Form 5500

3,281 topics in this forum

1. Fact or Fiction?

   By bzorc, October 7, 2010
   • 5 replies
   • 1.3k views
   • 
   • Bird
   • October 7, 2010

2. Continued Submission Failure

   By TPA Bob, September 29, 2010
   • 4 replies
   • 1.5k views
   • 
   • TPA Bob
   • October 7, 2010

3. Partial Form 5500 - Large Plans

   By Guest JHeller, October 4, 2010
   • 19 replies
   • 4.6k views
   • 
   • Guest
   • October 7, 2010

4. Schedule C For Union Plan

   By goldtpa, October 6, 2010
   • 1 reply
   • 844 views
   • 
   • My 2 cents
   • October 6, 2010

5. LAte Deposits disclosed on 5500

   By austin3515, October 1, 2010
   • 4 replies
   • 3.5k views
   • 
   • 12AX7
   • October 6, 2010

6. DFVC fees

   By R. Butler, October 6, 2010
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • October 6, 2010

7. Multiemployer signatures

   By Guest Dell, October 5, 2010
   • 0 replies
   • 977 views
   • 
   • Guest
   • October 5, 2010

8. 5500SF or 5500EZ?

   By preErisa, October 4, 2010
   • 3 replies
   • 1.3k views
   • 
   • Bird
   • October 4, 2010

9. Schedule C Codes, oh my!

   By austin3515, October 4, 2010
   • 1 reply
   • 1.2k views
   • 
   • Laura Harrington
   • October 4, 2010

10. EFAST2 Password

    By Andy the Actuary, October 1, 2010
    • 0 replies
    • 960 views
    • 
    • Andy the Actuary
    • October 1, 2010

11. Amended 2008 Sch SB

    By Guest GEE, October 1, 2010
    • 0 replies
    • 839 views
    • 
    • Guest
    • October 1, 2010

12. Safe harbor for not filing a 403(b) 5500

    By Bird, September 30, 2010
    • 0 replies
    • 1k views
    • 
    • Bird
    • September 30, 2010

13. P-215 Error

    By Leopurrd, September 30, 2010
    • 0 replies
    • 1.3k views
    • 
    • Leopurrd
    • September 30, 2010

14. EFAST2 filing

    By pmacduff, September 29, 2010
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • September 30, 2010

15. Final Form 5500

    By ERISA13, September 28, 2010
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • September 30, 2010

16. Form 5500 - ING Sched C Info

    By Guest AHS527, September 29, 2010
    • 1 reply
    • 965 views
    • 
    • pmacduff
    • September 29, 2010

17. 2009 Form 5500 ESOP Characteristic Codes

    By Guest ABABAK, September 29, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 29, 2010

18. Relius 5500-EZ Validation Error

    By austin3515, September 29, 2010
    • 6 replies
    • 1.5k views
    • 
    • Tom Poje
    • September 29, 2010

19. Audit for NQA assets held in foreign bank

    By Guest babs51, September 28, 2010
    • 2 replies
    • 940 views
    • 
    • jpod
    • September 29, 2010

20. Schedule SF/Admin Expenses and Insurance

    By austin3515, September 29, 2010
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • September 29, 2010

21. 2008 5500 Efile or paper

    By ombskid, September 29, 2010
    • 2 replies
    • 872 views
    • 
    • ombskid
    • September 29, 2010

22. Late 5500 filing

    By ERISA13, September 24, 2010
    • 4 replies
    • 2.3k views
    • 
    • ERISA13
    • September 29, 2010

23. non-eligible plan asset of no value

    By Effen, September 27, 2010
    • 7 replies
    • 1.4k views
    • 
    • Ron Snyder
    • September 28, 2010

24. Final Form 5500 - participant count?

    By t.haley, September 27, 2010
    • 0 replies
    • 1.8k views
    • 
    • t.haley
    • September 27, 2010

25. Schedule C

    By Alex Daisy, September 24, 2010
    • 1 reply
    • 1.2k views
    • 
    • Laura Harrington
    • September 27, 2010

26. 80-120 Rule

    By Lori H, September 24, 2010
    • 5 replies
    • 1.3k views
    • 
    • Tom Poje
    • September 27, 2010

