Form 5500

3,272 topics in this forum

1. 412(e) Plans

   By jkdoll2, June 4, 2010
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • June 9, 2010

2. Relius Web Client Potential Issue

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

3. 5 years of 5500s filed under wrong EIN

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

4. Quarterly Contribution Silliness

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

5. Form 5500SF Signature

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

6. EFAST2 Update

   By Andy the Actuary, April 20, 2010
   • 25 replies
   • 6.3k views
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   • doombuggy
   • June 4, 2010

7. Form 5500SF and Plan holding DFE

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

8. Benefits Payments / Loan Defaults

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

9. Efiling

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

10. 403(b) Plan -using 404(c)

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

11. EZ Vs SF

    By PFranckowiak, May 27, 2010
    • 2 replies
    • 1.1k views
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    • Andy the Actuary
    • June 2, 2010

12. What's an Acknowledgment Plan Number number?

    By 12AX7, May 29, 2010
    • 2 replies
    • 4.7k views
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    • 12AX7
    • June 1, 2010

13. 2009 Form 5500-SF

    By Guest ABABAK, May 28, 2010
    • 0 replies
    • 1.4k views
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    • Guest
    • May 28, 2010

14. American Funds/Recordkeeper Direct 5500SF reporting

    By Cathy from Chicago, May 25, 2010
    • 2 replies
    • 2.5k views
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    • Bird
    • May 27, 2010

15. Form 5500SF

    By Kevin01, May 25, 2010
    • 4 replies
    • 1.8k views
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    • Kevin01
    • May 27, 2010

16. EFAST2

    By Guest notapensiongeek, May 25, 2010
    • 5 replies
    • 1.3k views
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    • Andy the Actuary
    • May 27, 2010

17. Filing Under Transposed EIN

    By Guest mcorson, May 26, 2010
    • 2 replies
    • 953 views
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    • Guest
    • May 26, 2010

18. 2009 Short Pl Year & Term

    By Dazednconfused, November 18, 2009
    • 4 replies
    • 1.6k views
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    • LRDG
    • May 26, 2010

19. Attachment For Late Deferrals

    By blue, May 26, 2010
    • 0 replies
    • 944 views
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    • blue
    • May 26, 2010

20. 5500 Error messages

    By Belgarath, May 4, 2010
    • 8 replies
    • 4.1k views
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    • jkdoll2
    • May 25, 2010

21. Is a hedge fund a qualifying plan asset?

    By Guest CharlieLaur, June 13, 2005
    • 2 replies
    • 2.6k views
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    • Below Ground
    • May 25, 2010

22. 5500-SF; lines 8f and 8g

    By Guest Karen Kuehlhorn, May 25, 2010
    • 1 reply
    • 1.7k views
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    • commishvp
    • May 25, 2010

23. Schedule A - Post Merger - Nontransferred Assets

    By JRG, May 25, 2010
    • 1 reply
    • 904 views
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    • rcline46
    • May 25, 2010

24. Requirement to file 5500 with the state

    By PAL, May 20, 2010
    • 5 replies
    • 2.9k views
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    • david rigby
    • May 21, 2010

25. Form 5500 filing for old 403(b) account

    By MoShawn, May 19, 2010
    • 0 replies
    • 782 views
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    • MoShawn
    • May 19, 2010

26. Online access to Form 5500 and all attachments?

    By tuni88, May 19, 2010
    • 1 reply
    • 2.7k views
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    • david rigby
    • May 19, 2010

27. TPA Practitioner Registration and Form 5500

    By WDIK, May 17, 2010
    • 0 replies
    • 1.2k views
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    • WDIK
    • May 17, 2010

28. Schedule R, Line 3

    By Andy the Actuary, May 15, 2010
    • 2 replies
    • 1.9k views
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    • GMK
    • May 17, 2010

29. Illiquid assets and Fidelity Bond

    By Guest turkeyhunter, May 11, 2010
    • 7 replies
    • 1.3k views
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    • Guest
    • May 13, 2010

30. efast auditors report

    By SheilaD, May 12, 2010
    • 1 reply
    • 919 views
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    • ACox
    • May 12, 2010

31. 5500-EZ

    By Belgarath, May 11, 2010
    • 2 replies
    • 1k views
    • 
    • Belgarath
    • May 12, 2010

32. What year change from 100,000 to 250,000 for EZ

    By Richard Anderson, May 11, 2010
    • 1 reply
    • 1.5k views
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    • WDIK
    • May 11, 2010

33. Combined 5500 for 403(b) Deferrals and 401(a) Matching

    By Guest Tom:, April 28, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • May 11, 2010

34. Is 0 a number (in the eyes of the IRS)?

    By Tom Poje, May 11, 2010
    • 1 reply
    • 1.1k views
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    • david rigby
    • May 11, 2010

35. 5500 EZ

    By HarleyBabe, May 4, 2010
    • 13 replies
    • 2.4k views
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    • Tom Poje
    • May 11, 2010

36. late adp refund

    By KevinMc, May 10, 2010
    • 0 replies
    • 1.3k views
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    • KevinMc
    • May 10, 2010

37. Late filing Penalty

    By hunter001, May 3, 2010
    • 1 reply
    • 1.5k views
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    • 12AX7
    • May 7, 2010

38. late 5500

    By jkdoll2, May 5, 2010
    • 4 replies
    • 1.1k views
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    • DPSRich
    • May 5, 2010

39. final form 5500-SF, company dissolving

    By chc93, May 3, 2010
    • 1 reply
    • 2.1k views
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    • chc93
    • May 3, 2010

40. EFILING

    By HarleyBabe, March 31, 2010
    • 17 replies
    • 3.6k views
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    • Bill Presson
    • May 3, 2010

41. ER Changed Mind & no contributions

    By SFSD, April 29, 2010
    • 12 replies
    • 2.2k views
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    • K2retire
    • May 1, 2010

42. Reasonable Cause Letter

    By Janice F, October 26, 2009
    • 7 replies
    • 7.2k views
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    • Guest
    • April 30, 2010

43. IRS letters

    By Guest Jennyb473, April 26, 2010
    • 3 replies
    • 1.1k views
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    • goldtpa
    • April 27, 2010

44. Schedule C Questions

    By 12AX7, April 23, 2010
    • 2 replies
    • 1.5k views
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    • 12AX7
    • April 23, 2010

45. late 5500s for KEOGH money purchase plan

    By Guest ichibondaughter, April 20, 2010
    • 7 replies
    • 2.7k views
    • 
    • Bird
    • April 22, 2010

46. 5500SF, item 10e

    By Guest Margaret25, April 21, 2010
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • April 22, 2010

47. Sch A question

    By Guest awoj, October 14, 2002
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • April 21, 2010

48. Plan Sponsor changed Location and EIN in 2009

    By Alex Daisy, April 20, 2010
    • 2 replies
    • 1.2k views
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    • Alex Daisy
    • April 21, 2010

49. Plan to Plan transfer as of 1/1/2010 and 2009 5500

    By Guest GPNPort, April 20, 2010
    • 1 reply
    • 879 views
    • 
    • Bird
    • April 21, 2010

50. Schedule I

    By Belgarath, April 19, 2010
    • 0 replies
    • 835 views
    • 
    • Belgarath
    • April 19, 2010