Form 5500

3,281 topics in this forum

1. Relius WebClient - not publishing?

   By Leopurrd, April 15, 2013
   • 2 replies
   • 1.3k views
   • 
   • Lou S.
   • April 15, 2013

2. SSA - from the year 2000!

   By RestAssured, April 10, 2013   

   • missing participant
   • closed plan
   • (and 1 more)

     Tagged with:

     • missing participant
     • closed plan
     • ssa
   • 12 replies
   • 1.9k views
   • 
   • Lou S.
   • April 12, 2013

3. Participant Count - Plan Spin-Off

   By KateSmithPA, April 10, 2013
   • 1 reply
   • 1.9k views
   • 
   • ESOP Guy
   • April 10, 2013

4. code 3B

   By Draper55, April 9, 2013
   • 1 reply
   • 4k views
   • 
   • Flyboyjohn
   • April 9, 2013

5. Received Settlement money. Final 5500 filed last year.

   By jkharvey, April 4, 2013
   • 2 replies
   • 1.4k views
   • 
   • jkharvey
   • April 7, 2013

6. Welfare Plan missing prepaid legal

   By TPApril, March 18, 2013
   • 7 replies
   • 2k views
   • 
   • TPApril
   • March 21, 2013

7. REIT - Eligible plan asset?

   By tymesup, March 18, 2013
   • 4 replies
   • 2.7k views
   • 
   • tymesup
   • March 19, 2013

8. 5500 filing without auditors opinion?

   By Lori H, March 15, 2013
   • 8 replies
   • 7.2k views
   • 
   • Lori H
   • March 15, 2013

9. When will MEPs start filing separate 5500s?

   By Flyboyjohn, March 13, 2013
   • 4 replies
   • 2.2k views
   • 
   • Flyboyjohn
   • March 14, 2013

10. Penalty for not having fidelity bond?

    By BG5150, August 22, 2006
    • 13 replies
    • 13.5k views
    • 
    • david rigby
    • March 12, 2013

11. Audit required for final 5500?

    By Guest KennyH, March 7, 2013
    • 2 replies
    • 1.9k views
    • 
    • Kevin C
    • March 8, 2013

12. 5500-SF line 10e

    By Belgarath, March 6, 2013
    • 2 replies
    • 2.8k views
    • 
    • Bird
    • March 6, 2013

13. Form 5500 Schedule H Income

    By Andy the Actuary, March 4, 2013
    • 0 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • March 4, 2013

14. Wrap 5500 different numbers benefitting under different coverages

    By Nancy D, March 2, 2013
    • 0 replies
    • 967 views
    • 
    • Nancy D
    • March 2, 2013

15. New Requirements for Welfare 5500 filings

    By SLuskin, June 25, 2012
    • 8 replies
    • 3.5k views
    • 
    • GMK
    • February 25, 2013

16. Multiple Employer Plan

    By Guest JM123, February 4, 2013   

    • controlled group
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 4, 2013

17. 5500-SF Trust Name and EIN

    By K2, January 30, 2013
    • 2 replies
    • 1.5k views
    • 
    • K2
    • February 1, 2013

18. 5500 efast2 filing date

    By TPApril, January 31, 2013
    • 3 replies
    • 1.4k views
    • 
    • Bill Presson
    • January 31, 2013

19. Relius Web Client

    By Guest LauraVanSteeter, January 25, 2013
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 25, 2013

20. No 2012 Yet...Is it ok to use 2011

    By jkharvey, January 23, 2013
    • 6 replies
    • 1.2k views
    • 
    • BG5150
    • January 23, 2013

21. IRS Delinquency Notices

    By 401 Chaos, January 14, 2013
    • 5 replies
    • 1.8k views
    • 
    • 401 Chaos
    • January 22, 2013

22. Hurricane Sandy

    By DPSRich, November 6, 2012
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • January 15, 2013

23. Lost Earnings is tiny, can it be skipped

    By TPApril, December 22, 2012
    • 4 replies
    • 2.4k views
    • 
    • TPApril
    • December 26, 2012

24. amended return

    By pmacduff, November 6, 2012
    • 8 replies
    • 12.3k views
    • 
    • Guest
    • December 21, 2012

25. How to file where Sponsor/Administrator are different and one is not available to sign?

    By Guest R. Struve, December 18, 2012
    • 4 replies
    • 1.4k views
    • 
    • BG5150
    • December 19, 2012

