Form 5500

3,272 topics in this forum

1. Multiple Late filings

   By MBCarey, October 26, 2011
   • 4 replies
   • 1.2k views
   • 
   • Andy the Actuary
   • October 26, 2011

2. 1.401(a)-11(g)

   By jpod, October 24, 2011
   • 1 reply
   • 1.2k views
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   • Bill Presson
   • October 25, 2011

3. Late 2009 Form 5500-EZ Filing

   By JAY21, October 20, 2011
   • 2 replies
   • 1.4k views
   • 
   • Bird
   • October 21, 2011

4. S-Corp and delinquent contribution reporting

   By TPApril, October 19, 2011
   • 1 reply
   • 1.1k views
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   • K2retire
   • October 19, 2011

5. 8955-SSA, Part I

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

6. Form 8955-SSA

   By DPSRich, October 18, 2011
   • 2 replies
   • 1.3k views
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   • chc93
   • October 18, 2011

7. DOL Issued PINS

   By Leopurrd, October 18, 2011
   • 3 replies
   • 1.2k views
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   • Leopurrd
   • October 26, 2011

8. Hurrican Irene Extension - What to Type

   By austin3515, October 17, 2011
   • 4 replies
   • 1.3k views
   • 
   • BG5150
   • November 2, 2011

9. Incorrect Plan Year End

   By Dazednconfused, October 17, 2011
   • 0 replies
   • 1k views
   • 
   • Dazednconfused
   • October 17, 2011

10. Slow 5500 efile response time

    By Janice F, October 17, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 1, 2011

11. Hurricane Irene extension

    By Guest IluvNewComp, October 17, 2011
    • 3 replies
    • 1.1k views
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    • 12AX7
    • October 21, 2011

12. Relius Web Client

    By Guest grzesiu, October 14, 2011
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • November 1, 2011

13. Insufficient information to file by deadline

    By Guest JMN, October 13, 2011
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • November 1, 2011

14. Under 250K 5500EZ Exemption

    By JBones, October 13, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • October 13, 2011

15. Form 5500 Sch R

    By ESOP Guy, October 13, 2011
    • 0 replies
    • 775 views
    • 
    • ESOP Guy
    • October 13, 2011

16. 5500 SF and late filings

    By Dazednconfused, October 13, 2011
    • 3 replies
    • 1.7k views
    • 
    • ESOP Guy
    • October 14, 2011

17. Due date for Form 5500

    By ac, October 12, 2011
    • 1 reply
    • 1.5k views
    • 
    • ESOP Guy
    • October 13, 2011

18. 8955-SSA Part I, Line C

    By Guest Annette Leerhoff, October 12, 2011
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • October 12, 2011

19. Schedule I Small Plan Reporting

    By Guest mhmarino, October 11, 2011
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • October 12, 2011

20. Schedule H on a Cash Basis

    By 12AX7, October 10, 2011
    • 4 replies
    • 1.3k views
    • 
    • JanetM
    • October 12, 2011

21. Faxed/Copied version of 5500-EZ

    By austin3515, October 9, 2011
    • 6 replies
    • 1.9k views
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    • austin3515
    • October 11, 2011

22. Signature on the IQPA

    By 12AX7, October 6, 2011
    • 2 replies
    • 2k views
    • 
    • 12AX7
    • October 6, 2011

23. Schedule A for health plan

    By 22su, October 5, 2011
    • 8 replies
    • 6.2k views
    • 
    • Guest
    • October 12, 2011

24. Filing 8955 SSA on FIRE system

    By Jim Chad, September 29, 2011
    • 7 replies
    • 2.1k views
    • 
    • chc93
    • October 13, 2011

25. DFVCP

    By 12AX7, September 28, 2011
    • 2 replies
    • 1.4k views
    • 
    • 12AX7
    • October 4, 2011

26. HEART Act and Schedule R Question 9

    By Guest Tudor Fever, September 28, 2011
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • October 5, 2011

27. Form 5500 Schedule A

    By Guest Annette Leerhoff, September 28, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • October 2, 2011

28. 8955-SSA

    By jeff77, September 23, 2011
    • 18 replies
    • 5.8k views
    • 
    • Tom Poje
    • November 8, 2011

29. Delinquent Filer - information only returns

    By SheilaD, September 23, 2011
    • 2 replies
    • 1.3k views
    • 
    • SheilaD
    • September 28, 2011

30. Final 5500 not marked final

    By Guest cbclark, September 22, 2011
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • September 23, 2011

31. 2011 Form 5500

    By chc93, September 22, 2011
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • September 23, 2011

32. IRS Pre-Announcement of 5500EZ New Late Filer Program

    By David MacLennan, September 21, 2011
    • 1 reply
    • 1k views
    • 
    • Bird
    • September 22, 2011

33. 5500 Filing Relief / Hurricane Irene

    By austin3515, September 20, 2011
    • 1 reply
    • 1.1k views
    • 
    • 12AX7
    • September 22, 2011

34. Form 5500-EZ late filings

    By Guest bernverd, September 20, 2011
    • 1 reply
    • 973 views
    • 
    • 12AX7
    • September 22, 2011

35. efiling non-standard plan years

    By M Norton, September 16, 2011
    • 0 replies
    • 870 views
    • 
    • M Norton
    • September 16, 2011

36. Does a DFVC Filing Increase the Likelihood of DOL Audit?

    By Guest Ignatius J. Reilly, September 15, 2011
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • September 16, 2011

37. 8955-SSA individual statements if code D

    By Beemer, September 15, 2011
    • 2 replies
    • 1.6k views
    • 
    • Beemer
    • September 15, 2011

38. Amending 2008 form: Sch C

    By Guest cbclark, September 14, 2011
    • 1 reply
    • 810 views
    • 
    • Guest
    • October 2, 2011

39. 5558 for terminated/distributed plan

    By dmb, September 14, 2011
    • 2 replies
    • 2.6k views
    • 
    • pmacduff
    • September 14, 2011

40. No EZ to SF to EZ

    By austin3515, September 14, 2011
    • 5 replies
    • 1.2k views
    • 
    • Bill Presson
    • September 15, 2011

41. now what?

    By Tom Poje, September 13, 2011
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • September 14, 2011

42. 8955-SSA line 6

    By doombuggy, September 12, 2011
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • September 13, 2011

43. Accrued loan interest on schedule of assets held?

    By Guest Carolyn Barnard, September 10, 2011
    • 5 replies
    • 3.9k views
    • 
    • TPApril
    • April 25, 2012

44. Schedule D filing

    By Dazednconfused, September 8, 2011
    • 1 reply
    • 982 views
    • 
    • Guest
    • October 2, 2011

45. Paid Preparer Rules

    By austin3515, September 7, 2011
    • 5 replies
    • 1.9k views
    • 
    • austin3515
    • September 9, 2011

46. 52/53 Week Plan Year and EBSA

    By mwyatt, September 7, 2011
    • 7 replies
    • 2.7k views
    • 
    • mwyatt
    • November 4, 2011

47. Dueling Notices

    By WDIK, September 6, 2011
    • 7 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • September 7, 2011

48. 8955-SSA - No one for 2009

    By austin3515, September 6, 2011
    • 5 replies
    • 1k views
    • 
    • austin3515
    • September 6, 2011

49. 8955 SSA filing on FIRE system

    By pmacduff, September 6, 2011
    • 0 replies
    • 1.2k views
    • 
    • pmacduff
    • September 6, 2011

50. SEP IRA - 5500

    By jmartin, September 1, 2011
    • 2 replies
    • 3.3k views
    • 
    • austin3515
    • September 2, 2011