Form 5500

3,281 topics in this forum

1. EFAST2 filing status

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

2. Group annuity contracts

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

3. Relius 2010 forms

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

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

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

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

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

6. Form 5558

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

7. 866-GOEFAST No longer for EFAST 1 Paper Filings

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

8. Filing delinquent Forms 5500

   By Guest Sieve, July 2, 2010
   • 6 replies
   • 1.7k views
   • 
   • Andy the Actuary
   • July 2, 2010

9. One Person Plan - Problem with Filing!

   By Guest m.n.ouellette, July 2, 2010
   • 0 replies
   • 1k views
   • 
   • Guest
   • July 2, 2010

10. EFAST2 website

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

11. Entering the Schedule SB

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

12. EFAST-2 and 5558 extension

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

13. Form 5500 Final Return Error - web client

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

14. Switch to 5500-EZ

    By 415 Limit, June 28, 2010
    • 0 replies
    • 1k views
    • 
    • 415 Limit
    • June 28, 2010

15. 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

16. I don't like EFAST2

    By 12AX7, June 25, 2010
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • June 28, 2010

17. Schedule R of 2009 Form 5500

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

18. SOLO 401K TERMINATION

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

19. Relius Web Client submission error

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

20. 5500 for PY End 9-30-2009

    By ERISA13, June 24, 2010
    • 15 replies
    • 1.8k views
    • 
    • Bird
    • August 3, 2010

21. Signing Form 5500-SF

    By DPSRich, June 23, 2010
    • 9 replies
    • 5.3k views
    • 
    • Guest
    • August 27, 2010

22. Form 5558

    By DPSRich, June 23, 2010
    • 8 replies
    • 2.9k views
    • 
    • My 2 cents
    • August 30, 2010

23. Signing the Form 5500

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

24. SAR for plan with only a few participants

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

25. 2010 Form 5500-EZ (final/short)

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

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

    By NQS, June 20, 2010
    • 3 replies
    • 3.7k views
    • 
    • Bird
    • June 22, 2010

27. 5500 Schedule C for Health Plans

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

28. Service provier signing on behalf of employer/sponsor

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

29. 5500-SF Line 8F

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

30. Delinquent Form 5500-EZ's

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

31. Relius WebClient

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

32. Form 5500-EZ

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

33. 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

34. Relius Web Client - Processing Stopped

    By Guest JPIngold, June 15, 2010
    • 19 replies
    • 5.2k views
    • 
    • Guest
    • August 24, 2010

35. Schedule C

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

36. Schedule C - loan fees deducted from participant check

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

37. E Fast 2 verification

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

38. Form 5500 SF

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

39. Relius Web Client Potential Issue

    By Guest AHS527, June 9, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 9, 2010

40. Form 5500-SF - One Participant Plan

    By Guest JJWADE, June 9, 2010
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • September 7, 2010

41. 2009 Form 5500-SF

    By msmith, June 9, 2010
    • 2 replies
    • 1.3k views
    • 
    • BeanCounterBlues
    • June 14, 2010

42. 5 years of 5500s filed under wrong EIN

    By Spencer, June 8, 2010
    • 1 reply
    • 1.9k views
    • 
    • WDIK
    • June 8, 2010

43. Quarterly Contribution Silliness

    By Andy the Actuary, June 8, 2010
    • 0 replies
    • 979 views
    • 
    • Andy the Actuary
    • June 8, 2010

44. Form 5500SF Signature

    By MBCarey, June 7, 2010
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • June 8, 2010

45. 412(e) Plans

    By jkdoll2, June 4, 2010
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 9, 2010

46. Form 5500SF and Plan holding DFE

    By Guest Ian Paige, June 3, 2010
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 3, 2010

47. Benefits Payments / Loan Defaults

    By Alex Daisy, June 3, 2010
    • 1 reply
    • 1k views
    • 
    • rcline46
    • June 3, 2010

48. 403(b) Plan -using 404(c)

    By Guest Catherine M. Peery, June 2, 2010
    • 1 reply
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • June 3, 2010

49. Efiling

    By Guest AHS527, June 1, 2010
    • 8 replies
    • 1.7k views
    • 
    • Tom Poje
    • June 3, 2010

50. What's an Acknowledgment Plan Number number?

    By 12AX7, May 29, 2010
    • 2 replies
    • 4.8k views
    • 
    • 12AX7
    • June 1, 2010