Form 5500

3,272 topics in this forum

1. Schedule R

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

2. 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

3. Relius - Web Client

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

4. uncashed checks

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

5. Form 8955-SSA for 2010

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

6. Form 8955-SSA

   By DPSRich, June 20, 2011
   • 13 replies
   • 3.7k views
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   • DMcGovern
   • June 21, 2011

7. 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

8. Filed 5500 when should have filed EZ

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

9. Schedule D filing for JOhn Hancock

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

10. 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

11. 2010 form 5500EZ and instructions

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

12. 5500 ez - Final Return NOT filled

    By Guest yk5, June 12, 2011
    • 6 replies
    • 4.4k views
    • 
    • mbozek
    • June 17, 2011

13. 5500 Sch H plus IQPA & financial stmt

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

14. Form 5500 for Collective Bargained PS Plan

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

15. Unreported Assets

    By Guest cke66edy, June 6, 2011
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • June 7, 2011

16. 5500 Requirement for Start Up plan

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

17. 5500 Processing

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

18. Copies of older 5500s

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

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

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

20. Reportable Transactions

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

21. 8955, 5558, 5500-EZ

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

22. Form 8955-SSA

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

23. Two Plans - Bond Amount?

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

24. latest draft for the 8955-ssa

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

25. 2008 Form 5500

    By 12AX7, May 3, 2011
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • May 3, 2011

26. 10% experience related?

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

27. Great West Schedule A dn C

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

28. PTIN & 83(b)

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

29. Employer Contribution Overfunded

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

30. Extensions Not Scanned, right?

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

31. EFAST2 filing

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

32. participant count - union employees

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

33. Sch C

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

34. Question 5 on 5500

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

35. ERISA Bond

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

36. incorrect EIN for years

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

37. Schedule A information deadline?

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

38. Schedule C

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

39. Going from EZ to 5500 back to EZ

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

40. Due date April 15th or April 18th

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

41. F-5500 REF

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

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

    By Cathy from Chicago, March 21, 2011
    • 3 replies
    • 2.6k views
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    • ESOP Guy
    • March 22, 2011

43. 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

44. 5500 Filing Exemption

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

45. DOL changing 5500 signatures

    By Earl, March 16, 2011
    • 4 replies
    • 1.8k views
    • 
    • Earl
    • March 28, 2011

46. 8955 SSA Question

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

47. Non ERISA 403(b) 5500 filing

    By Guest sugar daddy, March 10, 2011
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 16, 2011

48. Erroneous Late Filing notices on second listed plan on 5558

    By mwyatt, March 8, 2011
    • 2 replies
    • 1.2k views
    • 
    • mwyatt
    • March 31, 2011

49. Form 8955-SSA - coming to a theater near you

    By Tom Poje, March 7, 2011
    • 14 replies
    • 3k views
    • 
    • PAL
    • April 20, 2011

50. 5500 ez - 2010 final return

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