26. 5500 filed with incorrect/unrecognized electronic signature

    By 12AX7, December 13, 2012
    • 1 reply
    • 928 views
    • 
    • ESOP Guy
    • December 14, 2012

27. Identification of Co-Sponsors on 5500

    By ERISA1, December 14, 2012
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • December 14, 2012

28. Master Trust With One Plan?

    By Guest Jay345, November 29, 2012
    • 4 replies
    • 2.8k views
    • 
    • QDROphile
    • November 30, 2012

29. Already Filed Thru DFVC - Can we get our money back?

    By MarZDoates, November 29, 2012
    • 2 replies
    • 1.3k views
    • 
    • MarZDoates
    • November 30, 2012

30. Late letters from the IRS

    By Guest 4Kicks, November 2, 2012
    • 12 replies
    • 2.1k views
    • 
    • austin3515
    • November 27, 2012

31. 5500 Extensions for Hurricane Sandy Disaster Areas

    By Guest tommyknicks, November 27, 2012
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 27, 2012

32. Privacy concerns and Form 5500

    By Craig Garner, November 2, 2012
    • 9 replies
    • 1.6k views
    • 
    • K2retire
    • November 6, 2012

33. Audit Not Ready

    By Rob P, October 15, 2012
    • 7 replies
    • 3.3k views
    • 
    • Rob P
    • November 5, 2012

34. SAR for a Plan Merged In?

    By austin3515, November 1, 2012
    • 7 replies
    • 5k views
    • 
    • chc93
    • November 2, 2012

35. Question for FT William Users

    By ESOP Guy, October 25, 2012
    • 5 replies
    • 2.2k views
    • 
    • EBDI
    • October 25, 2012

36. Extension Box on Amended 5500?

    By austin3515, October 23, 2012
    • 8 replies
    • 2.3k views
    • 
    • austin3515
    • October 25, 2012

37. 5500 Plan Characteristics

    By Guest BUG, October 3, 2012
    • 5 replies
    • 3.8k views
    • 
    • Tom Poje
    • October 18, 2012

38. SSA question

    By BG5150, October 11, 2012
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • October 13, 2012

39. Schedule H Attachments

    By TPApril, October 10, 2012
    • 1 reply
    • 1.5k views
    • 
    • ACox
    • October 11, 2012

40. Nationwide's Innovator Fund

    By Oh so SIMPLE, October 10, 2012
    • 0 replies
    • 1.1k views
    • 
    • Oh so SIMPLE
    • October 10, 2012

41. Puerto Rico Plans

    By justbsur, October 3, 2012
    • 0 replies
    • 1.2k views
    • 
    • justbsur
    • October 3, 2012

42. Form 8955-SSA not filed

    By Guest CoffeePlease24, October 2, 2012
    • 4 replies
    • 1.4k views
    • 
    • BG5150
    • October 3, 2012

43. penalty for failure to include an audit?

    By K2retire, October 2, 2012
    • 2 replies
    • 1.9k views
    • 
    • chc93
    • October 3, 2012

44. How to answer Lines 6a and 10b of 5500-SF

    By Oh so SIMPLE, June 15, 2011
    • 1 reply
    • 2k views
    • 
    • Guest
    • October 2, 2012

45. Amend for loan value not reported?

    By hunter001, September 28, 2012
    • 1 reply
    • 841 views
    • 
    • Bird
    • September 28, 2012

46. 5500EZ or 5500SF?

    By Guest jusducki, July 6, 2011
    • 5 replies
    • 1.3k views
    • 
    • K2retire
    • September 26, 2012

47. 5500-EZ and Collectibles

    By KateSmithPA, September 26, 2012
    • 2 replies
    • 1k views
    • 
    • masteff
    • September 26, 2012

48. Reporting delinquent contributions after EBSA audit closing letter

    By Guest Bearlee, September 26, 2012
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 26, 2012

49. Form 5500

    By Guest Annette Leerhoff, September 25, 2012
    • 1 reply
    • 1.1k views
    • 
    • BG5150
    • September 25, 2012

50. 5500 due date

    By cdavis25, September 13, 2012
    • 7 replies
    • 2.3k views
    • 
    • BG5150
    • September 25, 2012