Help - Search - Members - Calendar
Full Version: Form 5500
BenefitsLink Message Boards > Employee Benefits in General > Form 5500
Pages: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14
  1. Another 80-120 Question- Clarification (4 replies)
  2. changing employer name that appears on form 945 (1 reply)
  3. Welfare benefit plan - SAR and "experience rated" insurance contracts (0 replies)
  4. Sarbanes-Oxley and prep of SARs (1 reply)
  5. Late Filing, IRS vs. DOL (3 replies)
  6. Schedule SSA (8 replies)
  7. Prepaid legal services (0 replies)
  8. Form 5500 line 7G (2 replies)
  9. 5500 EZ for Father Son Corporation (2 replies)
  10. Audit Requirement for Multiple Employer Plan (6 replies)
  11. Distributions returned - Sch I & Sch R (3 replies)
  12. Life insurance death benefit - Schedule I reporting (2 replies)
  13. 1st plan year, Only asset is Contr. Rec'v. Audit required? (2 replies)
  14. Limited Scope Audit (0 replies)
  15. summary annual report (4 replies)
  16. Schedule of Reportable Transactions necessary? (1 reply)
  17. Loans and Schedule of Assets Held for Investment (Sch. H) (1 reply)
  18. Schedule A information. Automatic or on request (0 replies)
  19. Schedule P- Deceased trustee (4 replies)
  20. Form 5500 extension (2 replies)
  21. Comparative financials requirement for a large plan 5500 audit (8 replies)
  22. Prohibited Transaction on late employer contribution? (1 reply)
  23. Qualified or adverse audit opinion (9 replies)
  24. Form 5500 Schedule T inquiry (0 replies)
  25. Schedule R filing required? (8 replies)
  26. Fees paid to an insurance company (0 replies)
  27. Filing for 412(i) Plan (5 replies)
  28. "Seven Brides for Seven Brothers" (2 replies)
  29. Hurricane disaster relief 5500 filings (0 replies)
  30. Welfare Benefit Plan - Combined Form 5500 (0 replies)
  31. Non-qualifying Plan Assets (4 replies)
  32. Service Auditor's Report (SAS 70) - Who is required to have one? (2 replies)
  33. Form 5500, Lines 6 and 7 (3 replies)
  34. 5500 Schedule H - Money Market Mutual Funds (6 replies)
  35. Employee Count for VEBA (1 reply)
  36. Schedule C requirements (0 replies)
  37. Are filed 5500 forms public information that anyone can obtain ? (7 replies)
  38. Schedule I - Late Deferral Payments (2 replies)
  39. Schedule H - Liabilities (5 replies)
  40. Terminating a one-life Defined Benefit plan (2 replies)
  41. 5500 or EZ? (2 replies)
  42. Wanted - 2000 Form 5500 for reproduction. (5 replies)
  43. Can I use "cash basis" on small plan's Form 5500 Sch I (3 replies)
  44. Changing Plan ID Number On Form 5500 (1 reply)
  45. another sched T question (1 reply)
  46. Schedule T for a cross tested plan (2 replies)
  47. Form 5500-EZ filing (2 replies)
  48. 120 Day Mailing Requirement for Plans in Insurance Seperate Investment Accounts (0 replies)
  49. Extension opinions, please (11 replies)
  50. Changing plan, final report? (2 replies)
  51. 5500 Schedules for Unfunded/Insured Health Plans (1 reply)
  52. Forgot to file an extension for form 5530 (7 replies)
  53. fORGOT TO FILE AN EXTENSION FOR FORM 5530 (0 replies)
  54. EFAST Acknowledgement Files (0 replies)
  55. Leap Year 5500 (1 reply)
  56. 5500-EZ line 10g - "net income received by the plan for the year& (5 replies)
  57. Is a 5500 required? (1 reply)
  58. Schedule of Assets Held for Investment (4 replies)
  59. Trust Deeds (8 replies)
  60. Form 5500 Schedule I Line 4 Questions - Value to report (14 replies)
  61. Overpayment of Distribution (6 replies)
  62. failure to file audit report (1 reply)
  63. When filing amended 5500 Form OK to switch to 5500-EZ if eligible? (0 replies)
  64. Are these small welfare plans? (0 replies)
  65. Form SSA for Cash Balance Plan (1 reply)
  66. Relius 5500 - EFAST for a Fiscal Year Plan (2 replies)
  67. Audit type - limited scope or full scope to mark on Sch H if more than one investment platform that is subject to different audit requirements (2 replies)
  68. Master Trust and Brokerage accounts (1 reply)
  69. Multiple Amendments to the 5500... (0 replies)
  70. Switching from large filing to small (2 replies)
  71. ERISA Plan Number (1 reply)
  72. Health & Welfare 5500 Filings (2 replies)
  73. Filing Electronically with EFAST (1 reply)
  74. Ownership Change - New EIN (2 replies)
  75. Pension benefits codes (5500 Q8a) -- Profit Sharing Plan w/412(i) (2 replies)
  76. 5500 mailed w/o contribution being sent? (1 reply)
