Form 5500

3,281 topics in this forum

1. Plan Characteristic Codes

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

2. Schedule I question 4k Bonding

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

3. Question 4L on Schedule H

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

4. Sch A info redemption fees reporting

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

5. Form 5558

   By DPSRich, June 23, 2010
   • 8 replies
   • 3k views
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   • My 2 cents
   • August 30, 2010

6. Signing Form 5500-SF

   By DPSRich, June 23, 2010
   • 9 replies
   • 5.4k views
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   • Guest
   • August 27, 2010

7. Amending 2008 Form 5500

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

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

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

9. Relius Webclient - Attachment when no attachment

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

10. Relius Web Client - Processing Stopped

    By Guest JPIngold, June 15, 2010
    • 19 replies
    • 5.3k views
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    • Guest
    • August 24, 2010

11. EFAST2

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

12. 5500-SF (with loans from 2008)

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

13. Missing 2008 5500

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

14. Term plan number of participants

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

15. Schedule A question 11

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

16. 5500 Question 6a

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

17. Schedule SB

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

18. Form 5500 Requirement

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

19. 5500 - Schedule C reporting

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

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

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

21. Relius SB 5500 not printing

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

22. Amended Filing Needs Schedule P

    By Jean, August 5, 2010
    • 1 reply
    • 1.3k views
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    • JohnCheek
    • August 12, 2010

23. failure to implement automatic deferral provision 5500

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

24. Schedule C Eligible Indirect Disclosures

    By austin3515, August 10, 2010
    • 0 replies
    • 1k views
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    • austin3515
    • August 10, 2010

25. Form 5500 vs Form 5500-SF

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

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

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

27. 2010 Schedule SB Line 11(d) column (b)

    By Guest Jcarolan, August 6, 2010
    • 1 reply
    • 1.3k views
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    • My 2 cents
    • August 6, 2010

28. Amended SAR?

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

29. Plan assets over $100k

    By Guest taxmanrog, August 5, 2010
    • 1 reply
    • 1k views
    • 
    • Bird
    • August 6, 2010

30. EFAST2 Credentials

    By Guest MrsJones, August 5, 2010
    • 1 reply
    • 1.4k views
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    • Bill Presson
    • August 5, 2010

31. Relius WebClient

    By ACox, July 23, 2010
    • 5 replies
    • 2.6k views
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    • HarleyBabe
    • August 5, 2010

32. IRS LETTER RE: 09 FILING

    By HarleyBabe, August 5, 2010
    • 0 replies
    • 920 views
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    • HarleyBabe
    • August 5, 2010

33. dol response for blanket extensions

    By Tom Poje, July 26, 2010
    • 6 replies
    • 1.7k views
    • 
    • HarleyBabe
    • August 5, 2010

34. P-215 EFAST2 Warning Plan Termination

    By 401(k)guru, July 21, 2010
    • 4 replies
    • 5.1k views
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    • Guest
    • August 5, 2010

35. 412(i) Plans

    By davef, August 4, 2010
    • 0 replies
    • 945 views
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    • davef
    • August 4, 2010

36. Amended Form 5500 and accountant's opinion

    By Guest PiggyBank, August 3, 2010
    • 0 replies
    • 1.6k views
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    • Guest
    • August 3, 2010

37. 5500 for PY End 9-30-2009

    By ERISA13, June 24, 2010
    • 15 replies
    • 1.8k views
    • 
    • Bird
    • August 3, 2010

38. Schedule C- Attorneys Fees

    By Randy Watson, July 30, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 2, 2010

39. Relius Web Client - Attachment error

    By Spencer, July 30, 2010
    • 1 reply
    • 1.3k views
    • 
    • Spencer
    • August 2, 2010

40. Sch R for terminated Money Purchase plan

    By chc93, July 30, 2010
    • 0 replies
    • 834 views
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    • chc93
    • July 30, 2010

41. Participant Count

    By Madison71, July 29, 2010
    • 3 replies
    • 1.5k views
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    • Madison71
    • July 29, 2010

42. SAR required for final 5500SF filing?

    By Cathy from Chicago, July 29, 2010
    • 1 reply
    • 1.8k views
    • 
    • Andy the Actuary
    • July 29, 2010

43. EFAST2 Statuses

    By justbsur, July 28, 2010
    • 5 replies
    • 1.5k views
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    • justbsur
    • July 29, 2010

44. A company has a new business name and EIN

    By katieinny, July 28, 2010
    • 0 replies
    • 882 views
    • 
    • katieinny
    • July 28, 2010

45. 403(b) plan with 125 participants, all of whom are exempt per FAB 2009-02

    By Santo Gold, July 28, 2010
    • 1 reply
    • 900 views
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    • SheilaD
    • July 28, 2010

46. FAB 2009-02 clarification

    By Santo Gold, July 28, 2010
    • 0 replies
    • 991 views
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    • Santo Gold
    • July 28, 2010

47. 5500SF Line 13a

    By Guest Julie Woulfe, July 14, 2010
    • 13 replies
    • 3.9k views
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    • Guest
    • July 27, 2010

48. Short Plan Year

    By Guest Julie Woulfe, July 27, 2010
    • 0 replies
    • 933 views
    • 
    • Guest
    • July 27, 2010

49. What Does "Edit" Mean?

    By Andy the Actuary, July 26, 2010
    • 4 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • July 27, 2010

50. How Sensistive are the validation checks on the name?

    By austin3515, July 26, 2010
    • 4 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • July 26, 2010