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Form 5500

3,284 topics in this forum

  1. Short Plan Year

    By Guest Julie Woulfe,
    • 0 replies
    • 953 views
    • Guest
    • Guest

  2. What Does "Edit" Mean?

    By Andy the Actuary,
    • 4 replies
    • 1.6k views

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

    By austin3515,
    • 4 replies
    • 1.1k views

  4. Relius Web Client Emails

    By Guest xo85xo,
    • 1 reply
    • 1.1k views

  5. 3 Years of 5500's Filed Under Incorrect EIN

    By 415 Limit,
    • 2 replies
    • 1.9k views

  6. Change of accounting method

    By Guest Sieve,
    • 2 replies
    • 3.3k views

  7. Plan Characteristic Codes

    By MBCarey,
    • 4 replies
    • 2.3k views

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

    By hunter001,
    • 1 reply
    • 1.4k views

  9. 5500 Attachment Checklist

    By Andy the Actuary,
    • 2 replies
    • 2.2k views

  10. Master Trust

    By justbsur,
    • 0 replies
    • 1.2k views

  11. Deliquent 403(b) Filings

    By bzorc,
    • 7 replies
    • 2.1k views

  12. 5500 or 5500EZ

    By Guest sueczer,
    • 11 replies
    • 5.2k views
    • Guest
    • Guest

  13. 5500 timely filed for 2008 plan year on paper

    By DPL,
    • 3 replies
    • 1.1k views

  14. Okay, Now, Which Is It?

    By Andy the Actuary,
    • 10 replies
    • 1.9k views
    • Guest
    • Guest

  15. Never Filed Schedule A or D of 5500

    By ERISA13,
    • 1 reply
    • 904 views

  16. Missing 2007 Form 5500

    By TBob,
    • 12 replies
    • 1.7k views

  17. One Participant Plan

    By Guest kmvr,
    • 0 replies
    • 846 views
    • Guest
    • Guest

  18. Schedule H (I need a tie breaker)

    By Andy the Actuary,
    • 4 replies
    • 1.2k views

  19. SB, What To File

    By Andy the Actuary,
    • 4 replies
    • 1.9k views

  20. Form 5500

    By Guest EPS2,
    • 2 replies
    • 1.3k views

  21. form 8955-SSA

    By Tom Poje,
    • 0 replies
    • 1.2k views

  22. 5500-EZ (Cash or Accrual)

    By Buffys Redrum,
    • 1 reply
    • 1.8k views

  23. EFAST2 filing status

    By pmacduff,
    • 11 replies
    • 2.5k views

  24. EFAST2

    By 415 Limit,
    • 2 replies
    • 1.1k views

  25. Incorrect Plan Year End

    By Dazednconfused,
    • 1 reply
    • 1.1k views

  26. Entering the Schedule SB

    By Guest Mongee,
    • 1 reply
    • 1k views

  27. Group annuity contracts

    By R. Butler,
    • 4 replies
    • 2.5k views

  28. Form 5558

    By MBCarey,
    • 4 replies
    • 1.3k views

  29. Relius 2010 forms

    By Guest JPIngold,
    • 1 reply
    • 1k views

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

    By David,
    • 1 reply
    • 1k views

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

    By Übernerd,
    • 2 replies
    • 1.3k views

  32. 866-GOEFAST No longer for EFAST 1 Paper Filings

    By Guest BenFolds,
    • 1 reply
    • 1k views
    • Guest
    • Guest

  33. Filing delinquent Forms 5500

    By Guest Sieve,
    • 6 replies
    • 1.7k views

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

    By Jim Chad,
    • 4 replies
    • 1.4k views
    • Guest
    • Guest

  35. One Person Plan - Problem with Filing!

    By Guest m.n.ouellette,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  36. EFAST-2 and 5558 extension

    By chc93,
    • 5 replies
    • 4k views

  37. EFAST2 website

    By pmacduff,
    • 3 replies
    • 1.3k views
    • Guest
    • Guest

  38. Form 5500 Final Return Error - web client

    By Guest Peggy S,
    • 0 replies
    • 2.5k views
    • Guest
    • Guest

  39. Service provier signing on behalf of employer/sponsor

    By Moe Howard,
    • 7 replies
    • 2.9k views

  40. Switch to 5500-EZ

    By 415 Limit,
    • 0 replies
    • 1k views

  41. I don't like EFAST2

    By 12AX7,
    • 1 reply
    • 1.1k views

  42. Relius Web Client submission error

    By Dinosaur,
    • 8 replies
    • 3.1k views

  43. SOLO 401K TERMINATION

    By Guest xi9001,
    • 1 reply
    • 1.5k views

  44. Schedule R of 2009 Form 5500

    By Guest Teddie,
    • 0 replies
    • 5.7k views
    • Guest
    • Guest

  45. 5500sf

    By Guest Peggy806,
    • 14 replies
    • 3k views
    • Guest
    • Guest

  46. Signing the Form 5500

    By TPA Bob,
    • 3 replies
    • 1.9k views

  47. 8955-SSA

    By Guest TQA,
    • 4 replies
    • 4k views

  48. SAR for plan with only a few participants

    By Guest JPIngold,
    • 6 replies
    • 1.4k views

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

    By NQS,
    • 3 replies
    • 3.9k views

  50. 5500-SF Line 8F

    By Guest toddsander,
    • 2 replies
    • 3.3k views
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