Form 5500

3,284 topics in this forum

1. 5500 SF - 10a

   By CJS07, June 4, 2014   

   • QNEC
   • 1 reply
   • 2k views
   • 
   • TPAMan
   • June 4, 2014

2. Municipality Money Purchase Plan

   By Deaconmomma, May 30, 2014
   • 1 reply
   • 1.5k views
   • 
   • FormsRstillmylife
   • June 2, 2014

3. Late 5500?

   By katie58, May 29, 2014   

   • Merged 401(k) Plans
   • 1 reply
   • 1.2k views
   • 
   • Flyboyjohn
   • May 29, 2014

4. 5500 EZ DFVC

   By austin3515, May 19, 2014
   • 2 replies
   • 2.1k views
   • 
   • Kevin C
   • May 20, 2014

5. 8955-SSA code D's; count them or not?

   By BG5150, May 16, 2014
   • 6 replies
   • 2.4k views
   • 
   • Bird
   • May 19, 2014

6. Schedule H - Trust Information

   By austin3515, May 16, 2014
   • 5 replies
   • 1.5k views
   • 
   • Peter Gulia
   • May 17, 2014

7. Bill from IRS for 2004 5500

   By Young Curmudgeon, May 16, 2014
   • 1 reply
   • 1.2k views
   • 
   • A Shot in the Dark
   • May 16, 2014

8. PEO and open MEP?

   By cdavis25, January 29, 2014
   • 5 replies
   • 4.5k views
   • 
   • Guest
   • May 15, 2014

9. IRS now officially linked with DOL DFVC program

   By Tom Poje, May 15, 2014
   • 0 replies
   • 1.1k views
   • 
   • Tom Poje
   • May 15, 2014

10. relief for late filers of 5500 EZ

    By Tom Poje, May 13, 2014
    • 1 reply
    • 832 views
    • 
    • A Shot in the Dark
    • May 13, 2014

11. Form 5500 SF- Line 8f

    By Guest vsinicrope, April 30, 2014   

    • fees
    • commissions
    • (and 2 more)

      Tagged with:

      • fees
      • commissions
      • 8f
      • 5500SF
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • May 8, 2014

12. Compliance Check - Asset Values

    By Buckoosier, April 24, 2014
    • 4 replies
    • 1.3k views
    • 
    • Draper55
    • May 8, 2014

13. Use of 1/2 as an entry date to delay 80/120 rule

    By Guest GuyHockerIII, April 7, 2014
    • 8 replies
    • 1.6k views
    • 
    • shERPA
    • May 5, 2014

14. Welfare Plans - Code 4R - any problems in later years?

    By Belgarath, April 18, 2014
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 30, 2014

15. Classification of REIT & Municipal bonds on Schedule H

    By Guest pal107, April 29, 2014
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 29, 2014

16. Schedule C

    By austin3515, April 25, 2014
    • 4 replies
    • 1.2k views
    • 
    • austin3515
    • April 28, 2014

17. Fair Value vs Contract Value

    By austin3515, April 25, 2014
    • 3 replies
    • 8.1k views
    • 
    • austin3515
    • April 28, 2014

18. DFVCP applicable if IRS contacted client re no 5500 filed?

    By Anonymoose, April 17, 2014   

    • DFVCP IRS
    • 2 replies
    • 1.2k views
    • 
    • ESOP Guy
    • April 21, 2014

19. Schedule C - Alternative Reporting Option

    By 12AX7, March 27, 2014
    • 1 reply
    • 2k views
    • 
    • sam2012
    • April 18, 2014

20. EZ vs SF

    By ombskid, February 12, 2014
    • 12 replies
    • 7.1k views
    • 
    • Beltane
    • April 16, 2014

21. Lost Earnings on Schedule H

    By sam2012, April 16, 2014   

    • 5500
    • schedule H
    • (and 2 more)

      Tagged with:

      • 5500
      • schedule H
      • lost earnings
      • 5500-sf
    • 1 reply
    • 2.7k views
    • 
    • BG5150
    • April 16, 2014

22. Schedule C Required???

    By Andy the Actuary, April 2, 2014
    • 9 replies
    • 2.7k views
    • 
    • sam2012
    • April 13, 2014

23. Schedule A for ASO's not required to file

    By TPApril, April 1, 2014
    • 0 replies
    • 4.7k views
    • 
    • TPApril
    • April 1, 2014

24. Controlled Group - Two Plans - How Many Audits?

    By Guest Jay345, March 26, 2014
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • March 27, 2014

25. 5500-SF with life insurance?

