Form 5500

3,277 topics in this forum

1. Form 5500 requirement

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

2. Form 5558

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

3. Avoid future audit?

   By Jed Macy, February 9, 2012
   • 2 replies
   • 4.2k views
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   • Tom Poje
   • February 9, 2012

4. Plan went under 100 participants

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

5. Form 5500 - Invested 100% in one fund

   By austin3515, February 6, 2012
   • 2 replies
   • 1k views
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   • K2retire
   • February 6, 2012

6. Prior Year SSA never filed

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

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

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

8. Penalty for late filing - Form 8955

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

9. Characteristic Codes - Discontinued Benefit

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

10. Form 5500 for Welfare Benefit Plans

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

11. Trouble filing SSA with ATX Software

    By EPCRSGuru, January 17, 2012
    • 5 replies
    • 1.3k views
    • 
    • EPCRSGuru
    • January 17, 2012

12. SSA Extensions?

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

13. Aggressive DOL auditor wants to reject accountants audit

    By SheilaD, January 14, 2012
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 15, 2012

14. Form 8955-SSA

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

15. 8955 for terminating plan

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

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

    By MLML, January 10, 2012
    • 9 replies
    • 1.7k views
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    • jkharvey
    • January 18, 2012

17. SSA for Short 2011 Plan Year

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

18. Group Trust 81-100

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

19. Stupid 8955-SSA form

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

20. 8955-SSA filing for 403b plans

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

21. 8955-ssa

    By JKW, January 3, 2012
    • 10 replies
    • 2.9k views
    • 
    • pmacduff
    • January 4, 2012

22. 8955-ssa deadline for non-calendar years

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

23. filing 5500 with staggered benefit ann. dates

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

24. 8955-SSA (Combined Filings)

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

25. Form 8955-SSA

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

26. 5500 ez or SF

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

27. Fraud and Dishonesty

    By rblum50, December 21, 2011
    • 7 replies
    • 2.4k views
    • 
    • ESOP Guy
    • December 22, 2011

28. prelim 5500 for 2011 released

    By Tom Poje, December 21, 2011
    • 0 replies
    • 987 views
    • 
    • Tom Poje
    • December 21, 2011

29. Form 8955-SSA

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

30. 2011 form 5500 - why the delay..maybe because

    By Tom Poje, December 19, 2011
    • 0 replies
    • 1.1k views
    • 
    • Tom Poje
    • December 19, 2011

31. 8955-SSA

    By K2retire, December 14, 2011
    • 3 replies
    • 1.3k views
    • 
    • K2retire
    • December 14, 2011

32. Non-filed large plan Forms 5500

    By Guest timcnelson, December 9, 2011
    • 1 reply
    • 860 views
    • 
    • ETA Consulting LLC
    • December 11, 2011

33. Cash or Accrual filing

    By Nancy D, December 8, 2011
    • 6 replies
    • 3.5k views
    • 
    • masteff
    • December 9, 2011

34. 2011 form 5500 EZ

    By Tom Poje, December 7, 2011
    • 0 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 7, 2011

35. Schedule C or Schedule A

    By SLuskin, December 6, 2011
    • 0 replies
    • 1k views
    • 
    • SLuskin
    • December 6, 2011

36. Schedule SB filed with 5500-SF for 401k Plan

    By emmetttrudy, December 5, 2011
    • 5 replies
    • 1.7k views
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    • david rigby
    • December 15, 2011

37. 8955-SSA

    By Guest 4:15 Limit, December 2, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 2, 2011

38. Form 8955-SSA

    By DPSRich, December 1, 2011
    • 2 replies
    • 1.4k views
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    • chc93
    • December 1, 2011

39. SF or EZ?

    By retbenser, November 29, 2011
    • 2 replies
    • 897 views
    • 
    • retbenser
    • November 29, 2011

40. Form 8955-SSA

    By Guest 4:15 Limit, November 29, 2011
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • November 29, 2011

41. Form 8955 SSA

    By DPSRich, November 24, 2011
    • 4 replies
    • 2k views
    • 
    • david rigby
    • November 25, 2011

42. Form 5330 - Funding Deficiency - late from the start

    By mwyatt, November 23, 2011
    • 1 reply
    • 1.3k views
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    • K2retire
    • November 23, 2011

43. Question 6 on Form 5500

    By justatester, November 22, 2011
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • November 22, 2011

44. Form 8955 SSA

    By DPSRich, November 21, 2011
    • 5 replies
    • 1.2k views
    • 
    • Bird
    • November 23, 2011

45. 8955 SSA

    By g bennycon, November 18, 2011
    • 3 replies
    • 1.7k views
    • 
    • ESOP Guy
    • November 22, 2011

46. Form 8955-SSA & 403(b) plans

    By Beemer, November 17, 2011
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • November 18, 2011

47. plan audit

    By Guest Dan Shea, November 17, 2011
    • 17 replies
    • 3.2k views
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    • Kevin C
    • November 18, 2011

48. 8955 signatures

    By Guest tmills, November 15, 2011
    • 3 replies
    • 1.2k views
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    • rcline46
    • November 16, 2011

49. Delinquent filer program

    By Guest Salvador A Mander, November 8, 2011
    • 0 replies
    • 983 views
    • 
    • Guest
    • November 8, 2011

50. 8955 SSA - 2 questions

    By Guest AHS527, November 7, 2011
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • November 8, 2011