Form 5500

3,272 topics in this forum

1. 5500-SF Line 8e certain deemed distributions

   By Guest AP914, May 14, 2015
   • 1 reply
   • 2.1k views
   • 
   • Tom Poje
   • May 14, 2015

2. What to put on Form 5500 as the 'name' of a retirement plan's 'trust'?

   By austin3515, May 4, 2015
   • 13 replies
   • 2.4k views
   • 
   • Kevin C
   • May 11, 2015

3. re-visiting IRS Notice 2014-35.. DFVC (efile) + paper file 8955-SSA

   By Jerry Erisa, May 9, 2015
   • 0 replies
   • 1.4k views
   • 
   • Jerry Erisa
   • May 9, 2015

4. When using the FIRE system, at what point in transmitting a Form 8955-SSA has the deadline been met?

   By Beemer, May 5, 2015
   • 2 replies
   • 1.4k views
   • 
   • Beemer
   • May 5, 2015

5. Partial Plan Termination and 5500-SF

   By Gadgetfreak, April 28, 2015
   • 4 replies
   • 3k views
   • 
   • david rigby
   • April 28, 2015

6. SAR / Late Deposits

   By austin3515, April 24, 2015
   • 2 replies
   • 1.3k views
   • 
   • austin3515
   • April 27, 2015

7. Form 5500 Merged Plans

   By Vlad401k, April 21, 2015
   • 2 replies
   • 1.3k views
   • 
   • My 2 cents
   • April 21, 2015

8. Short Plan Year Due to Termination

   By Vlad401k, April 21, 2015
   • 2 replies
   • 9.6k views
   • 
   • ESOP Guy
   • April 21, 2015

9. Form 5500 - Schedule A - stop-loss & transplant coverage

   By t.haley, April 20, 2015
   • 1 reply
   • 2.2k views
   • 
   • Flyboyjohn
   • April 20, 2015

10. 5500 or 5500ez

    By tertue, February 19, 2015   

    • C Corp 1 employee 5 owners
    • 13 replies
    • 2.4k views
    • 
    • Mike Preston
    • April 16, 2015

11. Health & Welfare 5500

    By Earl, April 15, 2015   

    • Schedule C exemption
    • 4 replies
    • 2.5k views
    • 
    • Earl
    • April 16, 2015

12. Accrual Basis Form 5500 - Recordkeeping Fees Paid by Forfeitures

    By Vlad401k, April 9, 2015
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 9, 2015

13. Contributions Funded Through Forfeiture (Schedule I Question)

    By Stash026, April 7, 2015
    • 1 reply
    • 1k views
    • 
    • david rigby
    • April 7, 2015

14. 5500 Plan Characteristics Code 3C

    By jkharvey, April 3, 2015
    • 0 replies
    • 1.6k views
    • 
    • jkharvey
    • April 3, 2015

15. just released 5500-SUP guidelines

    By Tom Poje, March 31, 2015
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • April 1, 2015

16. Minimum Funding Question on 5500 EZ

    By MarZDoates, March 31, 2015
    • 3 replies
    • 1k views
    • 
    • MarZDoates
    • March 31, 2015

17. Non profit & automatic extension

    By TPApril, March 25, 2015
    • 1 reply
    • 1.5k views
    • 
    • Flyboyjohn
    • March 26, 2015

18. Confusion about 5500-EZ instructions

    By robbie, March 19, 2015   

    • solo 401k
    • contributions made after Dec
    • 6 replies
    • 2.2k views
    • 
    • Bird
    • March 19, 2015

19. DFVCP and Late Top-Hat Filing

    By ehamilton, February 20, 2015   

    • DFVCP
    • DFVC
    • (and 2 more)

      Tagged with:

      • DFVCP
      • DFVC
      • Top-Hat Filing
      • 5500
    • 1 reply
    • 2.2k views
    • 
    • Flyboyjohn
    • March 17, 2015

20. New Plan, no assets

    By Chey1999, March 17, 2015
    • 3 replies
    • 999 views
    • 
    • My 2 cents
    • March 17, 2015

21. Relius Government Forms

    By Andy the Actuary, March 8, 2015
    • 3 replies
    • 2.5k views
    • 
    • Beemer
    • March 13, 2015

22. Can an ERISA plan become non-ERISA?

    By Flyboyjohn, March 11, 2015
    • 4 replies
    • 1.4k views
    • 
    • Peter Gulia
    • March 12, 2015

23. FTWilliam Pricing - Punishing Smaller Firms?

    By shullback, March 6, 2015   

    • Form 5500
    • 2 replies
    • 2k views
    • 
    • Belgarath
    • March 9, 2015

24. 2014 8955-SSA Vendor roll out

    By Jerry Erisa, February 10, 2015
    • 7 replies
    • 2.6k views
    • 
    • Jerry Erisa
    • March 6, 2015

25. when must a self employed 401-k file form 5500?

