Form 5500

3,272 topics in this forum

1. 2001 Form 5500

   By Guest mcapcpa, May 31, 2002
   • 0 replies
   • 1.2k views
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   • Guest
   • May 31, 2002

2. 2001 Form 5500 Changes

   By Guest mcapcpa, May 31, 2002
   • 0 replies
   • 1.1k views
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   • Guest
   • May 31, 2002

3. 2002 5500 EZ instructions

   By Belgarath, January 22, 2003
   • 7 replies
   • 1.4k views
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   • Dave Baker
   • January 31, 2003

4. 2002 VERSION O.K.?

   By Guest RONNIE WASEL, October 22, 2003
   • 1 reply
   • 1.1k views
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   • Guest
   • October 22, 2003

5. 2004/2005 late 5500 filing and penalty assessed

   By Lori H, March 15, 2010
   • 8 replies
   • 1.4k views
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   • Guest
   • April 13, 2010

6. 2005 Form 5500

   By Archimage, July 25, 2005
   • 7 replies
   • 2.4k views
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   • Archimage
   • July 26, 2005

7. 2005 Short plan merger-failure to file

   By Guest LVanSteeter, August 4, 2006
   • 1 reply
   • 1.4k views
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   • WDIK
   • August 4, 2006

8. 2006 5500 forms & instructioins posted. NO SCH P

   By jevd, July 14, 2006
   • 7 replies
   • 3k views
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   • jevd
   • July 3, 2007

9. 2006 5500 penalties

   By Belgarath, May 27, 2009
   • 5 replies
   • 1.7k views
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   • PAL
   • June 4, 2009

10. 2007 5500

    By ombskid, April 16, 2010
    • 0 replies
    • 918 views
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    • ombskid
    • April 16, 2010

11. 2008 5500 Efile or paper

    By ombskid, September 29, 2010
    • 2 replies
    • 859 views
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    • ombskid
    • September 29, 2010

12. 2008 5500 for HW Plan "Wrapped" January 1, 2009

    By Guest Chaffee, July 23, 2009
    • 0 replies
    • 902 views
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    • Guest
    • July 23, 2009

13. 2008 and 2009 filings

    By Dazednconfused, October 13, 2010
    • 2 replies
    • 926 views
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    • Bird
    • October 14, 2010

14. 2008 Final 5500 and the Schedule SB

    By abanky, April 17, 2009
    • 1 reply
    • 1.3k views
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    • rcline46
    • April 17, 2009

15. 2008 Form 5500

    By 12AX7, May 3, 2011
    • 3 replies
    • 1.1k views
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    • Guest
    • May 3, 2011

16. 2008 Form 5500

    By Guest KennyH, March 4, 2008
    • 1 reply
    • 1.6k views
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    • david rigby
    • March 4, 2008

17. 2008 Form 5500 paper filing

    By Dazednconfused, October 15, 2010
    • 1 reply
    • 970 views
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    • Bird
    • October 15, 2010

18. 2008 Form 5500 Schedule H - reporting mutual fund dividends

    By Guest Lin Qian, January 12, 2010
    • 1 reply
    • 1.6k views
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    • Below Ground
    • February 2, 2010

19. 2008 Sch I for DB plans

    By Guest AP914, May 28, 2009
    • 2 replies
    • 926 views
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    • mwyatt
    • June 8, 2009

20. 2009 = Final Filing, Must Use EFAST?

    By emmetttrudy, June 23, 2009
    • 1 reply
    • 1.3k views
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    • MSN
    • June 24, 2009

21. 2009 5500-EZ and EFAST2

    By goldtpa, February 3, 2010
    • 8 replies
    • 2.2k views
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    • four01kman
    • February 4, 2010

22. 2009 5500ez

    By jkdoll2, April 14, 2010
    • 2 replies
    • 1.1k views
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    • goldtpa
    • April 16, 2010

23. 2009 Form 5500

    By blue, August 10, 2009
    • 1 reply
    • 1.4k views
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    • Bill Presson
    • August 11, 2009

24. 2009 Form 5500 / Shc H & I Compliance Questions

    By Jean, August 31, 2009
    • 3 replies
    • 1.8k views
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    • Bird
    • September 1, 2009

