Form 5500

3,277 topics in this forum

1. PEO, but employers are not related

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

2. 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

3. Form 5500EZ

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

4. Requesting SSA Information from IRS

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

5. New Requirements for Welfare 5500 filings

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

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

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

7. File date for 5500's filed manually

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

8. 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

9. Schedule I and Insurance Premiums

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

10. Changing from Cash to Accrual Basis on Forms

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

11. 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

12. Qualifying Plan Assets

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

13. extensions for form 8955-SSA

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

14. 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

15. Form 5500 for employee severance plan

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

16. Form 5500 for employee severance plan

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

17. Merged plan Form 5500 requirement

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

18. Qdro Participant count in participant line

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

19. Form 5500 Schedule A

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

20. welfare plans upon reaching 100

    By TPApril, May 30, 2012
    • 6 replies
    • 2.4k views
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    • TPApril
    • January 11, 2016

21. SAR via email?

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

22. 5500

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

23. 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

24. Form 5558 "Authorized Representative"

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

25. 8955-SSA Rehires

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

26. DFVC

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

27. 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

28. Relius Administration

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

29. Line 38 of Schedule SB

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

30. Keogh close Form 5500

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

31. Amending Form 5500

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

32. Schedule A Insurance Contract

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

33. 5500 due today (4/16) or tomorrow (4/17)

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

34. Form 5330

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

35. Trade Error Corrections

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

36. Switch to 5500 EZ?

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

37. Controlled/affiliated service group

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

38. Plan Characteristics

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

39. form 5500 & late deposits

    By doombuggy, April 4, 2012
    • 0 replies
    • 917 views
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    • doombuggy
    • April 4, 2012

40. 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

41. Sched C, Name of entity that provided prospectus

    By Jim Chad, March 29, 2012
    • 0 replies
    • 816 views
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    • Jim Chad
    • March 29, 2012

42. 2011 Form 5500-EZ released

    By chc93, March 28, 2012
    • 0 replies
    • 1k views
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    • chc93
    • March 28, 2012

43. DFVC Eligibility

    By Guest ebgroup, March 22, 2012
    • 7 replies
    • 1.8k views
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    • Guest
    • March 28, 2012

44. 2011 Form 8955 SSA Released

    By DPSRich, March 20, 2012
    • 5 replies
    • 1.6k views
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    • Tom Poje
    • April 5, 2012

45. Schedule C

    By DPL, March 15, 2012
    • 3 replies
    • 1.2k views
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    • Guest
    • March 15, 2012

46. 8955-SSA: rehire on 2010 form

    By doombuggy, March 5, 2012
    • 0 replies
    • 1.3k views
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    • doombuggy
    • March 5, 2012

47. Counting Participants

    By Guest Beneflaw, February 24, 2012
    • 5 replies
    • 2.8k views
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    • ESOP Guy
    • February 24, 2012

48. 2011 Form 8955-SSA

    By justbsur, February 16, 2012
    • 1 reply
    • 1.5k views
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    • ESOP Guy
    • February 22, 2012

49. Relius Acknowledgement of Form 5500-SF Received

    By DPSRich, February 16, 2012
    • 6 replies
    • 1.9k views
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    • ACox
    • February 16, 2012

50. Late 2010 Form 5500 filing notices

    By chc93, February 16, 2012
    • 1 reply
    • 967 views
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    • K2retire
    • February 16, 2012