Form 5500

3,290 topics in this forum

1. 5500 sup instructions

   By Tom Poje, December 22, 2014
   • 0 replies
   • 1.7k views
   • 
   • Tom Poje
   • December 22, 2014

2. Real estate expenses

   By austin3515, November 15, 2014
   • 7 replies
   • 2.6k views
   • 
   • austin3515
   • November 17, 2014

3. Form 5500-SUP

   By buckaroo, October 24, 2014
   • 19 replies
   • 5.8k views
   • 
   • austin3515
   • November 14, 2014

4. FT William Software?

   By EPCRSGuru, November 12, 2014
   • 8 replies
   • 3k views
   • 
   • GMK
   • November 13, 2014

5. 5500 requirements in the 1980's

   By Guest Al Bear, November 8, 2014   

   • 5500-EZ Late-filer program
   • 8 replies
   • 2.5k views
   • 
   • Guest
   • November 10, 2014

6. MEP new rule for 5500 filing

   By Tom Poje, November 10, 2014
   • 0 replies
   • 1.4k views
   • 
   • Tom Poje
   • November 10, 2014

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

   By Guest johncpa, November 7, 2014   

   • Form 5500 SF
   • 3 replies
   • 2.2k views
   • 
   • Calavera
   • November 7, 2014

8. Relius Form 5500

   By Lori Friedman, September 20, 2006
   • 5 replies
   • 3.1k views
   • 
   • Tom Poje
   • October 27, 2014

9. Executor(trix) Fees

   By Guest David B, October 24, 2014
   • 1 reply
   • 1.5k views
   • 
   • K2retire
   • October 27, 2014

10. Relius Web Client

    By TPAMan, October 16, 2012
    • 32 replies
    • 8.1k views
    • 
    • TPApril
    • October 23, 2014

11. Is it late?

    By MarZDoates, October 20, 2014
    • 5 replies
    • 3.1k views
    • 
    • chc93
    • October 21, 2014

12. Solo 401k plan closed issue

    By jsmith1985, October 15, 2014
    • 22 replies
    • 4.6k views
    • 
    • Mike Preston
    • October 18, 2014

13. Form 5500 Plan Characteristic Codes

    By jsmith1985, October 15, 2014
    • 5 replies
    • 4.3k views
    • 
    • jsmith1985
    • October 16, 2014

14. Different statuses for Form 5500-SF

    By jsmith1985, October 16, 2014
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • October 16, 2014

15. Form 5500 Deadline

    By jsmith1985, October 15, 2014
    • 4 replies
    • 1.4k views
    • 
    • jsmith1985
    • October 16, 2014

16. 5500-EZ or 5500-SF online

    By jsmith1985, October 15, 2014
    • 4 replies
    • 2.4k views
    • 
    • chc93
    • October 16, 2014

17. Final Filing 5500-SF DB Plan

    By Lou S., October 9, 2014
    • 1 reply
    • 1.5k views
    • 
    • My 2 cents
    • October 9, 2014

18. 5330 Not extended

    By CJS07, October 9, 2014
    • 1 reply
    • 1.1k views
    • 
    • ESOP Guy
    • October 9, 2014

19. Schedule SF - Qualifed Assets

    By Chippy, October 8, 2014
    • 1 reply
    • 1.6k views
    • 
    • Lou S.
    • October 8, 2014

20. No 5500-EZ to 5500-SF

    By austin3515, October 8, 2014
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • October 8, 2014

21. VALIC

    By austin3515, October 6, 2014
    • 3 replies
    • 1.9k views
    • 
    • austin3515
    • October 7, 2014

22. Any Recourse for the 5558 Being Filed Late?

    By mming, October 4, 2014
    • 3 replies
    • 3.7k views
    • 
    • ESOP Guy
    • October 6, 2014

23. 5500 - Unfunded Safe Harbor

    By CJS07, October 3, 2014   

    • Late SH Deposit
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • October 6, 2014

24. Schedule C Required???

    By Cynchbeast, October 1, 2014
    • 4 replies
    • 1.7k views
    • 
    • My 2 cents
    • October 1, 2014

25. Master Trust reporting in Form 5500

    By Guest TPALona, September 30, 2014
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • September 30, 2014

26. Uncashed Distribution checks

    By Chippy, September 25, 2014
    • 5 replies
    • 2.4k views
    • 
    • Chippy
    • September 25, 2014

27. Form 5558 Filed Until 9-15-14

    By khn, September 24, 2014
    • 5 replies
    • 1.4k views
    • 
    • khn
    • September 25, 2014