  77. ADP refunds - reporting on 5500 (7 replies)
  78. Help with Sch H - line 3 - is auditor opinion necessary? (3 replies)
  79. Keogh 5500 extension (1 reply)
  80. EFAST2 (2 replies)
  81. Insurance (2 replies)
  82. Small Pension Plan Audit Waiver (6 replies)
  83. Defining Delinquency with Respect to DFVC Program (3 replies)
  84. Mortality Code For 94 GAR (0 replies)
  85. Timing of 5500 filing, Form 1120 filing and date of contribution (4 replies)
  86. Divorce and Form 5500-EZ (3 replies)
  87. Supplemental group life, ltd and dependent life 5500 question. (2 replies)
  88. VDCP application (0 replies)
  89. Frozen plan= Terminated plan? (1 reply)
  90. Bond Question (0 replies)
  91. Schedule SSA--in a db plan scenario, how should (or should they) the beneficiaries of deceased participants be reported? (0 replies)
  92. Bonding with a Bank Trustee (4 replies)
  93. Late employee contributions question (3 replies)
  94. Former Multiple Employer Plan (0 replies)
  95. Large Plan/Small Plan - lines 6 and 7f on form 5500 (2 replies)
  96. Form 5500 Line 5 (5 replies)
  97. fees from IRS for never filing 5500 (8 replies)
  98. Must a 457 Plan maintained by a tax-exempt organization file a Form 5500? (0 replies)
  99. Inactive employees and 5500 participant count (5 replies)
  100. 5500 Reporting when plan contract year changes (7 replies)
  101. Schedule A - timing question (0 replies)
  102. Schedule H, line 4j Reportable Transactions (0 replies)
  103. Small plan audits (13 replies)
  104. Schedule H Needed? (0 replies)
  105. One Participant plan - participant count? (6 replies)
  106. Does Sch SSA have to be given to participants when employer goes out of business? (4 replies)
  107. 5500 and Schedules for a 403(b) match plan (1 reply)
  108. Pension Feature codes, Form 5500 (3 replies)
  109. Schedule T (2 replies)
  110. Summary Annual Report (1 reply)
  111. Attachment to Line 4a (0 replies)
  112. amended 5500 needs an amended audit report? (9 replies)
  113. Self-Funded Dental welfare planIs an audit required? (4 replies)
  114. Reporting REIT assets (0 replies)
  115. Qualifying Plan Assets (1 reply)
  116. Can separate welfare plans file one Form 5500? (2 replies)
  117. First Year of a DB Plan (1 reply)
  118. Schedule H, question 4a - late deposit of salary deferrals (0 replies)
  119. Summary Annual Report (5 replies)
  120. Reporting Loans on Schedule I (5 replies)
  121. Delinquent Forms 5500 (1 reply)
  122. Reporting PS Contribution on Sched. I and 5500 (3 replies)
  123. SHORT PLAN YEAR! (3 replies)
  124. Attachment to Schedule A (2 replies)
  125. Schedule T and statutory exclusions (1 reply)
  126. amended 5500 - employer/sponsor recently moved (1 reply)
  127. Amending a 5500 for a plan year ending 6/30/2001 and 6/30/2002 (2 replies)
  128. Is a 5500 required (small self-insured medical plan that receives employee contributions). (4 replies)
  129. Loan reporting on accompanying schedules for Form 5500 (0 replies)
  130. Amended 5500 EZ- attach extension? (3 replies)
  131. Large plan vs small plan filing (2 replies)
  132. Multiple Form 5500s historically filed for single qualified plan (3 replies)
  133. Prior 5500 filer, now qualifies for ez.... (2 replies)
  134. Auditors Report Required? (1 reply)
  135. Schedule P- Who signs the schedule P when the plan is taken over mid year and the new trustee is a corporate trustee not an Individual any more? (1 reply)
  136. Schedule I; 4e Fidelity Bond Question (3 replies)
  137. Change of Plan Sponsor - Filing Extension (0 replies)
  138. Is a VEBA that is set up as a medical expense reimbursement plan required to file a 5500? (4 replies)
  139. No auditor's report was filed with 5500 and Schedule H (4 replies)
  140. DFE GIA Filer (0 replies)
  141. Schedule Ts, Multiple Employer Plan (12 replies)
  142. Participant Count Question (1 reply)
  143. How to complete form 5500-EZ for 2003 after GUST amendment (2 replies)
  144. Coverage Question (2 replies)
  145. Form 5500-EZ (2 replies)
  146. Final 5500 for merged MPP? (3 replies)
  147. Schedule I & Forfeitures (5 replies)
  148. Which 5500 form year to use? (3 replies)
  149. Schedule B - Line 2c - What is Implication if < 70% (2 replies)
  150. Form 5500 filing for medical reimbursement portion of 125 plan (1 reply)
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2012 Invision Power Services, Inc.