Form 5500

3,277 topics in this forum

1. 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

2. EFAST2 Credentials

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

3. IRS LETTER RE: 09 FILING

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

4. Plan assets over $100k

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

5. Amended Filing Needs Schedule P

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

6. 412(i) Plans

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

7. 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

8. The IRS Never Ceases to Amaze

   By WDIK, August 2, 2010
   • 11 replies
   • 2.4k views
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   • mbozek
   • September 10, 2010

9. Schedule C- Attorneys Fees

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

10. Relius Web Client - Attachment error

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

11. Sch R for terminated Money Purchase plan

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

12. Participant Count

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

13. SAR required for final 5500SF filing?

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

14. A company has a new business name and EIN

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

15. EFAST2 Statuses

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

16. FAB 2009-02 clarification

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

17. 403(b) plan with 125 participants, all of whom are exempt per FAB 2009-02

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

18. Short Plan Year

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

19. What Does "Edit" Mean?

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

20. 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

21. dol response for blanket extensions

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

22. Relius Web Client Emails

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

23. Change of accounting method

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

24. Relius WebClient

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

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

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

26. 3 Years of 5500's Filed Under Incorrect EIN

    By 415 Limit, July 21, 2010
    • 2 replies
    • 1.9k views
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    • 415 Limit
    • July 24, 2010

27. P-215 EFAST2 Warning Plan Termination

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

28. Master Trust

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

29. 5500-SF Part V, Line 10E Insurance Companies

    By Guest toddsander, July 19, 2010
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • July 21, 2011

30. 5500 timely filed for 2008 plan year on paper

    By DPL, July 19, 2010
    • 3 replies
    • 1k views
    • 
    • DPL
    • July 19, 2010

31. 5500 Attachment Checklist

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

32. Never Filed Schedule A or D of 5500

    By ERISA13, July 16, 2010
    • 1 reply
    • 867 views
    • 
    • Andy the Actuary
    • July 16, 2010

33. Deliquent 403(b) Filings

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

34. One Participant Plan

    By Guest kmvr, July 14, 2010
    • 0 replies
    • 819 views
    • 
    • Guest
    • July 14, 2010

35. 5500SF Line 13a

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

36. Missing 2007 Form 5500

    By TBob, July 14, 2010
    • 12 replies
    • 1.6k views
    • 
    • TBob
    • July 15, 2010

37. Schedule H (I need a tie breaker)

    By Andy the Actuary, July 13, 2010
    • 4 replies
    • 1.1k views
    • 
    • pmacduff
    • July 14, 2010

38. Plan Characteristic Codes

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

39. Form 5500

    By Guest EPS2, July 13, 2010
    • 2 replies
    • 1.2k views
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    • Tom Poje
    • July 13, 2010

40. 5500-EZ Line 8 for Individual 401(k)

    By Guest lzk, July 13, 2010
    • 6 replies
    • 4k views
    • 
    • Bird
    • September 14, 2010

41. Okay, Now, Which Is It?

    By Andy the Actuary, July 12, 2010
    • 10 replies
    • 1.9k views
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    • Guest
    • July 19, 2010

42. form 8955-SSA

    By Tom Poje, July 12, 2010
    • 0 replies
    • 1.1k views
    • 
    • Tom Poje
    • July 12, 2010

43. 5500-EZ (Cash or Accrual)

    By Buffys Redrum, July 12, 2010
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • July 12, 2010

44. SB, What To File

    By Andy the Actuary, July 11, 2010
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • July 13, 2010

45. EFAST2

    By 415 Limit, July 9, 2010
    • 2 replies
    • 1.1k views
    • 
    • 415 Limit
    • July 9, 2010

46. Incorrect Plan Year End

    By Dazednconfused, July 9, 2010
    • 1 reply
    • 1k views
    • 
    • Belgarath
    • July 9, 2010

47. EFAST2 filing status

    By pmacduff, July 8, 2010
    • 11 replies
    • 2.3k views
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    • Mike Preston
    • July 9, 2010

48. Group annuity contracts

    By R. Butler, July 7, 2010
    • 4 replies
    • 2.4k views
    • 
    • david rigby
    • July 8, 2010

49. Relius 2010 forms

    By Guest JPIngold, July 7, 2010
    • 1 reply
    • 984 views
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    • EBDI
    • July 7, 2010

50. EFAST or Mail - 2007 & 2008 Amended 5500's

    By David, July 7, 2010
    • 1 reply
    • 978 views
    • 
    • Belgarath
    • July 7, 2010