Form 5500

3,281 topics in this forum

1. Failure to file Form 5500EZ, need help

   By Guest schow07024, September 4, 2007
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • September 4, 2007

2. Confused about existing reporting requirements for synthetic GICs, sep

   By Guest ak, February 5, 2000
   • 0 replies
   • 2.6k views
   • 
   • Guest
   • February 5, 2000

3. Fair value reporting for investment contracts with insurance companies

   By Dave Baker, February 8, 2000
   • 0 replies
   • 2.9k views
   • 
   • Dave Baker
   • February 8, 2000

4. Audits required for 5500

   By Guest jfgc, February 9, 2000
   • 0 replies
   • 2.6k views
   • 
   • Guest
   • February 9, 2000

5. 2001 Form 5500

   By Guest mcapcpa, May 31, 2002
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • May 31, 2002

6. 8955-SSA: rehire on 2010 form

   By doombuggy, March 5, 2012
   • 0 replies
   • 1.3k views
   • 
   • doombuggy
   • March 5, 2012

7. 2001 Form 5500 Changes

   By Guest mcapcpa, May 31, 2002
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • May 31, 2002

8. form 5500 filing guide

   By Guest mariecummiskey, July 29, 2003
   • 0 replies
   • 1k views
   • 
   • Guest
   • July 29, 2003

9. COBRA participants and SARs

   By Guest Keith N, February 15, 2002
   • 0 replies
   • 2k views
   • 
   • Guest
   • February 15, 2002

10. PEO, but employers are not related

    By John Feldt ERPA CPC QPA, July 5, 2012
    • 0 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 5, 2012

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

    By TPApril, July 29, 2016
    • 0 replies
    • 758 views
    • 
    • TPApril
    • July 29, 2016

12. Change of Plan Sponsor - Filing Extension

    By oriecat, April 27, 2004
    • 0 replies
    • 1.6k views
    • 
    • oriecat
    • April 27, 2004

13. Schedule I

    By Belgarath, April 19, 2010
    • 0 replies
    • 851 views
    • 
    • Belgarath
    • April 19, 2010

14. Multiemployer signatures

    By Guest Dell, October 5, 2010
    • 0 replies
    • 979 views
    • 
    • Guest
    • October 5, 2010

15. Copies of older 5500s

    By david rigby, May 14, 2011
    • 0 replies
    • 1.3k views
    • 
    • david rigby
    • May 14, 2011

16. Mortality Code For 94 GAR

    By Guest merlin, July 12, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 12, 2004

17. ARA - I Love these people!

    By austin3515, June 1, 2016
    • 0 replies
    • 710 views
    • 
    • austin3515
    • June 1, 2016

18. Stop Loss Schedule A

    By Guest furiousfurrball, June 8, 2009
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 8, 2009

19. EFAST2 Invalidates XML

    By Andy the Actuary, August 30, 2011
    • 0 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • August 30, 2011

20. TPA Practitioner Registration and Form 5500

    By WDIK, May 17, 2010
    • 0 replies
    • 1.2k views
    • 
    • WDIK
    • May 17, 2010

21. Power of Attorney Rejection

    By LauraAT, September 6, 2019   

    • 5500
    • 2848
    • (and 1 more)

      Tagged with:

      • 5500
      • 2848
      • dfvc
    • 0 replies
    • 709 views
    • 
    • LauraAT
    • September 6, 2019

22. Delayed Spin-Off & Form 5500

    By Guest AEA, April 5, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 5, 2007

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

    By Kristina, August 20, 2001
    • 0 replies
    • 1.3k views
    • 
    • Kristina
    • August 20, 2001

24. How many filing years should be amended?

    By Guest JB2, September 13, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 13, 2002

25. 120 Day Mailing Requirement for Plans in Insurance Seperate Investment Accounts

    By Guest Frank Jackson, September 16, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 16, 2004

26. Controlled Group 5500 Filing

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

27. rpa 94

    By Guest GTD53, February 22, 2010
    • 0 replies
    • 2k views
    • 
    • Guest
    • February 22, 2010

28. Amended Form 5500- audit report

    By Guest BeneMom, March 22, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 22, 2010

29. Former Multiple Employer Plan

    By Guest KMP, June 18, 2004
    • 0 replies
    • 985 views
    • 
    • Guest
    • June 18, 2004

30. Pharmacy rebates

    By JWK, June 7, 2008
    • 0 replies
    • 1.4k views
    • 
    • JWK
    • June 7, 2008

31. Form 5330

    By 52626, April 11, 2012
    • 0 replies
    • 1.4k views
    • 
    • 52626
    • April 11, 2012

32. Delinquent Forms procedures now?

    By John A, August 20, 2001
    • 0 replies
    • 1.6k views
    • 
    • John A
    • August 20, 2001

33. Fiduciary Service Account?

    By Guest cas10, September 10, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 10, 2006

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

    By jkharvey, January 23, 2007
    • 0 replies
    • 1.3k views
    • 
    • jkharvey
    • January 23, 2007

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

    By 5500Nerd, May 8, 2020
    • 0 replies
    • 574 views
    • 
    • 5500Nerd
    • May 8, 2020

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

    By TPApril, September 7, 2013
    • 0 replies
    • 868 views
    • 
    • TPApril
    • September 7, 2013

37. Form 5500 in year of Asset Sale

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

38. 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

39. Amended Form 5500 Schedule R

    By Guest Annette Leerhoff, July 10, 2012
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 10, 2012

40. Blackout Notice (Line 4n)

    By LRC, April 23, 2013
    • 0 replies
    • 1.5k views
    • 
    • LRC
    • April 23, 2013

41. Schedule A's

    By Lori H, May 4, 2007
    • 0 replies
    • 1.3k views
    • 
    • Lori H
    • May 4, 2007

42. 2011 form 5500 - why the delay..maybe because

    By Tom Poje, December 19, 2011
    • 0 replies
    • 1.1k views
    • 
    • Tom Poje
    • December 19, 2011

43. form 8955-SSA

    By Tom Poje, July 12, 2010
    • 0 replies
    • 1.1k views
    • 
    • Tom Poje
    • July 12, 2010

44. 1988 & 1989 Sch B Instructions

    By Guest LARRYV, September 3, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 3, 2008

45. Life Insurance Cash Value

    By MBCarey, June 21, 2002
    • 0 replies
    • 1.3k views
    • 
    • MBCarey
    • June 21, 2002

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

    By Hope123, July 31, 2024
    • 0 replies
    • 407 views
    • 
    • Hope123
    • July 31, 2024

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

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

48. Schedule G

    By Guest Guesty McGuesterson, June 23, 2011
    • 0 replies
    • 972 views
    • 
    • Guest
    • June 23, 2011

49. Rehired Retiree

    By Guest Grumpy455, September 6, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 6, 2005

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

    By Guest Robin Vatalaro, September 14, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 14, 2002