Form 5500

3,283 topics in this forum

1. Keogh close Form 5500

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

2. Accrued loan interest on schedule of assets held?

   By Guest Carolyn Barnard, September 10, 2011
   • 5 replies
   • 4k views
   • 
   • TPApril
   • April 25, 2012

3. Amending Form 5500

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

4. Schedule A Insurance Contract

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

5. 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

6. Trade Error Corrections

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

7. Form 5330

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

8. Switch to 5500 EZ?

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

9. Controlled/affiliated service group

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

10. Plan Characteristics

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

11. 2011 Form 8955 SSA Released

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

12. form 5500 & late deposits

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

13. Sched C, Name of entity that provided prospectus

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

14. 2011 Form 5500-EZ released

    By chc93, March 28, 2012
    • 0 replies
    • 1.1k views
    • 
    • chc93
    • March 28, 2012

15. DFVC Eligibility

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

16. Schedule C

    By DPL, March 15, 2012
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 15, 2012

17. 8955-SSA: rehire on 2010 form

    By doombuggy, March 5, 2012
    • 0 replies
    • 1.4k views
    • 
    • doombuggy
    • March 5, 2012

18. Counting Participants

    By Guest Beneflaw, February 24, 2012
    • 5 replies
    • 2.9k views
    • 
    • ESOP Guy
    • February 24, 2012

19. 2011 Form 8955-SSA

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

20. Relius Acknowledgement of Form 5500-SF Received

    By DPSRich, February 16, 2012
    • 6 replies
    • 2k views
    • 
    • ACox
    • February 16, 2012

21. Late 2010 Form 5500 filing notices

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

22. Form 5500 requirement

    By Guest moseelig, February 15, 2012
    • 0 replies
    • 825 views
    • 
    • Guest
    • February 15, 2012

23. Form 5558

    By MBCarey, February 9, 2012
    • 2 replies
    • 1.4k views
    • 
    • MBCarey
    • February 9, 2012

24. Avoid future audit?

    By Jed Macy, February 9, 2012
    • 2 replies
    • 4.3k views
    • 
    • Tom Poje
    • February 9, 2012

25. Plan went under 100 participants

    By JKW, February 7, 2012
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • February 7, 2012

26. Form 5500 - Invested 100% in one fund

    By austin3515, February 6, 2012
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • February 6, 2012

27. Prior Year SSA never filed

    By jmartin, February 3, 2012
    • 0 replies
    • 820 views
    • 
    • jmartin
    • February 3, 2012

28. SSA Extensions?

    By austin3515, January 16, 2012
    • 9 replies
    • 1.5k views
    • 
    • austin3515
    • February 2, 2012

29. Characteristic Codes - Discontinued Benefit

    By Guest Dea, January 23, 2012
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 1, 2012

30. Penalty for late filing - Form 8955

    By QNPG, January 24, 2012
    • 2 replies
    • 1.8k views
    • 
    • QNPG
    • January 27, 2012

31. Form 5500 filed for governmental 403(b) when not required

    By Belgarath, January 26, 2012
    • 0 replies
    • 1k views
    • 
    • Belgarath
    • January 26, 2012

32. Form 5500 for Welfare Benefit Plans

    By Nancy D, January 23, 2012
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • January 23, 2012

33. Tax Forms - Do you PDF and email to your client?

    By MLML, January 10, 2012
    • 9 replies
    • 1.8k views
    • 
    • jkharvey
    • January 18, 2012

34. Trouble filing SSA with ATX Software

    By EPCRSGuru, January 17, 2012
    • 5 replies
    • 1.4k views
    • 
    • EPCRSGuru
    • January 17, 2012

35. Aggressive DOL auditor wants to reject accountants audit

    By SheilaD, January 14, 2012
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • January 15, 2012

36. Form 8955-SSA

    By Guest ERISAphile, January 12, 2012
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • January 12, 2012

37. 8955 for terminating plan

    By JKW, January 10, 2012
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • January 10, 2012

38. 8955-SSA filing for 403b plans

    By mbozek, January 3, 2012
    • 4 replies
    • 2.3k views
    • 
    • Tom Poje
    • January 10, 2012

39. SSA for Short 2011 Plan Year

    By austin3515, January 10, 2012
    • 0 replies
    • 758 views
    • 
    • austin3515
    • January 10, 2012

40. Group Trust 81-100

    By Guest cchase, January 9, 2012
    • 1 reply
    • 2k views
    • 
    • jpod
    • January 9, 2012

41. Stupid 8955-SSA form

    By Guest Brenda Schachle, January 5, 2012
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • January 5, 2012

42. 8955-ssa deadline for non-calendar years

    By Beemer, December 30, 2011
    • 4 replies
    • 1.7k views
    • 
    • Beemer
    • January 5, 2012

43. 8955-ssa

    By JKW, January 3, 2012
    • 10 replies
    • 3k views
    • 
    • pmacduff
    • January 4, 2012

44. filing 5500 with staggered benefit ann. dates

    By Guest morris, December 29, 2011
    • 5 replies
    • 1.1k views
    • 
    • Bill Presson
    • January 4, 2012

45. 8955-SSA (Combined Filings)

    By PainPA, December 28, 2011
    • 6 replies
    • 1.5k views
    • 
    • chc93
    • December 28, 2011

46. 5500 ez or SF

    By Tom Poje, December 23, 2011
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 23, 2011

47. Form 8955-SSA

    By mming, December 23, 2011
    • 0 replies
    • 922 views
    • 
    • mming
    • December 23, 2011

48. Fraud and Dishonesty

    By rblum50, December 21, 2011
    • 7 replies
    • 2.5k views
    • 
    • ESOP Guy
    • December 22, 2011

49. prelim 5500 for 2011 released

    By Tom Poje, December 21, 2011
    • 0 replies
    • 1k views
    • 
    • Tom Poje
    • December 21, 2011

50. Form 8955-SSA

    By Guest tmsjc, December 20, 2011
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 21, 2011