Form 5500

3,277 topics in this forum

1. Tuition Reimbursement Plan

   By Guest nlmc18, January 27, 2005
   • 3 replies
   • 2.9k views
   • 
   • Lori Friedman
   • February 2, 2005

2. Two companies incorrectly included in one plan. Form 5500 impact?

   By Guest Factster, September 13, 2002
   • 4 replies
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • September 13, 2002

3. Two Plans - Bond Amount?

   By emmetttrudy, May 4, 2011
   • 1 reply
   • 1.3k views
   • 
   • Andy the Actuary
   • May 4, 2011

4. Two Plans Merge - Schedule A

   By austin3515, July 7, 2011
   • 7 replies
   • 1.2k views
   • 
   • GMK
   • July 12, 2011

5. Two Plans Merge on 12/31/2014

   By austin3515, June 23, 2015
   • 6 replies
   • 1.9k views
   • 
   • david rigby
   • June 23, 2015

6. Two Schedule A questions

   By BG5150, June 20, 2008
   • 0 replies
   • 1.4k views
   • 
   • BG5150
   • June 20, 2008

7. two small plans merge mid year, when do they become a large plan filer?

   By WCC, March 16, 2022
   • 6 replies
   • 960 views
   • 
   • RatherBeGolfing
   • March 29, 2022

8. Typo on Participant Count

   By EPCRSGuru, November 10, 2020
   • 2 replies
   • 940 views
   • 
   • Belgarath
   • November 11, 2020

9. uncashed checks

   By Chippy, June 20, 2011
   • 1 reply
   • 1.6k views
   • 
   • BG5150
   • June 20, 2011

10. Uncashed Distribution checks

    By Chippy, September 25, 2014
    • 5 replies
    • 2.1k views
    • 
    • Chippy
    • September 25, 2014

11. Under $100,000 Exemption...

    By Guest RONNIE WASEL, September 16, 2002
    • 5 replies
    • 2.1k views
    • 
    • jaemmons
    • September 23, 2002

12. Under 250K 5500EZ Exemption

    By JBones, October 13, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • October 13, 2011

13. Unfiling Final 5500?

    By BTG, June 4, 2021
    • 5 replies
    • 1.3k views
    • 
    • BTG
    • June 4, 2021

14. Unfunded welfare benefit plans

    By Guest Mfcavo, March 16, 2000
    • 2 replies
    • 3.2k views
    • 
    • Guest
    • March 16, 2000

15. Uninsured Health Spending Accounts

    By Guest PJDay, July 16, 2009
    • 1 reply
    • 986 views
    • 
    • pr2222
    • July 19, 2009

16. Union-sponsored death Benefit

    By Guest Cindyd, May 20, 2002
    • 2 replies
    • 1.7k views
    • 
    • JohnCheek
    • May 21, 2002

17. Union's Right to View Form 5500

    By Guest koo, January 19, 2010
    • 4 replies
    • 2.1k views
    • 
    • RCK
    • January 28, 2010

18. Unique PCORI Fee Question

    By 5500Nerd, July 7, 2021
    • 0 replies
    • 553 views
    • 
    • 5500Nerd
    • July 7, 2021

19. Unnecessary H&W 5500s

    By Griswold, September 22, 2023
    • 1 reply
    • 717 views
    • 
    • Luke Bailey
    • September 26, 2023

20. Unrealized gain - Terminated plan

    By Lori Friedman, March 28, 2008
    • 6 replies
    • 1.5k views
    • 
    • Lori Friedman
    • March 29, 2008

21. Unreported Assets

    By Guest cke66edy, June 6, 2011
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • June 7, 2011

22. Unreported Insurance Account

    By Guest rachd, May 27, 2003
    • 0 replies
    • 998 views
    • 
    • Guest
    • May 27, 2003

23. Unsigned f5500

    By J Simmons, October 20, 2009
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • October 23, 2009

24. Unsure

    By thepensionmaven, February 15, 2025
    • 2 replies
    • 1.4k views
    • 
    • thepensionmaven
    • February 15, 2025

25. Unusual Processing Delay?

    By Andy the Actuary, September 10, 2014
    • 5 replies
    • 2k views
    • 
    • Andy the Actuary
    • September 10, 2014

