Form 5500

3,290 topics in this forum

1. 8955-ssa

   By JKW, January 3, 2012
   • 10 replies
   • 3.5k views
   • 
   • pmacduff
   • January 4, 2012

2. filing 5500 with staggered benefit ann. dates

   By Guest morris, December 29, 2011
   • 5 replies
   • 1.4k views
   • 
   • Bill Presson
   • January 4, 2012

3. 8955-SSA (Combined Filings)

   By PainPA, December 28, 2011
   • 6 replies
   • 1.9k views
   • 
   • chc93
   • December 28, 2011

4. 5500 ez or SF

   By Tom Poje, December 23, 2011
   • 3 replies
   • 1.8k views
   • 
   • Tom Poje
   • December 23, 2011

5. Form 8955-SSA

   By mming, December 23, 2011
   • 0 replies
   • 1.2k views
   • 
   • mming
   • December 23, 2011

6. Fraud and Dishonesty

   By rblum50, December 21, 2011
   • 7 replies
   • 3.2k views
   • 
   • ESOP Guy
   • December 22, 2011

7. prelim 5500 for 2011 released

   By Tom Poje, December 21, 2011
   • 0 replies
   • 1.2k views
   • 
   • Tom Poje
   • December 21, 2011

8. Form 8955-SSA

   By Guest tmsjc, December 20, 2011
   • 3 replies
   • 1.6k views
   • 
   • Tom Poje
   • December 21, 2011

9. 2011 form 5500 - why the delay..maybe because

   By Tom Poje, December 19, 2011
   • 0 replies
   • 1.4k views
   • 
   • Tom Poje
   • December 19, 2011

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

    By emmetttrudy, December 5, 2011
    • 5 replies
    • 2k views
    • 
    • david rigby
    • December 15, 2011

11. 8955-SSA

    By K2retire, December 14, 2011
    • 3 replies
    • 1.7k views
    • 
    • K2retire
    • December 14, 2011

12. Non-filed large plan Forms 5500

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

13. Cash or Accrual filing

    By Nancy D, December 8, 2011
    • 6 replies
    • 4k views
    • 
    • masteff
    • December 9, 2011

14. 2011 form 5500 EZ

    By Tom Poje, December 7, 2011
    • 0 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 7, 2011

15. Schedule C or Schedule A

    By SLuskin, December 6, 2011
    • 0 replies
    • 1.3k views
    • 
    • SLuskin
    • December 6, 2011

16. 8955-SSA

    By Guest 4:15 Limit, December 2, 2011
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 2, 2011

17. Form 8955-SSA

    By DPSRich, December 1, 2011
    • 2 replies
    • 1.7k views
    • 
    • chc93
    • December 1, 2011

18. SF or EZ?

    By retbenser, November 29, 2011
    • 2 replies
    • 1.2k views
    • 
    • retbenser
    • November 29, 2011

19. Form 8955-SSA

    By Guest 4:15 Limit, November 29, 2011
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • November 29, 2011

20. Form 8955 SSA

    By DPSRich, November 24, 2011
    • 4 replies
    • 2.4k views
    • 
    • david rigby
    • November 25, 2011

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

    By mwyatt, November 23, 2011
    • 1 reply
    • 1.6k views
    • 
    • K2retire
    • November 23, 2011

22. Form 8955 SSA

    By DPSRich, November 21, 2011
    • 5 replies
    • 1.5k views
    • 
    • Bird
    • November 23, 2011

23. 8955 SSA

    By g bennycon, November 18, 2011
    • 3 replies
    • 2k views
    • 
    • ESOP Guy
    • November 22, 2011

24. Question 6 on Form 5500

    By justatester, November 22, 2011
    • 1 reply
    • 1.7k views
    • 
    • Andy the Actuary
    • November 22, 2011

25. plan audit

    By Guest Dan Shea, November 17, 2011
    • 17 replies
    • 4k views
    • 
    • Kevin C
    • November 18, 2011

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

    By Beemer, November 17, 2011
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • November 18, 2011

27. 8955 signatures

    By Guest tmills, November 15, 2011
    • 3 replies
    • 1.5k views
    • 
    • rcline46
    • November 16, 2011

28. Delinquent filer program

    By Guest Salvador A Mander, November 8, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 8, 2011

29. 8955-SSA

    By jeff77, September 23, 2011
    • 18 replies
    • 6.8k views
    • 
    • Tom Poje
    • November 8, 2011

30. 8955 SSA - 2 questions

    By Guest AHS527, November 7, 2011
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • November 8, 2011

31. 52/53 Week Plan Year and EBSA

    By mwyatt, September 7, 2011
    • 7 replies
    • 3.4k views
    • 
    • mwyatt
    • November 4, 2011

32. 2010 Form 8955-SSA

    By DPSRich, November 2, 2011
    • 4 replies
    • 1.7k views
    • 
    • K2retire
    • November 3, 2011

33. 2011 Form 5500

    By Guest kim5500cpa, November 3, 2011
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • November 3, 2011

34. Hurrican Irene Extension - What to Type

    By austin3515, October 17, 2011
    • 4 replies
    • 1.6k views
    • 
    • BG5150
    • November 2, 2011

35. Insufficient information to file by deadline

    By Guest JMN, October 13, 2011
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • November 1, 2011

36. Relius Web Client

    By Guest grzesiu, October 14, 2011
    • 3 replies
    • 2k views
    • 
    • Guest
    • November 1, 2011

37. 8955-SSA

    By bevfair, November 1, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 1, 2011

38. Slow 5500 efile response time

    By Janice F, October 17, 2011
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 1, 2011

39. Form 8955-SSA

    By CLE401kGuy, October 28, 2011
    • 1 reply
    • 1.4k views
    • 
    • shERPA
    • October 28, 2011

40. Building Repoairs

    By austin3515, October 26, 2011
    • 4 replies
    • 1.3k views
    • 
    • austin3515
    • October 27, 2011

41. Multiple Late filings

    By MBCarey, October 26, 2011
    • 4 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • October 26, 2011

42. DOL Issued PINS

    By Leopurrd, October 18, 2011
    • 3 replies
    • 1.7k views
    • 
    • Leopurrd
    • October 26, 2011

43. 1.401(a)-11(g)

    By jpod, October 24, 2011
    • 1 reply
    • 1.5k views
    • 
    • Bill Presson
    • October 25, 2011

44. Late 2009 Form 5500-EZ Filing

    By JAY21, October 20, 2011
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • October 21, 2011

45. Hurricane Irene extension

    By Guest IluvNewComp, October 17, 2011
    • 3 replies
    • 1.4k views
    • 
    • 12AX7
    • October 21, 2011

46. S-Corp and delinquent contribution reporting

    By TPApril, October 19, 2011
    • 1 reply
    • 1.4k views
    • 
    • K2retire
    • October 19, 2011

47. 8955-SSA, Part I

    By Guest Annette Leerhoff, October 19, 2011
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • October 19, 2011

48. Form 8955-SSA

    By DPSRich, October 18, 2011
    • 2 replies
    • 1.6k views
    • 
    • chc93
    • October 18, 2011

49. Incorrect Plan Year End

    By Dazednconfused, October 17, 2011
    • 0 replies
    • 1.3k views
    • 
    • Dazednconfused
    • October 17, 2011

50. 5500 SF and late filings

    By Dazednconfused, October 13, 2011
    • 3 replies
    • 2.3k views
    • 
    • ESOP Guy
    • October 14, 2011