Form 5500

3,273 topics in this forum

1. Extensions

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

2. Form 5500-SF Disclosure of Fees

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

3. Submitting a 5500 with no Credentials

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

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

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

5. Form 5558 and SSA

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

6. Is Form 5500 required to be filed

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

7. Form 5558 old form vs new form

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

8. Two Plans Merge - Schedule A

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

9. New Address for Extensions?

   By austin3515, June 27, 2011
   • 9 replies
   • 2.6k views
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   • DPSRich
   • July 8, 2011

10. 5500 Requirement for Start Up plan

    By MBCarey, May 17, 2011
    • 3 replies
    • 1.2k views
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    • Guest
    • July 7, 2011

11. IRS Help with bogus late filing penalty

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

12. First year of plan

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

13. Wrong EIN on returns

    By Guest KRS401k, July 5, 2011
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • July 6, 2011

14. 8955 SSA Question

    By PFranckowiak, March 16, 2011
    • 27 replies
    • 6.9k views
    • 
    • Tom Poje
    • July 5, 2011

15. 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

16. Schedule H

    By Guest Lex, August 15, 2002
    • 6 replies
    • 5.3k views
    • 
    • Tom Poje
    • July 5, 2011

17. Elimination of Non-Reporting of Those Pd Prior to 8955 being Filed

    By BeanCounterBlues, July 1, 2011
    • 3 replies
    • 956 views
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    • rcline46
    • July 1, 2011

18. Code D / 8955 SSA & Required Participant Notice

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

19. 8955-SSA

    By jkdoll2, June 23, 2011
    • 1 reply
    • 963 views
    • 
    • BeanCounterBlues
    • July 1, 2011

20. Relius - Web Client

    By HarleyBabe, June 21, 2011
    • 15 replies
    • 3k views
    • 
    • mwyatt
    • June 29, 2011

21. Plan Characteristic Codes

    By jkharvey, June 28, 2011
    • 0 replies
    • 995 views
    • 
    • jkharvey
    • June 28, 2011

22. IRS Notice - 2008 Form 5500 not received

    By Spencer, June 22, 2011
    • 9 replies
    • 1.7k views
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    • Guest
    • June 23, 2011

23. Schedule G

    By Guest Guesty McGuesterson, June 23, 2011
    • 0 replies
    • 966 views
    • 
    • Guest
    • June 23, 2011

24. Schedule R

    By Guest Jstriley, June 22, 2011
    • 1 reply
    • 970 views
    • 
    • Andy the Actuary
    • June 22, 2011

25. 5500 Sch H plus IQPA & financial stmt

    By doombuggy, June 10, 2011
    • 12 replies
    • 1.8k views
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    • pmacduff
    • June 21, 2011

26. Form 8955-SSA

    By DPSRich, June 20, 2011
    • 13 replies
    • 3.8k views
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    • DMcGovern
    • June 21, 2011

27. Form 8955-SSA for 2010

    By DMcGovern, June 20, 2011
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • June 20, 2011

28. uncashed checks

    By Chippy, June 20, 2011
    • 1 reply
    • 1.6k views
    • 
    • BG5150
    • June 20, 2011

29. 5500 ez - Final Return NOT filled

    By Guest yk5, June 12, 2011
    • 6 replies
    • 4.5k views
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    • mbozek
    • June 17, 2011

30. Filed 5500 when should have filed EZ

    By Belgarath, June 15, 2011
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • June 15, 2011

31. irs letters on 5500s

    By MJ Hartman, November 9, 2010
    • 6 replies
    • 2.7k views
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    • Kevin C
    • June 15, 2011

32. Schedule D filing for JOhn Hancock

    By Guest RustyNickel, June 14, 2011
    • 1 reply
    • 2k views
    • 
    • A Shot in the Dark
    • June 14, 2011

33. 5500 Processing

    By Guest MississippiTPAgal, May 16, 2011
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • June 14, 2011

34. 2010 form 5500EZ and instructions

    By Belgarath, June 13, 2011
    • 2 replies
    • 1.8k views
    • 
    • mbozek
    • June 14, 2011

35. Form 5500 EZ for 412(e)(3)

    By DMcGovern, June 13, 2011
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • June 13, 2011

36. Form 5500 for Collective Bargained PS Plan

    By MBCarey, June 9, 2011
    • 1 reply
    • 1.2k views
    • 
    • 12AX7
    • June 10, 2011

37. 8955, 5558, 5500-EZ

    By PFranckowiak, May 10, 2011
    • 22 replies
    • 4.4k views
    • 
    • 12AX7
    • June 9, 2011

38. Unreported Assets

    By Guest cke66edy, June 6, 2011
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • June 7, 2011

39. 2011 plan year Form 5500 filings

    By Guest Matt_S, February 16, 2011
    • 12 replies
    • 3.6k views
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    • austin3515
    • May 26, 2011

40. Reportable Transactions

    By Guest Rebel TPA, May 13, 2011
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 20, 2011

41. latest draft for the 8955-ssa

    By Tom Poje, May 4, 2011
    • 1 reply
    • 1.1k views
    • 
    • doombuggy
    • May 17, 2011

42. Copies of older 5500s

    By david rigby, May 14, 2011
    • 0 replies
    • 1.3k views
    • 
    • david rigby
    • May 14, 2011

43. Statement to Terminated Participants ERISA 105(c) Notice

    By Guest BR58W, May 13, 2011
    • 0 replies
    • 2k views
    • 
    • Guest
    • May 13, 2011

44. Form 8955-SSA

    By Guest money40, May 4, 2011
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • May 13, 2011

45. 2010 Form 5500-EZ

    By DPSRich, January 19, 2011
    • 11 replies
    • 6.1k views
    • 
    • mwyatt
    • May 5, 2011

46. Two Plans - Bond Amount?

    By emmetttrudy, May 4, 2011
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • May 4, 2011

47. 2008 Form 5500

    By 12AX7, May 3, 2011
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • May 3, 2011

48. Extensions Not Scanned, right?

    By austin3515, April 27, 2011
    • 2 replies
    • 1k views
    • 
    • mwyatt
    • May 2, 2011

49. Great West Schedule A dn C

    By austin3515, April 28, 2011
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • April 29, 2011

50. Employer Contribution Overfunded

    By Dazednconfused, April 27, 2011
    • 3 replies
    • 1.7k views
    • 
    • Dazednconfused
    • April 28, 2011