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Full Version: Form 5500
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  1. Due Date for Final 5500 after Merger (13 replies)
  2. New Address for filing 5558s (1 reply)
  3. 2-week Short Plan Year (Final) (1 reply)
  4. Schedule SSA of 5500 (0 replies)
  5. Cafeteria Plan (3 replies)
  6. Amended 5500 and nonaffected Schedules (3 replies)
  7. SAR disclosure of qualifying assets (2 replies)
  8. 52/53 week plan year (1 reply)
  9. Schedule T (2 replies)
  10. SAR (1 reply)
  11. 5558 (6 replies)
  12. 5500 EZ allowed or bond required? (6 replies)
  13. Address to use when requesting penalty abatement. (0 replies)
  14. Form 5500 (1 reply)
  15. Small plan audit exception (1 reply)
  16. Schedule T (1 reply)
  17. First Plan year filing (4 replies)
  18. Amended 5500 (1 reply)
  19. Insurance Subscriber (1 reply)
  20. Late contribution remittance (6 replies)
  21. Missing 5558 (8 replies)
  22. VERY late top heavy contribution (2 replies)
  23. TPA has question---Schedule I, Q #4(a) (1 reply)
  24. EZ MP PS? (7 replies)
  25. Independent Auditors Report (2 replies)
  26. Wrong EIN filed (0 replies)
  27. 5500 for foreign plan (0 replies)
  28. 5500's online (1 reply)
  29. Schedule P (1 reply)
  30. How to file Schedule C? (1 reply)
  31. Switching from filing 5500 to filing5500EZ (3 replies)
  32. Do Municipalities over 100ees have to file 5500 (0 replies)
  33. EFAST 5500 and the Schedule P (1 reply)
  34. Sch C Question (0 replies)
  35. Form 5330 (2 replies)
  36. Checkbox marked for final return- but it's not. (1 reply)
  37. Participant Count (1 reply)
  38. 5500 Preparer's Manual (5 replies)
  39. Small Plan Audit for Non-Qualified Assets (1 reply)
  40. Unreported Insurance Account (0 replies)
  41. Final 5500 (1 reply)
  42. Master Trust Investment Accounts (1 reply)
  43. When to file 5500? (4 replies)
  44. Form 5500/Severance Plan (1 reply)
  45. Forfeitures- Schedule I (2 replies)
  46. Schedule H - reporting corrective distributions (2 replies)
  47. SAR Disclosure (13 replies)
  48. Form 5500 (2 replies)
  49. merged plan (1 reply)
  50. SSA and Deceased Participants (8 replies)
  51. 1ST YEAR 5500 (4 replies)
  52. Schedule I = Question 4i (2 replies)
  53. Reporting defaulted loans (2 replies)
  54. Merger, or just a change in Sponsorship? (3 replies)
  55. Group Health/Dental Insurance (1 reply)
  56. SAR for Welfare Plan (1 reply)
  57. Schedule T - Question #4 (0 replies)
  58. Shedule H 4(i) (4 replies)
  59. bonding requirements (12 replies)
  60. PWBA name change (3 replies)
  61. Schedule I - Participant Loans (2 replies)
  62. Schedule C - Finders Fees (0 replies)
  63. Bonding Requirements- CR (8 replies)
  64. Short Plan Year Audit Delay (1 reply)
  65. What happens when DoL finds no bond? (2 replies)
  66. Changing Filing Type on 5500 (0 replies)
  67. 5500 Question (1 reply)
  68. Bond limit of $500,000 (1 reply)
  69. can they file 5500-EZ? (7 replies)
  70. final form 5500 (18 replies)
  71. Late Form 5500-EZ (0 replies)
  72. Failure to deposit deferrals on time (3 replies)
  73. Schedule R Question (1 reply)
  74. Form 5500 (2 replies)
  75. Master Trust (0 replies)
  76. DFE code G (1 reply)
  77. Insurance Company General Account (0 replies)
  78. Ssa - Good News (1 reply)
  79. What to do if the wrong 5500 is filed without an audit and correct Sch (10 replies)
