Form 5500

3,277 topics in this forum

1. MEWAs and Form 5500

   By Guest Higley, November 6, 2001
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   • Guest
   • November 6, 2001

2. VDCP application

   By Guest Laura Browne, July 6, 2004
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   • Guest
   • July 6, 2004

3. Schedule A

   By Guest ak, March 29, 2007
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   • Guest
   • March 29, 2007

4. Use of Retroactive Wrap Plans to Fix Filing Problems

   By 401 Chaos, September 22, 2006
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   • 401 Chaos
   • September 22, 2006

5. Posting of 5500 on Employer's Intranet Website

   By Jean, April 9, 2010
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   • Jean
   • April 9, 2010

6. Tax Year for Short Plan Year

   By Guest anagpal, September 22, 2005
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   • Guest
   • September 22, 2005

7. Master Trust Investment Accounts

   By Guest Mark DeBoer, July 29, 2009
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   • Guest
   • July 29, 2009

8. Cost of Limited Partnership

   By kocak, August 31, 2001
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   • kocak
   • August 31, 2001

9. late adp refund

   By KevinMc, May 10, 2010
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   • KevinMc
   • May 10, 2010

10. Webclient - recent updates and saved credentials

    By hunter001, May 22, 2013
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    • hunter001
    • May 22, 2013

11. Quarterly Contribution Silliness

    By Andy the Actuary, June 8, 2010
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    • Andy the Actuary
    • June 8, 2010

12. One Person Plan - Problem with Filing!

    By Guest m.n.ouellette, July 2, 2010
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    • Guest
    • July 2, 2010

13. Sch R for terminated Money Purchase plan

    By chc93, July 30, 2010
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    • chc93
    • July 30, 2010

14. Schedule C requirements

    By Guest ERISA_kid, October 1, 2004
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    • Guest
    • October 1, 2004

15. Large plan filing?

    By TPAAdvisor, November 13, 2023
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    • 357 views
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    • TPAAdvisor
    • November 13, 2023

16. Coverage testing - excludable employees & Schedule T

    By Guest Christie Banks, December 11, 2002
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    • Guest
    • December 11, 2002

17. fORGOT TO FILE AN EXTENSION FOR FORM 5530

    By Guest revier, September 10, 2004
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    • Guest
    • September 10, 2004

18. Schedule A information. Automatic or on request

    By Guest ak, October 24, 2004
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    • Guest
    • October 24, 2004

19. Expenses for Real Estate

    By austin3515, October 14, 2015
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    • 680 views
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    • austin3515
    • October 14, 2015

20. TIAA CREF Deemed Loan Reporting Issue

    By austin3515, October 13, 2022
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    • 401 views
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    • austin3515
    • October 13, 2022

21. the soon to be form 8955-SSA and extensions

    By Tom Poje, March 21, 2011
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    • 1.7k views
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    • Tom Poje
    • March 21, 2011

22. Wrap 5500 different numbers benefitting under different coverages

    By Nancy D, March 2, 2013
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    • 965 views
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    • Nancy D
    • March 2, 2013

23. Schedule H - 5% Transaction Reporting

    By mming, August 21, 2015
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    • mming
    • August 21, 2015

24. Schedule A for Health & Welfare Plans

    By Guest EdwardF, August 18, 2000
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    • Guest
    • August 18, 2000

25. Schedule H, line 4j Reportable Transactions

    By Guest Kriso, June 14, 2004
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    • Guest
    • June 14, 2004

26. Form 5500 Schedule H Income

    By Andy the Actuary, March 4, 2013
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    • Andy the Actuary
    • March 4, 2013

27. Schedule A - timing question

    By Guest calcu, June 14, 2004
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    • Guest
    • June 14, 2004

28. F-5500 REF

    By gregburst, March 21, 2011
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    • gregburst
    • March 21, 2011

29. MEP new rule for 5500 filing

    By Tom Poje, November 10, 2014
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    • Tom Poje
    • November 10, 2014

30. Welfare Plan 5500 furlough counts

    By TPApril, November 12, 2021
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    • TPApril
    • November 12, 2021

31. Restored Forfeitues

    By Disco Stu, May 29, 2002
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    • Disco Stu
    • May 29, 2002

32. Loan reporting question

    By BG5150, August 4, 2006
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    • BG5150
    • August 4, 2006

33. Schedule D

    By Guest Alwaysthinking, July 25, 2003
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    • Guest
    • July 25, 2003

34. P-215 Error

    By Leopurrd, September 30, 2010
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    • Leopurrd
    • September 30, 2010

35. Schedule T - Question #4

    By buckaroo, May 5, 2003
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    • buckaroo
    • May 5, 2003

36. 5500 filing for 103-12 Investment Entities

    By Guest lolalin, July 6, 2003
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    • Guest
    • July 6, 2003

37. Is this a Master Trust

    By Guest esi-jht, March 29, 2006
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    • Guest
    • March 29, 2006

38. Safe harbor for not filing a 403(b) 5500

    By Bird, September 30, 2010
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    • Bird
    • September 30, 2010

39. form 5500 & late deposits

    By doombuggy, April 4, 2012
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    • doombuggy
    • April 4, 2012

40. Amend prior year filing for successor sponsor

    By thepensionmaven, September 18, 2023
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    • 320 views
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    • thepensionmaven
    • September 18, 2023

41. Schedule D

    By Guest jefe96, April 14, 2005
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    • Guest
    • April 14, 2005

42. Form 5500-SF Disclosure of Fees

    By TPA Bob, July 18, 2011
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    • TPA Bob
    • July 18, 2011

43. Relius Web Client Potential Issue

    By Guest AHS527, June 9, 2010
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    • Guest
    • June 9, 2010

44. additional extensions for Katrina

    By Guest JMAC, September 27, 2006
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    • Guest
    • September 27, 2006

45. Amended Form 5500 and accountant's opinion

    By Guest PiggyBank, August 3, 2010
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    • Guest
    • August 3, 2010

46. Amended 2008 Sch SB

    By Guest GEE, October 1, 2010
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    • Guest
    • October 1, 2010

47. Attachment to Form 5500 - Schedule I, Line 4a - Schedule of Delinquent Part Contribs

    By Guest vqualplan, May 13, 2005
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    • Guest
    • May 13, 2005

48. Plan Codes

    By Guest lforesz, July 25, 2001
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    • Guest
    • July 25, 2001

49. Must a 457 Plan maintained by a tax-exempt organization file a Form 5500?

    By katieinny, June 15, 2004
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    • katieinny
    • June 15, 2004

50. Online payment for DFVC?

    By Guest erisamelissa, May 4, 2009
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    • Guest
    • May 4, 2009