Form 5500

3,286 topics in this forum

1. Receivable question on 5500

   By Guest JimP, September 14, 2000
   • 4 replies
   • 2.8k views
   • 
   • JohnCheek
   • September 18, 2000

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

   By Guest slipps, September 5, 2000
   • 2 replies
   • 6.4k views
   • 
   • JohnCheek
   • September 15, 2000

3. 5500 for new profit sharing plan with no money?

   By R. Butler, September 8, 2000
   • 3 replies
   • 2.2k views
   • 
   • Guest
   • September 14, 2000

4. Extension beyond 10/15/2000?

   By AndyH, August 22, 2000
   • 15 replies
   • 3.1k views
   • 
   • Guest
   • September 12, 2000

5. 5500 question 8(a): are Safe Harbor matching contributions and SIMPLE

   By wmyer, September 12, 2000
   • 1 reply
   • 4k views
   • 
   • Guest
   • September 12, 2000

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

   By Guest Peter Riggins, August 30, 2000
   • 2 replies
   • 1.9k views
   • 
   • Kristina
   • September 12, 2000

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

   By John A, September 11, 2000
   • 1 reply
   • 1.9k views
   • 
   • Kristina
   • September 12, 2000

8. file two 5500s or one for successor entity

   By thepensionmaven, August 31, 2000
   • 5 replies
   • 2.8k views
   • 
   • Guest
   • September 8, 2000

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

   By Moe Howard, September 8, 2000
   • 2 replies
   • 11.7k views
   • 
   • david rigby
   • September 8, 2000

10. Life insurance an asset?

    By R. Butler, September 7, 2000
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • September 8, 2000

11. Schedule T, Line 3, disaggregated parts

    By R. Butler, September 1, 2000
    • 4 replies
    • 2.1k views
    • 
    • Richard Anderson
    • September 5, 2000

12. SARs - Fees for copying

    By Guest Julie Silverstein, August 24, 2000
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • September 5, 2000

13. SAR (hyperprep generated) for 1999 plan year

    By Guest TFONZ, September 1, 2000
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • September 1, 2000

14. 404c compliance

    By Guest CJDwyer, August 24, 2000
    • 4 replies
    • 3k views
    • 
    • Guest
    • August 31, 2000

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

    By Guest Peter Riggins, August 30, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 31, 2000

16. 5500 Schedule I Line 4j

    By R. Butler, August 30, 2000
    • 3 replies
    • 2.1k views
    • 
    • Fredman
    • August 30, 2000

17. Schedule R

    By Guest MPITTS, August 30, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • August 30, 2000

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

    By Guest Fred Benefits, August 29, 2000
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • August 29, 2000

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

    By John A, August 9, 2000
    • 5 replies
    • 2.1k views
    • 
    • richard
    • August 27, 2000

20. Electronic Signature for EFAST Filing

    By Guest SusanA, August 21, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 25, 2000

21. Controlled Group 5500 Filing

    By Guest Matt Gagnon, August 24, 2000
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • August 24, 2000

22. SCHEDULE SSA/ATTACHMENTS

    By Guest BDH, August 23, 2000
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • August 24, 2000

23. Fidelity bonds-required?

    By Guest A. Rostosky, August 23, 2000
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • August 23, 2000

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

    By Guest MPITTS, August 21, 2000
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • August 22, 2000

25. SCHEDULE I - End of year assets

    By Guest CHRISTA, August 22, 2000
    • 1 reply
    • 2k views
    • 
    • Lynn Campbell
    • August 22, 2000

26. Schedule A for Health & Welfare Plans

    By Guest EdwardF, August 18, 2000
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • August 18, 2000

27. Schedule R

    By nancy, July 11, 2000
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • August 16, 2000

28. Schedule D - when to file?

    By Guest ForteT, August 9, 2000
    • 3 replies
    • 5k views
    • 
    • Guest
    • August 16, 2000

29. QDRO reported on SSA?

    By Guest Ray Williams, August 15, 2000
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • August 15, 2000

30. Questions Regarding 5500 Schedule T

    By wmyer, August 11, 2000
    • 1 reply
    • 2.2k views
    • 
    • Disco Stu
    • August 11, 2000

31. Is the SAR distribution date extended?

    By Guest, July 25, 2000
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • August 10, 2000

32. SAR for final 5500

    By Guest Ray Williams, July 5, 2000
    • 5 replies
    • 5.8k views
    • 
    • Guest
    • August 10, 2000

33. Investment entities

    By Guest meggie, August 10, 2000
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • August 10, 2000

34. Schedule T - Disaggregated Parts of Plan

    By Guest Justine Woodard, August 7, 2000
    • 1 reply
    • 2.2k views
    • 
    • Richard Anderson
    • August 8, 2000

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

    By John A, August 2, 2000
    • 2 replies
    • 2.5k views
    • 
    • John A
    • August 2, 2000

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

    By John A, August 2, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 2, 2000

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

    By pbarrett, July 19, 2000
    • 5 replies
    • 3.8k views
    • 
    • Guest
    • August 2, 2000

38. Copy of Form 5500 submitted to DOL?

    By jkharvey, July 24, 2000
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • August 2, 2000

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

    By bzorc, July 18, 2000
    • 4 replies
    • 2.9k views
    • 
    • Kirk Maldonado
    • August 1, 2000

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

    By Guest Don J. Smith, August 1, 2000
    • 1 reply
    • 3k views
    • 
    • Guest
    • August 1, 2000

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

    By Richard Anderson, July 28, 2000
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • July 30, 2000

42. Penalty for late filing

    By Guest Ray Williams, July 8, 2000
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • July 28, 2000

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

    By Guest Frank Jackson, July 21, 2000
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • July 28, 2000

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

    By Guest meggie, July 21, 2000
    • 1 reply
    • 2.2k views
    • 
    • mwyatt
    • July 25, 2000

45. 1999 Schedule A - how to fill in lines 3 and 4 for a DC plan?

    By Guest Stacie Barth, June 20, 2000
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • July 18, 2000

46. Participant count for new plans at beginning of year

    By pbarrett, July 17, 2000
    • 2 replies
    • 4.2k views
    • 
    • Guest
    • July 18, 2000

47. How to complete Schedule G if employer failed to timely transmit elect

    By Guest BDH, July 17, 2000
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • July 17, 2000

48. Paid Preparer Information - Line 5

    By mwyatt, June 28, 2000
    • 6 replies
    • 2.7k views
    • 
    • SLuskin
    • July 14, 2000

49. Form 5500 appearance

    By bzorc, June 28, 2000
    • 6 replies
    • 2.7k views
    • 
    • Sue H
    • July 12, 2000

50. New Schedule R - skip line 3, or not (for a profit-sharing plan)?

    By Guest CGBS, June 28, 2000
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • July 12, 2000