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Form 5500

3,286 topics in this forum

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

    By Peter Gulia,
    • 8 replies
    • 2.4k views
    • RCK
    • RCK

  2. Form 5500-SF - One Participant Plan

    By Guest JJWADE,
    • 3 replies
    • 2.1k views

  3. Actual Return on Plan Assets

    By Andy the Actuary,
    • 1 reply
    • 1.1k views

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

    By asteve46,
    • 7 replies
    • 2.6k views

  5. SF Asset vs SB Asset

    By retbenser,
    • 2 replies
    • 1.1k views

  6. Plan Characteristic Codes

    By doombuggy,
    • 1 reply
    • 2.5k views

  7. Schedule I question 4k Bonding

    By PFranckowiak,
    • 4 replies
    • 1.6k views

  8. Question 4L on Schedule H

    By justatester,
    • 1 reply
    • 1.8k views

  9. Sch A info redemption fees reporting

    By pmacduff,
    • 1 reply
    • 950 views

  10. Form 5558

    By DPSRich,
    • 8 replies
    • 3k views

  11. Signing Form 5500-SF

    By DPSRich,
    • 9 replies
    • 5.6k views
    • Guest
    • Guest

  12. Amending 2008 Form 5500

    By Guest MbCarey,
    • 1 reply
    • 1.2k views

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

    By dmwe,
    • 1 reply
    • 965 views

  14. Relius Webclient - Attachment when no attachment

    By TPA Bob,
    • 1 reply
    • 975 views
    • Guest
    • Guest

  15. Relius Web Client - Processing Stopped

    By Guest JPIngold,
    • 19 replies
    • 5.5k views
    • Guest
    • Guest

  16. EFAST2

    By Guest Sieve,
    • 6 replies
    • 1.5k views

  17. 5500-SF (with loans from 2008)

    By PainPA,
    • 3 replies
    • 1.1k views

  18. Missing 2008 5500

    By Guest TomV,
    • 3 replies
    • 1.1k views

  19. Term plan number of participants

    By Guest Georgia1,
    • 2 replies
    • 868 views

  20. Schedule A question 11

    By Guest Georgia1,
    • 0 replies
    • 851 views
    • Guest
    • Guest

  21. 5500 Question 6a

    By CJS07,
    • 2 replies
    • 1.3k views

  22. Schedule SB

    By Guest Doogie61,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  23. Form 5500 Requirement

    By Guest MbCarey,
    • 4 replies
    • 1.2k views

  24. 5500 - Schedule C reporting

    By Alex Daisy,
    • 2 replies
    • 1.4k views

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

    By Anonymoose,
    • 0 replies
    • 1k views

  26. Relius SB 5500 not printing

    By pgold,
    • 0 replies
    • 896 views

  27. Amended Filing Needs Schedule P

    By Jean,
    • 1 reply
    • 1.3k views

  28. failure to implement automatic deferral provision 5500

    By R. Butler,
    • 2 replies
    • 1.2k views

  29. Schedule C Eligible Indirect Disclosures

    By austin3515,
    • 0 replies
    • 1k views

  30. Form 5500 vs Form 5500-SF

    By doombuggy,
    • 1 reply
    • 1.9k views

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

    By cpc0506,
    • 5 replies
    • 1.3k views

  32. 2010 Schedule SB Line 11(d) column (b)

    By Guest Jcarolan,
    • 1 reply
    • 1.4k views

  33. Amended SAR?

    By Guest Pennysaver,
    • 1 reply
    • 3k views

  34. Plan assets over $100k

    By Guest taxmanrog,
    • 1 reply
    • 1k views

  35. EFAST2 Credentials

    By Guest MrsJones,
    • 1 reply
    • 1.4k views

  36. Relius WebClient

    By ACox,
    • 5 replies
    • 2.7k views

  37. IRS LETTER RE: 09 FILING

    By HarleyBabe,
    • 0 replies
    • 945 views

  38. dol response for blanket extensions

    By Tom Poje,
    • 6 replies
    • 1.8k views

  39. P-215 EFAST2 Warning Plan Termination

    By 401(k)guru,
    • 4 replies
    • 5.2k views
    • Guest
    • Guest

  40. 412(i) Plans

    By davef,
    • 0 replies
    • 985 views

  41. Amended Form 5500 and accountant's opinion

    By Guest PiggyBank,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  42. 5500 for PY End 9-30-2009

    By ERISA13,
    • 15 replies
    • 1.9k views

  43. Schedule C- Attorneys Fees

    By Randy Watson,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  44. Relius Web Client - Attachment error

    By Spencer,
    • 1 reply
    • 1.3k views

  45. Sch R for terminated Money Purchase plan

    By chc93,
    • 0 replies
    • 866 views

  46. Participant Count

    By Madison71,
    • 3 replies
    • 1.5k views

  47. SAR required for final 5500SF filing?

    By Cathy from Chicago,
    • 1 reply
    • 1.8k views

  48. EFAST2 Statuses

    By justbsur,
    • 5 replies
    • 1.6k views

  49. A company has a new business name and EIN

    By katieinny,
    • 0 replies
    • 907 views

  50. 403(b) plan with 125 participants, all of whom are exempt per FAB 2009-02

    By Santo Gold,
    • 1 reply
    • 931 views
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