Form 5500

3,272 topics in this forum

1. Schedule A Requirements for Insurance Company - Combined Trust

   By Medusa, May 22, 2001
   • 2 replies
   • 2.5k views
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   • Medusa
   • May 23, 2001

2. 2000 SAR

   By Guest Connie Beam, May 22, 2001
   • 5 replies
   • 1.8k views
   • 
   • Guest
   • May 30, 2001

3. How cumbersome is Electronic filing of the 5500?

   By Guest cohenron, May 22, 2001
   • 1 reply
   • 1.5k views
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   • Kristina
   • May 22, 2001

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

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

5. When is schedule T required

   By Guest James Osterhaus, May 21, 2001
   • 1 reply
   • 1.5k views
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   • Guest
   • May 21, 2001

6. GIC's and Schedule D's

   By Guest michaelv, May 18, 2001
   • 2 replies
   • 2.2k views
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   • BFree
   • July 1, 2002

7. Audit Requirements

   By Guest lforesz, May 17, 2001
   • 7 replies
   • 2.6k views
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   • John A
   • August 20, 2001

8. Certified Audit Question

   By bzorc, May 17, 2001
   • 3 replies
   • 1.7k views
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   • bzorc
   • May 21, 2001

9. Controlled group of corporations, 5500 was incorrectly filed for each

   By R. Butler, May 17, 2001
   • 4 replies
   • 1.5k views
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   • RCK
   • June 8, 2001

10. Amended Returns - Is there a statutory or regulatory obligation to ame

    By Guest Gibson, May 3, 2001
    • 4 replies
    • 4k views
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    • david rigby
    • October 3, 2007

11. EIN and NAIC code from Sun Life of Canade (U.S.)

    By Guest BAR, April 25, 2001
    • 1 reply
    • 2.8k views
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    • Guest
    • April 30, 2001

12. DOL 5500 Notices

    By Dawn Hafner, April 25, 2001
    • 7 replies
    • 3.3k views
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    • Guest
    • May 3, 2001

13. 5500 Issue

    By Guest Gibson, April 19, 2001
    • 2 replies
    • 1.8k views
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    • Guest
    • April 20, 2001

14. Form 5500 for SIMPLE Plans?

    By k man, April 16, 2001
    • 1 reply
    • 2.6k views
    • 
    • wmyer
    • April 16, 2001

15. How is a 5500 prepared to properly reflect an SCP (formerly known as A

    By Guest Reneeg, March 30, 2001
    • 3 replies
    • 1.5k views
    • 
    • RCK
    • April 2, 2001

16. Form 5558 still filed with IRS?

    By SMB, March 27, 2001
    • 1 reply
    • 1.9k views
    • 
    • Kristina
    • March 27, 2001

17. SSA information in statement to terminated participants

    By Guest, March 21, 2001
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • March 22, 2001

18. Can you withdraw both insurance costs and premiums paid tax free from

    By Guest david e. g. roberts, March 15, 2001
    • 1 reply
    • 1.4k views
    • 
    • Cathy from Chicago
    • March 24, 2001

19. Top HR Concerns in Banking Industry

    By Guest Tina Burke, March 12, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 12, 2001

20. Wrap Document for Group Welfare Benefit Plans

    By Christine Roberts, March 6, 2001
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 9, 2001

21. Availability of DFVC and IRS Remedial Programs

    By Guest boberlander, March 6, 2001
    • 3 replies
    • 1.8k views
    • 
    • dmb
    • April 12, 2001

22. Contributions in Form 5500

    By richard, March 2, 2001
    • 6 replies
    • 4k views
    • 
    • Kristina
    • March 2, 2001

23. Duty to Revise Summary Annual Report (SAR)?

    By MWeddell, February 23, 2001
    • 5 replies
    • 4k views
    • 
    • MWeddell
    • March 8, 2001

24. Okay to use 1999 Form 5500 to file a short plan year beginning and end

    By John A, February 22, 2001
    • 5 replies
    • 1.7k views
    • 
    • Kristina
    • March 7, 2001

25. Is a 5500 form required for a normally "unfunded" welfare pl

    By Guest LTM, February 21, 2001
    • 3 replies
    • 2k views
    • 
    • Kristina
    • March 2, 2001

