Form 5500

3,277 topics in this forum

1. Final Form 5500

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

2. Final Form 5500 - participant count?

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

3. non-eligible plan asset of no value

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

4. Late 5500 filing

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

5. Schedule C

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

6. 80-120 Rule

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

7. ft william

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

8. Ques on Schedule I

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

9. forgot to check the Box for 5558

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

10. 403b Form 5500

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

11. Form 5500 EZ to 5500 - SF

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

12. Relius Web Client

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

13. Switching from Form 5500 to 5500EZ

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

14. Help with EFAST2 filing

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

15. Web Clients 10/12 cutoff for filing

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

16. 5500 Filing Error - Relius Gov Forms

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

17. SB Signed Copy and EFAST2

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

18. 403b with no participants?

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

19. DFVC - quick question

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

20. RGF Web Client workflow?

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

21. 5500 extension

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

22. Schedule C for law firms

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

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

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

24. Actual Return on Plan Assets

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

25. Plan Characteristic Codes

    By doombuggy, September 2, 2010
    • 1 reply
    • 2.4k views
    • 
    • TPAMan
    • September 2, 2010

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

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

27. Sch A info redemption fees reporting

    By pmacduff, August 31, 2010
    • 1 reply
    • 909 views
    • 
    • Belgarath
    • August 31, 2010

28. Question 4L on Schedule H

    By justatester, August 31, 2010
    • 1 reply
    • 1.7k views
    • 
    • My 2 cents
    • September 1, 2010

29. Amending 2008 Form 5500

    By Guest MbCarey, August 26, 2010
    • 1 reply
    • 1.2k views
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    • austin3515
    • August 26, 2010

30. Short Plan Year and $5000 Sched C Limit-Prorata?

    By dmwe, August 25, 2010
    • 1 reply
    • 920 views
    • 
    • My 2 cents
    • August 26, 2010

31. SF Asset vs SB Asset

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

32. Relius Webclient - Attachment when no attachment

    By TPA Bob, August 25, 2010
    • 1 reply
    • 932 views
    • 
    • Guest
    • August 25, 2010

33. EFAST2

    By Guest Sieve, August 23, 2010
    • 6 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • August 23, 2010

34. 5500-SF (with loans from 2008)

    By PainPA, August 19, 2010
    • 3 replies
    • 1.1k views
    • 
    • PainPA
    • August 19, 2010

35. Missing 2008 5500

    By Guest TomV, August 19, 2010
    • 3 replies
    • 1k views
    • 
    • PainPA
    • August 19, 2010

36. Schedule I question 4k Bonding

    By PFranckowiak, August 19, 2010
    • 4 replies
    • 1.5k views
    • 
    • austin3515
    • September 2, 2010

37. Schedule A question 11

    By Guest Georgia1, August 18, 2010
    • 0 replies
    • 820 views
    • 
    • Guest
    • August 18, 2010

38. Term plan number of participants

    By Guest Georgia1, August 18, 2010
    • 2 replies
    • 817 views
    • 
    • WDIK
    • August 19, 2010

39. 5500 Question 6a

    By CJS07, August 17, 2010
    • 2 replies
    • 1.2k views
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    • austin3515
    • August 17, 2010

40. Schedule SB

    By Guest Doogie61, August 16, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 16, 2010

41. Form 5500 Requirement

    By Guest MbCarey, August 16, 2010
    • 4 replies
    • 1.2k views
    • 
    • MBCarey
    • August 16, 2010

42. Schedule C - broker/dealer and Reg Inv Advisor

    By Anonymoose, August 12, 2010
    • 0 replies
    • 976 views
    • 
    • Anonymoose
    • August 12, 2010

43. 5500 - Schedule C reporting

    By Alex Daisy, August 12, 2010
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • August 13, 2010

44. Relius SB 5500 not printing

    By pgold, August 12, 2010
    • 0 replies
    • 858 views
    • 
    • pgold
    • August 12, 2010

45. failure to implement automatic deferral provision 5500

    By R. Butler, August 11, 2010
    • 2 replies
    • 1.1k views
    • 
    • R. Butler
    • August 11, 2010

46. ASPPA ASAP re PTINS for 5500 "preparers"

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

47. Schedule C Eligible Indirect Disclosures

    By austin3515, August 10, 2010
    • 0 replies
    • 986 views
    • 
    • austin3515
    • August 10, 2010

48. Form 5500 vs Form 5500-SF

    By doombuggy, August 10, 2010
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • August 10, 2010

49. Schedule H in 2008, what is required in 2009

    By cpc0506, August 9, 2010
    • 5 replies
    • 1.2k views
    • 
    • cpc0506
    • August 10, 2010

50. Amended SAR?

    By Guest Pennysaver, August 6, 2010
    • 1 reply
    • 3k views
    • 
    • BG5150
    • August 6, 2010