28. Unusual Processing Delay?

    By Andy the Actuary, September 10, 2014
    • 5 replies
    • 2.8k views
    • 
    • Andy the Actuary
    • September 10, 2014

29. 2013 5558 Extension of Time

    By D Lewis, September 5, 2014
    • 11 replies
    • 2.3k views
    • 
    • D Lewis
    • September 8, 2014

30. Code 2E if 401(k)/SH Only

    By austin3515, September 2, 2014
    • 7 replies
    • 4.7k views
    • 
    • Tom Poje
    • September 3, 2014

31. Schedule A requuired?

    By Craig Schiller, September 3, 2014
    • 0 replies
    • 977 views
    • 
    • Craig Schiller
    • September 3, 2014

32. Wrap Plan for Section 125 Plan

    By Guest ESOPADMIN, September 2, 2014
    • 1 reply
    • 1.3k views
    • 
    • Flyboyjohn
    • September 2, 2014

33. terminating plan and participant count

    By Chippy, August 14, 2014
    • 5 replies
    • 1.6k views
    • 
    • Tom Poje
    • August 25, 2014

34. Late 5500 - Penalty charged

    By 52626, August 21, 2014
    • 4 replies
    • 2k views
    • 
    • Kevin C
    • August 22, 2014

35. New Plan for 2013 plan year - IRS Notice about missing 2012 filing

    By mwyatt, August 21, 2014
    • 3 replies
    • 1.4k views
    • 
    • chc93
    • August 22, 2014

36. OK to File a 5500 under DFVCP with missing plan information?

    By Guest El Guapo, October 15, 2012
    • 9 replies
    • 4.3k views
    • 
    • Flyboyjohn
    • August 20, 2014

37. 5558 filing in July

    By pmacduff, August 12, 2014
    • 8 replies
    • 2.6k views
    • 
    • Kevin C
    • August 12, 2014

38. New Plan (2013) Form 5500

    By Guest cands2002, July 30, 2014   

    • Form 5558; Form 5500
    • 5 replies
    • 1.5k views
    • 
    • BG5150
    • July 30, 2014

39. Group Legal Plans required to file 5500?

    By Guest Sabrina1, July 25, 2014
    • 3 replies
    • 3.7k views
    • 
    • Flyboyjohn
    • July 25, 2014

40. Form 5558 Employer/Plan name change

    By pmacduff, July 24, 2014
    • 4 replies
    • 3.1k views
    • 
    • Peter Gulia
    • July 25, 2014

41. 5500 Filed 12 hours late...

    By austin3515, July 16, 2014
    • 8 replies
    • 2.3k views
    • 
    • austin3515
    • July 16, 2014

42. final 8955-SSA

    By Chippy, January 17, 2014
    • 7 replies
    • 2.5k views
    • 
    • BG5150
    • July 16, 2014

43. Terminated Plan - Account's Opinion

    By Guest cands2002, July 14, 2014   

    • large plan
    • 5 replies
    • 1.9k views
    • 
    • Peter Gulia
    • July 15, 2014

44. Is missed RMD a benefit due but not paid that should be reported

    By jkharvey, July 13, 2014
    • 1 reply
    • 1.2k views
    • 
    • Andy the Actuary
    • July 13, 2014

45. 5500 Signed by non-enrolled actuary

    By Guest Benefits19103, July 11, 2014   

    • 5500
    • enrolled actuary
    • (and 1 more)

      Tagged with:

      • 5500
      • enrolled actuary
      • misrepresentation
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • July 11, 2014

46. Schedule H and assets transferred to PBGC

    By Guest ATurn, July 7, 2014   

    • 5500
    • pbgc
    • (and 1 more)

      Tagged with:

      • 5500
      • pbgc
      • termination
    • 3 replies
    • 2.7k views
    • 
    • Lou S.
    • July 7, 2014

47. Became Large Plan Filer 2014 wants to Terminate Plan

    By Guest boltonch, July 2, 2014
    • 6 replies
    • 2k views
    • 
    • Flyboyjohn
    • July 3, 2014

48. 5500 filed under wrong plan number

    By Belgarath, May 30, 2014
    • 5 replies
    • 3.5k views
    • 
    • Guest
    • June 22, 2014

49. boy count = eoy or boy?

    By chuTzPA, June 17, 2014
    • 6 replies
    • 3.4k views
    • 
    • BG5150
    • June 18, 2014

50. Participant Count on Form 5500 Considering new Excluded Class of Employees

    By RPP2001, April 1, 2014
    • 7 replies
    • 4.3k views
    • 
    • AmyR
    • June 17, 2014