Form 5500

3,288 topics in this forum

1. Final 5500 - extension?

   By doombuggy, October 8, 2010
   • 5 replies
   • 2.4k views
   • 
   • Bird
   • October 14, 2010

2. Final 5500 on merged plan

   By dmwe, October 12, 2010
   • 2 replies
   • 2.3k views
   • 
   • dmwe
   • October 13, 2010

3. Form 5500 Audit

   By preErisa, October 12, 2010
   • 5 replies
   • 2.4k views
   • 
   • Tom Poje
   • October 13, 2010

4. Schedule C - Direct Compensation

   By Alex Daisy, October 11, 2010
   • 1 reply
   • 1.9k views
   • 
   • My 2 cents
   • October 11, 2010

5. Audit will not be ready

   By Lori H, October 8, 2010
   • 3 replies
   • 1.4k views
   • 
   • Lori H
   • October 8, 2010

6. Here's a scary thought...

   By austin3515, October 8, 2010
   • 2 replies
   • 1.3k views
   • 
   • david rigby
   • October 8, 2010

7. Attachment of Auditor's opin

   By austin3515, October 7, 2010
   • 4 replies
   • 2.7k views
   • 
   • Bill Presson
   • October 7, 2010

8. Web Client and the Alternate Filing Method

   By Dazednconfused, October 7, 2010
   • 4 replies
   • 1.7k views
   • 
   • Tom Poje
   • October 7, 2010

9. Fact or Fiction?

   By bzorc, October 7, 2010
   • 5 replies
   • 1.6k views
   • 
   • Bird
   • October 7, 2010

10. Continued Submission Failure

    By TPA Bob, September 29, 2010
    • 4 replies
    • 1.7k views
    • 
    • TPA Bob
    • October 7, 2010

11. Partial Form 5500 - Large Plans

    By Guest JHeller, October 4, 2010
    • 19 replies
    • 5.1k views
    • 
    • Guest
    • October 7, 2010

12. Schedule C For Union Plan

    By goldtpa, October 6, 2010
    • 1 reply
    • 1.1k views
    • 
    • My 2 cents
    • October 6, 2010

13. LAte Deposits disclosed on 5500

    By austin3515, October 1, 2010
    • 4 replies
    • 3.8k views
    • 
    • 12AX7
    • October 6, 2010

14. DFVC fees

    By R. Butler, October 6, 2010
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 6, 2010

15. Multiemployer signatures

    By Guest Dell, October 5, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 5, 2010

16. 5500SF or 5500EZ?

    By preErisa, October 4, 2010
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • October 4, 2010

17. Schedule C Codes, oh my!

    By austin3515, October 4, 2010
    • 1 reply
    • 1.4k views
    • 
    • Laura Harrington
    • October 4, 2010

18. EFAST2 Password

    By Andy the Actuary, October 1, 2010
    • 0 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • October 1, 2010

19. Amended 2008 Sch SB

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

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

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

21. P-215 Error

    By Leopurrd, September 30, 2010
    • 0 replies
    • 1.6k views
    • 
    • Leopurrd
    • September 30, 2010

22. EFAST2 filing

    By pmacduff, September 29, 2010
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • September 30, 2010

23. Final Form 5500

    By ERISA13, September 28, 2010
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • September 30, 2010

24. Form 5500 - ING Sched C Info

    By Guest AHS527, September 29, 2010
    • 1 reply
    • 1.3k views
    • 
    • pmacduff
    • September 29, 2010

25. 2009 Form 5500 ESOP Characteristic Codes

    By Guest ABABAK, September 29, 2010
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 29, 2010

26. Relius 5500-EZ Validation Error

    By austin3515, September 29, 2010
    • 6 replies
    • 1.9k views
    • 
    • Tom Poje
    • September 29, 2010

27. Audit for NQA assets held in foreign bank

    By Guest babs51, September 28, 2010
    • 2 replies
    • 1.1k views
    • 
    • jpod
    • September 29, 2010

28. Schedule SF/Admin Expenses and Insurance

    By austin3515, September 29, 2010
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • September 29, 2010

29. 2008 5500 Efile or paper

    By ombskid, September 29, 2010
    • 2 replies
    • 1.1k views
    • 
    • ombskid
    • September 29, 2010

30. Late 5500 filing

    By ERISA13, September 24, 2010
    • 4 replies
    • 2.5k views
    • 
    • ERISA13
    • September 29, 2010

31. non-eligible plan asset of no value

    By Effen, September 27, 2010
    • 7 replies
    • 1.7k views
    • 
    • Ron Snyder
    • September 28, 2010

32. Final Form 5500 - participant count?

    By t.haley, September 27, 2010
    • 0 replies
    • 2.1k views
    • 
    • t.haley
    • September 27, 2010

33. Schedule C

    By Alex Daisy, September 24, 2010
    • 1 reply
    • 1.5k views
    • 
    • Laura Harrington
    • September 27, 2010

34. 80-120 Rule

    By Lori H, September 24, 2010
    • 5 replies
    • 1.6k views
    • 
    • Tom Poje
    • September 27, 2010

35. Ques on Schedule I

    By Guest noans, September 23, 2010
    • 5 replies
    • 1.2k views
    • 
    • Bird
    • September 24, 2010

36. ft william

    By goldtpa, September 23, 2010
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • September 23, 2010

37. forgot to check the Box for 5558

    By R. Butler, September 23, 2010
    • 1 reply
    • 1.7k views
    • 
    • chc93
    • September 23, 2010

38. Relius Web Client

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

39. 403b Form 5500

    By Richard Anderson, September 22, 2010
    • 0 replies
    • 1.2k views
    • 
    • Richard Anderson
    • September 22, 2010

40. Form 5500 EZ to 5500 - SF

    By Dazednconfused, September 22, 2010
    • 1 reply
    • 1.2k views
    • 
    • Andy the Actuary
    • September 22, 2010

41. Switching from Form 5500 to 5500EZ

    By Richard Anderson, September 21, 2010
    • 5 replies
    • 3.9k views
    • 
    • Bird
    • September 22, 2010

42. RGF Web Client workflow?

    By TPAnnie, September 15, 2010
    • 2 replies
    • 1.4k views
    • 
    • TPAnnie
    • September 21, 2010

43. 5500 Filing Error - Relius Gov Forms

    By austin3515, September 20, 2010
    • 14 replies
    • 3.4k views
    • 
    • Bird
    • September 21, 2010

44. Help with EFAST2 filing

    By Andy the Actuary, September 21, 2010
    • 0 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • September 21, 2010

45. Web Clients 10/12 cutoff for filing

    By HarleyBabe, September 20, 2010
    • 4 replies
    • 1.3k views
    • 
    • 12AX7
    • September 20, 2010

46. SB Signed Copy and EFAST2

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

47. 403b with no participants?

    By Guest Michael Scott, September 17, 2010
    • 1 reply
    • 1.1k views
    • 
    • Santo Gold
    • September 18, 2010

48. DFVC - quick question

    By Guest m.n.ouellette, September 17, 2010
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 17, 2010

49. 5500 extension

    By pmacduff, September 14, 2010
    • 0 replies
    • 1.6k views
    • 
    • pmacduff
    • September 14, 2010

50. 5500-EZ Line 8 for Individual 401(k)

    By Guest lzk, July 13, 2010
    • 6 replies
    • 5.2k views
    • 
    • Bird
    • September 14, 2010