Form 5500

3,277 topics in this forum

1. Form 8955-SSA

   By CLE401kGuy, October 28, 2011
   • 1 reply
   • 994 views
   • 
   • shERPA
   • October 28, 2011

2. Form 8955-SSA

   By DPSRich, June 20, 2011
   • 13 replies
   • 3.8k views
   • 
   • DMcGovern
   • June 21, 2011

3. Form 8955-SSA

   By nancy, December 22, 2020   

   • 8955-ssa
   • 1 reply
   • 728 views
   • 
   • mming
   • December 22, 2020

4. form 8955-SSA

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

5. Form 8955-SSA

   By MarZDoates, December 10, 2013
   • 3 replies
   • 5.3k views
   • 
   • My 2 cents
   • December 10, 2013

6. Form 8955-SSA

   By Guest tmsjc, December 20, 2011
   • 3 replies
   • 1.4k views
   • 
   • Tom Poje
   • December 21, 2011

7. Form 8955-SSA - coming to a theater near you

   By Tom Poje, March 7, 2011
   • 14 replies
   • 3.1k views
   • 
   • PAL
   • April 20, 2011

8. Form 8955-SSA & 403(b) plans

   By Beemer, November 17, 2011
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • November 18, 2011

9. Form 8955-SSA Filing

   By French, February 16, 2015
   • 6 replies
   • 3.4k views
   • 
   • Tom Poje
   • February 23, 2015

10. Form 8955-SSA for 2010

    By DMcGovern, June 20, 2011
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • June 20, 2011

11. Form 8955-SSA issue with IRS

    By ESOP Guy, January 26, 2021
    • 4 replies
    • 599 views
    • 
    • RatherBeGolfing
    • January 27, 2021

12. Form 8955-SSA not filed

    By Guest CoffeePlease24, October 2, 2012
    • 4 replies
    • 1.4k views
    • 
    • BG5150
    • October 3, 2012

13. Form 8955-SSA not filed - RMD not taken

    By Renee H, May 21, 2021
    • 2 replies
    • 760 views
    • 
    • Renee H
    • May 24, 2021

14. Form 8955-SSA Penalty Notices

    By bzorc, August 24, 2023
    • 1 reply
    • 437 views
    • 
    • Bri
    • August 24, 2023

15. Form 8955-SSA Software

    By EPCRSGuru, October 9, 2013
    • 4 replies
    • 1.8k views
    • 
    • chc93
    • October 10, 2013

16. Form 945 - Multiple Plan

    By Stash026, June 28, 2017
    • 4 replies
    • 1.1k views
    • 
    • Earl
    • June 29, 2017

17. Form 945 and 945-V

    By thepensionmaven, November 14, 2017
    • 1 reply
    • 850 views
    • 
    • pmacduff
    • November 14, 2017

18. Form 945 for 2020

    By thepensionmaven, January 13, 2021
    • 5 replies
    • 1.2k views
    • 
    • ESOPMomma
    • January 14, 2021

19. Form M1 and Form 5500 to Match?

    By 5500Nerd, May 9, 2024
    • 2 replies
    • 624 views
    • 
    • 5500Nerd
    • May 14, 2024

20. Form SSA for Cash Balance Plan

    By Guest lisbetf, August 10, 2004
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • August 17, 2004

21. Form SSA Issue

    By Below Ground, February 2, 2010
    • 6 replies
    • 1.5k views
    • 
    • Below Ground
    • February 4, 2010

22. Form-5500SF, Lines 7 & 8 question

    By jsmith1985, July 28, 2015
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • July 28, 2015

23. Former EE paid out & no SSA completed

    By doombuggy, September 15, 2005
    • 2 replies
    • 1.5k views
    • 
    • doombuggy
    • September 19, 2005

24. Former Multiple Employer Plan

    By Guest KMP, June 18, 2004
    • 0 replies
    • 978 views
    • 
    • Guest
    • June 18, 2004

25. Fraud and Dishonesty

    By rblum50, December 21, 2011
    • 7 replies
    • 2.4k views
    • 
    • ESOP Guy
    • December 22, 2011

