Form 5500

3,277 topics in this forum

1. DOL Letters for Not Completing Part II of Schedule B

   By Chester, October 22, 2003
   • 1 reply
   • 952 views
   • 
   • WDIK
   • October 22, 2003

2. DOL Non-filer Notice

   By Insurnacegirl555, November 22, 2023
   • 1 reply
   • 848 views
   • 
   • Luke Bailey
   • November 27, 2023

3. DOL Notices

   By BG5150, November 13, 2015
   • 8 replies
   • 1.7k views
   • 
   • Calavera
   • November 16, 2015

4. DOL rejecting 2-person SF's?

   By BG5150, January 22, 2021
   • 2 replies
   • 524 views
   • 
   • Soundbc1
   • January 22, 2021

5. DOL Request for Plan's IQPA Workpapers

   By 401 Chaos, July 22, 2005
   • 2 replies
   • 2.2k views
   • 
   • 401 Chaos
   • July 28, 2005

6. dol response for blanket extensions

   By Tom Poje, July 26, 2010
   • 6 replies
   • 1.7k views
   • 
   • HarleyBabe
   • August 5, 2010

7. DOL/IRS Audit Flag for Change on Schedule A

   By Guest L337pwner5, July 8, 2008
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • July 15, 2008

8. Don't Put PII on Form 5500 and Schedules

   By Dave Baker, May 22, 2020
   • 1 reply
   • 679 views
   • 
   • ESOPMomma
   • May 26, 2020

9. draft 2015 5500EZ

   By Tom Poje, August 27, 2015
   • 2 replies
   • 1.2k views
   • 
   • Tom Poje
   • September 9, 2015

10. Due date April 15th or April 18th

    By Janice F, March 25, 2011
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • April 15, 2011

11. Due Date for Final 5500 after Merger

    By MarZDoates, June 5, 2003
    • 15 replies
    • 12.1k views
    • 
    • Flyboyjohn
    • July 2, 2013

12. Due date for Form 5500

    By ac, October 12, 2011
    • 1 reply
    • 1.5k views
    • 
    • ESOP Guy
    • October 13, 2011

13. Due Date for SAR

    By Nancylee, December 13, 2016   

    • SAR
    • 1 reply
    • 1.2k views
    • 
    • Doghouse
    • December 13, 2016

14. Dueling Notices

    By WDIK, September 6, 2011
    • 7 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • September 7, 2011

15. Duplicate Filings

    By austin3515, November 5, 2017
    • 2 replies
    • 994 views
    • 
    • goldtpa
    • November 7, 2017

16. Duplicate SS4 filed

    By K-t-F, April 8, 2005
    • 2 replies
    • 2k views
    • 
    • K-t-F
    • April 11, 2005

17. Duty to Revise Summary Annual Report (SAR)?

    By MWeddell, February 23, 2001
    • 5 replies
    • 4k views
    • 
    • MWeddell
    • March 8, 2001

18. DVFC

    By Guest cease, September 5, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 5, 2003

19. E Fast 2 verification

    By Tom Poje, June 10, 2010
    • 1 reply
    • 1.4k views
    • 
    • GMK
    • June 10, 2010

20. E-Filing 5500's

    By Guest RJM, May 3, 2000
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • May 4, 2000

21. E-signing Credentials

    By Pammie57, July 18, 2016
    • 1 reply
    • 658 views
    • 
    • RatherBeGolfing
    • July 18, 2016

22. Easy Grid for H&W 5500 Reporting Requirements

    By Guest kingschamber, October 23, 2003
    • 2 replies
    • 1.3k views
    • 
    • Lori Foresz
    • October 31, 2003

23. EBSA-VFCP Letter

    By JKW, December 7, 2017
    • 5 replies
    • 1.6k views
    • 
    • Belgarath
    • April 12, 2019

24. EE opts out of plan--how to count on 5500

    By BG5150, July 19, 2018
    • 2 replies
    • 490 views
    • 
    • Bird
    • July 19, 2018

