Form 5500

3,288 topics in this forum

1. Form 5500 appearance

   By bzorc, June 28, 2000
   • 6 replies
   • 2.9k views
   • 
   • Sue H
   • July 12, 2000

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

   By Guest CGBS, June 28, 2000
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • July 12, 2000

3. Archive Link

   By Guest Robin Hopkins, June 28, 2000
   • 5 replies
   • 2.7k views
   • 
   • Guest
   • July 10, 2000

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

   By Guest L, July 9, 2000
   • 1 reply
   • 2.5k views
   • 
   • Richard Anderson
   • July 10, 2000

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

   By Guest Tara Curran, July 7, 2000
   • 1 reply
   • 2.9k views
   • 
   • Richard Anderson
   • July 7, 2000

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

   By John A, June 29, 2000
   • 2 replies
   • 2.4k views
   • 
   • Dawn Hafner
   • June 29, 2000

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

   By Guest mspencer, June 7, 2000
   • 10 replies
   • 8.5k views
   • 
   • Guest
   • June 28, 2000

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

   By Cathy from Chicago, June 20, 2000
   • 0 replies
   • 2.4k views
   • 
   • Cathy from Chicago
   • June 20, 2000

9. 1999 Schedule T required for plan that filed a 1997 5500-C and did not

   By mming, June 16, 2000
   • 0 replies
   • 2.2k views
   • 
   • mming
   • June 16, 2000

10. Controlled Groups and the new 5500

    By Guest Rudy, June 13, 2000
    • 3 replies
    • 3.3k views
    • 
    • Dawn Hafner
    • June 14, 2000

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

    By Guest ak, June 9, 2000
    • 0 replies
    • 3.2k views
    • 
    • Guest
    • June 9, 2000

12. New Schedules for 5500

    By Guest CGBS, June 2, 2000
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • June 9, 2000

13. Does a 5558 negate the automatic extension?

    By John A, May 24, 2000
    • 2 replies
    • 2.7k views
    • 
    • Bill Berke
    • June 1, 2000

14. Required SAR filing?

    By Guest Alison Hetrick, May 31, 2000
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • May 31, 2000

15. 1998 Form - Schedule of Loans or Fixed Income Obligations (ques 27B) -

    By Dawn Hafner, May 17, 2000
    • 0 replies
    • 2.3k views
    • 
    • Dawn Hafner
    • May 17, 2000

16. Form 5500 in year of Asset Sale

    By Guest RW, May 4, 2000
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • May 4, 2000

17. SAR

    By SLuskin, May 4, 2000
    • 1 reply
    • 2.7k views
    • 
    • pjkoehler
    • May 4, 2000

18. E-Filing 5500's

    By Guest RJM, May 3, 2000
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • May 4, 2000

19. Form 5500 for 1999

    By Guest jfgc, February 9, 2000
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • May 4, 2000

20. Schedule D

    By Guest RS Vatalaro, April 25, 2000
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • May 3, 2000

21. Filing 5500s w/DOL

    By Christine Roberts, April 28, 2000
    • 2 replies
    • 2.9k views
    • 
    • BeckyMiller
    • May 2, 2000

22. Form 5500 Question #7

    By Guest RMV, April 27, 2000
    • 4 replies
    • 3.9k views
    • 
    • Greg Judd
    • May 2, 2000

23. 5500 with audited report

    By pbarrett, April 28, 2000
    • 1 reply
    • 2.6k views
    • 
    • bzorc
    • April 28, 2000

24. Is a stock purchase plan required to file a Form 5500?

    By Guest, April 19, 2000
    • 1 reply
    • 2.7k views
    • 
    • david rigby
    • April 20, 2000

25. How long do we have to go back and file Form 5500s?

    By Guest Gibson, April 17, 2000
    • 3 replies
    • 6.6k views
    • 
    • Kirk Maldonado
    • April 19, 2000

26. Amended Form 5500

    By kocak, April 14, 2000
    • 1 reply
    • 3.2k views
    • 
    • BeckyMiller
    • April 18, 2000

27. Machine Print/Handprint Dilemma

    By Guest jmurph, February 10, 2000
    • 3 replies
    • 2.7k views
    • 
    • KIP KRAUS
    • April 12, 2000

28. Lost 5500's

    By Guest MEGary, March 22, 2000
    • 4 replies
    • 3.2k views
    • 
    • Earl
    • April 9, 2000

29. 80-120 Participant Rule

    By Christine Roberts, April 7, 2000
    • 3 replies
    • 3.2k views
    • 
    • SLuskin
    • April 7, 2000

30. 5500 automatic extension - be careful

    By richard, April 5, 2000
    • 2 replies
    • 4.3k views
    • 
    • Chester
    • April 7, 2000

31. Value of Insurance Contract Where Employer Has Not Paid Premiums, But

    By Guest PAUL DUGAN, March 16, 2000
    • 1 reply
    • 2.6k views
    • 
    • Alonzo
    • March 16, 2000

32. Unfunded welfare benefit plans

    By Guest Mfcavo, March 16, 2000
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • March 16, 2000

33. How does one apply $10,500 and 25% caps when you have a 401(k) and 403

    By Guest, March 3, 2000
    • 3 replies
    • 2.7k views
    • 
    • John A
    • March 3, 2000

34. Beginning of year participant count.

    By Guest PLHart, February 9, 2000
    • 11 replies
    • 10k views
    • 
    • BeckyMiller
    • March 1, 2000

35. Audits required for 5500

    By Guest jfgc, February 9, 2000
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • February 9, 2000

36. Fair value reporting for investment contracts with insurance companies

    By Dave Baker, February 8, 2000
    • 0 replies
    • 3.2k views
    • 
    • Dave Baker
    • February 8, 2000

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

    By Guest ak, February 5, 2000
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • February 5, 2000

38. Can the independent qualified public accountant's report be issued as

    By Guest RMM, February 3, 2000
    • 2 replies
    • 4.4k views
    • 
    • Guest
    • February 4, 2000

39. Links to various versions and pieces of 2/2/2000 notice explaining new

    By Dave Baker, February 3, 2000
    • 0 replies
    • 2.5k views
    • 
    • Dave Baker
    • February 3, 2000