Form 5500

3,290 topics in this forum

1. Puerto Rico Plans

   By justbsur, October 3, 2012
   • 0 replies
   • 1.5k views
   • 
   • justbsur
   • October 3, 2012

2. Form 8955-SSA not filed

   By Guest CoffeePlease24, October 2, 2012
   • 4 replies
   • 1.8k views
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   • BG5150
   • October 3, 2012

3. penalty for failure to include an audit?

   By K2retire, October 2, 2012
   • 2 replies
   • 2.2k views
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   • chc93
   • October 3, 2012

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

   By Oh so SIMPLE, June 15, 2011
   • 1 reply
   • 2.2k views
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   • Guest
   • October 2, 2012

5. Amend for loan value not reported?

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

6. 5500EZ or 5500SF?

   By Guest jusducki, July 6, 2011
   • 5 replies
   • 1.5k views
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   • K2retire
   • September 26, 2012

7. 5500-EZ and Collectibles

   By KateSmithPA, September 26, 2012
   • 2 replies
   • 1.3k views
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   • masteff
   • September 26, 2012

8. Reporting delinquent contributions after EBSA audit closing letter

   By Guest Bearlee, September 26, 2012
   • 0 replies
   • 1.6k views
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   • Guest
   • September 26, 2012

9. Form 5500

   By Guest Annette Leerhoff, September 25, 2012
   • 1 reply
   • 1.3k views
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   • BG5150
   • September 25, 2012

10. 5500 due date

    By cdavis25, September 13, 2012
    • 7 replies
    • 2.7k views
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    • BG5150
    • September 25, 2012

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

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

12. Transfer of assets equals new plan?

    By Spencer, September 13, 2012
    • 2 replies
    • 1.8k views
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    • Spencer
    • September 13, 2012

13. Return of Mistaken Distribution

    By BTH, September 12, 2012
    • 2 replies
    • 1.8k views
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    • pmacduff
    • September 12, 2012

14. Stop Loss?

    By SLuskin, September 4, 2012
    • 2 replies
    • 5.3k views
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    • SLuskin
    • September 12, 2012

15. Form 5500 Not Signed - letter from IRS

    By Guest twoodman, September 10, 2012
    • 1 reply
    • 1.4k views
    • 
    • Kevin C
    • September 10, 2012

16. Late 5500 filings & DFVCP

    By ERISA13, August 8, 2012
    • 6 replies
    • 3.2k views
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    • chc93
    • September 6, 2012

17. Filings incorrect for years - MPP

    By HarleyBabe, September 6, 2012
    • 2 replies
    • 1.2k views
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    • HarleyBabe
    • September 6, 2012

18. Audit for Large Plans

    By KevinMc, September 4, 2012
    • 1 reply
    • 1.6k views
    • 
    • ESOP Guy
    • September 4, 2012

19. SAR for Health & Welfare Plans

    By Guest Powers, August 31, 2012
    • 2 replies
    • 1.9k views
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    • Guest
    • August 31, 2012

20. EFILING SSA

    By Rai401k, July 26, 2012
    • 5 replies
    • 2.4k views
    • 
    • Tom Poje
    • August 14, 2012

21. Form 5558 was filed without EIN

    By jkharvey, August 7, 2012
    • 0 replies
    • 1.1k views
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    • jkharvey
    • August 7, 2012

22. IRS FIRE website

    By pmacduff, August 6, 2012
    • 1 reply
    • 1.5k views
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    • Doghouse
    • August 6, 2012

23. Amended 8955-SSA

    By Guest Hk.lee, July 30, 2012
    • 3 replies
    • 2.2k views
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    • Guest
    • July 31, 2012

24. 8955-SSA and extension

    By Rai401k, July 26, 2012
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • July 26, 2012

25. How to distribute the SAR

    By Guest Powers, July 26, 2012
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • July 26, 2012

26. Bonding question

    By BG5150, July 20, 2012
    • 10 replies
    • 2.1k views
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    • Doghouse
    • July 26, 2012

