Form 5500

3,273 topics in this forum

1. SAR for Health & Welfare Plans

   By Guest Powers, August 31, 2012
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • August 31, 2012

2. EFILING SSA

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

3. Form 5558 was filed without EIN

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

4. IRS FIRE website

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

5. Amended 8955-SSA

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

6. 8955-SSA and extension

   By Rai401k, July 26, 2012
   • 1 reply
   • 1.3k views
   • 
   • Jim Chad
   • July 26, 2012

7. How to distribute the SAR

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

8. Bonding question

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

9. Form 5558

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

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

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

11. Amended Form 5500 Schedule R

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

12. PEO, but employers are not related

    By John Feldt ERPA CPC QPA, July 5, 2012
    • 0 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 5, 2012

13. Late 5500 - IRS and DOL penalties

    By t.haley, July 3, 2012
    • 1 reply
    • 2.4k views
    • 
    • ETA Consulting LLC
    • July 3, 2012

14. Form 5500EZ

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

15. Requesting SSA Information from IRS

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

16. Terminated Plan - 5500 Rejected by DOL in Error

    By BeanCounterBlues, May 22, 2012
    • 3 replies
    • 5k views
    • 
    • Tom Poje
    • June 26, 2012

17. Trapped between a Schedule C requirement and final 408(b)(2) regs?

    By ERISAatty, June 8, 2012
    • 3 replies
    • 2.3k views
    • 
    • jpod
    • June 26, 2012

18. Changing from Cash to Accrual Basis on Forms

    By BG5150, June 21, 2012
    • 6 replies
    • 5.1k views
    • 
    • Bill Presson
    • June 25, 2012

19. 2010 Form 5500-EZ should have been filed

    By doombuggy, June 22, 2012
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • June 25, 2012

20. resource to view dol form 5500 for H&W plans?

    By Guest account2k, June 24, 2012
    • 1 reply
    • 1.1k views
    • 
    • ESOP Guy
    • June 25, 2012

21. File date for 5500's filed manually

    By TPApril, June 22, 2012
    • 1 reply
    • 1k views
    • 
    • Bill Presson
    • June 23, 2012

22. Schedule I and Insurance Premiums

    By Chippy, June 22, 2012
    • 2 replies
    • 1k views
    • 
    • Bird
    • June 22, 2012

23. extensions for form 8955-SSA

    By Tom Poje, June 13, 2012
    • 8 replies
    • 1.8k views
    • 
    • mwyatt
    • June 21, 2012

24. Participant Count - Retired or Separated Participant

    By MarZDoates, June 20, 2012
    • 1 reply
    • 1.7k views
    • 
    • ETA Consulting LLC
    • June 21, 2012

25. Qualifying Plan Assets

    By Guest Annette Leerhoff, June 14, 2012
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 20, 2012

26. 8955-SSA Rehires

    By PFranckowiak, May 14, 2012
    • 13 replies
    • 6k views
    • 
    • PFranckowiak
    • June 11, 2012

27. Form 5500 for employee severance plan

    By holdco, June 6, 2012
    • 0 replies
    • 1.7k views
    • 
    • holdco
    • June 6, 2012

28. Form 5500 for employee severance plan

    By holdco, June 6, 2012
    • 0 replies
    • 1k views
    • 
    • holdco
    • June 6, 2012

29. Merged plan Form 5500 requirement

    By holdco, June 5, 2012
    • 6 replies
    • 10.4k views
    • 
    • david rigby
    • June 5, 2012

30. Open brokerage accounts and Schedule C reporting

    By Laura Harrington, July 27, 2009
    • 9 replies
    • 2.8k views
    • 
    • Bird
    • June 1, 2012

31. Qdro Participant count in participant line

    By JKW, May 31, 2012
    • 1 reply
    • 3.5k views
    • 
    • Hojo
    • May 31, 2012

32. Form 5500 Schedule A

    By Guest Annette Leerhoff, May 30, 2012
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 30, 2012

33. SAR via email?

    By doombuggy, May 24, 2012
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • May 25, 2012

34. 5500

    By Guest tina.jordan@altigro.com, May 24, 2012
    • 1 reply
    • 1k views
    • 
    • Kevin C
    • May 25, 2012

35. Form 5558 "Authorized Representative"

    By TPApril, May 14, 2012
    • 1 reply
    • 1.2k views
    • 
    • TPApril
    • May 14, 2012

36. DFVC

    By goldtpa, May 9, 2012
    • 4 replies
    • 1.5k views
    • 
    • goldtpa
    • May 10, 2012

37. Participant Count on Form 5500

    By msmith, May 7, 2012
    • 2 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • May 8, 2012

38. Relius Administration

    By Guest jsummer, May 7, 2012
    • 0 replies
    • 674 views
    • 
    • Guest
    • May 7, 2012

39. Line 38 of Schedule SB

    By david rigby, May 2, 2012
    • 1 reply
    • 1.1k views
    • 
    • chc93
    • May 2, 2012

40. Is extended due date for 6-30-11 PYE April 17th?

    By Jim Chad, March 29, 2012
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • May 1, 2012

41. Keogh close Form 5500

    By Guest Small Business Owner, April 27, 2012
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • April 28, 2012

42. Accrued loan interest on schedule of assets held?

    By Guest Carolyn Barnard, September 10, 2011
    • 5 replies
    • 3.9k views
    • 
    • TPApril
    • April 25, 2012

43. Amending Form 5500

    By Andy the Actuary, April 21, 2012
    • 1 reply
    • 1.4k views
    • 
    • Bill Presson
    • April 22, 2012

44. Schedule A Insurance Contract

    By Dazednconfused, April 19, 2012
    • 0 replies
    • 1.1k views
    • 
    • Dazednconfused
    • April 19, 2012

45. 5500 due today (4/16) or tomorrow (4/17)

    By Santo Gold, April 16, 2012
    • 3 replies
    • 1.3k views
    • 
    • Santo Gold
    • April 17, 2012

46. Trade Error Corrections

    By Stevo-PDX, April 11, 2012
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • April 12, 2012

47. Form 5330

    By 52626, April 11, 2012
    • 0 replies
    • 1.4k views
    • 
    • 52626
    • April 11, 2012

48. Switch to 5500 EZ?

    By Dougsbpc, April 11, 2012
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • April 11, 2012

49. Controlled/affiliated service group

    By Guest Alexpi, April 5, 2012
    • 4 replies
    • 2k views
    • 
    • Guest
    • April 9, 2012

50. Plan Characteristics

    By MBCarey, April 5, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • April 5, 2012