    By KCA, March 6, 2014
    • 4 replies
    • 2.3k views
    • 
    • BG5150
    • March 6, 2014

26. Form 5500 for 2014 calendar year

    By chc93, February 7, 2014
    • 2 replies
    • 2k views
    • 
    • chc93
    • February 7, 2014

27. Ineligible employees allowed to participate in error

    By jpokusa, January 28, 2014
    • 3 replies
    • 1k views
    • 
    • ESOP Guy
    • January 28, 2014

28. 2012 PY 5500 needs to be amended

    By doombuggy, January 21, 2014
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • January 21, 2014

29. form 5500ez late in first year

    By Draper55, January 10, 2014   

    • reasonable cause
    • 3 replies
    • 1.3k views
    • 
    • Draper55
    • January 13, 2014

30. 5500 vs SF / Schedule A

    By KoolLady4, January 10, 2014
    • 3 replies
    • 1.5k views
    • 
    • KoolLady4
    • January 10, 2014

31. New 5500 Search on DOL Web-site

    By austin3515, January 7, 2014
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • January 8, 2014

32. 80/120 rule

    By K2retire, December 30, 2013
    • 6 replies
    • 2.6k views
    • 
    • Andy the Actuary
    • December 30, 2013

33. Schedule A - fail to provide any information checkbox

    By TPApril, December 24, 2013
    • 4 replies
    • 1k views
    • 
    • TPApril
    • December 26, 2013

34. Late 5500

    By goldtpa, December 14, 2013
    • 4 replies
    • 1.3k views
    • 
    • GMK
    • December 24, 2013

35. DFVC Questions - can fees be waived

    By TPApril, December 18, 2013
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • December 20, 2013

36. 5500 Late Filing

    By KevinMc, December 11, 2013
    • 1 reply
    • 1.1k views
    • 
    • BG5150
    • December 11, 2013

37. Form 8955-SSA

    By MarZDoates, December 10, 2013
    • 3 replies
    • 5.4k views
    • 
    • My 2 cents
    • December 10, 2013

38. Erroneous IRS penalty letters - 2012 filings

    By Brenda Wren, September 10, 2013
    • 28 replies
    • 7.6k views
    • 
    • Kevin C
    • December 5, 2013

39. Late Deferrals and Attachment to Schedule H, Line 4a

    By msmith, November 26, 2013
    • 0 replies
    • 1.9k views
    • 
    • msmith
    • November 26, 2013

40. Late form 8955

    By Chippy, November 22, 2013
    • 2 replies
    • 1.8k views
    • 
    • ESOP Guy
    • November 25, 2013

41. Form 8822-B - change in responsible party

    By Kevin C, November 19, 2013
    • 5 replies
    • 3.6k views
    • 
    • Bill Presson
    • November 21, 2013

42. IRS Notices Reminding EZ Filers to file for 2013

    By austin3515, November 12, 2013
    • 8 replies
    • 3k views
    • 
    • goldtpa
    • November 17, 2013

43. First year 5500 filing

    By Hypothetically, October 18, 2013
    • 12 replies
    • 2.9k views
    • 
    • JKW
    • November 7, 2013

44. Impact of ACA on future of welfare plan 5500s

    By chuTzPA, November 1, 2013
    • 1 reply
    • 980 views
    • 
    • Bill Presson
    • November 1, 2013

45. 2011 amended Form 5500

    By hunter001, October 17, 2013
    • 7 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • November 1, 2013

46. 10% experience related?

    By Guest wildcat, May 2, 2011
    • 1 reply
    • 1.4k views
    • 
    • TPApril
    • October 30, 2013

47. 8955-SSA IRS Notice CP283C

    By stormoj1, August 19, 2013   

    • 8955-ssa
    • CP283C
    • 9 replies
    • 3k views
    • 
    • Andy the Actuary
    • October 28, 2013

48. Requirements for a Gov't Entity -- Welfare Benefit Plan

    By Archimage, October 18, 2013
    • 3 replies
    • 2.4k views
    • 
    • Everett Moreland
    • October 21, 2013

49. filing late 5500-EZ - online or hard copy?

    By Santo Gold, October 16, 2013
    • 5 replies
    • 2.6k views
    • 
    • Santo Gold
    • October 17, 2013

50. Filing One Day Late

    By khn, October 16, 2013
    • 4 replies
    • 1.7k views
    • 
    • GMK
    • October 16, 2013