Form 5500

3,288 topics in this forum

1. EFAST2 Statuses

   By justbsur, July 28, 2010
   • 5 replies
   • 1.9k views
   • 
   • justbsur
   • July 29, 2010

2. A company has a new business name and EIN

   By katieinny, July 28, 2010
   • 0 replies
   • 1k views
   • 
   • katieinny
   • July 28, 2010

3. 403(b) plan with 125 participants, all of whom are exempt per FAB 2009-02

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

4. FAB 2009-02 clarification

   By Santo Gold, July 28, 2010
   • 0 replies
   • 1.2k views
   • 
   • Santo Gold
   • July 28, 2010

5. 5500SF Line 13a

   By Guest Julie Woulfe, July 14, 2010
   • 13 replies
   • 4.3k views
   • 
   • Guest
   • July 27, 2010

6. Short Plan Year

   By Guest Julie Woulfe, July 27, 2010
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • July 27, 2010

7. What Does "Edit" Mean?

   By Andy the Actuary, July 26, 2010
   • 4 replies
   • 2k views
   • 
   • Andy the Actuary
   • July 27, 2010

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

   By austin3515, July 26, 2010
   • 4 replies
   • 1.4k views
   • 
   • Andy the Actuary
   • July 26, 2010

9. Relius Web Client Emails

   By Guest xo85xo, July 26, 2010
   • 1 reply
   • 1.2k views
   • 
   • TPAMan
   • July 26, 2010

10. 3 Years of 5500's Filed Under Incorrect EIN

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

11. Change of accounting method

    By Guest Sieve, July 23, 2010
    • 2 replies
    • 3.5k views
    • 
    • Andy the Actuary
    • July 23, 2010

12. Plan Characteristic Codes

    By MBCarey, July 13, 2010
    • 4 replies
    • 2.5k views
    • 
    • D Lewis
    • July 23, 2010

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

    By hunter001, July 22, 2010
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • July 23, 2010

14. 5500 Attachment Checklist

    By Andy the Actuary, July 18, 2010
    • 2 replies
    • 2.5k views
    • 
    • Andy the Actuary
    • July 21, 2010

15. Master Trust

    By justbsur, July 21, 2010
    • 0 replies
    • 1.4k views
    • 
    • justbsur
    • July 21, 2010

16. Deliquent 403(b) Filings

    By bzorc, July 16, 2010
    • 7 replies
    • 2.5k views
    • 
    • bzorc
    • July 21, 2010

17. 5500 or 5500EZ

    By Guest sueczer, May 30, 2006
    • 11 replies
    • 5.6k views
    • 
    • Guest
    • July 21, 2010

18. 5500 timely filed for 2008 plan year on paper

    By DPL, July 19, 2010
    • 3 replies
    • 1.3k views
    • 
    • DPL
    • July 19, 2010

19. Okay, Now, Which Is It?

    By Andy the Actuary, July 12, 2010
    • 10 replies
    • 2.3k views
    • 
    • Guest
    • July 19, 2010

20. Never Filed Schedule A or D of 5500

    By ERISA13, July 16, 2010
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • July 16, 2010

21. Missing 2007 Form 5500

    By TBob, July 14, 2010
    • 12 replies
    • 2.1k views
    • 
    • TBob
    • July 15, 2010

22. One Participant Plan

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

23. Schedule H (I need a tie breaker)

    By Andy the Actuary, July 13, 2010
    • 4 replies
    • 1.3k views
    • 
    • pmacduff
    • July 14, 2010

24. SB, What To File

    By Andy the Actuary, July 11, 2010
    • 4 replies
    • 2.1k views
    • 
    • Mike Preston
    • July 13, 2010

25. Form 5500

    By Guest EPS2, July 13, 2010
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • July 13, 2010

26. form 8955-SSA

    By Tom Poje, July 12, 2010
    • 0 replies
    • 1.3k views
    • 
    • Tom Poje
    • July 12, 2010

27. 5500-EZ (Cash or Accrual)

    By Buffys Redrum, July 12, 2010
    • 1 reply
    • 2.1k views
    • 
    • Bird
    • July 12, 2010

28. EFAST2 filing status

    By pmacduff, July 8, 2010
    • 11 replies
    • 3.2k views
    • 
    • Mike Preston
    • July 9, 2010

29. EFAST2

    By 415 Limit, July 9, 2010
    • 2 replies
    • 1.2k views
    • 
    • 415 Limit
    • July 9, 2010

30. Incorrect Plan Year End

    By Dazednconfused, July 9, 2010
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • July 9, 2010

31. Entering the Schedule SB

    By Guest Mongee, July 1, 2010
    • 1 reply
    • 1.3k views
    • 
    • FAPInJax
    • July 8, 2010

32. Group annuity contracts

    By R. Butler, July 7, 2010
    • 4 replies
    • 2.8k views
    • 
    • david rigby
    • July 8, 2010

33. Form 5558

    By MBCarey, July 7, 2010
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • July 8, 2010

34. Relius 2010 forms

    By Guest JPIngold, July 7, 2010
    • 1 reply
    • 1.1k views
    • 
    • EBDI
    • July 7, 2010

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

    By David, July 7, 2010
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • July 7, 2010

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

    By Übernerd, July 7, 2010
    • 2 replies
    • 1.4k views
    • 
    • Übernerd
    • July 7, 2010

37. 866-GOEFAST No longer for EFAST 1 Paper Filings

    By Guest BenFolds, July 2, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 6, 2010

38. Filing delinquent Forms 5500

    By Guest Sieve, July 2, 2010
    • 6 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • July 2, 2010

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

    By Jim Chad, June 26, 2010
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • July 2, 2010

40. One Person Plan - Problem with Filing!

    By Guest m.n.ouellette, July 2, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 2, 2010

41. EFAST-2 and 5558 extension

    By chc93, July 1, 2010
    • 5 replies
    • 4.5k views
    • 
    • chc93
    • July 1, 2010

42. EFAST2 website

    By pmacduff, July 1, 2010
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 1, 2010

43. Form 5500 Final Return Error - web client

    By Guest Peggy S, June 30, 2010
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • June 30, 2010

44. Service provier signing on behalf of employer/sponsor

    By Moe Howard, June 18, 2010
    • 7 replies
    • 3.1k views
    • 
    • Tom Poje
    • June 29, 2010

45. Switch to 5500-EZ

    By 415 Limit, June 28, 2010
    • 0 replies
    • 1.2k views
    • 
    • 415 Limit
    • June 28, 2010

46. I don't like EFAST2

    By 12AX7, June 25, 2010
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • June 28, 2010

47. Relius Web Client submission error

    By Dinosaur, June 24, 2010
    • 8 replies
    • 3.3k views
    • 
    • K2retire
    • June 25, 2010

48. SOLO 401K TERMINATION

    By Guest xi9001, June 25, 2010
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • June 25, 2010

49. Schedule R of 2009 Form 5500

    By Guest Teddie, June 25, 2010
    • 0 replies
    • 5.8k views
    • 
    • Guest
    • June 25, 2010

50. 5500sf

    By Guest Peggy806, May 24, 2010
    • 14 replies
    • 3.6k views
    • 
    • Guest
    • June 24, 2010