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Full Version: Form 5500
BenefitsLink Message Boards > Employee Benefits in General > Form 5500
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  1. Timing of 5500 filing (15 replies)
  2. 2009 Form 5500 (1 reply)
  3. summary annual report (5 replies)
  4. 5330 paid preparer (1 reply)
  5. Open brokerage accounts and Schedule C reporting (2 replies)
  6. Master Trust Investment Accounts (0 replies)
  7. 80-120 Exception for new plan (1 reply)
  8. 2008 5500 for HW Plan "Wrapped" January 1, 2009 (0 replies)
  9. Receipt of Settlement Assets after a plan has terminated (0 replies)
  10. Late Deferral Notice (5 replies)
  11. Schedule SSA and Multiemployer Plan (0 replies)
  12. 5330 - Late earnings contribution (2 replies)
  13. Uninsured Health Spending Accounts (1 reply)
  14. Final Distribution of Plan Assets (10 replies)
  15. How to report loans on Form 5500 (2 replies)
  16. 5500-EZ (4 replies)
  17. 5330 Excise Tax (0 replies)
  18. (if) When to do Amended SAR with Amended 5500 (3 replies)
  19. Filing Under the Incorrect EIN (1 reply)
  20. Premium Only Plan - Participant Count (4 replies)
  21. Missing 5500 (1 reply)
  22. Form 5500 - Line 7h (6 replies)
  23. Employer Contribution Not Reported on 2005 5500 (2 replies)
  24. Schedule A (3 replies)
  25. Form 5500-Fringe Benefit (4 replies)
  26. Do I need to file? (9 replies)
  27. SSA Count (20 replies)
  28. 2009 = Final Filing, Must Use EFAST? (1 reply)
  29. EFAST filings (5 replies)
  30. Schedule I or H (3 replies)
  31. Schedule SSA and installment distributions (1 reply)
  32. Large Plan SSA filings (1 reply)
  33. Late Filing of 5500-EZ (5 replies)
  34. SSA Information (9 replies)
  35. Form 5500 v Schedule A (1 reply)
  36. 2A - Form 5500 (1 reply)
  37. Sch D (3 replies)
  38. 2008 Sch I for DB plans (2 replies)
  39. Stop Loss Schedule A (0 replies)
  40. Schedule I - (6 replies)
  41. if assets aren't valued by 10/15, how to file 5500? (4 replies)
  42. 2006 5500 penalties (5 replies)
  43. Welfare Plan POP 5500 (1 reply)
  44. Revenue Sharing (0 replies)
  45. Incorrect EIN Used in Prior Years (9 replies)
  46. Form 5500 Line 7b and 7C (2 replies)
  47. New Schedule C form (2 replies)
  48. 5500-EZ (1 reply)
  49. Welfare Plans (2 replies)
  50. Schedule B - Line 25 (3 replies)
  51. Urgent Question re IRS Response re 2005 Form 5500 (7 replies)
  52. Form 5500-EZ (1 reply)
  53. Online payment for DFVC? (0 replies)
  54. Verification of 5500 filing (6 replies)
  55. SSA problem with terminated plan (3 replies)
  56. 5500 to EZ (1 reply)
  57. Late 5500EZ (1 reply)
  58. SAR and Delinquent Filings (2 replies)
  59. Summary Annual Report (1 reply)
  60. 2008 Final 5500 and the Schedule SB (1 reply)
  61. non-erisa 403b plan (11 replies)
  62. new schedule C - indirect compensation (0 replies)
  63. Change EOY Plan to BOY Plan (2 replies)
  64. EFAST (second generation) / mandatory E FILE start date (5 replies)
  65. "Final 5500" box checked, but assets are still in the plan (2 replies)
  66. Extension confirmations (18 replies)
  67. code 3E for prototype on page 2 of 5500 (2 replies)
  68. Defined Benefit Plans and Tax Return Verifications (0 replies)
  69. Schedule D with ING Plans (3 replies)
  70. Large Plan Participant Count, 80-120 rule (6 replies)
  71. Schedule I - Insurance Premiums (1 reply)
  72. controlled group delinquent 5500 and penalty (3 replies)
  73. Who May Sign 5500? (6 replies)
  74. Distribution Fees (3 replies)
  75. Weflare Benefit (3 replies)
  76. Welfare benefit plan - Stop-loss coverage (3 replies)
