Form 5500

3,290 topics in this forum

1. 5500 Reporting for Stock Brokerage Windows

   By Guest, January 31, 2001
   • 0 replies
   • 1.7k views
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   • Guest
   • January 31, 2001

2. Handling IBNR on 1999 Sch H?

   By Guest tompga, January 25, 2001
   • 1 reply
   • 2.8k views
   • 
   • Kristina
   • January 29, 2001

3. Copies of optically scannable forms?

   By Guest, January 25, 2001
   • 1 reply
   • 1.9k views
   • 
   • Kristina
   • January 29, 2001

4. Reporting of nondeductible contributions on Schedule I

   By mwyatt, January 29, 2001
   • 0 replies
   • 1.8k views
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   • mwyatt
   • January 29, 2001

5. 132 plan - 5500 neded?

   By Guest cculhane, June 16, 2000
   • 3 replies
   • 2.4k views
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   • Guest
   • January 25, 2001

6. Reporting Life Insurance Contracts

   By Guest Jimmy B, January 24, 2001
   • 2 replies
   • 2.2k views
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   • Kristina
   • January 24, 2001

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

   By John A, January 17, 2001
   • 1 reply
   • 25.4k views
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   • Kristina
   • January 17, 2001

8. Reporting the Effective Date of the Plan

   By Guest Beth1, January 12, 2001
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • January 17, 2001

9. Medical Savings Accounts and Form 5500?

   By Guest, January 16, 2001
   • 0 replies
   • 2.1k views
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   • Guest
   • January 16, 2001

10. Are 5500's public info?

    By Guest KGibson, January 12, 2001
    • 5 replies
    • 9.6k views
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    • RCK
    • January 12, 2001

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

    By Guest, January 9, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 10, 2001

12. One 5500 for two plans?

    By Guest, April 4, 2000
    • 11 replies
    • 6.3k views
    • 
    • BeckyMiller
    • January 10, 2001

13. 5500 for Optional Group Term Life

    By KJohnson, January 9, 2001
    • 1 reply
    • 1.8k views
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    • KIP KRAUS
    • January 9, 2001

14. Reporting currency gains

    By JohnCheek, January 9, 2001
    • 0 replies
    • 1.7k views
    • 
    • JohnCheek
    • January 9, 2001

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

    By Guest SCUDDESLER, January 2, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 2, 2001

16. DFVC after E-FAST

    By Alonzo, January 2, 2001
    • 0 replies
    • 1.7k views
    • 
    • Alonzo
    • January 2, 2001

17. Schedule H required for group medical plan?

    By SLuskin, December 12, 2000
    • 4 replies
    • 2.2k views
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    • SLuskin
    • December 21, 2000

18. 5500EZ required with both MP & SEP?

    By Cathy from Chicago, December 19, 2000
    • 2 replies
    • 1.9k views
    • 
    • Cathy from Chicago
    • December 19, 2000

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

    By mwyatt, December 18, 2000
    • 3 replies
    • 2.1k views
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    • Fredman
    • December 19, 2000

20. LATE FILING OF 97 - 99 5500 FORMS

    By dmb, December 15, 2000
    • 3 replies
    • 2.1k views
    • 
    • dmb
    • December 19, 2000

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

    By Guest Dmoreland, December 11, 2000
    • 1 reply
    • 4.6k views
    • 
    • Guest
    • December 12, 2000

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

    By Guest CGBS, December 7, 2000
    • 4 replies
    • 2.1k views
    • 
    • Kristina
    • December 8, 2000

23. 5500s and Merged Plans

    By PMC, December 6, 2000
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • December 7, 2000

24. Late filing of form 5500

    By Guest JBeck, November 29, 2000
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • December 6, 2000

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

    By Guest SAG, November 21, 2000
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • November 21, 2000

26. 5500 for a 457?

    By Guest, November 18, 2000
    • 1 reply
    • 2k views
    • 
    • Everett Moreland
    • November 18, 2000

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

    By Guest Peter Riggins, August 30, 2000
    • 3 replies
    • 1.9k views
    • 
    • wmyer
    • November 15, 2000

28. Reporting Delinquent Employee Contribtuions

    By Guest Esquire, November 13, 2000
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • November 14, 2000

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

    By Guest J_Cira_70, November 13, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 13, 2000

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

    By AndyH, October 10, 2000
    • 12 replies
    • 2.9k views
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    • KIP KRAUS
    • November 9, 2000

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

    By John A, November 6, 2000
    • 1 reply
    • 1.7k views
    • 
    • Theresa Lynn
    • November 7, 2000

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

    By thepensionmaven, October 9, 2000
    • 9 replies
    • 3.2k views
    • 
    • Guest
    • October 25, 2000

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

    By John A, October 13, 2000
    • 1 reply
    • 1.9k views
    • 
    • Moe Howard
    • October 24, 2000

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

    By Guest jfgc, May 26, 2000
    • 9 replies
    • 4.5k views
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    • Moe Howard
    • October 24, 2000

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

    By Guest Bob W, October 18, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 20, 2000

36. Schedules H/I and Mutual Funds

    By Guest RBJ, October 12, 2000
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • October 13, 2000

37. Form 5500 Filing for Non-qualified Restoration Plan

    By Guest FredBaragona, October 12, 2000
    • 1 reply
    • 5k views
    • 
    • Guest
    • October 12, 2000

38. Sch I for Sect 125 plan.

    By Guest Alison Harrel Williams, October 9, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • October 9, 2000

39. 5500 Payables - Daily Valued Plans??

    By Guest Charles G, September 22, 2000
    • 5 replies
    • 4.1k views
    • 
    • Guest
    • October 7, 2000

40. Terminated DB Plan

    By Guest mo again, September 26, 2000
    • 5 replies
    • 2.2k views
    • 
    • david rigby
    • October 6, 2000

41. 5500 Schedule P

    By Guest BNYMTC, October 2, 2000
    • 2 replies
    • 3k views
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    • John A
    • October 5, 2000

42. final return for 2000 short plan year

    By Guest pdahlen, September 19, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 3, 2000

43. List of Form 5500 Filers

    By Guest Emiliano, September 29, 2000
    • 3 replies
    • 4.4k views
    • 
    • Guest
    • October 2, 2000

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

    By Guest JL, April 12, 2000
    • 2 replies
    • 1.9k views
    • 
    • Kristina
    • October 2, 2000

45. Split Plan into 2 Plans with one investment contract

    By Guest, September 28, 2000
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • September 28, 2000

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

    By Guest LFrankel, September 26, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • September 27, 2000

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

    By Guest MEGary, September 26, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 27, 2000

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

    By R. Butler, September 20, 2000
    • 1 reply
    • 2k views
    • 
    • JohnCheek
    • September 22, 2000

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

    By Guest ngresham, September 21, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • September 21, 2000

50. Correcting prior errors?

    By Guest Dick Boever, August 27, 2000
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • September 21, 2000