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, 15
  1. DOL 5500 Notices (7 replies)
  2. EIN and NAIC code from Sun Life of Canade (U.S.) (1 reply)
  3. 5500 Issue (2 replies)
  4. Form 5500 for SIMPLE Plans? (1 reply)
  5. Availability of DFVC and IRS Remedial Programs (3 replies)
  6. How is a 5500 prepared to properly reflect an SCP (formerly known as A (3 replies)
  7. Form 5558 still filed with IRS? (1 reply)
  8. Can you withdraw both insurance costs and premiums paid tax free from (1 reply)
  9. SSA information in statement to terminated participants (3 replies)
  10. Top HR Concerns in Banking Industry (0 replies)
  11. Wrap Document for Group Welfare Benefit Plans (3 replies)
  12. Duty to Revise Summary Annual Report (SAR)? (5 replies)
  13. Okay to use 1999 Form 5500 to file a short plan year beginning and end (5 replies)
  14. Contributions in Form 5500 (6 replies)
  15. Is a 5500 form required for a normally "unfunded" welfare pl (3 replies)
  16. Combined year-end and final 5500 filing (4 replies)
  17. Schedule R distributions (2 replies)
  18. 5500 Reporting for Stock Brokerage Windows (0 replies)
  19. Handling IBNR on 1999 Sch H? (1 reply)
  20. Copies of optically scannable forms? (1 reply)
  21. Reporting of nondeductible contributions on Schedule I (0 replies)
  22. 132 plan - 5500 neded? (3 replies)
  23. Reporting Life Insurance Contracts (2 replies)
  24. Any such thing as "plain English" definitions of the various (1 reply)
  25. Reporting the Effective Date of the Plan (3 replies)
  26. Medical Savings Accounts and Form 5500? (0 replies)
  27. Are 5500's public info? (5 replies)
  28. Sch. T - collective bargained and NHCE's in same plan. (1 reply)
  29. One 5500 for two plans? (11 replies)
  30. 5500 for Optional Group Term Life (1 reply)
  31. Reporting currency gains (0 replies)
  32. Does an Employee Achievement Award Plan have to file a 5500? (0 replies)
  33. DFVC after E-FAST (0 replies)
  34. Schedule H required for group medical plan? (4 replies)
  35. 5500EZ required with both MP & SEP? (2 replies)
  36. Erroneous IRS 1997 non-filing letters - a trend? (3 replies)
  37. LATE FILING OF 97 - 99 5500 FORMS (3 replies)
  38. Do SAR's have to be sent to terminated employees? (1 reply)
  39. Participant requests a copy of the full annual report; should we just (4 replies)
  40. 5500s and Merged Plans (1 reply)
  41. Late filing of form 5500 (3 replies)
  42. STIF Fund that is also a common trust fund - should it be reported as (0 replies)
  43. 5500 for a 457? (1 reply)
  44. Do all qualified plans need to include a Schedule T with their Form 55 (3 replies)
  45. Reporting Delinquent Employee Contribtuions (2 replies)
  46. The Form 5500 for a Short Plan Year Ending in 2000 (1 reply)
  47. Anyone know of any authority or licensing standards that would require (12 replies)
  48. Anything new or changed for 2000 forms and schedules? (1 reply)
  49. Late 5500s - how to handle the undue stresses and strains of meeting t (9 replies)
  50. Can money purchase plan contributions be reported on a cash basis on S (1 reply)
  51. Independent audit required for self-funded welfare plan in which TPA s (9 replies)
  52. Annual Form 5500 required for welfare plans for a company with fewer t (2 replies)
  53. Schedules H/I and Mutual Funds (3 replies)
  54. Form 5500 Filing for Non-qualified Restoration Plan (1 reply)
  55. Sch I for Sect 125 plan. (1 reply)
  56. 5500 Payables - Daily Valued Plans?? (5 replies)
  57. Terminated DB Plan (5 replies)
  58. 5500 Schedule P (2 replies)
  59. final return for 2000 short plan year (2 replies)
  60. List of Form 5500 Filers (3 replies)
  61. How to handle the summary annual report format that corresponds to new (2 replies)
  62. Split Plan into 2 Plans with one investment contract (0 replies)
  63. Is it necessary to file Form 5500 for medical plans that are fully ins (2 replies)
  64. Cannot locate 98 5500-EZ - what to do? (1 reply)
  65. Classification on Form 5500 line 7 for Employees who have transferred (1 reply)
  66. Is anyone filing a Schedule D this year for their GIA? (1 reply)
  67. Correcting prior errors? (5 replies)
  68. Sch. B for Form 5500EZ (3 replies)
  69. Schedule T clarification (3 replies)
  70. Exemption from Scedule H for self-funded plans (2 replies)
  71. Schedule A for individual life insurance policies (1 reply)
  72. Receivable question on 5500 (4 replies)
  73. Is Schedule of Assets Held for Investments at End of Year Required? (2 replies)
  74. 5500 for new profit sharing plan with no money? (3 replies)