  77. Relius Govt Forms Vista Issue (1 reply)
  78. 5500 Line 8A and 8B (1 reply)
  79. Form 5558 (6 replies)
  80. Failture to file (2 replies)
  81. Online search engine / research tool (12 replies)
  82. Incorrect EIN (4 replies)
  83. Did/Can DOL/IRS Lose Track Of Form 5500 Filers? (2 replies)
  84. Want to file under DFVCP Program... but Forms 5500C/R were discontinued (5 replies)
  85. Voluntary Alternative Reporting Option (1 reply)
  86. Controlled Group / Active or Term'd Participants? (3 replies)
  87. DFVCP or Reasonable cause letter? (5 replies)
  88. Amended 5500 (2 replies)
  89. Participant (0 replies)
  90. Small Plan Audit - Insurance Co Wants Audit (2 replies)
  91. 1 life plan 5500 exception (8 replies)
  92. 5500 for non-erisa? (3 replies)
  93. Changing the name of the plan- what do I do? (5 replies)
  94. Corrective distribution (2 replies)
  95. Solo 401k - Forms 5500 & 5500-EZ (10 replies)
  96. Summary Annual Report (SAR) (2 replies)
  97. No 5500 filed since plan inception (5 replies)
  98. using 2007 Form 5500 for 2008 plan year (4 replies)
  99. 3 digit plan number (2 replies)
  100. 5500 filing (1 reply)
  101. Deemed Distribution reporting (4 replies)
  102. ERISA 403b (1 reply)
  103. Master Trust Form 5500 & Sch C (1 reply)
  104. email a 5500 as pdf (2 replies)
  105. Schedule R - coverage reporting (1 reply)
  106. Sick & STD Plan (1 reply)
  107. 5500 Audit (1 reply)
  108. Company Health Insurance - Not A Plan Asset (2 replies)
  109. One Participant Plan - Eligible for EZ? (3 replies)
  110. Form 5500: Nonexempt transaction (0 replies)
  111. IRS Notices Of Late/Missing Filings For 2004 (23 replies)
  112. Amending Schedule B after the SOL has run (0 replies)
  113. Merged plan - Who signs the Form 5500? (4 replies)
  114. Exclude Insurance on Schedule I? (8 replies)
  115. Correcting Sch I Item 3e-f (5 replies)
  116. Can I file 5500 instead of 5500EZ? (6 replies)
  117. Schedule B (4 replies)
  118. Master Trust (6 replies)
  119. 5500 For Voluntary Life Ins Under 125 Plan (1 reply)
  120. Merged plans and Schedule SSA (1 reply)
  121. Schedule C for Self-Funded Health Plan (0 replies)
  122. Is there a way to get an IRS EIN assignment letter? (1 reply)
  123. Audit Requirement and Otherwise Excludable Employees (3 replies)
  124. Who can act as an IQPA? (30 replies)
  125. Schedule A - Redemption Fees (0 replies)
  126. 5558 Question (6 replies)
  127. 1988 & 1989 Sch B Instructions (0 replies)
  128. Pension Feature Codes 8a - timing? (1 reply)
  129. 5500 Schedule I - Line 2h (2 replies)
  130. 5500 with wrong EIN (2 replies)
  131. Schedule R Question (2 replies)
  132. 5500ez line g (7 replies)
  133. Three Cheers For Certified Mail (1 reply)
  134. Filing date for the SAR (2 replies)
  135. Form 5500-EZ Employee Definition (8 replies)
  136. Plan Audit: failure to file, now caught (2 replies)
  137. Sch. A and life insurance (1 reply)
  138. Schedule A and commission information (4 replies)
  139. 5558 Filing Problem (4 replies)
  140. Retiree Health Plan (0 replies)
  141. How accurate are you with partic count in 6 & 7? (1 reply)
  142. Wrong Plan Effective Date (11 replies)
  143. Limited Scope or Full Scope Audit (4 replies)
  144. Form 5558 overnight mail address (4 replies)
  145. First time filer questions (11 replies)
  146. Completing Form SSA for a Plan Merger (7 replies)
  147. Inclusion of supplemental buy-up (0 replies)
  148. Summary Annual Report (2 replies)
  149. <100 participant H&W filing requirements (1 reply)
  150. Check to see if ex-client filed 5500 (1 reply)
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