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Full Version: Form 5500
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  1. Schedule T in 2008? (2 replies)
  2. Delayed Spin-Off & Form 5500 (0 replies)
  3. Sch. A Incentive Compensation (0 replies)
  4. Schedule A (1 reply)
  5. Schedule A (0 replies)
  6. Tax Consequences of Failing Coverage Testing (2 replies)
  7. orphaned plan (1 reply)
  8. Problem with 5500 SSA Schedule (1 reply)
  9. Participant Count (3 replies)
  10. Should a 5500 be filed for voluntary vision plan? (1 reply)
  11. Late 5500 (3 replies)
  12. Participant Count (1 reply)
  13. deliquent 5500 filing: DFVCP or not? (1 reply)
  14. Form 5500 for fringe plans? (1 reply)
  15. Auditor's Report in 1st Plan year? (1 reply)
  16. IQPA never filed (6 replies)
  17. Statement of Reasonable Cause (4 replies)
  18. Costs for additional information reported on SAR (2 replies)
  19. Relius SAR Program (0 replies)
  20. 5500EZ... DFVC not available.... ? (3 replies)
  21. Copy of 5558 (1 reply)
  22. Profit sharing terminated, but $29 made its way back into account on 12/29/06 (5 replies)
  23. 5500EZ late (1 reply)
  24. When will the new version of Relius Govt. Forms be released? (5 replies)
  25. Anything new on the statute of limitations w/out schedule P? (0 replies)
  26. Small Plan Sch I 4i Cash>20% of Assets (4 replies)
  27. Short Plan year question/audit exception (2 replies)
  28. 5500EZ Question 10c (1 reply)
  29. Schedule A coverage question (0 replies)
  30. 2nd Year Plan w/ No Assets (1 reply)
  31. PEO sets up a plan as a leasing organization with 25 adopting employers (3 replies)
  32. Form 5500 EZ (2 replies)
  33. Independent qualified public accountants for audit (9 replies)
  34. Change in Control 5500? (3 replies)
  35. SAR distribution (0 replies)
  36. 80 - 120 Participant Rule (2 replies)
  37. First Time Filer (2 replies)
  38. 5550 - What information needs to be at all work locations? (0 replies)
  39. Schedule SSA for terminated plan (1 reply)
  40. Premiums get put where? (2 replies)
  41. 5500s Not Ready - File Anyway and Amend? (11 replies)
  42. Plan termed, but one loan was not deemed... (6 replies)
  43. Summary Annual Report (4 replies)
  44. Final 5500 EZ- money purchase (6 replies)
  45. Schedule of Assets Held - mutual funds (9 replies)
  46. Employer ID number (2 replies)
  47. Schedule R, Line 3 (1 reply)
  48. Summary Annual Report (3 replies)
  49. additional extensions for Katrina (0 replies)
  50. Relius Form 5500 (3 replies)
  51. Use of Retroactive Wrap Plans to Fix Filing Problems (0 replies)
  52. 5500-EZ $100,00 threshold (1 reply)
  53. Summary Annual Report (1 reply)
  54. Controlled Group Umbrella Plan (0 replies)
  55. If and when is the SSA going away? (3 replies)
  56. Schedule C (1 reply)
  57. Fiduciary Service Account? (0 replies)
  58. Form 5500-EZ loan disclosure (1 reply)
  59. Do we need to amend last year's 5500? (3 replies)
  60. Plan Merger Filings (2 replies)
  61. Schedule of Assets Held for Investment Purposes (2 replies)
  62. Participant (7 replies)
  63. schedule a reporting (0 replies)
  64. No Schedule B with 5500 EZ? (1 reply)
  65. 80 - 120 Rule (5 replies)
  66. 5500 Filing Requirements for MTIA / Plan (1 reply)
  67. HELP! Late filer 5500-EZ (3 replies)
  68. Schedule R; file or not to file (4 replies)
  69. Is a public university considered a governmental plan? (10 replies)
