Form 5500

3,286 topics in this forum

1. Unreported Assets

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

2. 2011 plan year Form 5500 filings

   By Guest Matt_S, February 16, 2011
   • 12 replies
   • 3.7k views
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   • austin3515
   • May 26, 2011

3. Reportable Transactions

   By Guest Rebel TPA, May 13, 2011
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • May 20, 2011

4. latest draft for the 8955-ssa

   By Tom Poje, May 4, 2011
   • 1 reply
   • 1.2k views
   • 
   • doombuggy
   • May 17, 2011

5. Copies of older 5500s

   By david rigby, May 14, 2011
   • 0 replies
   • 1.4k views
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   • david rigby
   • May 14, 2011

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

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

7. Form 8955-SSA

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

8. 2010 Form 5500-EZ

   By DPSRich, January 19, 2011
   • 11 replies
   • 6.3k views
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   • mwyatt
   • May 5, 2011

9. Two Plans - Bond Amount?

   By emmetttrudy, May 4, 2011
   • 1 reply
   • 1.4k views
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   • Andy the Actuary
   • May 4, 2011

10. 2008 Form 5500

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

11. Extensions Not Scanned, right?

    By austin3515, April 27, 2011
    • 2 replies
    • 1.1k views
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    • mwyatt
    • May 2, 2011

12. Great West Schedule A dn C

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

13. Employer Contribution Overfunded

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

14. PTIN & 83(b)

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

15. EFAST2 filing

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

16. participant count - union employees

    By pmacduff, April 27, 2011
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • April 27, 2011

17. Question 5 on 5500

    By Lori H, April 14, 2011
    • 3 replies
    • 1.6k views
    • 
    • Earl
    • April 22, 2011

18. Sch C

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

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

    By Tom Poje, March 7, 2011
    • 14 replies
    • 3.2k views
    • 
    • PAL
    • April 20, 2011

20. Due date April 15th or April 18th

    By Janice F, March 25, 2011
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • April 15, 2011

21. ERISA Bond

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

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

    By mwyatt, March 8, 2011
    • 2 replies
    • 1.3k views
    • 
    • mwyatt
    • March 31, 2011

23. incorrect EIN for years

    By DMcGovern, March 30, 2011
    • 0 replies
    • 1k views
    • 
    • DMcGovern
    • March 30, 2011

24. Schedule A information deadline?

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

25. Schedule C

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

26. DOL changing 5500 signatures

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

27. Going from EZ to 5500 back to EZ

    By Guest nmull22, March 25, 2011
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • March 28, 2011

28. Charge for copying 5500

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

29. 5500 Filing Exemption

    By Below Ground, March 17, 2011
    • 3 replies
    • 2.2k views
    • 
    • Below Ground
    • March 22, 2011

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

    By Cathy from Chicago, March 21, 2011
    • 3 replies
    • 2.8k views
    • 
    • ESOP Guy
    • March 22, 2011

31. F-5500 REF

    By gregburst, March 21, 2011
    • 0 replies
    • 1.3k views
    • 
    • gregburst
    • March 21, 2011

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

    By Tom Poje, March 21, 2011
    • 0 replies
    • 1.8k views
    • 
    • Tom Poje
    • March 21, 2011

33. Non ERISA 403(b) 5500 filing

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

34. IRS Declares Form 5500 Exempt from PTIN Requirement

    By Dave Baker, December 30, 2010
    • 24 replies
    • 6.2k views
    • 
    • Kevin C
    • February 23, 2011

35. Effective in 98, but NEVER Filed 5500`

    By austin3515, February 22, 2011
    • 5 replies
    • 1.4k views
    • 
    • jpod
    • February 22, 2011

36. delinquent 5500 for 2009

    By gregburst, February 18, 2011
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • February 18, 2011

37. Summary Annual Report

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

38. 10h of Form 5500-SF

    By Dinosaur, February 15, 2011
    • 5 replies
    • 2.2k views
    • 
    • Dinosaur
    • February 16, 2011

39. Large to small plan filing

    By SusanKD, February 11, 2011
    • 2 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • February 11, 2011

40. ft william

    By pmacduff, February 4, 2011
    • 0 replies
    • 1.1k views
    • 
    • pmacduff
    • February 4, 2011

41. EFAST2, IRS and reasonable cause

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

42. Form 5500 for Merged Plan

    By ERISA25, February 1, 2011
    • 3 replies
    • 2k views
    • 
    • david rigby
    • February 3, 2011

43. Responding to IRS Notices-Who Should Respond?

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

44. DFVC for 403b plan

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

45. IQPA and 5500 for terminated/merged plan

    By Guest Asvedlow, June 22, 2001
    • 2 replies
    • 2.6k views
    • 
    • ERISA25
    • January 31, 2011

46. Reporting Unmade Safe Harbor Contribution

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

47. Fair Marlet Value of Corporate Stock

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

48. form 8955-ssa

    By Tom Poje, January 12, 2011
    • 0 replies
    • 1.8k views
    • 
    • Tom Poje
    • January 12, 2011

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

    By Tom Poje, December 27, 2010
    • 0 replies
    • 1k views
    • 
    • Tom Poje
    • December 27, 2010

50. PTIN December 31st deadline

    By NQS, December 22, 2010
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • December 22, 2010