25. 2009 Form 5500 ESOP Characteristic Codes

    By Guest ABABAK, September 29, 2010
    • 2 replies
    • 1.4k views
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    • Guest
    • September 29, 2010

26. 2009 Form 5500 instructions

    By Guest mickiemurphy, November 18, 2009
    • 2 replies
    • 2.1k views
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    • Guest
    • December 24, 2009

27. 2009 Form 5500-EZ

    By Guest 4:15 Limit, March 2, 2010
    • 0 replies
    • 1.4k views
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    • Guest
    • March 2, 2010

28. 2009 Form 5500-SF

    By Guest ABABAK, May 28, 2010
    • 0 replies
    • 1.4k views
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    • Guest
    • May 28, 2010

29. 2009 Form 5500-SF

    By msmith, June 9, 2010
    • 2 replies
    • 1.2k views
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    • BeanCounterBlues
    • June 14, 2010

30. 2009 Sch. I - Adminstrative Fees

    By 401king, December 3, 2009
    • 10 replies
    • 1.7k views
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    • WDIK
    • December 17, 2009

31. 2009 Short Pl Year & Term

    By Dazednconfused, November 18, 2009
    • 4 replies
    • 1.6k views
    • 
    • LRDG
    • May 26, 2010

32. 2010 5500ez

    By Guest MS TPA, November 17, 2010
    • 1 reply
    • 2.1k views
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    • Bird
    • November 17, 2010

33. 2010 Form 5500-EZ

    By DPSRich, January 19, 2011
    • 11 replies
    • 6.1k views
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    • mwyatt
    • May 5, 2011

34. 2010 Form 5500-EZ (final/short)

    By abanky, June 21, 2010
    • 2 replies
    • 3.8k views
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    • abanky
    • June 22, 2010

35. 2010 Form 5500-EZ should have been filed

    By doombuggy, June 22, 2012
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • June 25, 2012

36. 2010 form 5500EZ and instructions

    By Belgarath, June 13, 2011
    • 2 replies
    • 1.8k views
    • 
    • mbozek
    • June 14, 2011

37. 2010 Form 8955-SSA

    By DPSRich, November 2, 2011
    • 4 replies
    • 1.2k views
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    • K2retire
    • November 3, 2011

38. 2010 Schedule SB Line 11(d) column (b)

    By Guest Jcarolan, August 6, 2010
    • 1 reply
    • 1.3k views
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    • My 2 cents
    • August 6, 2010

39. 2011 amended Form 5500

    By hunter001, October 17, 2013
    • 7 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • November 1, 2013

40. 2011 Form 5500

    By chc93, September 22, 2011
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • September 23, 2011

41. 2011 Form 5500

    By Guest kim5500cpa, November 3, 2011
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • November 3, 2011

42. 2011 form 5500 - why the delay..maybe because

    By Tom Poje, December 19, 2011
    • 0 replies
    • 1.1k views
    • 
    • Tom Poje
    • December 19, 2011

43. 2011 form 5500 EZ

    By Tom Poje, December 7, 2011
    • 0 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 7, 2011

44. 2011 Form 5500-EZ released

    By chc93, March 28, 2012
    • 0 replies
    • 1k views
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    • chc93
    • March 28, 2012

45. 2011 Form 8955 SSA Released

    By DPSRich, March 20, 2012
    • 5 replies
    • 1.6k views
    • 
    • Tom Poje
    • April 5, 2012

46. 2011 Form 8955-SSA

    By justbsur, February 16, 2012
    • 1 reply
    • 1.5k views
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    • ESOP Guy
    • February 22, 2012

47. 2011 IFile

    By 12AX7, August 25, 2011
    • 5 replies
    • 1.4k views
    • 
    • chc93
    • September 1, 2011

48. 2011 plan year Form 5500 filings

    By Guest Matt_S, February 16, 2011
    • 12 replies
    • 3.6k views
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    • austin3515
    • May 26, 2011

49. 2012 PY 5500 needs to be amended

    By doombuggy, January 21, 2014
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • January 21, 2014

50. 2013 5558 Extension of Time

    By D Lewis, September 5, 2014
    • 11 replies
    • 1.8k views
    • 
    • D Lewis
    • September 8, 2014