Form 5500

3,288 topics in this forum

1. Signing the Form 5500

   By TPA Bob, June 22, 2010
   • 3 replies
   • 2.1k views
   • 
   • TPA Bob
   • June 23, 2010

2. 8955-SSA

   By Guest TQA, March 2, 2010
   • 4 replies
   • 4.2k views
   • 
   • Bird
   • June 23, 2010

3. SAR for plan with only a few participants

   By Guest JPIngold, June 22, 2010
   • 6 replies
   • 1.7k views
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   • Peter Gulia
   • June 22, 2010

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

   By NQS, June 20, 2010
   • 3 replies
   • 4.3k views
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   • Bird
   • June 22, 2010

5. 5500-SF Line 8F

   By Guest toddsander, June 18, 2010
   • 2 replies
   • 3.5k views
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   • Bird
   • June 22, 2010

6. 2010 Form 5500-EZ (final/short)

   By abanky, June 21, 2010
   • 2 replies
   • 4.1k views
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   • abanky
   • June 22, 2010

7. 5500 Schedule C for Health Plans

   By Guest Quicksilver, June 18, 2010
   • 0 replies
   • 1.9k views
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   • Guest
   • June 18, 2010

8. TPA Firm Obtaining Signer Credentials on Behalf of the Plan

   By Guest richardmurray, June 16, 2010
   • 5 replies
   • 2.1k views
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   • Guest
   • June 18, 2010

9. Delinquent Form 5500-EZ's

   By 415 Limit, June 17, 2010
   • 1 reply
   • 1.7k views
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   • Andy the Actuary
   • June 17, 2010

10. Form 5500-EZ

    By SMB, June 16, 2010
    • 5 replies
    • 1.7k views
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    • 12AX7
    • June 17, 2010

11. Relius WebClient

    By Guest Jennyb473, June 17, 2010
    • 2 replies
    • 1.6k views
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    • Guest
    • June 17, 2010

12. Relius WebClient

    By Leopurrd, May 28, 2010
    • 11 replies
    • 2.5k views
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    • Guest
    • June 14, 2010

13. 2009 Form 5500-SF

    By msmith, June 9, 2010
    • 2 replies
    • 1.5k views
    • 
    • BeanCounterBlues
    • June 14, 2010

14. Schedule C

    By blue, June 12, 2010
    • 0 replies
    • 1.1k views
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    • blue
    • June 12, 2010

15. Schedule C - loan fees deducted from participant check

    By Guest TWoodward, June 11, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 11, 2010

16. E Fast 2 verification

    By Tom Poje, June 10, 2010
    • 1 reply
    • 1.7k views
    • 
    • GMK
    • June 10, 2010

17. Form 5500 SF

    By Guest Jstriley, June 9, 2010
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • June 10, 2010

18. 412(e) Plans

    By jkdoll2, June 4, 2010
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • June 9, 2010

19. Relius Web Client Potential Issue

    By Guest AHS527, June 9, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 9, 2010

20. 5 years of 5500s filed under wrong EIN

    By Spencer, June 8, 2010
    • 1 reply
    • 2.1k views
    • 
    • WDIK
    • June 8, 2010

21. Quarterly Contribution Silliness

    By Andy the Actuary, June 8, 2010
    • 0 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • June 8, 2010

22. Form 5500SF Signature

    By MBCarey, June 7, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • June 8, 2010

23. EFAST2 Update

    By Andy the Actuary, April 20, 2010
    • 25 replies
    • 7k views
    • 
    • doombuggy
    • June 4, 2010

24. Form 5500SF and Plan holding DFE

    By Guest Ian Paige, June 3, 2010
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 3, 2010

25. Benefits Payments / Loan Defaults

    By Alex Daisy, June 3, 2010
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • June 3, 2010

26. Efiling

    By Guest AHS527, June 1, 2010
    • 8 replies
    • 2.1k views
    • 
    • Tom Poje
    • June 3, 2010

27. 403(b) Plan -using 404(c)

    By Guest Catherine M. Peery, June 2, 2010
    • 1 reply
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • June 3, 2010

28. EZ Vs SF

    By PFranckowiak, May 27, 2010
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • June 2, 2010

29. What's an Acknowledgment Plan Number number?

    By 12AX7, May 29, 2010
    • 2 replies
    • 5.1k views
    • 
    • 12AX7
    • June 1, 2010

30. 2009 Form 5500-SF

    By Guest ABABAK, May 28, 2010
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 28, 2010

31. American Funds/Recordkeeper Direct 5500SF reporting

    By Cathy from Chicago, May 25, 2010
    • 2 replies
    • 2.8k views
    • 
    • Bird
    • May 27, 2010

32. Form 5500SF

    By Kevin01, May 25, 2010
    • 4 replies
    • 2.3k views
    • 
    • Kevin01
    • May 27, 2010

33. EFAST2

    By Guest notapensiongeek, May 25, 2010
    • 5 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • May 27, 2010

34. Filing Under Transposed EIN

    By Guest mcorson, May 26, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • May 26, 2010

35. 2009 Short Pl Year & Term

    By Dazednconfused, November 18, 2009
    • 4 replies
    • 1.8k views
    • 
    • LRDG
    • May 26, 2010

36. Attachment For Late Deferrals

    By blue, May 26, 2010
    • 0 replies
    • 1.1k views
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    • blue
    • May 26, 2010

37. 5500 Error messages

    By Belgarath, May 4, 2010
    • 8 replies
    • 4.8k views
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    • jkdoll2
    • May 25, 2010

38. Is a hedge fund a qualifying plan asset?

    By Guest CharlieLaur, June 13, 2005
    • 2 replies
    • 2.8k views
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    • Below Ground
    • May 25, 2010

39. 5500-SF; lines 8f and 8g

    By Guest Karen Kuehlhorn, May 25, 2010
    • 1 reply
    • 2k views
    • 
    • commishvp
    • May 25, 2010

40. Schedule A - Post Merger - Nontransferred Assets

    By JRG, May 25, 2010
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • May 25, 2010

41. Requirement to file 5500 with the state

    By PAL, May 20, 2010
    • 5 replies
    • 3.4k views
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    • david rigby
    • May 21, 2010

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

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

43. Online access to Form 5500 and all attachments?

    By tuni88, May 19, 2010
    • 1 reply
    • 2.9k views
    • 
    • david rigby
    • May 19, 2010

44. TPA Practitioner Registration and Form 5500

    By WDIK, May 17, 2010
    • 0 replies
    • 1.5k views
    • 
    • WDIK
    • May 17, 2010

45. Schedule R, Line 3

    By Andy the Actuary, May 15, 2010
    • 2 replies
    • 2.2k views
    • 
    • GMK
    • May 17, 2010

46. Illiquid assets and Fidelity Bond

    By Guest turkeyhunter, May 11, 2010
    • 7 replies
    • 1.5k views
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    • Guest
    • May 13, 2010

47. efast auditors report

    By SheilaD, May 12, 2010
    • 1 reply
    • 1.1k views
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    • ACox
    • May 12, 2010

48. 5500-EZ

    By Belgarath, May 11, 2010
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • May 12, 2010

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

    By Richard Anderson, May 11, 2010
    • 1 reply
    • 1.8k views
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    • WDIK
    • May 11, 2010

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

    By Guest Tom:, April 28, 2010
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 11, 2010