Form 5500

3,272 topics in this forum

1. Relius Web Client - Processing Stopped

   By Guest JPIngold, June 15, 2010
   • 19 replies
   • 5.2k views
   • 
   • Guest
   • August 24, 2010

2. EFAST2

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

3. 5500-SF (with loans from 2008)

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

4. Missing 2008 5500

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

5. Term plan number of participants

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

6. Schedule A question 11

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

7. 5500 Question 6a

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

8. Schedule SB

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

9. Form 5500 Requirement

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

10. 5500 - Schedule C reporting

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

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

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

12. Relius SB 5500 not printing

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

13. Amended Filing Needs Schedule P

    By Jean, August 5, 2010
    • 1 reply
    • 1.1k views
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    • JohnCheek
    • August 12, 2010

14. 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

15. Schedule C Eligible Indirect Disclosures

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

16. 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

17. 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

18. 2010 Schedule SB Line 11(d) column (b)

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

19. Amended SAR?

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

20. Plan assets over $100k

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

21. EFAST2 Credentials

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

22. Relius WebClient

    By ACox, July 23, 2010
    • 5 replies
    • 2.5k views
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    • HarleyBabe
    • August 5, 2010

23. IRS LETTER RE: 09 FILING

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

24. dol response for blanket extensions

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

25. 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

26. 412(i) Plans

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

27. 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

28. 5500 for PY End 9-30-2009

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

29. Schedule C- Attorneys Fees

    By Randy Watson, July 30, 2010
    • 2 replies
    • 1.1k views
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    • Guest
    • August 2, 2010

30. Relius Web Client - Attachment error

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

31. Sch R for terminated Money Purchase plan

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

32. Participant Count

    By Madison71, July 29, 2010
    • 3 replies
    • 1.4k views
    • 
    • Madison71
    • July 29, 2010

33. SAR required for final 5500SF filing?

    By Cathy from Chicago, July 29, 2010
    • 1 reply
    • 1.7k views
    • 
    • Andy the Actuary
    • July 29, 2010

34. EFAST2 Statuses

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

35. A company has a new business name and EIN

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

36. 403(b) plan with 125 participants, all of whom are exempt per FAB 2009-02

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

37. FAB 2009-02 clarification

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

38. 5500SF Line 13a

    By Guest Julie Woulfe, July 14, 2010
    • 13 replies
    • 3.8k views
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    • Guest
    • July 27, 2010

39. Short Plan Year

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

40. What Does "Edit" Mean?

    By Andy the Actuary, July 26, 2010
    • 4 replies
    • 1.4k views
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    • Andy the Actuary
    • July 27, 2010

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

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

42. Relius Web Client Emails

    By Guest xo85xo, July 26, 2010
    • 1 reply
    • 1k views
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    • TPAMan
    • July 26, 2010

43. 3 Years of 5500's Filed Under Incorrect EIN

    By 415 Limit, July 21, 2010
    • 2 replies
    • 1.8k views
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    • 415 Limit
    • July 24, 2010

44. Change of accounting method

    By Guest Sieve, July 23, 2010
    • 2 replies
    • 3.2k views
    • 
    • Andy the Actuary
    • July 23, 2010

45. Plan Characteristic Codes

    By MBCarey, July 13, 2010
    • 4 replies
    • 2.2k views
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    • D Lewis
    • July 23, 2010

46. SF Line 10a or Sched I Line 4l

    By hunter001, July 22, 2010
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • July 23, 2010

47. 5500 Attachment Checklist

    By Andy the Actuary, July 18, 2010
    • 2 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • July 21, 2010

48. Master Trust

    By justbsur, July 21, 2010
    • 0 replies
    • 1.2k views
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    • justbsur
    • July 21, 2010

49. Deliquent 403(b) Filings

    By bzorc, July 16, 2010
    • 7 replies
    • 2.1k views
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    • bzorc
    • July 21, 2010

50. 5500 or 5500EZ

    By Guest sueczer, May 30, 2006
    • 11 replies
    • 5.1k views
    • 
    • Guest
    • July 21, 2010