Form 5500

3,283 topics in this forum

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

   By asteve46, August 31, 2010
   • 7 replies
   • 2.6k views
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   • BG5150
   • September 2, 2010

2. SF Asset vs SB Asset

   By retbenser, August 25, 2010
   • 2 replies
   • 1.1k views
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   • My 2 cents
   • September 2, 2010

3. Plan Characteristic Codes

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

4. Schedule I question 4k Bonding

   By PFranckowiak, August 19, 2010
   • 4 replies
   • 1.6k views
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   • austin3515
   • September 2, 2010

5. 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

6. Sch A info redemption fees reporting

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

7. Form 5558

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

8. Signing Form 5500-SF

   By DPSRich, June 23, 2010
   • 9 replies
   • 5.5k views
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   • Guest
   • August 27, 2010

9. Amending 2008 Form 5500

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

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

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

11. Relius Webclient - Attachment when no attachment

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

12. Relius Web Client - Processing Stopped

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

13. EFAST2

    By Guest Sieve, August 23, 2010
    • 6 replies
    • 1.5k views
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    • Andy the Actuary
    • August 23, 2010

14. 5500-SF (with loans from 2008)

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

15. Missing 2008 5500

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

16. Term plan number of participants

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

17. Schedule A question 11

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

18. 5500 Question 6a

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

19. Schedule SB

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

20. Form 5500 Requirement

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

21. 5500 - Schedule C reporting

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

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

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

23. Relius SB 5500 not printing

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

24. Amended Filing Needs Schedule P

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

25. failure to implement automatic deferral provision 5500

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

26. Schedule C Eligible Indirect Disclosures

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

27. Form 5500 vs Form 5500-SF

    By doombuggy, August 10, 2010
    • 1 reply
    • 1.9k views
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    • Tom Poje
    • August 10, 2010

28. 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

29. 2010 Schedule SB Line 11(d) column (b)

    By Guest Jcarolan, August 6, 2010
    • 1 reply
    • 1.4k views
    • 
    • My 2 cents
    • August 6, 2010

30. Amended SAR?

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

31. Plan assets over $100k

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

32. EFAST2 Credentials

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

33. Relius WebClient

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

34. IRS LETTER RE: 09 FILING

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

35. dol response for blanket extensions

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

36. 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

37. 412(i) Plans

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

38. Amended Form 5500 and accountant's opinion

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

39. 5500 for PY End 9-30-2009

    By ERISA13, June 24, 2010
    • 15 replies
    • 1.9k views
    • 
    • Bird
    • August 3, 2010

40. Schedule C- Attorneys Fees

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

41. Relius Web Client - Attachment error

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

42. Sch R for terminated Money Purchase plan

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

43. Participant Count

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

44. SAR required for final 5500SF filing?

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

45. EFAST2 Statuses

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

46. A company has a new business name and EIN

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

47. 403(b) plan with 125 participants, all of whom are exempt per FAB 2009-02

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

48. FAB 2009-02 clarification

    By Santo Gold, July 28, 2010
    • 0 replies
    • 1k views
    • 
    • Santo Gold
    • July 28, 2010

49. 5500SF Line 13a

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

50. Short Plan Year

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