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Full Version: Form 5500
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  1. question on multiple employer plans & question on qslobs (2 replies)
  2. CD's and checking accounts not qualified plan assets? (1 reply)
  3. Late employee contributions question (5 replies)
  4. Relius 5500 software question (1 reply)
  5. Can the assets held in participant-directed brokerage accounts be combined into a single asset on the financial statements as well as the Form 5500? (6 replies)
  6. Hurricane Katrina (0 replies)
  7. Is this a PT? (3 replies)
  8. Schedule D and Schedule H (2 replies)
  9. Eligibility credits on the 5500s? (1 reply)
  10. premium conversion plan with less then 100 employees (7 replies)
  11. Reporting Cash Value of Life Insurance Policy in retirement plan (4 replies)
  12. Cash Value of Insurance on 5500 (5 replies)
  13. DFVC and Form 5500 EZ (5 replies)
  14. The Strange Saga of Schedule H (5 replies)
  15. Welfare plan - reversion to employer (5 replies)
  16. I need to amend a 5558 (2 replies)
  17. Schedule T, when aggregating (1 reply)
  18. 5500-EZ lines 10b and 11b (1 reply)
  19. WB 5500 Guidance? (2 replies)
  20. Late 5500's (1 reply)
  21. Amended Form 5500 (2 replies)
  22. Form 5330 due date (1 reply)
  23. Large Plan and independent audit (12 replies)
  24. 5500 filings and attachments (22 replies)
  25. 5500 Schedule I - question 4i - does the 20% include the current year contribution receivable? What does the 20% include? (1 reply)
  26. Schedule H - Faulty opening balances (5 replies)
  27. Tax Year for Short Plan Year (0 replies)
  28. "Keogh" plan - Death of sole proprietor (4 replies)
  29. Still question on 5500 regarding whether summary of material modification has been provided for any amendments? (1 reply)
  30. Wrap Plan - 5500 issue (0 replies)
  31. Amend 5500-ez or let sleeping dogs lie (11 replies)
  32. Reportable Transaction (4 replies)
  33. Former EE paid out & no SSA completed (2 replies)
  34. No assets in plan and no receivables. 5500 required? (3 replies)
  35. Schedule SSA (4 replies)
  36. Form 5500 for cancer plan w/<100 & premium paid all by ee? (4 replies)
  37. Sched I Line 4d non-exempt transactions (5 replies)
  38. Is an accountants report always needed for large plans? (2 replies)
  39. Rehired Retiree (0 replies)
  40. Late Filer of 5500-EZ - Old Problem New Questions (3 replies)
  41. Child of owner/5500EZ ok? (2 replies)
  42. what would you do, if plan never filed schedule P and..... (4 replies)
  43. Schedule A - "Additional compensation paid" (1 reply)
  44. Filings requirement for sole proprieter who owns a separate LLC (5 replies)
  45. 5500 Filing Deadline (3 replies)
  46. Schedule C, line 2d - who is a party-in-interest? (4 replies)
  47. company ceases operations 5500s not filed (1 reply)
  48. "Participant" for purposes of Form 5500 reporting (2 replies)
  49. Reporting dividend distribution to S shareholders (0 replies)
  50. Schedule P (2 replies)
  51. Extension on final 5500? (5 replies)
  52. Form 5500 requirements for startup plan with no contributions (Cash Basis) (5 replies)
  53. Non-Standard Requests in Auditors' Requests for Information (3 replies)
  54. SCHEDULE T (5 replies)
  55. Form 5558 extension-not filed in time? (2 replies)
  56. Form 5500-EZ mailed to wrong address? (2 replies)
  57. Identification of Multiple Employer participating employer -- Schedule T? (3 replies)
  58. Can a non officer, non owner manager sign 5500? (1 reply)
  59. DOL Request for Plan's IQPA Workpapers (2 replies)
  60. Form 5500, Schedule D (1 reply)
  61. 2005 Form 5500 (7 replies)
  62. Line 9: Is Stop-Loss Insurance? (4 replies)
  63. How long must a compnay hold onto their 5500 copies? (10 replies)
  64. Date on Form 5558 (2 replies)
  65. Additional Information for SAR (4 replies)
  66. Missing Trustee on Schedule P (1 reply)
  67. Section 125 Plan Filing (5 replies)
  68. Schedule SSA question (5 replies)
  69. Schedule C -- Who is a "service provider"? (1 reply)
  70. "Mega" Wrap Document - Participant Count (2 replies)
  71. Can a new plan be a large plan? (2 replies)
  72. Group Annuity Contract Ancillary Life Insurance? (5 replies)
  73. filing requirement for a welfare plan (2 replies)
