Form 5500

3,277 topics in this forum

1. 2001 Form 5500

   By Guest mcapcpa, May 31, 2002
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   • Guest
   • May 31, 2002

2. 8955-SSA: rehire on 2010 form

   By doombuggy, March 5, 2012
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   • doombuggy
   • March 5, 2012

3. 2001 Form 5500 Changes

   By Guest mcapcpa, May 31, 2002
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   • Guest
   • May 31, 2002

4. form 5500 filing guide

   By Guest mariecummiskey, July 29, 2003
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   • Guest
   • July 29, 2003

5. COBRA participants and SARs

   By Guest Keith N, February 15, 2002
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   • Guest
   • February 15, 2002

6. PEO, but employers are not related

   By John Feldt ERPA CPC QPA, July 5, 2012
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   • John Feldt ERPA CPC QPA
   • July 5, 2012

7. welfare plan 5500 - should not have been filed, can it be taken back?

   By TPApril, July 29, 2016
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   • TPApril
   • July 29, 2016

8. Change of Plan Sponsor - Filing Extension

   By oriecat, April 27, 2004
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   • oriecat
   • April 27, 2004

9. Schedule I

   By Belgarath, April 19, 2010
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   • Belgarath
   • April 19, 2010

10. Multiemployer signatures

    By Guest Dell, October 5, 2010
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    • Guest
    • October 5, 2010

11. Copies of older 5500s

    By david rigby, May 14, 2011
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    • david rigby
    • May 14, 2011

12. Mortality Code For 94 GAR

    By Guest merlin, July 12, 2004
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    • Guest
    • July 12, 2004

13. ARA - I Love these people!

    By austin3515, June 1, 2016
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    • austin3515
    • June 1, 2016

14. Stop Loss Schedule A

    By Guest furiousfurrball, June 8, 2009
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    • Guest
    • June 8, 2009

15. EFAST2 Invalidates XML

    By Andy the Actuary, August 30, 2011
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    • Andy the Actuary
    • August 30, 2011

16. TPA Practitioner Registration and Form 5500

    By WDIK, May 17, 2010
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    • WDIK
    • May 17, 2010

17. Power of Attorney Rejection

    By LauraAT, September 6, 2019   

    • 5500
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      Tagged with:

      • 5500
      • 2848
      • dfvc
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    • LauraAT
    • September 6, 2019

18. Delayed Spin-Off & Form 5500

    By Guest AEA, April 5, 2007
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    • Guest
    • April 5, 2007

19. Amended returns to DOL after 7/1/01

    By Kristina, August 20, 2001
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    • Kristina
    • August 20, 2001

20. How many filing years should be amended?

    By Guest JB2, September 13, 2002
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    • Guest
    • September 13, 2002

21. 120 Day Mailing Requirement for Plans in Insurance Seperate Investment Accounts

    By Guest Frank Jackson, September 16, 2004
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    • Guest
    • September 16, 2004

22. Controlled Group 5500 Filing

    By Guest Matt Gagnon, August 24, 2000
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    • Guest
    • August 24, 2000

23. rpa 94

    By Guest GTD53, February 22, 2010
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    • Guest
    • February 22, 2010

24. Amended Form 5500- audit report

    By Guest BeneMom, March 22, 2010
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    • Guest
    • March 22, 2010

25. Former Multiple Employer Plan

    By Guest KMP, June 18, 2004
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    • Guest
    • June 18, 2004

26. Pharmacy rebates

    By JWK, June 7, 2008
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    • JWK
    • June 7, 2008

27. Form 5330

    By 52626, April 11, 2012
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    • 52626
    • April 11, 2012

28. Delinquent Forms procedures now?

    By John A, August 20, 2001
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    • John A
    • August 20, 2001

29. Fiduciary Service Account?

    By Guest cas10, September 10, 2006
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    • Guest
    • September 10, 2006

30. Anything new on the statute of limitations w/out schedule P?

    By jkharvey, January 23, 2007
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    • jkharvey
    • January 23, 2007

31. SAR Deadline Changes and Text Messages for Electronic Disclosure?

    By 5500Nerd, May 8, 2020
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    • 5500Nerd
    • May 8, 2020

32. association used to sponsor welfare plan - who is responsible for missed 5500s

    By TPApril, September 7, 2013
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    • TPApril
    • September 7, 2013

33. Form 5500 in year of Asset Sale

    By Guest RW, May 4, 2000
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    • Guest
    • May 4, 2000

34. 1998 Form - Schedule of Loans or Fixed Income Obligations (ques 27B) -

    By Dawn Hafner, May 17, 2000
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    • Dawn Hafner
    • May 17, 2000

35. Amended Form 5500 Schedule R

    By Guest Annette Leerhoff, July 10, 2012
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    • Guest
    • July 10, 2012

36. Blackout Notice (Line 4n)

    By LRC, April 23, 2013
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    • LRC
    • April 23, 2013

37. Schedule A's

    By Lori H, May 4, 2007
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    • Lori H
    • May 4, 2007

38. 2011 form 5500 - why the delay..maybe because

    By Tom Poje, December 19, 2011
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    • Tom Poje
    • December 19, 2011

39. form 8955-SSA

    By Tom Poje, July 12, 2010
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    • Tom Poje
    • July 12, 2010

40. 1988 & 1989 Sch B Instructions

    By Guest LARRYV, September 3, 2008
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    • Guest
    • September 3, 2008

41. Life Insurance Cash Value

    By MBCarey, June 21, 2002
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    • MBCarey
    • June 21, 2002

42. Form 5500ez, plan terminated in dec 2023 dividend rolled over in 2024

    By Hope123, July 31, 2024
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    • Hope123
    • July 31, 2024

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

    By Guest ak, June 9, 2000
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    • Guest
    • June 9, 2000

44. Schedule G

    By Guest Guesty McGuesterson, June 23, 2011
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    • Guest
    • June 23, 2011

45. Rehired Retiree

    By Guest Grumpy455, September 6, 2005
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    • Guest
    • September 6, 2005

46. Plan Sponsor Leaves PEO - Report BOY 5500 Assets How?

    By Guest Robin Vatalaro, September 14, 2002
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    • Guest
    • September 14, 2002

47. Sch. A/allocated insurance contracts

    By Guest ak, June 3, 2006
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    • Guest
    • June 3, 2006

48. Delinquent filer program

    By Guest Salvador A Mander, November 8, 2011
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    • Guest
    • November 8, 2011

49. 1999 Schedule T required for plan that filed a 1997 5500-C and did not

    By mming, June 16, 2000
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    • mming
    • June 16, 2000

50. Schedule A coverage question

    By Guest ak, December 28, 2006
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    • Guest
    • December 28, 2006