26. Combined year-end and final 5500 filing

    By KIP KRAUS, February 13, 2001
    • 4 replies
    • 1.8k views
    • 
    • KIP KRAUS
    • February 15, 2001

27. Schedule R distributions

    By Guest PGross, February 7, 2001
    • 2 replies
    • 1.6k views
    • 
    • wmyer
    • February 8, 2001

28. 5500 Reporting for Stock Brokerage Windows

    By Guest, January 31, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 31, 2001

29. Reporting of nondeductible contributions on Schedule I

    By mwyatt, January 29, 2001
    • 0 replies
    • 1.4k views
    • 
    • mwyatt
    • January 29, 2001

30. Copies of optically scannable forms?

    By Guest, January 25, 2001
    • 1 reply
    • 1.6k views
    • 
    • Kristina
    • January 29, 2001

31. Handling IBNR on 1999 Sch H?

    By Guest tompga, January 25, 2001
    • 1 reply
    • 2.5k views
    • 
    • Kristina
    • January 29, 2001

32. Multiple Late 5500EZ's

    By David MacLennan, January 25, 2001
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • July 21, 2002

33. Reporting Life Insurance Contracts

    By Guest Jimmy B, January 24, 2001
    • 2 replies
    • 1.9k views
    • 
    • Kristina
    • January 24, 2001

34. Any such thing as "plain English" definitions of the various

    By John A, January 17, 2001
    • 1 reply
    • 24.3k views
    • 
    • Kristina
    • January 17, 2001

35. Medical Savings Accounts and Form 5500?

    By Guest, January 16, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 16, 2001

36. Reporting the Effective Date of the Plan

    By Guest Beth1, January 12, 2001
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • January 17, 2001

37. Are 5500's public info?

    By Guest KGibson, January 12, 2001
    • 5 replies
    • 9.2k views
    • 
    • RCK
    • January 12, 2001

38. Sch. T - collective bargained and NHCE's in same plan.

    By Guest, January 9, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 10, 2001

39. 5500 for Optional Group Term Life

    By KJohnson, January 9, 2001
    • 1 reply
    • 1.5k views
    • 
    • KIP KRAUS
    • January 9, 2001

40. Reporting currency gains

    By JohnCheek, January 9, 2001
    • 0 replies
    • 1.4k views
    • 
    • JohnCheek
    • January 9, 2001

41. 80-120 rule question

    By bzorc, January 5, 2001
    • 11 replies
    • 3.8k views
    • 
    • BeckyMiller
    • August 7, 2002

42. Does an Employee Achievement Award Plan have to file a 5500?

    By Guest SCUDDESLER, January 2, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 2, 2001

43. DFVC after E-FAST

    By Alonzo, January 2, 2001
    • 0 replies
    • 1.4k views
    • 
    • Alonzo
    • January 2, 2001

44. 5500EZ required with both MP & SEP?

    By Cathy from Chicago, December 19, 2000
    • 2 replies
    • 1.5k views
    • 
    • Cathy from Chicago
    • December 19, 2000

45. Erroneous IRS 1997 non-filing letters - a trend?

    By mwyatt, December 18, 2000
    • 3 replies
    • 1.7k views
    • 
    • Fredman
    • December 19, 2000

46. LATE FILING OF 97 - 99 5500 FORMS

    By dmb, December 15, 2000
    • 3 replies
    • 1.8k views
    • 
    • dmb
    • December 19, 2000

47. Schedule H required for group medical plan?

    By SLuskin, December 12, 2000
    • 4 replies
    • 1.8k views
    • 
    • SLuskin
    • December 21, 2000

48. Do SAR's have to be sent to terminated employees?

    By Guest Dmoreland, December 11, 2000
    • 1 reply
    • 4.3k views
    • 
    • Guest
    • December 12, 2000

49. Participant requests a copy of the full annual report; should we just

    By Guest CGBS, December 7, 2000
    • 4 replies
    • 1.8k views
    • 
    • Kristina
    • December 8, 2000

50. 5500s and Merged Plans

    By PMC, December 6, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 7, 2000