Form 5500

3,272 topics in this forum

1. 412(i) Plans

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

2. 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

3. The IRS Never Ceases to Amaze

   By WDIK, August 2, 2010
   • 11 replies
   • 2.3k views
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   • mbozek
   • September 10, 2010

4. Schedule C- Attorneys Fees

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

5. Relius Web Client - Attachment error

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

6. Sch R for terminated Money Purchase plan

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

7. Participant Count

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

8. 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

9. A company has a new business name and EIN

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

10. EFAST2 Statuses

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

11. FAB 2009-02 clarification

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

12. 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

13. Short Plan Year

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

14. 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

15. 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

16. dol response for blanket extensions

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

17. Relius Web Client Emails

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

18. Change of accounting method

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

19. Relius WebClient

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

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

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

21. 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

22. 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

23. Master Trust

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

24. 5500-SF Part V, Line 10E Insurance Companies

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

25. 5500 timely filed for 2008 plan year on paper

    By DPL, July 19, 2010
    • 3 replies
    • 991 views
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    • DPL
    • July 19, 2010

26. 5500 Attachment Checklist

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

27. Never Filed Schedule A or D of 5500

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

28. Deliquent 403(b) Filings

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

29. One Participant Plan

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

30. 5500SF Line 13a

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

31. Missing 2007 Form 5500

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

32. Schedule H (I need a tie breaker)

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

33. Plan Characteristic Codes

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

34. Form 5500

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

35. 5500-EZ Line 8 for Individual 401(k)

    By Guest lzk, July 13, 2010
    • 6 replies
    • 3.9k views
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    • Bird
    • September 14, 2010

36. 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

37. form 8955-SSA

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

38. 5500-EZ (Cash or Accrual)

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

39. SB, What To File

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

40. EFAST2

    By 415 Limit, July 9, 2010
    • 2 replies
    • 1k views
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    • 415 Limit
    • July 9, 2010

41. Incorrect Plan Year End

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

42. EFAST2 filing status

    By pmacduff, July 8, 2010
    • 11 replies
    • 2.2k views
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    • Mike Preston
    • July 9, 2010

43. Group annuity contracts

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

44. Relius 2010 forms

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

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

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

46. How to Report Insurance Separate Account on Schedule R?

    By Übernerd, July 7, 2010
    • 2 replies
    • 1.2k views
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    • Übernerd
    • July 7, 2010

47. Form 5558

    By MBCarey, July 7, 2010
    • 4 replies
    • 1.3k views
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    • Bird
    • July 8, 2010

48. 866-GOEFAST No longer for EFAST 1 Paper Filings

    By Guest BenFolds, July 2, 2010
    • 1 reply
    • 996 views
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    • Guest
    • July 6, 2010

49. Filing delinquent Forms 5500

    By Guest Sieve, July 2, 2010
    • 6 replies
    • 1.6k views
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    • Andy the Actuary
    • July 2, 2010

50. One Person Plan - Problem with Filing!

    By Guest m.n.ouellette, July 2, 2010
    • 0 replies
    • 998 views
    • 
    • Guest
    • July 2, 2010