Form 5500 FAQs
Is the mandatory e-filing of Form 5500 still scheduled for plan year 2008?
Rev. 07/13/07 E-mail alert 2007-9
Is there a voluntary compliance program available for a client who hasn't filed a Form 5500 for several years? Rev. 11/18/04 E-mail alert 2004-23
Must an Independent Qualified Public Accountant (IQPA) verify that elective deferrals are deposited by the deadline? Rev. 03/18/04 E-mail alert 2004-6Are all plans filing a Form 5500 required to provide an IQPA audit verification of their elective deferral deposits? Rev. 03/18/04 E-mail alert
For Form 5500 purposes, are participants with plan balances the only ones who are counted? Rev. 04-16-04 E-mail alert