Form 5500

3,281 topics in this forum

1. Form 8955-SSA

   By Guest money40, May 4, 2011
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • May 13, 2011

2. Form 8955-SSA

   By DPSRich, October 18, 2011
   • 2 replies
   • 1.3k views
   • 
   • chc93
   • October 18, 2011

3. Form 8955-SSA

   By DPSRich, December 1, 2011
   • 2 replies
   • 1.4k views
   • 
   • chc93
   • December 1, 2011

4. Form 8955-SSA

   By Guest ERISAphile, January 12, 2012
   • 7 replies
   • 2.7k views
   • 
   • Guest
   • January 12, 2012

5. Form 8955-SSA

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

6. Form 8955-SSA

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

7. Form 8955-SSA

   By nancy, December 22, 2020   

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

8. form 8955-SSA

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

9. Form 8955-SSA

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

10. Form 8955-SSA

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

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

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

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

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

13. Form 8955-SSA Filing

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

14. Form 8955-SSA for 2010

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

15. Form 8955-SSA issue with IRS

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

16. Form 8955-SSA not filed

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

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

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

18. Form 8955-SSA Penalty Notices

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

19. Form 8955-SSA Software

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

20. Form 945 - Multiple Plan

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

21. Form 945 and 945-V

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

22. Form 945 for 2020

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

23. Form M1 and Form 5500 to Match?

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

24. Form SSA for Cash Balance Plan

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

25. Form SSA Issue

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

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

    By jsmith1985, July 28, 2015
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • July 28, 2015

27. Former EE paid out & no SSA completed

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

28. Former Multiple Employer Plan

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

29. Fraud and Dishonesty

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

30. FreeERISA.com

    By Guest Grumpy456, July 18, 2006
    • 3 replies
    • 4k views
    • 
    • GBurns
    • July 21, 2006

31. fringe benefit plans

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

32. From 990 and From 5500

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

33. From Sole Proprietor to LLC, 5500 Issues

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

34. Frozen Money Purchase Plan

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

35. Frozen Plan Participant Count

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

36. Frozen plan= Terminated plan?

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

37. FSA 5500 Filings

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

38. FSA Plan Year Not Matching ERISA Plan Year

    By 5500Nerd, May 5, 2017
    • 7 replies
    • 2.7k views
    • 
    • jpod
    • May 10, 2017

39. ft william

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

40. ft william

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

41. FT William Software?

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

42. FT William, Error Message

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

43. FTWilliam Pricing - Punishing Smaller Firms?

    By shullback, March 6, 2015   

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

44. Further Extension for Affected Areas?

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

45. FYI on SSA Batch Filing on FIRE System

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

46. Generating form 8955

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

47. GIC's and Schedule D's

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

48. Going from a 5500 to a 5500 ez?

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

49. Going from EZ to 5500 back to EZ

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

50. Great West Schedule A dn C

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