Form 5500

3,272 topics in this forum

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

   By Guest Peter Riggins, August 30, 2000
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • August 31, 2000

2. 5500 Schedule I Line 4j

   By R. Butler, August 30, 2000
   • 3 replies
   • 2k views
   • 
   • Fredman
   • August 30, 2000

3. Schedule R

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

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

   By Guest Fred Benefits, August 29, 2000
   • 7 replies
   • 2.2k views
   • 
   • Guest
   • August 29, 2000

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

   By John A, August 9, 2000
   • 5 replies
   • 2k views
   • 
   • richard
   • August 27, 2000

6. Electronic Signature for EFAST Filing

   By Guest SusanA, August 21, 2000
   • 1 reply
   • 2k views
   • 
   • Guest
   • August 25, 2000

7. Controlled Group 5500 Filing

   By Guest Matt Gagnon, August 24, 2000
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • August 24, 2000

8. SCHEDULE SSA/ATTACHMENTS

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

9. Fidelity bonds-required?

   By Guest A. Rostosky, August 23, 2000
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • August 23, 2000

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

    By Guest MPITTS, August 21, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 22, 2000

11. SCHEDULE I - End of year assets

    By Guest CHRISTA, August 22, 2000
    • 1 reply
    • 1.9k views
    • 
    • Lynn Campbell
    • August 22, 2000

12. Schedule A for Health & Welfare Plans

    By Guest EdwardF, August 18, 2000
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • August 18, 2000

13. Schedule R

    By nancy, July 11, 2000
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • August 16, 2000

14. Schedule D - when to file?

    By Guest ForteT, August 9, 2000
    • 3 replies
    • 4.8k views
    • 
    • Guest
    • August 16, 2000

15. QDRO reported on SSA?

    By Guest Ray Williams, August 15, 2000
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • August 15, 2000

16. Questions Regarding 5500 Schedule T

    By wmyer, August 11, 2000
    • 1 reply
    • 2.1k views
    • 
    • Disco Stu
    • August 11, 2000

17. Is the SAR distribution date extended?

    By Guest, July 25, 2000
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • August 10, 2000

18. SAR for final 5500

    By Guest Ray Williams, July 5, 2000
    • 5 replies
    • 5.6k views
    • 
    • Guest
    • August 10, 2000

19. Investment entities

    By Guest meggie, August 10, 2000
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • August 10, 2000

20. Schedule T - Disaggregated Parts of Plan

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

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

    By John A, August 2, 2000
    • 2 replies
    • 2.4k views
    • 
    • John A
    • August 2, 2000

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

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

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

    By pbarrett, July 19, 2000
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • August 2, 2000

24. Copy of Form 5500 submitted to DOL?

    By jkharvey, July 24, 2000
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • August 2, 2000

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

    By bzorc, July 18, 2000
    • 4 replies
    • 2.8k views
    • 
    • Kirk Maldonado
    • August 1, 2000

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

    By Guest Don J. Smith, August 1, 2000
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • August 1, 2000

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

    By Richard Anderson, July 28, 2000
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • July 30, 2000

28. Penalty for late filing

    By Guest Ray Williams, July 8, 2000
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • July 28, 2000

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

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

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

    By Guest meggie, July 21, 2000
    • 1 reply
    • 2.1k views
    • 
    • mwyatt
    • July 25, 2000

31. 1999 Schedule A - how to fill in lines 3 and 4 for a DC plan?

    By Guest Stacie Barth, June 20, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • July 18, 2000

32. Participant count for new plans at beginning of year

    By pbarrett, July 17, 2000
    • 2 replies
    • 4.1k views
    • 
    • Guest
    • July 18, 2000

33. 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

34. Paid Preparer Information - Line 5

    By mwyatt, June 28, 2000
    • 6 replies
    • 2.6k views
    • 
    • SLuskin
    • July 14, 2000

35. Form 5500 appearance

    By bzorc, June 28, 2000
    • 6 replies
    • 2.6k views
    • 
    • Sue H
    • July 12, 2000

36. 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

37. Archive Link

    By Guest Robin Hopkins, June 28, 2000
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • July 10, 2000

38. When is my form 1999 5500 due? Must I file for an extension past 7/31/

    By Guest L, July 9, 2000
    • 1 reply
    • 2.3k views
    • 
    • Richard Anderson
    • July 10, 2000

39. Explain the 80-120 participation rule for the audit requirement.

    By Guest Tara Curran, July 7, 2000
    • 1 reply
    • 2.6k views
    • 
    • Richard Anderson
    • July 7, 2000

40. Where indicate for a 401(m) or 401(a) contribution?

    By John A, June 29, 2000
    • 2 replies
    • 2.2k views
    • 
    • Dawn Hafner
    • June 29, 2000

41. Schedule A - How to get a list of NAIC codes?

    By Guest mspencer, June 7, 2000
    • 10 replies
    • 7.5k views
    • 
    • Guest
    • June 28, 2000

42. "Plan expenses" (for SAR) = plan year contribution and earni

    By Cathy from Chicago, June 20, 2000
    • 0 replies
    • 2.2k views
    • 
    • Cathy from Chicago
    • June 20, 2000

43. 1999 Schedule T required for plan that filed a 1997 5500-C and did not

    By mming, June 16, 2000
    • 0 replies
    • 2k views
    • 
    • mming
    • June 16, 2000

44. Controlled Groups and the new 5500

    By Guest Rudy, June 13, 2000
    • 3 replies
    • 3k views
    • 
    • Dawn Hafner
    • June 14, 2000

45. Reporting separate account GICs, synthetic GICs, and stable value fund

    By Guest ak, June 9, 2000
    • 0 replies
    • 3k views
    • 
    • Guest
    • June 9, 2000

46. New Schedules for 5500

    By Guest CGBS, June 2, 2000
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • June 9, 2000

47. Does a 5558 negate the automatic extension?

    By John A, May 24, 2000
    • 2 replies
    • 2.4k views
    • 
    • Bill Berke
    • June 1, 2000

48. Required SAR filing?

    By Guest Alison Hetrick, May 31, 2000
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • May 31, 2000

49. 1998 Form - Schedule of Loans or Fixed Income Obligations (ques 27B) -

    By Dawn Hafner, May 17, 2000
    • 0 replies
    • 2.1k views
    • 
    • Dawn Hafner
    • May 17, 2000

50. Form 5500 in year of Asset Sale

    By Guest RW, May 4, 2000
    • 0 replies
    • 2k views
    • 
    • Guest
    • May 4, 2000