Guest KGibson Posted January 12, 2001 Posted January 12, 2001 Aren't 5500 forms public information? If so, how can I access one that was filed by a company?
Guest SBlack Posted January 12, 2001 Posted January 12, 2001 Go to http://www.freeerisa.com/. You have to register, but it only takes a minute to get your password.
Guest SBlack Posted January 12, 2001 Posted January 12, 2001 You are very welcome! (Don't we just ooze Southern Hospitality?!)
david rigby Posted January 12, 2001 Posted January 12, 2001 In general, 5500's are public information. However, some of the schedules are not: schedules E, F, and SSA. Schedule B is not open to public when attached to a 5500EZ. I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
RCK Posted January 12, 2001 Posted January 12, 2001 I agree that freeerisa is very handy, but if you're going there, be sure that you have the sponsor's name exactly right, or you're not going to find what you're looking for. Some of our subsidiaries file their own 5500's and when I ran our name through, I did not get most of those plans because of slight name variations. On the other hand, I did find a plan that I didn't even know about. (Fortunately it was for a credit union run out of one of our locations,and not part of the controlled group).
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