27. Ques on Schedule I

    By Guest noans, September 23, 2010
    • 5 replies
    • 1.1k views
    • 
    • Bird
    • September 24, 2010

28. ft william

    By goldtpa, September 23, 2010
    • 1 reply
    • 973 views
    • 
    • Mike Preston
    • September 23, 2010

29. forgot to check the Box for 5558

    By R. Butler, September 23, 2010
    • 1 reply
    • 1.5k views
    • 
    • chc93
    • September 23, 2010

30. Relius Web Client

    By 12AX7, September 21, 2010
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 22, 2010

31. 403b Form 5500

    By Richard Anderson, September 22, 2010
    • 0 replies
    • 909 views
    • 
    • Richard Anderson
    • September 22, 2010

32. Form 5500 EZ to 5500 - SF

    By Dazednconfused, September 22, 2010
    • 1 reply
    • 870 views
    • 
    • Andy the Actuary
    • September 22, 2010

33. Switching from Form 5500 to 5500EZ

    By Richard Anderson, September 21, 2010
    • 5 replies
    • 3.4k views
    • 
    • Bird
    • September 22, 2010

34. RGF Web Client workflow?

    By TPAnnie, September 15, 2010
    • 2 replies
    • 1.2k views
    • 
    • TPAnnie
    • September 21, 2010

35. 5500 Filing Error - Relius Gov Forms

    By austin3515, September 20, 2010
    • 14 replies
    • 2.8k views
    • 
    • Bird
    • September 21, 2010

36. Help with EFAST2 filing

    By Andy the Actuary, September 21, 2010
    • 0 replies
    • 924 views
    • 
    • Andy the Actuary
    • September 21, 2010

37. Web Clients 10/12 cutoff for filing

    By HarleyBabe, September 20, 2010
    • 4 replies
    • 1.1k views
    • 
    • 12AX7
    • September 20, 2010

38. SB Signed Copy and EFAST2

    By Andy the Actuary, September 19, 2010
    • 1 reply
    • 833 views
    • 
    • Guest
    • September 20, 2010

39. 403b with no participants?

    By Guest Michael Scott, September 17, 2010
    • 1 reply
    • 947 views
    • 
    • Santo Gold
    • September 18, 2010

40. DFVC - quick question

    By Guest m.n.ouellette, September 17, 2010
    • 2 replies
    • 1k views
    • 
    • Tom Poje
    • September 17, 2010

41. 5500 extension

    By pmacduff, September 14, 2010
    • 0 replies
    • 1.4k views
    • 
    • pmacduff
    • September 14, 2010

42. 5500-EZ Line 8 for Individual 401(k)

    By Guest lzk, July 13, 2010
    • 6 replies
    • 4k views
    • 
    • Bird
    • September 14, 2010

43. The IRS Never Ceases to Amaze

    By WDIK, August 2, 2010
    • 11 replies
    • 2.4k views
    • 
    • mbozek
    • September 10, 2010

44. Schedule C for law firms

    By Guest Livia, September 8, 2010
    • 2 replies
    • 1.8k views
    • 
    • Peter Gulia
    • September 10, 2010

45. Form 5500 Extension past 10/15/10?

    By Guest Julie Woulfe, September 7, 2010
    • 7 replies
    • 1.5k views
    • 
    • austin3515
    • September 9, 2010

46. Schedule C - a mutual fund's service providers

    By Peter Gulia, February 3, 2010
    • 8 replies
    • 2.3k views
    • 
    • RCK
    • September 9, 2010

47. Form 5500-SF - One Participant Plan

    By Guest JJWADE, June 9, 2010
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • September 7, 2010

48. Actual Return on Plan Assets

    By Andy the Actuary, September 6, 2010
    • 1 reply
    • 1.1k views
    • 
    • My 2 cents
    • September 7, 2010

49. Audit Report not ready at time of E-filing

    By asteve46, August 31, 2010
    • 7 replies
    • 2.5k views
    • 
    • BG5150
    • September 2, 2010

50. SF Asset vs SB Asset

    By retbenser, August 25, 2010
    • 2 replies
    • 1k views
    • 
    • My 2 cents
    • September 2, 2010