Form 5500

3,272 topics in this forum

1. Penalty for not having fidelity bond?

   By BG5150, August 22, 2006
   • 13 replies
   • 13.4k views
   • 
   • david rigby
   • March 12, 2013

2. Audit required for final 5500?

   By Guest KennyH, March 7, 2013
   • 2 replies
   • 1.8k views
   • 
   • Kevin C
   • March 8, 2013

3. 5500-SF line 10e

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

4. Form 5500 Schedule H Income

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

5. Wrap 5500 different numbers benefitting under different coverages

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

6. New Requirements for Welfare 5500 filings

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

7. Multiple Employer Plan

   By Guest JM123, February 4, 2013   

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

8. 5500-SF Trust Name and EIN

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

9. 5500 efast2 filing date

   By TPApril, January 31, 2013
   • 3 replies
   • 1.3k views
   • 
   • Bill Presson
   • January 31, 2013

10. Relius Web Client

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

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

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

12. IRS Delinquency Notices

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

13. Hurricane Sandy

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

14. Lost Earnings is tiny, can it be skipped

    By TPApril, December 22, 2012
    • 4 replies
    • 2.3k views
    • 
    • TPApril
    • December 26, 2012

15. amended return

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

16. 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

17. 5500 filed with incorrect/unrecognized electronic signature

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

18. Identification of Co-Sponsors on 5500

    By ERISA1, December 14, 2012
    • 6 replies
    • 1.7k views
    • 
    • david rigby
    • December 14, 2012

19. Master Trust With One Plan?

    By Guest Jay345, November 29, 2012
    • 4 replies
    • 2.7k views
    • 
    • QDROphile
    • November 30, 2012

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

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

21. Late letters from the IRS

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

22. 5500 Extensions for Hurricane Sandy Disaster Areas

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

23. Privacy concerns and Form 5500

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

24. Audit Not Ready

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

25. SAR for a Plan Merged In?

    By austin3515, November 1, 2012
    • 7 replies
    • 4.8k views
    • 
    • chc93
    • November 2, 2012

26. Question for FT William Users

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

27. Extension Box on Amended 5500?

    By austin3515, October 23, 2012
    • 8 replies
    • 2.2k views
    • 
    • austin3515
    • October 25, 2012

28. 5500 Plan Characteristics

    By Guest BUG, October 3, 2012
    • 5 replies
    • 3.7k views
    • 
    • Tom Poje
    • October 18, 2012

29. SSA question

    By BG5150, October 11, 2012
    • 3 replies
    • 1.1k views
    • 
    • mbozek
    • October 13, 2012

30. Schedule H Attachments

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

31. Nationwide's Innovator Fund

    By Oh so SIMPLE, October 10, 2012
    • 0 replies
    • 1k views
    • 
    • Oh so SIMPLE
    • October 10, 2012

32. Puerto Rico Plans

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

33. Form 8955-SSA not filed

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

34. penalty for failure to include an audit?

    By K2retire, October 2, 2012
    • 2 replies
    • 1.8k views
    • 
    • chc93
    • October 3, 2012

35. 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

36. Amend for loan value not reported?

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

37. 5500EZ or 5500SF?

    By Guest jusducki, July 6, 2011
    • 5 replies
    • 1.2k views
    • 
    • K2retire
    • September 26, 2012

38. 5500-EZ and Collectibles

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

39. Reporting delinquent contributions after EBSA audit closing letter

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

40. Form 5500

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

41. 5500 due date

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

42. Does Special 80/120 Rule Exempt from Audit too, or just full f5500?

    By Oh so SIMPLE, September 14, 2012
    • 2 replies
    • 1.7k views
    • 
    • Kevin C
    • September 14, 2012

43. Transfer of assets equals new plan?

    By Spencer, September 13, 2012
    • 2 replies
    • 1.5k views
    • 
    • Spencer
    • September 13, 2012

44. Return of Mistaken Distribution

    By BTH, September 12, 2012
    • 2 replies
    • 1.4k views
    • 
    • pmacduff
    • September 12, 2012

45. Stop Loss?

    By SLuskin, September 4, 2012
    • 2 replies
    • 5.1k views
    • 
    • SLuskin
    • September 12, 2012

46. Form 5500 Not Signed - letter from IRS

    By Guest twoodman, September 10, 2012
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • September 10, 2012

47. Late 5500 filings & DFVCP

    By ERISA13, August 8, 2012
    • 6 replies
    • 2.7k views
    • 
    • chc93
    • September 6, 2012

48. Filings incorrect for years - MPP

    By HarleyBabe, September 6, 2012
    • 2 replies
    • 920 views
    • 
    • HarleyBabe
    • September 6, 2012

49. Audit for Large Plans

    By KevinMc, September 4, 2012
    • 1 reply
    • 1.3k views
    • 
    • ESOP Guy
    • September 4, 2012

50. SAR for Health & Welfare Plans

    By Guest Powers, August 31, 2012
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 31, 2012