Form 5500

3,281 topics in this forum

1. 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
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   • Kevin C
   • September 14, 2012

2. Transfer of assets equals new plan?

   By Spencer, September 13, 2012
   • 2 replies
   • 1.6k views
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   • Spencer
   • September 13, 2012

3. Return of Mistaken Distribution

   By BTH, September 12, 2012
   • 2 replies
   • 1.5k views
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   • pmacduff
   • September 12, 2012

4. Stop Loss?

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

5. Form 5500 Not Signed - letter from IRS

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

6. Late 5500 filings & DFVCP

   By ERISA13, August 8, 2012
   • 6 replies
   • 2.8k views
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   • chc93
   • September 6, 2012

7. Filings incorrect for years - MPP

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

8. Audit for Large Plans

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

9. SAR for Health & Welfare Plans

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

10. EFILING SSA

    By Rai401k, July 26, 2012
    • 5 replies
    • 2k views
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    • Tom Poje
    • August 14, 2012

11. Form 5558 was filed without EIN

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

12. IRS FIRE website

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

13. Amended 8955-SSA

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

14. 8955-SSA and extension

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

15. How to distribute the SAR

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

16. Bonding question

    By BG5150, July 20, 2012
    • 10 replies
    • 1.6k views
    • 
    • Doghouse
    • July 26, 2012

17. Form 5558

    By Hojo, July 25, 2012
    • 2 replies
    • 1.4k views
    • 
    • Hojo
    • July 25, 2012

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

    By BG5150, July 9, 2012
    • 6 replies
    • 2.4k views
    • 
    • Andy the Actuary
    • July 12, 2012

19. Amended Form 5500 Schedule R

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

20. 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

21. Late 5500 - IRS and DOL penalties

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

22. Form 5500EZ

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

23. Requesting SSA Information from IRS

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

24. Terminated Plan - 5500 Rejected by DOL in Error

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

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

    By ERISAatty, June 8, 2012
    • 3 replies
    • 2.4k views
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    • jpod
    • June 26, 2012

26. Changing from Cash to Accrual Basis on Forms

    By BG5150, June 21, 2012
    • 6 replies
    • 5.2k views
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    • Bill Presson
    • June 25, 2012

27. 2010 Form 5500-EZ should have been filed

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

28. 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

29. File date for 5500's filed manually

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

30. Schedule I and Insurance Premiums

    By Chippy, June 22, 2012
    • 2 replies
    • 1.1k views
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    • Bird
    • June 22, 2012

31. extensions for form 8955-SSA

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

32. Participant Count - Retired or Separated Participant

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

33. Qualifying Plan Assets

    By Guest Annette Leerhoff, June 14, 2012
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 20, 2012

34. 8955-SSA Rehires

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

35. Form 5500 for employee severance plan

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

36. Form 5500 for employee severance plan

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

37. Merged plan Form 5500 requirement

    By holdco, June 5, 2012
    • 6 replies
    • 10.5k views
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    • david rigby
    • June 5, 2012

38. Open brokerage accounts and Schedule C reporting

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

39. Qdro Participant count in participant line

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

40. Form 5500 Schedule A

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

41. SAR via email?

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

42. 5500

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

43. Form 5558 "Authorized Representative"

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

44. DFVC

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

45. Participant Count on Form 5500

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

46. Relius Administration

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

47. Line 38 of Schedule SB

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

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

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

49. Keogh close Form 5500

    By Guest Small Business Owner, April 27, 2012
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • April 28, 2012

50. Accrued loan interest on schedule of assets held?

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