Form 5500

3,272 topics in this forum

1. Master Trust With One Plan?

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

2. 5500 Extensions for Hurricane Sandy Disaster Areas

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

3. Enforcement Activity Around Missing Form 5500s

   By 401 Chaos, November 8, 2012
   • 3 replies
   • 1.6k views
   • 
   • 401 Chaos
   • August 17, 2013

4. amended return

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

5. Hurricane Sandy

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

6. Late letters from the IRS

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

7. Privacy concerns and Form 5500

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

8. SAR for a Plan Merged In?

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

9. Question for FT William Users

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

10. Extension Box on Amended 5500?

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

11. Relius Web Client

    By TPAMan, October 16, 2012
    • 32 replies
    • 6.9k views
    • 
    • TPApril
    • October 23, 2014

12. Audit Not Ready

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

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

    By Guest El Guapo, October 15, 2012
    • 9 replies
    • 3.9k views
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    • Flyboyjohn
    • August 20, 2014

14. SSA question

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

15. Nationwide's Innovator Fund

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

16. Schedule H Attachments

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

17. 5500 Plan Characteristics

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

18. Puerto Rico Plans

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

19. penalty for failure to include an audit?

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

20. Form 8955-SSA not filed

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

21. Amend for loan value not reported?

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

22. 5500-EZ and Collectibles

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

23. Reporting delinquent contributions after EBSA audit closing letter

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

24. Form 5500

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

25. 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

26. 5500 due date

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

27. Transfer of assets equals new plan?

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

28. Return of Mistaken Distribution

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

29. Form 5500 Not Signed - letter from IRS

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

30. Filings incorrect for years - MPP

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

31. Stop Loss?

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

32. Audit for Large Plans

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

33. SAR for Health & Welfare Plans

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

34. Late 5500 filings & DFVCP

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

35. Form 5558 was filed without EIN

    By jkharvey, August 7, 2012
    • 0 replies
    • 895 views
    • 
    • jkharvey
    • August 7, 2012

36. IRS FIRE website

    By pmacduff, August 6, 2012
    • 1 reply
    • 1.2k views
    • 
    • Doghouse
    • August 6, 2012

37. Amended 8955-SSA

    By Guest Hk.lee, July 30, 2012
    • 3 replies
    • 2k views
    • 
    • Guest
    • July 31, 2012

38. 8955-SSA and extension

    By Rai401k, July 26, 2012
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • July 26, 2012

39. How to distribute the SAR

    By Guest Powers, July 26, 2012
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 26, 2012

40. EFILING SSA

    By Rai401k, July 26, 2012
    • 5 replies
    • 1.9k views
    • 
    • Tom Poje
    • August 14, 2012

41. Form 5558

    By Hojo, July 25, 2012
    • 2 replies
    • 1.3k views
    • 
    • Hojo
    • July 25, 2012

42. Bonding question

    By BG5150, July 20, 2012
    • 10 replies
    • 1.5k views
    • 
    • Doghouse
    • July 26, 2012

43. Calendar year 5500 with multiple off-calendar year H&W benefits

    By Guest El Guapo, July 19, 2012
    • 1 reply
    • 1.8k views
    • 
    • 401 Chaos
    • August 18, 2016

44. Amended Form 5500 Schedule R

    By Guest Annette Leerhoff, July 10, 2012
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 10, 2012

45. Send out SAR before e-signing? (!)

    By BG5150, July 9, 2012
    • 6 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • July 12, 2012

46. PEO, but employers are not related

    By John Feldt ERPA CPC QPA, July 5, 2012
    • 0 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • July 5, 2012

47. Late 5500 - IRS and DOL penalties

    By t.haley, July 3, 2012
    • 1 reply
    • 2.3k views
    • 
    • ETA Consulting LLC
    • July 3, 2012

48. Form 5500EZ

    By UtahCPA-APA, June 29, 2012
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • June 29, 2012

49. Requesting SSA Information from IRS

    By Guest BWNWE, June 27, 2012
    • 0 replies
    • 856 views
    • 
    • Guest
    • June 27, 2012

50. New Requirements for Welfare 5500 filings

    By SLuskin, June 25, 2012
    • 8 replies
    • 3.4k views
    • 
    • GMK
    • February 25, 2013