Form 5500

3,272 topics in this forum

1. EFAST2 filing

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

2. participant count - union employees

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

3. Question 5 on 5500

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

4. Sch C

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

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

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

6. 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

7. ERISA Bond

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

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

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

9. incorrect EIN for years

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

10. Schedule A information deadline?

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

11. Schedule C

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

12. DOL changing 5500 signatures

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

13. Going from EZ to 5500 back to EZ

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

14. Charge for copying 5500

    By MarZDoates, June 24, 2005
    • 2 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • March 22, 2011

15. 5500 Filing Exemption

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

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

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

17. F-5500 REF

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

18. 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

19. Non ERISA 403(b) 5500 filing

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

20. IRS Declares Form 5500 Exempt from PTIN Requirement

    By Dave Baker, December 30, 2010
    • 24 replies
    • 5.6k views
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    • Kevin C
    • February 23, 2011

21. Effective in 98, but NEVER Filed 5500`

    By austin3515, February 22, 2011
    • 5 replies
    • 1.3k views
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    • jpod
    • February 22, 2011

22. delinquent 5500 for 2009

    By gregburst, February 18, 2011
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 18, 2011

23. Summary Annual Report

    By Dazednconfused, February 18, 2011
    • 1 reply
    • 1.1k views
    • 
    • GMK
    • February 18, 2011

24. 10h of Form 5500-SF

    By Dinosaur, February 15, 2011
    • 5 replies
    • 2.1k views
    • 
    • Dinosaur
    • February 16, 2011

25. Large to small plan filing

    By SusanKD, February 11, 2011
    • 2 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • February 11, 2011

26. ft william

    By pmacduff, February 4, 2011
    • 0 replies
    • 1k views
    • 
    • pmacduff
    • February 4, 2011

27. EFAST2, IRS and reasonable cause

    By ombskid, February 4, 2011
    • 0 replies
    • 1.3k views
    • 
    • ombskid
    • February 4, 2011

28. Form 5500 for Merged Plan

    By ERISA25, February 1, 2011
    • 3 replies
    • 1.9k views
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    • david rigby
    • February 3, 2011

29. Responding to IRS Notices-Who Should Respond?

    By Guest MS TPA, January 12, 2011
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • February 3, 2011

30. DFVC for 403b plan

    By Santo Gold, February 1, 2011
    • 1 reply
    • 884 views
    • 
    • Santo Gold
    • February 1, 2011

31. IQPA and 5500 for terminated/merged plan

    By Guest Asvedlow, June 22, 2001
    • 2 replies
    • 2.5k views
    • 
    • ERISA25
    • January 31, 2011

32. Reporting Unmade Safe Harbor Contribution

    By Guest MS TPA, January 20, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 20, 2011

33. Fair Marlet Value of Corporate Stock

    By Guest MS TPA, January 18, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 18, 2011

34. form 8955-ssa

    By Tom Poje, January 12, 2011
    • 0 replies
    • 1.7k views
    • 
    • Tom Poje
    • January 12, 2011

35. Latest word on PTIN- there is hope it won't be needed for 5500

    By Tom Poje, December 27, 2010
    • 0 replies
    • 955 views
    • 
    • Tom Poje
    • December 27, 2010

36. PTIN December 31st deadline

    By NQS, December 22, 2010
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • December 22, 2010

37. Forfeiture Account & 5500 Reporting

    By Guest MS TPA, December 10, 2010
    • 11 replies
    • 7.5k views
    • 
    • Guest
    • December 21, 2010

38. Changing EIN'

    By austin3515, December 16, 2010
    • 13 replies
    • 2k views
    • 
    • austin3515
    • December 20, 2010

39. Late 5500, 5558 was missed

    By Guest TomV, December 15, 2010
    • 3 replies
    • 2k views
    • 
    • Bill Presson
    • December 16, 2010

40. PTIN fiasco

    By Belgarath, December 8, 2010
    • 10 replies
    • 2k views
    • 
    • Belgarath
    • December 15, 2010

41. Large Plan & Final 5500 Short Plan Year

    By Guest MS TPA, December 10, 2010
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • December 14, 2010

42. Delinquent Filer Voluntary compliance program

    By Chippy, December 8, 2010
    • 8 replies
    • 1.9k views
    • 
    • Chippy
    • December 10, 2010

43. Form 5500

    By msmith, December 7, 2010
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • December 8, 2010

44. 5500 IRS v DOL

    By ombskid, November 21, 2010
    • 6 replies
    • 2.3k views
    • 
    • ombskid
    • December 8, 2010

45. Service Provider cannot provide Sched c Data

    By austin3515, December 6, 2010
    • 0 replies
    • 859 views
    • 
    • austin3515
    • December 6, 2010

46. late 5500EZ filer

    By HarleyBabe, November 12, 2010
    • 1 reply
    • 989 views
    • 
    • 12AX7
    • November 23, 2010

47. PTIN Welcome Letter

    By Andy the Actuary, November 20, 2010
    • 0 replies
    • 3.3k views
    • 
    • Andy the Actuary
    • November 20, 2010

48. Code 3D - Pre-Approved plan

    By Richard Anderson, November 18, 2010
    • 3 replies
    • 2.2k views
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    • BG5150
    • November 19, 2010

49. 2010 5500ez

    By Guest MS TPA, November 17, 2010
    • 1 reply
    • 2.1k views
    • 
    • Bird
    • November 17, 2010

50. ASPPA ASAP re PTINS for 5500 "preparers"

    By Belgarath, August 11, 2010
    • 36 replies
    • 7.3k views
    • 
    • goldtpa
    • November 17, 2010