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Form 5500

3,277 topics in this forum

  1. Reporting currency gains

    By JohnCheek,
    • 0 replies
    • 1.5k views

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

    By Guest SCUDDESLER,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  3. DFVC after E-FAST

    By Alonzo,
    • 0 replies
    • 1.4k views

  4. Schedule H required for group medical plan?

    By SLuskin,
    • 4 replies
    • 1.8k views

  5. 5500EZ required with both MP & SEP?

    By Cathy from Chicago,
    • 2 replies
    • 1.6k views

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

    By mwyatt,
    • 3 replies
    • 1.7k views

  7. LATE FILING OF 97 - 99 5500 FORMS

    By dmb,
    • 3 replies
    • 1.9k views
    • dmb
    • dmb

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

    By Guest Dmoreland,
    • 1 reply
    • 4.3k views
    • Guest
    • Guest

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

    By Guest CGBS,
    • 4 replies
    • 1.8k views

  10. 5500s and Merged Plans

    By PMC,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  11. Late filing of form 5500

    By Guest JBeck,
    • 3 replies
    • 1.9k views
    • Guest
    • Guest

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

    By Guest SAG,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest

  13. 5500 for a 457?

    By Guest,
    • 1 reply
    • 1.8k views

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

    By Guest Peter Riggins,
    • 3 replies
    • 1.7k views

  15. Reporting Delinquent Employee Contribtuions

    By Guest Esquire,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

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

    By Guest J_Cira_70,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

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

    By AndyH,
    • 12 replies
    • 2.5k views

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

    By John A,
    • 1 reply
    • 1.5k views

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

    By thepensionmaven,
    • 9 replies
    • 2.8k views
    • Guest
    • Guest

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

    By John A,
    • 1 reply
    • 1.6k views

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

    By Guest jfgc,
    • 9 replies
    • 4.1k views

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

    By Guest Bob W,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  23. Schedules H/I and Mutual Funds

    By Guest RBJ,
    • 3 replies
    • 2.8k views
    • Guest
    • Guest

  24. Form 5500 Filing for Non-qualified Restoration Plan

    By Guest FredBaragona,
    • 1 reply
    • 4.7k views
    • Guest
    • Guest

  25. Sch I for Sect 125 plan.

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

  26. 5500 Payables - Daily Valued Plans??

    By Guest Charles G,
    • 5 replies
    • 3.5k views
    • Guest
    • Guest

  27. Terminated DB Plan

    By Guest mo again,
    • 5 replies
    • 1.9k views

  28. 5500 Schedule P

    By Guest BNYMTC,
    • 2 replies
    • 2.6k views

  29. final return for 2000 short plan year

    By Guest pdahlen,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

  30. List of Form 5500 Filers

    By Guest Emiliano,
    • 3 replies
    • 4.1k views
    • Guest
    • Guest

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

    By Guest JL,
    • 2 replies
    • 1.6k views

  32. Split Plan into 2 Plans with one investment contract

    By Guest,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

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

    By Guest LFrankel,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

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

    By Guest MEGary,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

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

    By R. Butler,
    • 1 reply
    • 1.7k views

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

    By Guest ngresham,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  37. Correcting prior errors?

    By Guest Dick Boever,
    • 5 replies
    • 3.1k views
    • Guest
    • Guest

  38. Sch. B for Form 5500EZ

    By Guest,
    • 3 replies
    • 1.9k views

  39. Schedule T clarification

    By Guest ypartridge,
    • 3 replies
    • 1.8k views

  40. Exemption from Scedule H for self-funded plans

    By Guest Mfcavo,
    • 2 replies
    • 2.1k views
    • Guest
    • Guest

  41. Schedule A for individual life insurance policies

    By Guest PC,
    • 1 reply
    • 1.8k views

  42. Receivable question on 5500

    By Guest JimP,
    • 4 replies
    • 2.7k views

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

    By Guest slipps,
    • 2 replies
    • 6.2k views

  44. 5500 for new profit sharing plan with no money?

    By R. Butler,
    • 3 replies
    • 2.2k views
    • Guest
    • Guest

  45. Extension beyond 10/15/2000?

    By AndyH,
    • 15 replies
    • 2.9k views
    • Guest
    • Guest

  46. 5500 question 8(a): are Safe Harbor matching contributions and SIMPLE

    By wmyer,
    • 1 reply
    • 3.9k views
    • Guest
    • Guest

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

    By Guest Peter Riggins,
    • 2 replies
    • 1.9k views

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

    By John A,
    • 1 reply
    • 1.8k views

  49. file two 5500s or one for successor entity

    By thepensionmaven,
    • 5 replies
    • 2.6k views
    • Guest
    • Guest

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

    By Moe Howard,
    • 2 replies
    • 11.6k views
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