26. FreeERISA.com

    By Guest Grumpy456, July 18, 2006
    • 3 replies
    • 3.9k views
    • 
    • GBurns
    • July 21, 2006

27. fringe benefit plans

    By Guest leon, July 17, 2003
    • 3 replies
    • 2k views
    • 
    • Theresa Lynn
    • July 28, 2003

28. From 990 and From 5500

    By Guest LVanSteeter, November 11, 2005
    • 2 replies
    • 3.4k views
    • 
    • saabraa
    • November 11, 2005

29. From Sole Proprietor to LLC, 5500 Issues

    By Guest tgraham, October 7, 2003
    • 1 reply
    • 924 views
    • 
    • R. Butler
    • October 7, 2003

30. Frozen Money Purchase Plan

    By Just Me, June 26, 2006
    • 5 replies
    • 3.4k views
    • 
    • Bird
    • June 27, 2006

31. Frozen Plan Participant Count

    By dmwe, September 4, 2009
    • 0 replies
    • 1.4k views
    • 
    • dmwe
    • September 4, 2009

32. Frozen plan= Terminated plan?

    By Guest LVanSteeter, June 30, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 30, 2004

33. FSA 5500 Filings

    By Guest Brenda Stepp, September 17, 2002
    • 3 replies
    • 2.8k views
    • 
    • papogi
    • September 17, 2002

34. FSA Plan Year Not Matching ERISA Plan Year

    By 5500Nerd, May 5, 2017
    • 7 replies
    • 2.6k views
    • 
    • jpod
    • May 10, 2017

35. ft william

    By goldtpa, September 23, 2010
    • 1 reply
    • 969 views
    • 
    • Mike Preston
    • September 23, 2010

36. ft william

    By pmacduff, February 4, 2011
    • 0 replies
    • 1k views
    • 
    • pmacduff
    • February 4, 2011

37. FT William Software?

    By EPCRSGuru, November 12, 2014
    • 8 replies
    • 2.3k views
    • 
    • GMK
    • November 13, 2014

38. FT William, Error Message

    By austin3515, January 22, 2021
    • 4 replies
    • 507 views
    • 
    • austin3515
    • January 23, 2021

39. FTWilliam Pricing - Punishing Smaller Firms?

    By shullback, March 6, 2015   

    • Form 5500
    • 2 replies
    • 2k views
    • 
    • Belgarath
    • March 9, 2015

40. Further Extension for Affected Areas?

    By Guest J_Cira_70, September 14, 2001
    • 5 replies
    • 1.8k views
    • 
    • Kristina
    • September 18, 2001

41. FYI on SSA Batch Filing on FIRE System

    By austin3515, August 24, 2011
    • 3 replies
    • 1.3k views
    • 
    • chc93
    • August 25, 2011

42. Generating form 8955

    By Santo Gold, June 12, 2020
    • 2 replies
    • 682 views
    • 
    • Santo Gold
    • June 12, 2020

43. GIC's and Schedule D's

    By Guest michaelv, May 18, 2001
    • 2 replies
    • 2.3k views
    • 
    • BFree
    • July 1, 2002

44. Going from a 5500 to a 5500 ez?

    By Guest chris4013, May 20, 2005
    • 1 reply
    • 1.1k views
    • 
    • wmyer
    • May 20, 2005

45. Going from EZ to 5500 back to EZ

    By Guest nmull22, March 25, 2011
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • March 28, 2011

46. Great West Schedule A dn C

    By austin3515, April 28, 2011
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • April 29, 2011

47. Group Annuity Contract Ancillary Life Insurance?

    By KateSmithPA, July 1, 2005
    • 5 replies
    • 2.2k views
    • 
    • KateSmithPA
    • July 5, 2005

48. Group annuity contracts

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

49. Group Annuity Separate Account

    By PAL, June 3, 2008
    • 2 replies
    • 1.6k views
    • 
    • PAL
    • June 3, 2008

50. Group Health/Dental Insurance

    By Guest rcalise, May 7, 2003
    • 1 reply
    • 1k views
    • 
    • GBurns
    • May 7, 2003