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Form 5500

3,290 topics in this forum

  1. Sch. B for Form 5500EZ

    By Guest,
    • 3 replies
    • 2.2k views

  2. Schedule T clarification

    By Guest ypartridge,
    • 3 replies
    • 2.1k views

  3. Exemption from Scedule H for self-funded plans

    By Guest Mfcavo,
    • 2 replies
    • 2.4k views
    • Guest
    • Guest

  4. Schedule A for individual life insurance policies

    By Guest PC,
    • 1 reply
    • 2.1k views

  5. Receivable question on 5500

    By Guest JimP,
    • 4 replies
    • 2.9k views

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

    By Guest slipps,
    • 2 replies
    • 6.8k views

  7. 5500 for new profit sharing plan with no money?

    By R. Butler,
    • 3 replies
    • 2.5k views
    • Guest
    • Guest

  8. Extension beyond 10/15/2000?

    By AndyH,
    • 15 replies
    • 3.5k views
    • Guest
    • Guest

  9. 5500 question 8(a): are Safe Harbor matching contributions and SIMPLE

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

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

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

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

    By John A,
    • 1 reply
    • 2.1k views

  12. file two 5500s or one for successor entity

    By thepensionmaven,
    • 5 replies
    • 3.1k views
    • Guest
    • Guest

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

    By Moe Howard,
    • 2 replies
    • 12k views

  14. Life insurance an asset?

    By R. Butler,
    • 3 replies
    • 3.1k views
    • Guest
    • Guest

  15. Schedule T, Line 3, disaggregated parts

    By R. Butler,
    • 4 replies
    • 2.4k views

  16. SARs - Fees for copying

    By Guest Julie Silverstein,
    • 3 replies
    • 2.6k views
    • Guest
    • Guest

  17. SAR (hyperprep generated) for 1999 plan year

    By Guest TFONZ,
    • 2 replies
    • 2.2k views
    • Guest
    • Guest

  18. 404c compliance

    By Guest CJDwyer,
    • 4 replies
    • 3.2k views
    • Guest
    • Guest

  19. In a single employer plan whose investments are in a common collective

    By Guest Peter Riggins,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  20. 5500 Schedule I Line 4j

    By R. Butler,
    • 3 replies
    • 2.4k views

  21. Schedule R

    By Guest MPITTS,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  22. PDF versions of Pre-1999 Form 5500 and Instructions

    By Guest Fred Benefits,
    • 7 replies
    • 2.5k views
    • Guest
    • Guest

  23. What should be done if Schedule P received from the trustee does not i

    By John A,
    • 5 replies
    • 2.3k views

  24. Electronic Signature for EFAST Filing

    By Guest SusanA,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  25. Controlled Group 5500 Filing

    By Guest Matt Gagnon,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest

  26. SCHEDULE SSA/ATTACHMENTS

    By Guest BDH,
    • 2 replies
    • 2.3k views
    • Guest
    • Guest

  27. Fidelity bonds-required?

    By Guest A. Rostosky,
    • 1 reply
    • 2.3k views
    • Guest
    • Guest

  28. On Schedule H, If the auditors are preparing a limited scope audit, do

    By Guest MPITTS,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  29. SCHEDULE I - End of year assets

    By Guest CHRISTA,
    • 1 reply
    • 2.2k views

  30. Schedule A for Health & Welfare Plans

    By Guest EdwardF,
    • 0 replies
    • 2.4k views
    • Guest
    • Guest

  31. Schedule R

    By nancy,
    • 4 replies
    • 2.4k views
    • Guest
    • Guest

  32. Schedule D - when to file?

    By Guest ForteT,
    • 3 replies
    • 5.1k views
    • Guest
    • Guest

  33. QDRO reported on SSA?

    By Guest Ray Williams,
    • 0 replies
    • 2.4k views
    • Guest
    • Guest

  34. Questions Regarding 5500 Schedule T

    By wmyer,
    • 1 reply
    • 2.3k views

  35. Is the SAR distribution date extended?

    By Guest,
    • 2 replies
    • 3.1k views
    • Guest
    • Guest

  36. SAR for final 5500

    By Guest Ray Williams,
    • 5 replies
    • 6.1k views
    • Guest
    • Guest

  37. Investment entities

    By Guest meggie,
    • 0 replies
    • 3.1k views
    • Guest
    • Guest

  38. Schedule T - Disaggregated Parts of Plan

    By Guest Justine Woodard,
    • 1 reply
    • 2.5k views

  39. Should a DC or DB plan ever use the Welfare Benefit Feature code 4B -

    By John A,
    • 2 replies
    • 2.6k views

  40. Sch. T Lines 4c and 4d - which disaggregated part?

    By John A,
    • 1 reply
    • 2.3k views
    • Guest
    • Guest

  41. How "independent" does an accountant have to be to do an aud

    By pbarrett,
    • 5 replies
    • 4k views
    • Guest
    • Guest

  42. Copy of Form 5500 submitted to DOL?

    By jkharvey,
    • 2 replies
    • 2.7k views
    • Guest
    • Guest

  43. Does anybody out there have any experience with filing late returns un

    By bzorc,
    • 4 replies
    • 3.1k views

  44. Audit Required? - Control Group - 2 separate 401(k)plan documents

    By Guest Don J. Smith,
    • 1 reply
    • 3.3k views
    • Guest
    • Guest

  45. Plan has 6 trustees; they won't all fit in the space provided on the S

    By Richard Anderson,
    • 5 replies
    • 2.6k views
    • Guest
    • Guest

  46. Penalty for late filing

    By Guest Ray Williams,
    • 1 reply
    • 2.8k views
    • Guest
    • Guest

  47. Schedule A Insurance in a 401(k) Plan

    By Guest Frank Jackson,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  48. Form 5500 for the 1999 plan year - Final Return--for defined benefit p

    By Guest meggie,
    • 1 reply
    • 2.3k views

  49. 1999 Schedule A - how to fill in lines 3 and 4 for a DC plan?

    By Guest Stacie Barth,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  50. Participant count for new plans at beginning of year

    By pbarrett,
    • 2 replies
    • 4.5k views
    • Guest
    • Guest
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