Form 5500

3,284 topics in this forum

1. Relius Form 5500

   By Lori Friedman, September 20, 2006
   • 5 replies
   • 2.9k views
   • 
   • Tom Poje
   • October 27, 2014

2. Executor(trix) Fees

   By Guest David B, October 24, 2014
   • 1 reply
   • 1.2k views
   • 
   • K2retire
   • October 27, 2014

3. Relius Web Client

   By TPAMan, October 16, 2012
   • 32 replies
   • 7.1k views
   • 
   • TPApril
   • October 23, 2014

4. Is it late?

   By MarZDoates, October 20, 2014
   • 5 replies
   • 2.6k views
   • 
   • chc93
   • October 21, 2014

5. Solo 401k plan closed issue

   By jsmith1985, October 15, 2014
   • 22 replies
   • 3.8k views
   • 
   • Mike Preston
   • October 18, 2014

6. Form 5500 Plan Characteristic Codes

   By jsmith1985, October 15, 2014
   • 5 replies
   • 3.8k views
   • 
   • jsmith1985
   • October 16, 2014

7. Different statuses for Form 5500-SF

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

8. Form 5500 Deadline

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

9. 5500-EZ or 5500-SF online

   By jsmith1985, October 15, 2014
   • 4 replies
   • 2k views
   • 
   • chc93
   • October 16, 2014

10. Final Filing 5500-SF DB Plan

    By Lou S., October 9, 2014
    • 1 reply
    • 1.2k views
    • 
    • My 2 cents
    • October 9, 2014

11. 5330 Not extended

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

12. Schedule SF - Qualifed Assets

    By Chippy, October 8, 2014
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • October 8, 2014

13. No 5500-EZ to 5500-SF

    By austin3515, October 8, 2014
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • October 8, 2014

14. VALIC

    By austin3515, October 6, 2014
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • October 7, 2014

15. Any Recourse for the 5558 Being Filed Late?

    By mming, October 4, 2014
    • 3 replies
    • 3.3k views
    • 
    • ESOP Guy
    • October 6, 2014

16. 5500 - Unfunded Safe Harbor

    By CJS07, October 3, 2014   

    • Late SH Deposit
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • October 6, 2014

17. Schedule C Required???

    By Cynchbeast, October 1, 2014
    • 4 replies
    • 1.4k views
    • 
    • My 2 cents
    • October 1, 2014

18. Master Trust reporting in Form 5500

    By Guest TPALona, September 30, 2014
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 30, 2014

19. Uncashed Distribution checks

    By Chippy, September 25, 2014
    • 5 replies
    • 2.2k views
    • 
    • Chippy
    • September 25, 2014

20. Form 5558 Filed Until 9-15-14

    By khn, September 24, 2014
    • 5 replies
    • 1k views
    • 
    • khn
    • September 25, 2014

21. Unusual Processing Delay?

    By Andy the Actuary, September 10, 2014
    • 5 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • September 10, 2014

22. 2013 5558 Extension of Time

    By D Lewis, September 5, 2014
    • 11 replies
    • 1.9k views
    • 
    • D Lewis
    • September 8, 2014

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

    By austin3515, September 2, 2014
    • 7 replies
    • 4.1k views
    • 
    • Tom Poje
    • September 3, 2014

24. Schedule A requuired?

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

25. Wrap Plan for Section 125 Plan

    By Guest ESOPADMIN, September 2, 2014
    • 1 reply
    • 1.1k views
    • 
    • Flyboyjohn
    • September 2, 2014

26. terminating plan and participant count

    By Chippy, August 14, 2014
    • 5 replies
    • 1.4k views
    • 
    • Tom Poje
    • August 25, 2014

27. Late 5500 - Penalty charged

    By 52626, August 21, 2014
    • 4 replies
    • 1.6k views
    • 
    • Kevin C
    • August 22, 2014

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

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

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

    By Guest El Guapo, October 15, 2012
    • 9 replies
    • 4k views
    • 
    • Flyboyjohn
    • August 20, 2014

30. 5558 filing in July

    By pmacduff, August 12, 2014
    • 8 replies
    • 2.1k views
    • 
    • Kevin C
    • August 12, 2014

31. New Plan (2013) Form 5500

    By Guest cands2002, July 30, 2014   

    • Form 5558; Form 5500
    • 5 replies
    • 1.3k views
    • 
    • BG5150
    • July 30, 2014

32. Group Legal Plans required to file 5500?

    By Guest Sabrina1, July 25, 2014
    • 3 replies
    • 3.3k views
    • 
    • Flyboyjohn
    • July 25, 2014

33. Form 5558 Employer/Plan name change

    By pmacduff, July 24, 2014
    • 4 replies
    • 2.6k views
    • 
    • Peter Gulia
    • July 25, 2014

34. 5500 Filed 12 hours late...

    By austin3515, July 16, 2014
    • 8 replies
    • 1.9k views
    • 
    • austin3515
    • July 16, 2014

35. final 8955-SSA

    By Chippy, January 17, 2014
    • 7 replies
    • 2.2k views
    • 
    • BG5150
    • July 16, 2014

36. Terminated Plan - Account's Opinion

    By Guest cands2002, July 14, 2014   

    • large plan
    • 5 replies
    • 1.5k views
    • 
    • Peter Gulia
    • July 15, 2014

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

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

38. 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
    • 1.4k views
    • 
    • david rigby
    • July 11, 2014

39. 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
    • 2.3k views
    • 
    • Lou S.
    • July 7, 2014

40. Became Large Plan Filer 2014 wants to Terminate Plan

    By Guest boltonch, July 2, 2014
    • 6 replies
    • 1.5k views
    • 
    • Flyboyjohn
    • July 3, 2014

41. 5500 filed under wrong plan number

    By Belgarath, May 30, 2014
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • June 22, 2014

42. boy count = eoy or boy?

    By chuTzPA, June 17, 2014
    • 6 replies
    • 2.9k views
    • 
    • BG5150
    • June 18, 2014

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

    By RPP2001, April 1, 2014
    • 7 replies
    • 3.8k views
    • 
    • AmyR
    • June 17, 2014

44. amending a Schedule C

    By K2retire, June 10, 2014
    • 6 replies
    • 1.8k views
    • 
    • Peter Gulia
    • June 11, 2014

45. CP 220 Notice

    By Guest jvgatty, January 29, 2014
    • 10 replies
    • 8.7k views
    • 
    • Rai401k
    • June 9, 2014

46. 5500SF instead of EZ

    By austin3515, June 6, 2014
    • 5 replies
    • 1.5k views
    • 
    • Lou S.
    • June 6, 2014

47. Schedule H - distribution fees

    By SusanKD, June 5, 2014
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • June 6, 2014

48. 8955-SSA - client approval

    By rcline46, May 30, 2014
    • 3 replies
    • 3.3k views
    • 
    • chc93
    • June 5, 2014

49. IDAs with LLC investments

    By Lori Foresz, June 4, 2014
    • 1 reply
    • 3.4k views
    • 
    • Bird
    • June 5, 2014

50. Small plan needs audit?

    By Flyboyjohn, June 4, 2014
    • 1 reply
    • 972 views
    • 
    • Kevin C
    • June 4, 2014