    By KevinMc, January 26, 2015
    • 3 replies
    • 2.4k views
    • 
    • Lou S.
    • March 2, 2015

26. Form 8955-SSA Filing

    By French, February 16, 2015
    • 6 replies
    • 3.4k views
    • 
    • Tom Poje
    • February 23, 2015

27. 5500EZ OK if other eligibles don't contribute?

    By Flyboyjohn, February 11, 2015
    • 1 reply
    • 871 views
    • 
    • Lou S.
    • February 11, 2015

28. Business Codes

    By TPApril, January 22, 2015
    • 1 reply
    • 2k views
    • 
    • K2retire
    • January 22, 2015

29. DB Plan setup and deadline

    By charlitsai, January 8, 2015   

    • DB deadline
    • 5 replies
    • 1.3k views
    • 
    • charlitsai
    • January 13, 2015

30. changes to form 5500 for 2014

    By Tom Poje, December 16, 2014
    • 8 replies
    • 2.6k views
    • 
    • BeanCounterBlues
    • January 8, 2015

31. Form 5500 - New Multiple Employer Reporting

    By Gruegen, January 8, 2015
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • January 8, 2015

32. 5500 sup instructions

    By Tom Poje, December 22, 2014
    • 0 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 22, 2014

33. Real estate expenses

    By austin3515, November 15, 2014
    • 7 replies
    • 2.2k views
    • 
    • austin3515
    • November 17, 2014

34. Form 5500-SUP

    By buckaroo, October 24, 2014
    • 19 replies
    • 4.8k views
    • 
    • austin3515
    • November 14, 2014

35. FT William Software?

    By EPCRSGuru, November 12, 2014
    • 8 replies
    • 2.3k views
    • 
    • GMK
    • November 13, 2014

36. 5500 requirements in the 1980's

    By Guest Al Bear, November 8, 2014   

    • 5500-EZ Late-filer program
    • 8 replies
    • 2k views
    • 
    • Guest
    • November 10, 2014

37. MEP new rule for 5500 filing

    By Tom Poje, November 10, 2014
    • 0 replies
    • 1.3k views
    • 
    • Tom Poje
    • November 10, 2014

38. Form 5500 EZ--Are beneficiaries counted for the plan?

    By Guest johncpa, November 7, 2014   

    • Form 5500 SF
    • 3 replies
    • 1.8k views
    • 
    • Calavera
    • November 7, 2014

39. Relius Form 5500

    By Lori Friedman, September 20, 2006
    • 5 replies
    • 2.8k views
    • 
    • Tom Poje
    • October 27, 2014

40. Executor(trix) Fees

    By Guest David B, October 24, 2014
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • October 27, 2014

41. Relius Web Client

    By TPAMan, October 16, 2012
    • 32 replies
    • 6.9k views
    • 
    • TPApril
    • October 23, 2014

42. Is it late?

    By MarZDoates, October 20, 2014
    • 5 replies
    • 2.5k views
    • 
    • chc93
    • October 21, 2014

43. Solo 401k plan closed issue

    By jsmith1985, October 15, 2014
    • 22 replies
    • 3.3k views
    • 
    • Mike Preston
    • October 18, 2014

44. Form 5500 Plan Characteristic Codes

    By jsmith1985, October 15, 2014
    • 5 replies
    • 3.6k views
    • 
    • jsmith1985
    • October 16, 2014

45. Different statuses for Form 5500-SF

    By jsmith1985, October 16, 2014
    • 1 reply
    • 861 views
    • 
    • Tom Poje
    • October 16, 2014

46. Form 5500 Deadline

    By jsmith1985, October 15, 2014
    • 4 replies
    • 935 views
    • 
    • jsmith1985
    • October 16, 2014

47. 5500-EZ or 5500-SF online

    By jsmith1985, October 15, 2014
    • 4 replies
    • 1.9k views
    • 
    • chc93
    • October 16, 2014

48. Final Filing 5500-SF DB Plan

    By Lou S., October 9, 2014
    • 1 reply
    • 1.1k views
    • 
    • My 2 cents
    • October 9, 2014

49. 5330 Not extended

    By CJS07, October 9, 2014
    • 1 reply
    • 905 views
    • 
    • ESOP Guy
    • October 9, 2014

50. Schedule SF - Qualifed Assets

    By Chippy, October 8, 2014
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • October 8, 2014