Form 5500

3,286 topics in this forum

1. 5500 ez - 2010 final return

   By Guest xi9001, March 6, 2011
   • 4 replies
   • 1.9k views
   • 
   • Bill Presson
   • August 7, 2011

2. Filed 5500SF but not eligible

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

3. 5500 Participant Count - change to ineligible class

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

4. Filing due date for Form 5500

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

5. Failure to file Schedule SSA - Appropriate Method of Correction

   By Guest rocnrols2, March 18, 2003
   • 2 replies
   • 1.7k views
   • 
   • Tom Poje
   • July 26, 2011

6. Form 5500 filed with incorrect PYB/PYE dates

   By MoShawn, July 19, 2011
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • July 26, 2011

7. Form 5500

   By DPSRich, July 21, 2011
   • 4 replies
   • 1.4k views
   • 
   • ESOP Guy
   • July 22, 2011

8. Schedule SSA question

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

9. 5500 transmission of filing, filing stopped error

   By doombuggy, July 21, 2011
   • 1 reply
   • 1.1k views
   • 
   • ESOP Guy
   • July 21, 2011

10. 5500-SF Part V, Line 10E Insurance Companies

    By Guest toddsander, July 19, 2010
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • July 21, 2011

11. 5330 - PTIN required?

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

12. Schedule H - Line 4j

    By hunter001, July 19, 2011
    • 1 reply
    • 5.5k views
    • 
    • Guest
    • July 20, 2011

13. Reimbursed fees on Sched H/I

    By TPApril, July 13, 2011
    • 8 replies
    • 1.5k views
    • 
    • TPApril
    • July 19, 2011

14. Extensions

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

15. Form 5500-SF Disclosure of Fees

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

16. Submitting a 5500 with no Credentials

    By austin3515, July 15, 2011
    • 7 replies
    • 1.5k views
    • 
    • austin3515
    • July 18, 2011

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

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

18. Form 5558 and SSA

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

19. Is Form 5500 required to be filed

    By jala, July 13, 2011
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • July 13, 2011

20. Form 5558 old form vs new form

    By Golgi, July 12, 2011
    • 1 reply
    • 1.3k views
    • 
    • QNPG
    • July 12, 2011

21. Two Plans Merge - Schedule A

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

22. New Address for Extensions?

    By austin3515, June 27, 2011
    • 9 replies
    • 2.7k views
    • 
    • DPSRich
    • July 8, 2011

23. 5500 Requirement for Start Up plan

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

24. IRS Help with bogus late filing penalty

    By mwyatt, July 6, 2011
    • 1 reply
    • 1.2k views
    • 
    • jpod
    • July 6, 2011

25. First year of plan

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

26. Wrong EIN on returns

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

27. 8955 SSA Question

    By PFranckowiak, March 16, 2011
    • 27 replies
    • 7.3k views
    • 
    • Tom Poje
    • July 5, 2011

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

    By Tom Poje, July 1, 2011
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • July 5, 2011

29. Schedule H

    By Guest Lex, August 15, 2002
    • 6 replies
    • 5.6k views
    • 
    • Tom Poje
    • July 5, 2011

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

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

31. Code D / 8955 SSA & Required Participant Notice

    By BeanCounterBlues, July 1, 2011
    • 0 replies
    • 1.3k views
    • 
    • BeanCounterBlues
    • July 1, 2011

32. 8955-SSA

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

33. Relius - Web Client

    By HarleyBabe, June 21, 2011
    • 15 replies
    • 3.2k views
    • 
    • mwyatt
    • June 29, 2011

34. Plan Characteristic Codes

    By jkharvey, June 28, 2011
    • 0 replies
    • 1k views
    • 
    • jkharvey
    • June 28, 2011

35. IRS Notice - 2008 Form 5500 not received

    By Spencer, June 22, 2011
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • June 23, 2011

36. Schedule G

    By Guest Guesty McGuesterson, June 23, 2011
    • 0 replies
    • 1k views
    • 
    • Guest
    • June 23, 2011

37. Schedule R

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

38. 5500 Sch H plus IQPA & financial stmt

    By doombuggy, June 10, 2011
    • 12 replies
    • 1.9k views
    • 
    • pmacduff
    • June 21, 2011

39. Form 8955-SSA

    By DPSRich, June 20, 2011
    • 13 replies
    • 3.9k views
    • 
    • DMcGovern
    • June 21, 2011

40. Form 8955-SSA for 2010

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

41. uncashed checks

    By Chippy, June 20, 2011
    • 1 reply
    • 1.7k views
    • 
    • BG5150
    • June 20, 2011

42. 5500 ez - Final Return NOT filled

    By Guest yk5, June 12, 2011
    • 6 replies
    • 4.6k views
    • 
    • mbozek
    • June 17, 2011

43. Filed 5500 when should have filed EZ

    By Belgarath, June 15, 2011
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • June 15, 2011

44. irs letters on 5500s

    By MJ Hartman, November 9, 2010
    • 6 replies
    • 2.8k views
    • 
    • Kevin C
    • June 15, 2011

45. Schedule D filing for JOhn Hancock

    By Guest RustyNickel, June 14, 2011
    • 1 reply
    • 2.1k views
    • 
    • A Shot in the Dark
    • June 14, 2011

46. 5500 Processing

    By Guest MississippiTPAgal, May 16, 2011
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • June 14, 2011

47. 2010 form 5500EZ and instructions

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

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

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

49. Form 5500 for Collective Bargained PS Plan

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

50. 8955, 5558, 5500-EZ

    By PFranckowiak, May 10, 2011
    • 22 replies
    • 4.6k views
    • 
    • 12AX7
    • June 9, 2011