25. EFAST

    By Belgarath, October 7, 2009
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • October 7, 2009

26. EFAST (second generation) / mandatory E FILE start date

    By BeanCounterBlues, April 10, 2009
    • 5 replies
    • 2.1k views
    • 
    • mwyatt
    • April 15, 2009

27. EFAST 2 Email from EFAST email account

    By austin3515, December 22, 2022
    • 9 replies
    • 1.7k views
    • 
    • pmacduff
    • December 27, 2022

28. EFAST 5500 and the Schedule P

    By Guest PAINPA, May 28, 2003
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • June 2, 2003

29. EFAST Acknowledgement Files

    By DP, September 9, 2004
    • 0 replies
    • 910 views
    • 
    • DP
    • September 9, 2004

30. efast auditors report

    By SheilaD, May 12, 2010
    • 1 reply
    • 945 views
    • 
    • ACox
    • May 12, 2010

31. EFAST DOL - Website (Amended 5500-SF Return Filed)

    By PainPA, March 9, 2016
    • 1 reply
    • 1.4k views
    • 
    • BG5150
    • March 9, 2016

32. EFast filing and large SSA

    By RCK, September 15, 2009
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • September 15, 2009

33. EFAST Filing Problem

    By Guest tbowling, July 29, 2003
    • 0 replies
    • 962 views
    • 
    • Guest
    • July 29, 2003

34. EFAST filings

    By pmacduff, November 15, 2007
    • 5 replies
    • 1.9k views
    • 
    • pmacduff
    • June 23, 2009

35. EFAST for H&W plans?

    By Guest Georgia1, August 31, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 25, 2009

36. EFAST or Mail - 2007 & 2008 Amended 5500's

    By David, July 7, 2010
    • 1 reply
    • 978 views
    • 
    • Belgarath
    • July 7, 2010

37. EFAST-2 and 5558 extension

    By chc93, July 1, 2010
    • 5 replies
    • 3.9k views
    • 
    • chc93
    • July 1, 2010

38. EFAST2

    By Guest notapensiongeek, May 25, 2010
    • 5 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • May 27, 2010

39. EFAST2

    By Guest Sieve, August 23, 2010
    • 6 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • August 23, 2010

40. EFAST2

    By wmyer, June 17, 2004
    • 2 replies
    • 1.6k views
    • 
    • Theresa Lynn
    • July 19, 2004

41. EFAST2

    By 415 Limit, July 9, 2010
    • 2 replies
    • 1.1k views
    • 
    • 415 Limit
    • July 9, 2010

42. EFAST2 Credentials

    By Guest MrsJones, August 5, 2010
    • 1 reply
    • 1.4k views
    • 
    • Bill Presson
    • August 5, 2010

43. EFAST2 email notifications

    By BTH, May 10, 2023
    • 0 replies
    • 330 views
    • 
    • BTH
    • May 10, 2023

44. EFAST2 Error Code B-674

    By Guest Z&H, October 14, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 18, 2010

45. EFAST2 filing

    By pmacduff, April 27, 2011
    • 2 replies
    • 1.1k views
    • 
    • TPAMan
    • April 27, 2011

46. EFAST2 filing

    By pmacduff, September 29, 2010
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • September 30, 2010

47. EFAST2 filing status

    By pmacduff, July 8, 2010
    • 11 replies
    • 2.3k views
    • 
    • Mike Preston
    • July 9, 2010

48. EFAST2 Invalidates XML

    By Andy the Actuary, August 30, 2011
    • 0 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • August 30, 2011

49. efast2 not showing filing

    By TPApril, August 1, 2011
    • 5 replies
    • 3.1k views
    • 
    • Dinosaur
    • August 9, 2011

50. EFAST2 Password

    By Andy the Actuary, October 1, 2010
    • 0 replies
    • 957 views
    • 
    • Andy the Actuary
    • October 1, 2010