Form 5500

3,277 topics in this forum

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

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

2. Plan Characteristic Codes

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

3. New Address for Extensions?

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

4. Schedule G

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

5. 8955-SSA

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

6. Schedule R

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

7. 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

8. Relius - Web Client

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

9. uncashed checks

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

10. Form 8955-SSA for 2010

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

11. Form 8955-SSA

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

12. How to answer Lines 6a and 10b of 5500-SF

    By Oh so SIMPLE, June 15, 2011
    • 1 reply
    • 2k views
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    • Guest
    • October 2, 2012

13. Filed 5500 when should have filed EZ

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

14. Schedule D filing for JOhn Hancock

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

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

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

16. 2010 form 5500EZ and instructions

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

17. 5500 ez - Final Return NOT filled

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

18. 5500 Sch H plus IQPA & financial stmt

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

19. Form 5500 for Collective Bargained PS Plan

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

20. Unreported Assets

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

21. 5500 Requirement for Start Up plan

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

22. 5500 Processing

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

23. Copies of older 5500s

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

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

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

25. Reportable Transactions

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

26. 8955, 5558, 5500-EZ

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

27. Form 8955-SSA

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

28. Two Plans - Bond Amount?

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

29. latest draft for the 8955-ssa

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

30. 2008 Form 5500

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

31. 10% experience related?

    By Guest wildcat, May 2, 2011
    • 1 reply
    • 1.3k views
    • 
    • TPApril
    • October 30, 2013

32. Great West Schedule A dn C

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

33. PTIN & 83(b)

    By smit1970, April 28, 2011
    • 0 replies
    • 778 views
    • 
    • smit1970
    • April 28, 2011

34. Employer Contribution Overfunded

    By Dazednconfused, April 27, 2011
    • 3 replies
    • 1.8k views
    • 
    • Dazednconfused
    • April 28, 2011

35. Extensions Not Scanned, right?

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

36. EFAST2 filing

    By pmacduff, April 27, 2011
    • 2 replies
    • 1.1k views
    • 
    • TPAMan
    • April 27, 2011

37. participant count - union employees

    By pmacduff, April 27, 2011
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • April 27, 2011

38. Sch C

    By ESOP Guy, April 20, 2011
    • 1 reply
    • 947 views
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    • PensionPro
    • April 20, 2011

39. Question 5 on 5500

    By Lori H, April 14, 2011
    • 3 replies
    • 1.5k views
    • 
    • Earl
    • April 22, 2011

40. ERISA Bond

    By PFranckowiak, April 1, 2011
    • 0 replies
    • 1.2k views
    • 
    • PFranckowiak
    • April 1, 2011

41. incorrect EIN for years

    By DMcGovern, March 30, 2011
    • 0 replies
    • 978 views
    • 
    • DMcGovern
    • March 30, 2011

42. Schedule A information deadline?

    By jkharvey, March 30, 2011
    • 1 reply
    • 953 views
    • 
    • GMK
    • March 30, 2011

43. Schedule C

    By Guest JMN, March 30, 2011
    • 0 replies
    • 791 views
    • 
    • Guest
    • March 30, 2011

44. Going from EZ to 5500 back to EZ

    By Guest nmull22, March 25, 2011
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • March 28, 2011

45. Due date April 15th or April 18th

    By Janice F, March 25, 2011
    • 2 replies
    • 2.7k views
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    • Guest
    • April 15, 2011

46. F-5500 REF

    By gregburst, March 21, 2011
    • 0 replies
    • 1.2k views
    • 
    • gregburst
    • March 21, 2011

47. Match Forfeiture Reduce/No Match made/5500SF

    By Cathy from Chicago, March 21, 2011
    • 3 replies
    • 2.7k views
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    • ESOP Guy
    • March 22, 2011

48. the soon to be form 8955-SSA and extensions

    By Tom Poje, March 21, 2011
    • 0 replies
    • 1.7k views
    • 
    • Tom Poje
    • March 21, 2011

49. 5500 Filing Exemption

    By Below Ground, March 17, 2011
    • 3 replies
    • 2.1k views
    • 
    • Below Ground
    • March 22, 2011

50. DOL changing 5500 signatures

    By Earl, March 16, 2011
    • 4 replies
    • 1.9k views
    • 
    • Earl
    • March 28, 2011