Form 5500

3,272 topics in this forum

1. 5500 timely filed for 2008 plan year on paper

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

2. Okay, Now, Which Is It?

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

3. Never Filed Schedule A or D of 5500

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

4. Missing 2007 Form 5500

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

5. One Participant Plan

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

6. Schedule H (I need a tie breaker)

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

7. SB, What To File

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

8. Form 5500

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

9. form 8955-SSA

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

10. 5500-EZ (Cash or Accrual)

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

11. EFAST2 filing status

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

12. EFAST2

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

13. Incorrect Plan Year End

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

14. Entering the Schedule SB

    By Guest Mongee, July 1, 2010
    • 1 reply
    • 988 views
    • 
    • FAPInJax
    • July 8, 2010

15. Group annuity contracts

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

16. Form 5558

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

17. Relius 2010 forms

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

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

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

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

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

20. 866-GOEFAST No longer for EFAST 1 Paper Filings

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

21. Filing delinquent Forms 5500

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

22. What will happen if I don't file this year?

    By Jim Chad, June 26, 2010
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • July 2, 2010

23. One Person Plan - Problem with Filing!

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

24. EFAST-2 and 5558 extension

    By chc93, July 1, 2010
    • 5 replies
    • 3.9k views
    • 
    • chc93
    • July 1, 2010

25. EFAST2 website

    By pmacduff, July 1, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • July 1, 2010

26. Form 5500 Final Return Error - web client

    By Guest Peggy S, June 30, 2010
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • June 30, 2010

27. Service provier signing on behalf of employer/sponsor

    By Moe Howard, June 18, 2010
    • 7 replies
    • 2.7k views
    • 
    • Tom Poje
    • June 29, 2010

28. Switch to 5500-EZ

    By 415 Limit, June 28, 2010
    • 0 replies
    • 983 views
    • 
    • 415 Limit
    • June 28, 2010

29. I don't like EFAST2

    By 12AX7, June 25, 2010
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • June 28, 2010

30. Relius Web Client submission error

    By Dinosaur, June 24, 2010
    • 8 replies
    • 3k views
    • 
    • K2retire
    • June 25, 2010

31. SOLO 401K TERMINATION

    By Guest xi9001, June 25, 2010
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • June 25, 2010

32. Schedule R of 2009 Form 5500

    By Guest Teddie, June 25, 2010
    • 0 replies
    • 5.7k views
    • 
    • Guest
    • June 25, 2010

33. 5500sf

    By Guest Peggy806, May 24, 2010
    • 14 replies
    • 2.8k views
    • 
    • Guest
    • June 24, 2010

34. Signing the Form 5500

    By TPA Bob, June 22, 2010
    • 3 replies
    • 1.8k views
    • 
    • TPA Bob
    • June 23, 2010

35. 8955-SSA

    By Guest TQA, March 2, 2010
    • 4 replies
    • 3.9k views
    • 
    • Bird
    • June 23, 2010

36. SAR for plan with only a few participants

    By Guest JPIngold, June 22, 2010
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • June 22, 2010

37. Plan Characteristics/Features-Line 8a of Form 5500

    By NQS, June 20, 2010
    • 3 replies
    • 3.6k views
    • 
    • Bird
    • June 22, 2010

38. 5500-SF Line 8F

    By Guest toddsander, June 18, 2010
    • 2 replies
    • 3.2k views
    • 
    • Bird
    • June 22, 2010

39. 2010 Form 5500-EZ (final/short)

    By abanky, June 21, 2010
    • 2 replies
    • 3.8k views
    • 
    • abanky
    • June 22, 2010

40. 5500 Schedule C for Health Plans

    By Guest Quicksilver, June 18, 2010
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 18, 2010

41. TPA Firm Obtaining Signer Credentials on Behalf of the Plan

    By Guest richardmurray, June 16, 2010
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • June 18, 2010

42. Delinquent Form 5500-EZ's

    By 415 Limit, June 17, 2010
    • 1 reply
    • 1.5k views
    • 
    • Andy the Actuary
    • June 17, 2010

43. Form 5500-EZ

    By SMB, June 16, 2010
    • 5 replies
    • 1.4k views
    • 
    • 12AX7
    • June 17, 2010

44. Relius WebClient

    By Guest Jennyb473, June 17, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 17, 2010

45. Relius WebClient

    By Leopurrd, May 28, 2010
    • 11 replies
    • 2.2k views
    • 
    • Guest
    • June 14, 2010

46. 2009 Form 5500-SF

    By msmith, June 9, 2010
    • 2 replies
    • 1.2k views
    • 
    • BeanCounterBlues
    • June 14, 2010

47. Schedule C

    By blue, June 12, 2010
    • 0 replies
    • 937 views
    • 
    • blue
    • June 12, 2010

48. Schedule C - loan fees deducted from participant check

    By Guest TWoodward, June 11, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 11, 2010

49. E Fast 2 verification

    By Tom Poje, June 10, 2010
    • 1 reply
    • 1.4k views
    • 
    • GMK
    • June 10, 2010

50. Form 5500 SF

    By Guest Jstriley, June 9, 2010
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • June 10, 2010