Form 5500

3,272 topics in this forum

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

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

2. LATE FILING OF 97 - 99 5500 FORMS

   By dmb, December 15, 2000
   • 3 replies
   • 1.9k views
   • 
   • dmb
   • December 19, 2000

3. 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

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

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

5. 5500s and Merged Plans

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

6. Late filing of form 5500

   By Guest JBeck, November 29, 2000
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • December 6, 2000

7. STIF Fund that is also a common trust fund - should it be reported as

   By Guest SAG, November 21, 2000
   • 0 replies
   • 2.1k views
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   • Guest
   • November 21, 2000

8. 5500 for a 457?

   By Guest, November 18, 2000
   • 1 reply
   • 1.8k views
   • 
   • Everett Moreland
   • November 18, 2000

9. Do all qualified plans need to include a Schedule T with their Form 55

   By Guest Peter Riggins, August 30, 2000
   • 3 replies
   • 1.7k views
   • 
   • wmyer
   • November 15, 2000

10. Reporting Delinquent Employee Contribtuions

    By Guest Esquire, November 13, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 14, 2000

11. The Form 5500 for a Short Plan Year Ending in 2000

    By Guest J_Cira_70, November 13, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 13, 2000

12. Anyone know of any authority or licensing standards that would require

    By AndyH, October 10, 2000
    • 12 replies
    • 2.4k views
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    • KIP KRAUS
    • November 9, 2000

13. Anything new or changed for 2000 forms and schedules?

    By John A, November 6, 2000
    • 1 reply
    • 1.5k views
    • 
    • Theresa Lynn
    • November 7, 2000

14. Late 5500s - how to handle the undue stresses and strains of meeting t

    By thepensionmaven, October 9, 2000
    • 9 replies
    • 2.8k views
    • 
    • Guest
    • October 25, 2000

15. Can money purchase plan contributions be reported on a cash basis on S

    By John A, October 13, 2000
    • 1 reply
    • 1.5k views
    • 
    • Moe Howard
    • October 24, 2000

16. Independent audit required for self-funded welfare plan in which TPA s

    By Guest jfgc, May 26, 2000
    • 9 replies
    • 4k views
    • 
    • Moe Howard
    • October 24, 2000

17. Annual Form 5500 required for welfare plans for a company with fewer t

    By Guest Bob W, October 18, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 20, 2000

18. Schedules H/I and Mutual Funds

    By Guest RBJ, October 12, 2000
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • October 13, 2000

19. Form 5500 Filing for Non-qualified Restoration Plan

    By Guest FredBaragona, October 12, 2000
    • 1 reply
    • 4.7k views
    • 
    • Guest
    • October 12, 2000

20. Sch I for Sect 125 plan.

    By Guest Alison Harrel Williams, October 9, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 9, 2000

21. 5500 Payables - Daily Valued Plans??

    By Guest Charles G, September 22, 2000
    • 5 replies
    • 3.5k views
    • 
    • Guest
    • October 7, 2000

22. Terminated DB Plan

    By Guest mo again, September 26, 2000
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • October 6, 2000

23. 5500 Schedule P

    By Guest BNYMTC, October 2, 2000
    • 2 replies
    • 2.6k views
    • 
    • John A
    • October 5, 2000

24. final return for 2000 short plan year

    By Guest pdahlen, September 19, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 3, 2000

25. List of Form 5500 Filers

    By Guest Emiliano, September 29, 2000
    • 3 replies
    • 4.1k views
    • 
    • Guest
    • October 2, 2000

26. How to handle the summary annual report format that corresponds to new

    By Guest JL, April 12, 2000
    • 2 replies
    • 1.6k views
    • 
    • Kristina
    • October 2, 2000

27. Split Plan into 2 Plans with one investment contract

    By Guest, September 28, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 28, 2000

28. Is it necessary to file Form 5500 for medical plans that are fully ins

    By Guest LFrankel, September 26, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 27, 2000

29. Cannot locate 98 5500-EZ - what to do?

    By Guest MEGary, September 26, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • September 27, 2000

30. Classification on Form 5500 line 7 for Employees who have transferred

    By R. Butler, September 20, 2000
    • 1 reply
    • 1.7k views
    • 
    • JohnCheek
    • September 22, 2000

31. Is anyone filing a Schedule D this year for their GIA?

    By Guest ngresham, September 21, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 21, 2000

32. Correcting prior errors?

    By Guest Dick Boever, August 27, 2000
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • September 21, 2000

33. Sch. B for Form 5500EZ

    By Guest, September 19, 2000
    • 3 replies
    • 1.9k views
    • 
    • Theresa Lynn
    • September 20, 2000

34. Schedule T clarification

    By Guest ypartridge, September 14, 2000
    • 3 replies
    • 1.8k views
    • 
    • Kristina
    • September 19, 2000

35. Exemption from Scedule H for self-funded plans

    By Guest Mfcavo, September 18, 2000
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • September 19, 2000

36. Schedule A for individual life insurance policies

    By Guest PC, September 13, 2000
    • 1 reply
    • 1.8k views
    • 
    • JohnCheek
    • September 18, 2000

37. Receivable question on 5500

    By Guest JimP, September 14, 2000
    • 4 replies
    • 2.7k views
    • 
    • JohnCheek
    • September 18, 2000

38. Is Schedule of Assets Held for Investments at End of Year Required?

    By Guest slipps, September 5, 2000
    • 2 replies
    • 6.2k views
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    • JohnCheek
    • September 15, 2000

39. 5500 for new profit sharing plan with no money?

    By R. Butler, September 8, 2000
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • September 14, 2000

40. Extension beyond 10/15/2000?

    By AndyH, August 22, 2000
    • 15 replies
    • 2.9k views
    • 
    • Guest
    • September 12, 2000

41. 5500 question 8(a): are Safe Harbor matching contributions and SIMPLE

    By wmyer, September 12, 2000
    • 1 reply
    • 3.9k views
    • 
    • Guest
    • September 12, 2000

42. Do all qualified plans need to include Schedule T with their 5500 fili

    By Guest Peter Riggins, August 30, 2000
    • 2 replies
    • 1.8k views
    • 
    • Kristina
    • September 12, 2000

43. Schedule SSA for year of merger: past participants reported again?

    By John A, September 11, 2000
    • 1 reply
    • 1.7k views
    • 
    • Kristina
    • September 12, 2000

44. file two 5500s or one for successor entity

    By thepensionmaven, August 31, 2000
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • September 8, 2000

45. Schedule SSA: Does anyone know the definition of "DEFERRED VESTE

    By Moe Howard, September 8, 2000
    • 2 replies
    • 11.6k views
    • 
    • david rigby
    • September 8, 2000

46. Life insurance an asset?

    By R. Butler, September 7, 2000
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • September 8, 2000

47. Schedule T, Line 3, disaggregated parts

    By R. Butler, September 1, 2000
    • 4 replies
    • 2k views
    • 
    • Richard Anderson
    • September 5, 2000

48. SARs - Fees for copying

    By Guest Julie Silverstein, August 24, 2000
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • September 5, 2000

49. SAR (hyperprep generated) for 1999 plan year

    By Guest TFONZ, September 1, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • September 1, 2000

50. 404c compliance

    By Guest CJDwyer, August 24, 2000
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • August 31, 2000