Form 5500

2,707 topics in this forum

1. Form 5500, Schedule C

   By msmith, Tuesday at 07:08 PM
   • 1 reply
   • 63 views
   • 
   • BFlash
   • Wednesday at 09:40 PM

2. Can you check both "Trust" and "General Assets" on line 9?

   By Bug on my window, July 10   

   • form 5500
   • funding
   • 3 replies
   • 114 views
   • 
   • Bug on my window
   • Tuesday at 03:22 PM

3. Nonexempt transaction Party-in-interest

   By jason, August 8
   • 1 reply
   • 88 views
   • 
   • Fiduciary Guidance Counsel
   • August 8

4. Trade date vs Settlement date

   By B21, July 30
   • 2 replies
   • 98 views
   • 
   • B21
   • August 1

5. New HRA - no participants in 2017 - 5500 required?

   By t.haley, July 26
   • 3 replies
   • 94 views
   • 
   • Flyboyjohn
   • July 30

6. Form 5500 Schedule H and Audit Financials - VEBA

   By vanders2240, July 26   

   • veba
   • wrap
   • (and 3 more)

     Tagged with:

     • veba
     • wrap
     • 5500
     • schedule h
     • audit
   • 1 reply
   • 46 views
   • 
   • Flyboyjohn
   • July 30

7. SAR Not Required for Unfunded Plan?

   By 5500Nerd, July 25   

   • sar
   • 2 replies
   • 146 views
   • 
   • 5500Nerd
   • July 26

8. Wrong EIN on 5500

   By Tinman, July 24
   • 3 replies
   • 133 views
   • 
   • Tinman
   • July 24

9. New procedure when plan sponsor changes EIN... must file 5500 showing zero participants?

   By AlbanyConsultant, July 19
   • 7 replies
   • 199 views
   • 
   • AlbanyConsultant
   • July 23

10. EE opts out of plan--how to count on 5500

    By BG5150, July 19
    • 2 replies
    • 102 views
    • 
    • Bird
    • July 19

11. Actuarial Valuation

    By ERISAAPPLE, July 16
    • 5 replies
    • 205 views
    • 
    • ERISAAPPLE
    • July 18

12. Intranet posting of 5500 Information

    By Gilmore, July 11
    • 12 replies
    • 301 views
    • 
    • Bird
    • July 16

13. Form 5500 sole proprietor with PT employee

    By thepensionmaven, July 12
    • 3 replies
    • 153 views
    • 
    • cpc0506
    • July 14

14. 5500sf - do you count 0% vested?

    By jmartinrps, July 9
    • 6 replies
    • 162 views
    • 
    • BG5150
    • July 11

15. To Schedule C or not to Schedule C

    By Pammie57, July 9
    • 3 replies
    • 153 views
    • 
    • Bug on my window
    • July 10

16. What Happens If You File Late 5500-SF When Exempt From The Need To?

    By GregM, June 1   

    • efast
    • erisa
    • (and 4 more)

      Tagged with:

      • efast
      • erisa
      • dfvcp
      • late
      • 5500
      • penalty
    • 5 replies
    • 262 views
    • 
    • RatherBeGolfing
    • June 30

17. Final 5500 - Citation?

    By ERISAAPPLE, June 21
    • 5 replies
    • 254 views
    • 
    • Mike Preston
    • June 25

18. Docusign?

    • 1
    • 2

    By austin3515, June 8
    • 30 replies
    • 632 views
    • 
    • Larry Starr
    • June 19

19. Bond with Inflation Guard 5500-SF reporting

    By KoolLady4, June 8
    • 3 replies
    • 170 views
    • 
    • RatherBeGolfing
    • June 8

20. welfare benefit self funded assets of employer

    By jeanh, May 25
    • 4 replies
    • 172 views
    • 
    • jeanh
    • May 30

21. Stop Loss Paid by Employees

    By 5500Nerd, May 24   

    • stop loss
    • 5 replies
    • 146 views
    • 
    • Luke Bailey
    • May 25

22. Participating Employer Filing 5500 Instead of Trust

    By 5500Nerd, May 7
    • 2 replies
    • 166 views
    • 
    • 5500Nerd
    • May 24

23. Need to file short plan year 2018 5500

    By ESOP Guy, May 21
    • 2 replies
    • 192 views
    • 
    • Tom Poje
    • May 21

24. Late 5500/SF

    By thepensionmaven, April 20
    • 17 replies
    • 533 views
    • 
    • RatherBeGolfing
    • May 8

25. Incorporation of Sponsor

    By thepensionmaven, April 28
    • 3 replies
    • 150 views
    • 
    • Larry Starr
    • May 2