. Cost of Limited Partnership

    By kocak, August 31, 2001
    • 0 replies
    • 1.7k views
    • 
    • kocak
    • August 31, 2001

17. Schedule T, item 4e

    By Guest BAR, August 27, 2001
    • 9 replies
    • 2.4k views
    • 
    • Tom Poje
    • August 31, 2001

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

    By Guest Paul Sarmiento, June 21, 2001
    • 6 replies
    • 3.1k views
    • 
    • Kristina
    • August 30, 2001

19. 2001 Form 5500

    By Guest Powers, August 29, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 29, 2001

20. Filing 5500, after 5500EZ's in the past

    By Richard Anderson, August 29, 2001
    • 1 reply
    • 1.8k views
    • 
    • wmyer
    • August 29, 2001

21. Schedule of Assets Held - Column (a)

    By Guest PHorn, June 25, 2001
    • 5 replies
    • 3.6k views
    • 
    • Guest
    • August 28, 2001

22. Form 5500 - TPA Disbursement Accounts and Self Funding

    By Guest TXAtty, August 23, 2001
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • August 28, 2001

23. Item 7g

    By Guest Giovanni, August 23, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 27, 2001

24. Amended 5500

    By Ervin Barham, August 22, 2001
    • 5 replies
    • 2.7k views
    • 
    • Kristina
    • August 24, 2001

25. 5500s for New Plans

    By Guest erisafried, August 21, 2001
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • August 22, 2001

26. Amended Schedule I

    By Richard Anderson, August 20, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 21, 2001

27. Delinquent Forms procedures now?

    By John A, August 20, 2001
    • 0 replies
    • 1.8k views
    • 
    • John A
    • August 20, 2001

28. Audit Requirements

    By Guest lforesz, May 17, 2001
    • 7 replies
    • 3k views
    • 
    • John A
    • August 20, 2001

29. Amended returns to DOL after 7/1/01

    By Kristina, August 20, 2001
    • 0 replies
    • 1.5k views
    • 
    • Kristina
    • August 20, 2001

30. 5500 on Accrual Basis

    By Guest Tracy H, July 12, 2001
    • 6 replies
    • 8.3k views
    • 
    • Guest
    • August 19, 2001

31. Schedule H Reporting

    By Guest Joseph Corona, August 15, 2001
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • August 16, 2001

32. Form 5500 for Employee Benefit Plans

    By Guest Rettop, August 15, 2001
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • August 15, 2001

33. Service Providers Defined

    By Guest NLONEY, November 9, 2000
    • 5 replies
    • 2.6k views
    • 
    • Kristina
    • August 14, 2001

34. required to file?

    By stevena, August 8, 2001
    • 3 replies
    • 2.2k views
    • 
    • JohnCheek
    • August 13, 2001

35. Schedule P - Passive Trustee

    By Guest Jim Jesikiewicz, August 3, 2001
    • 10 replies
    • 2.5k views
    • 
    • JohnCheek
    • August 13, 2001

36. Schedule C EIN #s for DFE

    By Guest MFROM, August 9, 2001
    • 1 reply
    • 2k views
    • 
    • Kristina
    • August 10, 2001

37. Schedule P

    By Guest tcunagin, August 8, 2001
    • 2 replies
    • 1.8k views
    • 
    • Kristina
    • August 9, 2001

38. Filing for extension

    By Guest KTigges, July 13, 2001
    • 16 replies
    • 4k views
    • 
    • Lisa Hand
    • August 2, 2001

39. Audit required in 1st year of plan?

    By John A, July 30, 2001
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • August 1, 2001

40. Master Trust vs Commingled Trust

    By TPATC, July 27, 2001
    • 1 reply
    • 3.8k views
    • 
    • Guest
    • July 31, 2001

41. signatures

    By Guest RBeck, July 30, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • July 31, 2001

42. Separate 5500s and Audit Required?

    By Guest jsga, July 25, 2001
    • 1 reply
    • 2k views
    • 
    • JohnCheek
    • July 29, 2001

43. Filing An Extension - Change of Employer

    By Guest Peter Riggins, July 26, 2001
    • 1 reply
    • 2k views
    • 
    • RCK
    • July 26, 2001

44. Small Welfare Plan Filing Issue

    By Guest ANNEBV, July 25, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 26, 2001

45. Plan Codes

    By Guest lforesz, July 25, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • July 25, 2001

46. Welfare Plan - Contract Year vs Plan year issues

    By Guest ANNEBV, July 25, 2001
    • 1 reply
    • 2.2k views
    • 
    • KIP KRAUS
    • July 25, 2001

47. Form 5500

    By Guest jsga, July 24, 2001
    • 2 replies
    • 1.8k views
    • 
    • Alan Simpson
    • July 24, 2001

48. Schedule H, Lines 4a and 4d -- What is "amount" of late defe

    By Guest CMC, July 20, 2001
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • July 20, 2001

49. Form 5500 for EAP ?

    By JohnCheek, July 19, 2001
    • 1 reply
    • 3.9k views
    • 
    • Guest
    • July 20, 2001

50. Sch H, line2b(10)

    By Guest Alison Williams, July 19, 2001
    • 1 reply
    • 1.9k views
    • 
    • Disco Stu
    • July 19, 2001