Form 5500

3,272 topics in this forum

1. Schedule P

   By Guest tcunagin, August 8, 2001
   • 2 replies
   • 1.5k views
   • 
   • Kristina
   • August 9, 2001

2. Schedule P - Passive Trustee

   By Guest Jim Jesikiewicz, August 3, 2001
   • 10 replies
   • 2k views
   • 
   • JohnCheek
   • August 13, 2001

3. Audit required in 1st year of plan?

   By John A, July 30, 2001
   • 5 replies
   • 2.7k views
   • 
   • Guest
   • August 1, 2001

4. signatures

   By Guest RBeck, July 30, 2001
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • July 31, 2001

5. Master Trust vs Commingled Trust

   By TPATC, July 27, 2001
   • 1 reply
   • 3.5k views
   • 
   • Guest
   • July 31, 2001

6. Filing An Extension - Change of Employer

   By Guest Peter Riggins, July 26, 2001
   • 1 reply
   • 1.7k views
   • 
   • RCK
   • July 26, 2001

7. Separate 5500s and Audit Required?

   By Guest jsga, July 25, 2001
   • 1 reply
   • 1.7k views
   • 
   • JohnCheek
   • July 29, 2001

8. Plan Codes

   By Guest lforesz, July 25, 2001
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • July 25, 2001

9. Welfare Plan - Contract Year vs Plan year issues

   By Guest ANNEBV, July 25, 2001
   • 1 reply
   • 1.9k views
   • 
   • KIP KRAUS
   • July 25, 2001

10. Small Welfare Plan Filing Issue

    By Guest ANNEBV, July 25, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 26, 2001

11. Form 5500

    By Guest jsga, July 24, 2001
    • 2 replies
    • 1.5k views
    • 
    • Alan Simpson
    • July 24, 2001

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

    By Guest CMC, July 20, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • July 20, 2001

13. Sch H, line2b(10)

    By Guest Alison Williams, July 19, 2001
    • 1 reply
    • 1.5k views
    • 
    • Disco Stu
    • July 19, 2001

14. Form 5500 for EAP ?

    By JohnCheek, July 19, 2001
    • 1 reply
    • 3.6k views
    • 
    • Guest
    • July 20, 2001

15. Schedule I, 4i

    By Guest Victoria Pelletiere, July 18, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 19, 2001

16. Schedule H, 4i

    By Jean, July 16, 2001
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • July 16, 2001

17. 5500 and Multiple Employer Plan

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

18. Insured Health Plans

    By Guest GRESSEL, July 13, 2001
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 14, 2001

19. Questionable Filing Status

    By Guest ANNEBV, July 13, 2001
    • 2 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • July 15, 2001

20. Filing for extension

    By Guest KTigges, July 13, 2001
    • 16 replies
    • 3.6k views
    • 
    • Lisa Hand
    • August 2, 2001

21. July 31 Extension Date

    By Guest emtee, July 13, 2001
    • 1 reply
    • 1.5k views
    • 
    • pmacduff
    • July 13, 2001

22. 5500 on Accrual Basis

    By Guest Tracy H, July 12, 2001
    • 6 replies
    • 7.6k views
    • 
    • Guest
    • August 19, 2001

23. Form 5500 for MEWA?

    By Guest lawdawg, July 12, 2001
    • 1 reply
    • 2.2k views
    • 
    • Steve72
    • July 13, 2001

24. Schedule I--Q's 2a1 total Contribution and forfeitures

    By Guest James Osterhaus, July 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 12, 2001

25. VCR Plan for Cafeteria Plan 5500s

    By SLuskin, July 10, 2001
    • 1 reply
    • 1.6k views
    • 
    • Steve72
    • July 10, 2001

26. 5500-EZ line 10g - "net income received by the plan for the year&

    By Dave Baker, July 10, 2001
    • 5 replies
    • 1.9k views
    • 
    • Earl
    • September 1, 2004

27. Where to report plan name changes on the 2000 Form 5500 (if at all)?

    By Guest Stacie Barth, July 10, 2001
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • December 30, 2003

28. Welfare Plan Codes

    By Guest ANNEBV, July 9, 2001
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • July 10, 2001

29. Form 5500 for a plan with no assets

    By Guest sdolce, July 2, 2001
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • July 3, 2001

30. Third Party signing 5500

    By dmb, June 29, 2001
    • 6 replies
    • 3k views
    • 
    • Guest
    • July 3, 2001

31. 5500 Or 5500ez

    By Richard Anderson, June 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • June 28, 2001

32. Large Plan audits for short plan years

    By Guest jim williams, June 25, 2001
    • 2 replies
    • 1.4k views
    • 
    • Medusa
    • June 25, 2001

33. Schedule of Assets Held - Column (a)

    By Guest PHorn, June 25, 2001
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • August 28, 2001

34. IQPA and 5500 for terminated/merged plan

    By Guest Asvedlow, June 22, 2001
    • 2 replies
    • 2.5k views
    • 
    • ERISA25
    • January 31, 2011

35. 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

36. Schedule Q

    By Guest Asvedlow, June 21, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 22, 2001

37. Limited Scope Audit

    By Disco Stu, June 19, 2001
    • 4 replies
    • 2.5k views
    • 
    • austin3515
    • September 12, 2002

38. Schedule R

    By stephen, June 19, 2001
    • 8 replies
    • 2.3k views
    • 
    • R. Butler
    • June 21, 2001

39. Form 5500 Training

    By Guest kabmaxx, June 18, 2001
    • 5 replies
    • 3.8k views
    • 
    • Theresa Lynn
    • June 20, 2001

40. Schedule I & REIT's

    By Guest shafter, June 14, 2001
    • 2 replies
    • 3.2k views
    • 
    • david rigby
    • December 7, 2009

41. Cross-Tested Plan

    By Guest MPITTS, June 13, 2001
    • 3 replies
    • 2.1k views
    • 
    • rcline46
    • June 19, 2001

42. Final Form 5500

    By Guest Theresa Irvin, June 7, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 7, 2001

43. Market to market asset valuations

    By Guest death and taxes, June 4, 2001
    • 4 replies
    • 2.3k views
    • 
    • Kristina
    • June 11, 2001

44. Where do I report insurance premiums on the Schedule I?

    By R. Butler, June 1, 2001
    • 2 replies
    • 1.8k views
    • 
    • Kristina
    • June 1, 2001

45. Schedule A

    By Guest C.Wendt, May 30, 2001
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • June 29, 2001

46. Schedule T, Line 4d

    By Guest Rudy, May 29, 2001
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • May 29, 2001

47. Schedule H, line 4a - maximum time period - "15th business day&qu

    By John A, May 24, 2001
    • 5 replies
    • 3.3k views
    • 
    • Kristina
    • May 25, 2001

48. What is participant count at BOY for a new Plan?

    By Guest michaelv, May 24, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 24, 2001

49. Schedule I, Line 4(i)

    By R. Butler, May 23, 2001
    • 1 reply
    • 1.6k views
    • 
    • Kristina
    • May 23, 2001

50. How do you handle delinquent returns?

    By Guest death and taxes, May 23, 2001
    • 1 reply
    • 1.5k views
    • 
    • Kristina
    • May 23, 2001