Form 5500

3,277 topics in this forum

1. 8955 SSA Question

   By PFranckowiak, March 16, 2011
   • 27 replies
   • 7k views
   • 
   • Tom Poje
   • July 5, 2011

2. Non ERISA 403(b) 5500 filing

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

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

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

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

   By Tom Poje, March 7, 2011
   • 14 replies
   • 3.1k views
   • 
   • PAL
   • April 20, 2011

5. 5500 ez - 2010 final return

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

6. Effective in 98, but NEVER Filed 5500`

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

7. Summary Annual Report

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

8. delinquent 5500 for 2009

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

9. 2011 plan year Form 5500 filings

   By Guest Matt_S, February 16, 2011
   • 12 replies
   • 3.6k views
   • 
   • austin3515
   • May 26, 2011

10. 10h of Form 5500-SF

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

11. Large to small plan filing

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

12. ft william

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

13. EFAST2, IRS and reasonable cause

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

14. Form 5500 for Merged Plan

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

15. DFVC for 403b plan

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

16. Reporting Unmade Safe Harbor Contribution

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

17. 2010 Form 5500-EZ

    By DPSRich, January 19, 2011
    • 11 replies
    • 6.2k views
    • 
    • mwyatt
    • May 5, 2011

18. Fair Marlet Value of Corporate Stock

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

19. 5500 reporting of asset reversion in terminated DB plan

    By bvhea, January 13, 2011
    • 13 replies
    • 6.6k views
    • 
    • Hojo
    • April 29, 2022

20. form 8955-ssa

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

21. Responding to IRS Notices-Who Should Respond?

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

22. DFVC Program

    By austin3515, January 4, 2011
    • 4 replies
    • 2.3k views
    • 
    • ERISAatty
    • August 8, 2011

23. IRS Declares Form 5500 Exempt from PTIN Requirement

    By Dave Baker, December 30, 2010
    • 24 replies
    • 5.7k views
    • 
    • Kevin C
    • February 23, 2011

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

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

25. PTIN December 31st deadline

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

26. Changing EIN'

    By austin3515, December 16, 2010
    • 13 replies
    • 2.1k views
    • 
    • austin3515
    • December 20, 2010

27. Late 5500, 5558 was missed

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

28. Large Plan & Final 5500 Short Plan Year

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

29. Forfeiture Account & 5500 Reporting

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

30. Delinquent Filer Voluntary compliance program

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

31. PTIN fiasco

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

32. Form 5500

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

33. Service Provider cannot provide Sched c Data

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

34. 5500 IRS v DOL

    By ombskid, November 21, 2010
    • 6 replies
    • 2.4k views
    • 
    • ombskid
    • December 8, 2010

35. PTIN Welcome Letter

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

36. Code 3D - Pre-Approved plan

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

37. 2010 5500ez

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

38. Health FSA

    By Guest Mel Kiper Jr., November 16, 2010
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 16, 2010

39. multiple employer plan

    By blue, November 15, 2010
    • 1 reply
    • 1k views
    • 
    • rcline46
    • November 15, 2010

40. 8955-SSA

    By hunter001, November 15, 2010
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • November 15, 2010

41. Correcting for a Missed Audit deadline

    By Rob P, November 12, 2010
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • November 14, 2010

42. late 5500EZ filer

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

43. irs letters on 5500s

    By MJ Hartman, November 9, 2010
    • 6 replies
    • 2.7k views
    • 
    • Kevin C
    • June 15, 2011

44. 5500EZ - Anyone getting cover letters back from IRS?

    By mwyatt, November 4, 2010
    • 3 replies
    • 2k views
    • 
    • mwyatt
    • November 11, 2010

45. 401K Trust Statement

    By Guest Form5500, November 3, 2010
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • November 4, 2010

46. Form 5500, Schedule A and PSAs

    By RDY2RTR, November 1, 2010
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • November 2, 2010

47. Form 5558 Filing Extension for 3/31/10 PYE

    By MoShawn, October 29, 2010
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • October 31, 2010

48. Inaccurate 5500

    By Randy Watson, October 28, 2010
    • 3 replies
    • 1.6k views
    • 
    • Randy Watson
    • October 29, 2010

49. IRS requesting signed 5500 - that was EFILED

    By Guest jsample, October 26, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • October 28, 2010

50. 5500 filing method Ft William to Relius

    By pmacduff, October 26, 2010
    • 14 replies
    • 4.2k views
    • 
    • imchipbrown
    • November 4, 2010