  70. Correcting last year's mistake (3 replies)
  71. Incorrect Form 5558 (4 replies)
  72. SChedule C (5 replies)
  73. amended 5500 (3 replies)
  74. Schedule R question (1 reply)
  75. 2005 Short plan merger-failure to file (1 reply)
  76. Schedules P & SSA removed from 5500 for 2006? (1 reply)
  77. Loan reporting question (0 replies)
  78. Certification: 29 C.F.R. 2520.103-5 (2 replies)
  79. What to do with an extra two cents? (2 replies)
  80. Line 7i count (3 replies)
  81. Any exceptions for a PBGC trusteed plan? (4 replies)
  82. Form 5558 (9 replies)
  83. FreeERISA.com (3 replies)
  84. Schedule I - A really quick question (2 replies)
  85. No P No trustee (15 replies)
  86. Foreign Taxes (5 replies)
  87. 5500EZ Final Return (1 reply)
  88. Schedule A (3 replies)
  89. First time form 5500-EZ questions (5 replies)
  90. Form 5500, item # 7h (1 reply)
  91. Schedule R - 2005 (5 replies)
  92. Frozen Money Purchase Plan (5 replies)
  93. Sched SSA question (5 replies)
  94. Schedule H (1 reply)
  95. 5500 form - Page 2 Participant Count & Tedrminated Plan (2 replies)
  96. Sch. A. what does reg "on request" wording mean (2 replies)
  97. Schedule C and a "party-in-interest" (4 replies)
  98. Required to file? (3 replies)
  99. Final filing (9 replies)
  100. 5500 termination? (3 replies)
  101. 5500 (4 replies)
  102. Sch. A/allocated insurance contracts (0 replies)
  103. Signature Stamp (2 replies)
  104. Do we file? (2 replies)
  105. Welfare Plan - Never Filed Form 5500 (6 replies)
  106. Indian Nation (2 replies)
  107. Trustee (3 replies)
  108. Searching for Plan Documents (2 replies)
  109. 5500 EE Count - Rehires (4 replies)
  110. 5500 Cash Basis - 2nd year of plan, 1st year of contr (4 replies)
  111. SAS 70 Report (4 replies)
  112. Child Care - 5500 due (0 replies)
  113. Schedule A and Redemption Fees (1 reply)
  114. Reportable Transaction? - Bond Maturing (2 replies)
  115. Form 5330 (1 reply)
  116. Very Basic Question - Fee? (4 replies)
  117. Form 5558 (1 reply)
  118. Definition of plan participant (2 replies)
  119. Signatures on Schedule P (9 replies)
  120. Schedule R for terminated plan (1 reply)
  121. Schedule R--coverage (1 reply)
  122. Schedule R filing question (1 reply)
  123. Schedule D - DFE (1 reply)
  124. Is this a Master Trust (0 replies)
  125. One-day Plan Year? (3 replies)
  126. A weird one (13 replies)
  127. Amended 5000 and SAR (3 replies)
  128. 5500EZ and partners (13 replies)
  129. Reading 5500's (2 replies)
  130. Limited Scope Audit & Accountant's Opinion (4 replies)
  131. Form 5500 Line 7h (5 replies)
  132. Schedule R (6 replies)
  133. 5500 Software (6 replies)
  134. LIFE INSURANCE (1 reply)
  135. 5500 seminar for welfare plan filings? (1 reply)
  136. Incorrect TIN used for years on Schedule P (4 replies)
  137. Wrap Plan (2 replies)
  138. Form 5500 (2 replies)
  139. Annuity Purchase (4 replies)
  140. Terminating plan has dividends posted in new plan year (7 replies)
  141. Do I file (0 replies)
  142. 5500 line 8a page 2 (10 replies)
  143. 990T (2 replies)
  144. Brokerage account = no fidelity bond (1 reply)
  145. Limited scope audit and certified trustee statements (2 replies)
  146. Fidelity Bond (3 replies)
  147. How Many 5500s? (2 replies)
  148. From 990 and From 5500 (2 replies)
  149. Who can sign 5500? (15 replies)
  150. Late 5500's....REAL LATE (1 reply)
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