26. Upcoming changes to Summary Annual Report

    By 5500sorBust, November 14, 2023
    • 4 replies
    • 1.1k views
    • 
    • Peter Gulia
    • November 16, 2023

27. Urgent Question re IRS Response re 2005 Form 5500

    By ERISAatty, May 14, 2009
    • 7 replies
    • 2.6k views
    • 
    • Bird
    • May 15, 2009

28. Use of 1/2 as an entry date to delay 80/120 rule

    By Guest GuyHockerIII, April 7, 2014
    • 8 replies
    • 1.6k views
    • 
    • shERPA
    • May 5, 2014

29. Use of Retroactive Wrap Plans to Fix Filing Problems

    By 401 Chaos, September 22, 2006
    • 0 replies
    • 4.4k views
    • 
    • 401 Chaos
    • September 22, 2006

30. Useless 5500-EZ IRS Correspondence

    By shERPA, October 15, 2023
    • 4 replies
    • 970 views
    • 
    • imchipbrown
    • October 17, 2023

31. USERRA Make Up Contributions

    By Purplemandinga, July 20, 2022
    • 4 replies
    • 984 views
    • 
    • CuseFan
    • July 21, 2022

32. using 2007 Form 5500 for 2008 plan year

    By chc93, November 4, 2008
    • 4 replies
    • 1.6k views
    • 
    • chc93
    • November 5, 2008

33. Using corporate Extension to 9/15

    By thepensionmaven, September 5, 2024
    • 2 replies
    • 497 views
    • 
    • thepensionmaven
    • September 6, 2024

34. VALIC

    By austin3515, October 6, 2014
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • October 7, 2014

35. Valuations...

    By Guest RONNIE WASEL, November 18, 2002
    • 3 replies
    • 1.2k views
    • 
    • E as in ERISA
    • November 18, 2002

36. Value of Insurance Contract Where Employer Has Not Paid Premiums, But

    By Guest PAUL DUGAN, March 16, 2000
    • 1 reply
    • 2.4k views
    • 
    • Alonzo
    • March 16, 2000

37. Valuing an Insurance Policy

    By BG5150, July 21, 2016
    • 5 replies
    • 1k views
    • 
    • My 2 cents
    • July 21, 2016

38. Variable Annuity Contraces

    By Guest lforesz, September 26, 2001
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • October 4, 2001

39. Vcp

    By Guest Paul, October 13, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 13, 2001

40. VCR Plan for Cafeteria Plan 5500s

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

41. VDCP application

    By Guest Laura Browne, July 6, 2004
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • July 6, 2004

42. Verification of 5500 filing

    By Guest KennyH, January 29, 2009
    • 6 replies
    • 2.7k views
    • 
    • SMB
    • May 1, 2009

43. Verify Form 5500EZ processing

    By glhotdog, July 23, 2020   

    • 5500ez
    • 4 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • July 24, 2020

44. Very Basic Question - Fee?

    By ERISAatty, April 24, 2006
    • 4 replies
    • 2.1k views
    • 
    • ERISAatty
    • April 24, 2006

45. Very Basic Welfare 5500 Question

    By Guest akwallace, August 13, 2002
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • August 13, 2002

46. VERY late top heavy contribution

    By Guest rachd, June 6, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 10, 2003

47. Very old amended Form 5500

    By ESOP Guy, November 22, 2019
    • 4 replies
    • 1.3k views
    • 
    • chc93
    • December 9, 2019

48. VFCP filing question

    By pmacduff, August 31, 2018
    • 0 replies
    • 679 views
    • 
    • pmacduff
    • August 31, 2018

49. Voluntary Alternative Reporting Option

    By jukeboy56, January 8, 2009
    • 1 reply
    • 1.3k views
    • 
    • BG5150
    • January 8, 2009

50. VSP Schedule As for the Form 5500

    By 5500Nerd, September 28, 2018   

    • schedule as
    • vsp
    • (and 1 more)

      Tagged with:

      • schedule as
      • vsp
      • form 5500
    • 1 reply
    • 887 views
    • 
    • Bug on my window
    • November 19, 2018