Form 5500

3,277 topics in this forum

1. 52/53 Week Plan Year and EBSA

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

2. Dueling Notices

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

3. 8955-SSA - No one for 2009

   By austin3515, September 6, 2011
   • 5 replies
   • 1.1k views
   • 
   • austin3515
   • September 6, 2011

4. 8955 SSA filing on FIRE system

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

5. SEP IRA - 5500

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

6. EFAST2 Invalidates XML

   By Andy the Actuary, August 30, 2011
   • 0 replies
   • 1.6k views
   • 
   • Andy the Actuary
   • August 30, 2011

7. Correcting Plan Number

   By Guest Sieve, August 29, 2011
   • 19 replies
   • 8.2k views
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   • TPApril
   • October 3, 2017

8. Wrong participant count (by a few)

   By Guest IluvNewComp, August 26, 2011
   • 3 replies
   • 1.3k views
   • 
   • Bird
   • August 27, 2011

9. Reporting fidelity bond with fluctuation feature

   By hunter001, August 26, 2011
   • 4 replies
   • 1.2k views
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   • austin3515
   • August 29, 2011

10. 2011 IFile

    By 12AX7, August 25, 2011
    • 5 replies
    • 1.4k views
    • 
    • chc93
    • September 1, 2011

11. FYI on SSA Batch Filing on FIRE System

    By austin3515, August 24, 2011
    • 3 replies
    • 1.3k views
    • 
    • chc93
    • August 25, 2011

12. Schedule C - all eligible indirect comp but for $500

    By TPApril, August 24, 2011
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • August 24, 2011

13. Schedule C - Brokerage Accounts

    By austin3515, August 19, 2011
    • 1 reply
    • 1.2k views
    • 
    • MoJo
    • August 19, 2011

14. Historical Form SSA Info

    By Guest Robin.Wolf, August 17, 2011
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • August 18, 2011

15. Schedule C

    By Guest JMN, August 17, 2011
    • 1 reply
    • 1k views
    • 
    • Guest
    • October 2, 2011

16. Schedule A - Part III

    By TPApril, August 15, 2011
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 2, 2011

17. Successful EFiling without User ID and PIN?

    By 12AX7, August 15, 2011
    • 7 replies
    • 1.6k views
    • 
    • K2retire
    • August 16, 2011

18. 5500 Statute of limitations

    By Guest padmin, August 11, 2011
    • 2 replies
    • 2.2k views
    • 
    • chc93
    • August 11, 2011

19. Can final 5500 be filed while Form 5310 application is pending?

    By Guest tm3333, August 11, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 15, 2011

20. 8955-SSA Extension Box

    By austin3515, August 11, 2011
    • 6 replies
    • 2.5k views
    • 
    • austin3515
    • August 11, 2011

21. 8955-SSA

    By austin3515, August 10, 2011
    • 2 replies
    • 1.3k views
    • 
    • chc93
    • August 10, 2011

22. Form 5500

    By Guest mmc, August 9, 2011
    • 0 replies
    • 991 views
    • 
    • Guest
    • August 9, 2011

23. Small mistake found with filed 5500

    By Guest jc1457, August 9, 2011
    • 4 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • August 9, 2011

24. Filed 5500SF but not eligible

    By jkharvey, August 5, 2011
    • 1 reply
    • 1.1k views
    • 
    • SheilaD
    • August 5, 2011

25. efast2 not showing filing

    By TPApril, August 1, 2011
    • 5 replies
    • 3.1k views
    • 
    • Dinosaur
    • August 9, 2011

26. 5500 Participant Count - change to ineligible class

    By Guest Holly Foster, July 30, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 30, 2011

27. Filing due date for Form 5500

    By tuni88, July 29, 2011
    • 1 reply
    • 845 views
    • 
    • Bill Presson
    • July 29, 2011

28. SSA for 403b's

    By austin3515, July 28, 2011
    • 6 replies
    • 2.2k views
    • 
    • austin3515
    • August 11, 2011

29. more adventures of form 8955-SSA

    By Tom Poje, July 26, 2011
    • 16 replies
    • 3.5k views
    • 
    • chc93
    • August 9, 2011

30. Form 5500

    By DPSRich, July 21, 2011
    • 4 replies
    • 1.3k views
    • 
    • ESOP Guy
    • July 22, 2011

31. Schedule SSA question

    By BG5150, July 21, 2011
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • July 21, 2011

32. 5500 transmission of filing, filing stopped error

    By doombuggy, July 21, 2011
    • 1 reply
    • 988 views
    • 
    • ESOP Guy
    • July 21, 2011

33. 5330 - PTIN required?

    By CJS07, July 20, 2011
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • July 21, 2011

34. Schedule H - Line 4j

    By hunter001, July 19, 2011
    • 1 reply
    • 5.4k views
    • 
    • Guest
    • July 20, 2011

35. Form 5500 filed with incorrect PYB/PYE dates

    By MoShawn, July 19, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 26, 2011

36. Extensions

    By Guest babs51, July 18, 2011
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • July 19, 2011

37. Form 5500-SF Disclosure of Fees

    By TPA Bob, July 18, 2011
    • 0 replies
    • 1.8k views
    • 
    • TPA Bob
    • July 18, 2011

38. Form 5558 - 10/15 or 10/17?

    By PAL, July 15, 2011
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • July 16, 2011

39. Submitting a 5500 with no Credentials

    By austin3515, July 15, 2011
    • 7 replies
    • 1.4k views
    • 
    • austin3515
    • July 18, 2011

40. Form 5558 and SSA

    By Janice F, July 14, 2011
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • July 14, 2011

41. Reimbursed fees on Sched H/I

    By TPApril, July 13, 2011
    • 8 replies
    • 1.4k views
    • 
    • TPApril
    • July 19, 2011

42. Is Form 5500 required to be filed

    By jala, July 13, 2011
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • July 13, 2011

43. Form 5558 old form vs new form

    By Golgi, July 12, 2011
    • 1 reply
    • 1.2k views
    • 
    • QNPG
    • July 12, 2011

44. Two Plans Merge - Schedule A

    By austin3515, July 7, 2011
    • 7 replies
    • 1.2k views
    • 
    • GMK
    • July 12, 2011

45. 5500EZ or 5500SF?

    By Guest jusducki, July 6, 2011
    • 5 replies
    • 1.3k views
    • 
    • K2retire
    • September 26, 2012

46. IRS Help with bogus late filing penalty

    By mwyatt, July 6, 2011
    • 1 reply
    • 1.1k views
    • 
    • jpod
    • July 6, 2011

47. First year of plan

    By jkharvey, July 6, 2011
    • 3 replies
    • 1.8k views
    • 
    • jkharvey
    • July 6, 2011

48. Wrong EIN on returns

    By Guest KRS401k, July 5, 2011
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • July 6, 2011

49. possible report for pulling data from Relius to FT William

    By Tom Poje, July 1, 2011
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • July 5, 2011

50. Code D / 8955 SSA & Required Participant Notice

    By BeanCounterBlues, July 1, 2011
    • 0 replies
    • 1.2k views
    • 
    • BeanCounterBlues
    • July 1, 2011