  74. Failure to file 5500 (10 replies)
  75. Summary Annual Report (2 replies)
  76. Schedule H Expenses - What HC expenses go in Line 2(e)(1)? (0 replies)
  77. Help - Schedule D / Schedule A Confusion (1 reply)
  78. Large Plan Filing - Assets Held for Investments (4 replies)
  79. Schedule SSA KeyPunching (4 replies)
  80. CDSC Charges (1 reply)
  81. Participant Disclosure of Plan Audit (2 replies)
  82. Schedule C -- An intriguing matter (3 replies)
  83. Summary Annual Report (2 replies)
  84. Schedule C with or without Schedule H (7 replies)
  85. Schedule SSA Filing Requirements for Partial Distributions (1 reply)
  86. Schedule A - Line 1(e) (3 replies)
  87. IRS Issues Penatly Notice for Late 5500 - If Plan Participates in DFVC, Is IRS Penalty Abated? (5 replies)
  88. Late deposits - Schedule I attachment 4a - VFCP: Whats required to file? (6 replies)
  89. Schedule T - multiple employer plan (1 reply)
  90. Filing 5500 prior to deposit of Contribution Receivable (1 reply)
  91. Master Trust/MTIA Form 5500 filings (2 replies)
  92. 5500 exemption when assets are less than $100,000 and covers only owners (1 reply)
  93. Schedule R for Money Purchase Plan (2 replies)
  94. Schedule A-New Legislation? (4 replies)
  95. Code 3e on Form 5500 (1 reply)
  96. Going from a 5500 to a 5500 ez? (1 reply)
  97. Large Plan Audit (1 reply)
  98. statutory exclusion for participant count? (2 replies)
  99. Final 5500 EZ for plans under $100,000? (4 replies)
  100. filing form 5500 (1 reply)
  101. Schedule I, Line 4a attachment for late contributions (1 reply)
  102. Do you count receivables in the Sched I Line 4i calc? (2 replies)
  103. Attachment to Form 5500 - Schedule I, Line 4a - Schedule of Delinquent Part Contribs (0 replies)
  104. 80/120 if didn't file? (3 replies)
  105. Change to Co. Name/Plan Name/EIN mid-year (2 replies)
  106. Legal Services Plan (0 replies)
  107. Schedule SSA for 2004 (5 replies)
  108. Late Deferral Contributions (3 replies)
  109. 5500's for Indian Tribes (3 replies)
  110. Withdrawing Nondeductible contributions under Rev Proc 90-49 (0 replies)
  111. Retiree Medical Form 5500 Participant Count Question (2 replies)
  112. Schedule D (0 replies)
  113. List of Investment Service Providers that do file as DFEs (0 replies)
  114. Duplicate SS4 filed (2 replies)
  115. Schedule P (9 replies)
  116. Does an Escrow Deposit count as Real Estate for Sch I item 3c)? (2 replies)
  117. DFVC filing (1 reply)
  118. Independent Qualified Public Accountant Audit (1 reply)
  119. Schedule I - Greater than 20% in single security (2 replies)
  120. Self Funded Welfare Benefit Plan (3 replies)
  121. Form 5500 filing guide book (4 replies)
  122. Does anyone copy the state when filing 5500's? (4 replies)
  123. Schedule P - Terminated Plan (1 reply)
  124. Participant Count (9 replies)
  125. How are ETF's classified? (4 replies)
  126. 5500 Software (3 replies)
  127. When to file the 5330 (Excise tax) (2 replies)
  128. Sending clients a printable 5500 filing by e-mail (1 reply)
  129. Currency Gain / Loss (1 reply)
  130. Form 5500-EZ, only for owner & spouse? (11 replies)
  131. Plan name change - Welfare benefit plan (1 reply)
  132. Large Plan Audits (7 replies)
  133. 5500 due for "orphan" plan (0 replies)
  134. Amending 5500 for incorrect EIN (2 replies)
  135. Schedule SSA - Money Purchase Plan (1 reply)
  136. Termination (1 reply)
  137. Form 5500 - Schedule I - 4i - Trustee directed (0 replies)
  138. Tuition Reimbursement Plan (3 replies)
  139. Filing a consolidated Form 5500 for a Welfare Benefit plan with several benefits? (4 replies)
  140. Severance Pay Plan - info to be included? (10 replies)
  141. Multiple Employer Plan (5 replies)
  142. Which form to file? (6 replies)
  143. Who is liable for ERISA penalties? (1 reply)
  144. I am preparing a 5500. I have questions. (17 replies)
  145. "De Minimus" Form 5500 Error? (4 replies)
  146. Amended 5500 - where does it get mailed to? (2 replies)
  147. Schedule D, and line 1(c) on the Schedule H. (1 reply)
  148. Late filing of 5500-EZ plus over-contribution to Keogh MPPP (1 reply)
  149. New Plan, Short Plan Year, Need 5500? (1 reply)
  150. Plan Name Change (1 reply)
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