  80. ERISA Plan Doc & 5500 Questions (2 replies)
  81. Schedule SSA--Form 5500 (15 replies)
  82. Info for Schedule of Reportable Transactions (0 replies)
  83. 2001 5500 - can EFAST form be completed by hand? (1 reply)
  84. Plan Year on 5500 (1 reply)
  85. Schedule SSA - Defined Benefit Plan purchases annuity contract guarant (0 replies)
  86. Schedule P (3 replies)
  87. Form 5500 and asset sale (1 reply)
  88. 5500 Filing and Plan Year (6 replies)
  89. Schedule T (5 replies)
  90. 5500-ez (1 reply)
  91. Failure to File 5500 (3 replies)
  92. Master Trusts (2 replies)
  93. Schedule R--are many of you filing it? (9 replies)
  94. Master Trusts (9 replies)
  95. Plan Termination/Merger? (1 reply)
  96. 5500 SAR & Plan Mergers (0 replies)
  97. Mandatory use of Schedule SSA for 2002 5500s -- are they serious? (13 replies)
  98. Schedule I & Forfeitures (1 reply)
  99. Plan Term. 5500 on extension? (1 reply)
  100. Mailing Form 5500 (3 replies)
  101. 2002 5500 EZ instructions (7 replies)
  102. Employers required to provide each participant in the plan a copy of t (2 replies)
  103. Plan number on 5500 different from plan number on determination letter (1 reply)
  104. Accountant's Opinion (7 replies)
  105. Welfare Benefit Plan Reporting/Employee Assistance Plan (1 reply)
  106. 5500 Plan Names (1 reply)
  107. Trust ID vs. Employter ID on the 5500 (4 replies)
  108. Are these qualifying assets? (11 replies)
  109. 5500-Form 5558 statistics (1 reply)
  110. 5500 Ez (3 replies)
  111. DFVC filing (4 replies)
  112. Health Plan VEBA and Sch P (3 replies)
  113. Filing Deadline (0 replies)
  114. Initial Year 5500-EZ (1 reply)
  115. Schedule A - Commissions Paid (1 reply)
  116. 5500 (1 reply)
  117. Amended Form 5500 procedure (1 reply)
  118. Bonding/Reporting Requirements - SAR - for small plans (1 reply)
  119. Schedule B - line 6i Estimated investment return (1 reply)
  120. Coverage testing - excludable employees & Schedule T (0 replies)
  121. 5500 for a Controlled Group (3 replies)
  122. DOL Inquiries (6 replies)
  123. Schedule A's and HMOs (1 reply)
  124. Brokerage accounts... (2 replies)
  125. 5500EZ required for plan terminating that's never needed to file, < (3 replies)
  126. Valuations... (3 replies)
  127. Form 5500 EZ (1 reply)
  128. Form 5500 (1 reply)
  129. Guidance on 5500 Audit (5 replies)
  130. Calculating Nets G/L for Schedule H (11 replies)
  131. EZ Q 15b (2 replies)
  132. 5500 Audit for merged plan (1 reply)
  133. Form 5500 Audit (5 replies)
  134. missing schedule p (3 replies)
  135. Small Plan Audit - IRA's (8 replies)
  136. No Federal ID Number (1 reply)
  137. Need help regarding when an insurance company has to report to Plan on (0 replies)
  138. plan applied vesting schedule to match in error. (1 reply)
  139. Incorrect BOY participant Count (1 reply)
  140. Amending 5500-Schedules (2 replies)
  141. late 5500 filing (1 reply)
  142. Sch. R question (1 reply)
  143. Final 5500 for MPPP .... when the MPPP is merged into an existing PSP (2 replies)
  144. Plan Audits - uncooperative CPA firms (6 replies)
  145. Last minute auditors (1 reply)
  146. SEP's and Form 5500 (2 replies)
  147. Money Purchase or not? (3 replies)
  148. Amended filings?? (1 reply)
  149. 5500 and MPPP merger (10 replies)
  150. Under $100,000 Exemption... (5 replies)
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