27. Form 5558

    By Hojo, July 25, 2012
    • 2 replies
    • 1.7k views
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    • Hojo
    • July 25, 2012

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

    By BG5150, July 9, 2012
    • 6 replies
    • 2.9k views
    • 
    • Andy the Actuary
    • July 12, 2012

29. Amended Form 5500 Schedule R

    By Guest Annette Leerhoff, July 10, 2012
    • 0 replies
    • 1.3k views
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    • Guest
    • July 10, 2012

30. PEO, but employers are not related

    By John Feldt ERPA CPC QPA, July 5, 2012
    • 0 replies
    • 1.6k views
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    • John Feldt ERPA CPC QPA
    • July 5, 2012

31. Late 5500 - IRS and DOL penalties

    By t.haley, July 3, 2012
    • 1 reply
    • 2.7k views
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    • ETA Consulting LLC
    • July 3, 2012

32. Form 5500EZ

    By UtahCPA-APA, June 29, 2012
    • 2 replies
    • 1.5k views
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    • K2retire
    • June 29, 2012

33. Requesting SSA Information from IRS

    By Guest BWNWE, June 27, 2012
    • 0 replies
    • 1k views
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    • Guest
    • June 27, 2012

34. Terminated Plan - 5500 Rejected by DOL in Error

    By BeanCounterBlues, May 22, 2012
    • 3 replies
    • 5.4k views
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    • Tom Poje
    • June 26, 2012

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

    By ERISAatty, June 8, 2012
    • 3 replies
    • 2.9k views
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    • jpod
    • June 26, 2012

36. Changing from Cash to Accrual Basis on Forms

    By BG5150, June 21, 2012
    • 6 replies
    • 5.8k views
    • 
    • Bill Presson
    • June 25, 2012

37. 2010 Form 5500-EZ should have been filed

    By doombuggy, June 22, 2012
    • 1 reply
    • 1.5k views
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    • Bird
    • June 25, 2012

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

    By Guest account2k, June 24, 2012
    • 1 reply
    • 1.5k views
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    • ESOP Guy
    • June 25, 2012

39. File date for 5500's filed manually

    By TPApril, June 22, 2012
    • 1 reply
    • 1.4k views
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    • Bill Presson
    • June 23, 2012

40. Schedule I and Insurance Premiums

    By Chippy, June 22, 2012
    • 2 replies
    • 1.3k views
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    • Bird
    • June 22, 2012

41. extensions for form 8955-SSA

    By Tom Poje, June 13, 2012
    • 8 replies
    • 2.3k views
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    • mwyatt
    • June 21, 2012

42. Participant Count - Retired or Separated Participant

    By MarZDoates, June 20, 2012
    • 1 reply
    • 2k views
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    • ETA Consulting LLC
    • June 21, 2012

43. Qualifying Plan Assets

    By Guest Annette Leerhoff, June 14, 2012
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 20, 2012

44. 8955-SSA Rehires

    By PFranckowiak, May 14, 2012
    • 13 replies
    • 6.8k views
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    • PFranckowiak
    • June 11, 2012

45. Form 5500 for employee severance plan

    By holdco, June 6, 2012
    • 0 replies
    • 1.8k views
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    • holdco
    • June 6, 2012

46. Form 5500 for employee severance plan

    By holdco, June 6, 2012
    • 0 replies
    • 1.2k views
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    • holdco
    • June 6, 2012

47. Merged plan Form 5500 requirement

    By holdco, June 5, 2012
    • 6 replies
    • 11.1k views
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    • david rigby
    • June 5, 2012

48. Open brokerage accounts and Schedule C reporting

    By Laura Harrington, July 27, 2009
    • 9 replies
    • 3.4k views
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    • Bird
    • June 1, 2012

49. Qdro Participant count in participant line

    By JKW, May 31, 2012
    • 1 reply
    • 3.8k views
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    • Hojo
    • May 31, 2012

50. Form 5500 Schedule A

    By Guest Annette Leerhoff, May 30, 2012
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 30, 2012