  75. Extension beyond 10/15/2000? (15 replies)
  76. 5500 question 8(a): are Safe Harbor matching contributions and SIMPLE (1 reply)
  77. Do all qualified plans need to include Schedule T with their 5500 fili (2 replies)
  78. Schedule SSA for year of merger: past participants reported again? (1 reply)
  79. file two 5500s or one for successor entity (5 replies)
  80. Schedule SSA: Does anyone know the definition of "DEFERRED VESTE (2 replies)
  81. Life insurance an asset? (3 replies)
  82. Schedule T, Line 3, disaggregated parts (4 replies)
  83. SARs - Fees for copying (3 replies)
  84. SAR (hyperprep generated) for 1999 plan year (2 replies)
  85. 404c compliance (4 replies)
  86. In a single employer plan whose investments are in a common collective (1 reply)
  87. 5500 Schedule I Line 4j (3 replies)
  88. Schedule R (1 reply)
  89. PDF versions of Pre-1999 Form 5500 and Instructions (7 replies)
  90. What should be done if Schedule P received from the trustee does not i (5 replies)
  91. Electronic Signature for EFAST Filing (1 reply)
  92. Controlled Group 5500 Filing (0 replies)
  93. SCHEDULE SSA/ATTACHMENTS (2 replies)
  94. Fidelity bonds-required? (1 reply)
  95. On Schedule H, If the auditors are preparing a limited scope audit, do (1 reply)
  96. SCHEDULE I - End of year assets (1 reply)
  97. Schedule A for Health & Welfare Plans (0 replies)
  98. Schedule R (4 replies)
  99. Schedule D - when to file? (3 replies)
  100. QDRO reported on SSA? (0 replies)
  101. Questions Regarding 5500 Schedule T (1 reply)
  102. Is the SAR distribution date extended? (2 replies)
  103. SAR for final 5500 (5 replies)
  104. Investment entities (0 replies)
  105. Schedule T - Disaggregated Parts of Plan (1 reply)
  106. Should a DC or DB plan ever use the Welfare Benefit Feature code 4B - (2 replies)
  107. Sch. T Lines 4c and 4d - which disaggregated part? (1 reply)
  108. How "independent" does an accountant have to be to do an aud (5 replies)
  109. Copy of Form 5500 submitted to DOL? (2 replies)
  110. Does anybody out there have any experience with filing late returns un (4 replies)
  111. Audit Required? - Control Group - 2 separate 401(k)plan documents (1 reply)
  112. Plan has 6 trustees; they won't all fit in the space provided on the S (5 replies)
  113. Penalty for late filing (1 reply)
  114. Schedule A Insurance in a 401(k) Plan (1 reply)
  115. Form 5500 for the 1999 plan year - Final Return--for defined benefit p (1 reply)
  116. 1999 Schedule A - how to fill in lines 3 and 4 for a DC plan? (1 reply)
  117. Participant count for new plans at beginning of year (2 replies)
  118. How to complete Schedule G if employer failed to timely transmit elect (0 replies)
  119. Paid Preparer Information - Line 5 (6 replies)
  120. Form 5500 appearance (6 replies)
  121. New Schedule R - skip line 3, or not (for a profit-sharing plan)? (1 reply)
  122. Archive Link (5 replies)
  123. When is my form 1999 5500 due? Must I file for an extension past 7/31/ (1 reply)
  124. Explain the 80-120 participation rule for the audit requirement. (1 reply)
  125. Where indicate for a 401(m) or 401(a) contribution? (2 replies)
  126. Schedule A - How to get a list of NAIC codes? (10 replies)
  127. "Plan expenses" (for SAR) = plan year contribution and earni (0 replies)
  128. 1999 Schedule T required for plan that filed a 1997 5500-C and did not (0 replies)
  129. Controlled Groups and the new 5500 (3 replies)
  130. Reporting separate account GICs, synthetic GICs, and stable value fund (0 replies)
  131. New Schedules for 5500 (2 replies)
  132. Does a 5558 negate the automatic extension? (2 replies)
  133. Required SAR filing? (1 reply)
  134. 1998 Form - Schedule of Loans or Fixed Income Obligations (ques 27B) - (0 replies)
  135. Form 5500 in year of Asset Sale (0 replies)
  136. SAR (1 reply)
  137. E-Filing 5500's (1 reply)
  138. Form 5500 for 1999 (6 replies)
  139. Schedule D (4 replies)
  140. Filing 5500s w/DOL (2 replies)
  141. Form 5500 Question #7 (4 replies)
  142. 5500 with audited report (1 reply)
  143. Is a stock purchase plan required to file a Form 5500? (1 reply)
  144. How long do we have to go back and file Form 5500s? (3 replies)
  145. Amended Form 5500 (1 reply)
  146. Machine Print/Handprint Dilemma (3 replies)
  147. Lost 5500's (4 replies)
  148. 80-120 Participant Rule (3 replies)
  149. 5500 automatic extension - be careful (2 replies)
  150. Unfunded welfare benefit plans (2 replies)
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.