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Form 5500

3,287 topics in this forum

  1. SAR for plan with only a few participants

    By Guest JPIngold,
    • 6 replies
    • 1.5k views

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

    By NQS,
    • 3 replies
    • 4.1k views

  3. 5500-SF Line 8F

    By Guest toddsander,
    • 2 replies
    • 3.4k views

  4. 2010 Form 5500-EZ (final/short)

    By abanky,
    • 2 replies
    • 4k views

  5. 5500 Schedule C for Health Plans

    By Guest Quicksilver,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

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

    By Guest richardmurray,
    • 5 replies
    • 2k views
    • Guest
    • Guest

  7. Delinquent Form 5500-EZ's

    By 415 Limit,
    • 1 reply
    • 1.6k views

  8. Form 5500-EZ

    By SMB,
    • 5 replies
    • 1.6k views

  9. Relius WebClient

    By Guest Jennyb473,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  10. Relius WebClient

    By Leopurrd,
    • 11 replies
    • 2.4k views
    • Guest
    • Guest

  11. 2009 Form 5500-SF

    By msmith,
    • 2 replies
    • 1.4k views

  12. Schedule C

    By blue,
    • 0 replies
    • 1k views

  13. Schedule C - loan fees deducted from participant check

    By Guest TWoodward,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  14. E Fast 2 verification

    By Tom Poje,
    • 1 reply
    • 1.6k views

  15. Form 5500 SF

    By Guest Jstriley,
    • 2 replies
    • 1.5k views

  16. 412(e) Plans

    By jkdoll2,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  17. Relius Web Client Potential Issue

    By Guest AHS527,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  18. 5 years of 5500s filed under wrong EIN

    By Spencer,
    • 1 reply
    • 2k views

  19. Quarterly Contribution Silliness

    By Andy the Actuary,
    • 0 replies
    • 1.1k views

  20. Form 5500SF Signature

    By MBCarey,
    • 3 replies
    • 1.2k views
    • Guest
    • Guest

  21. EFAST2 Update

    By Andy the Actuary,
    • 25 replies
    • 6.8k views

  22. Form 5500SF and Plan holding DFE

    By Guest Ian Paige,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  23. Benefits Payments / Loan Defaults

    By Alex Daisy,
    • 1 reply
    • 1.1k views

  24. Efiling

    By Guest AHS527,
    • 8 replies
    • 1.9k views

  25. 403(b) Plan -using 404(c)

    By Guest Catherine M. Peery,
    • 1 reply
    • 1.6k views

  26. EZ Vs SF

    By PFranckowiak,
    • 2 replies
    • 1.2k views

  27. What's an Acknowledgment Plan Number number?

    By 12AX7,
    • 2 replies
    • 5k views

  28. 2009 Form 5500-SF

    By Guest ABABAK,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  29. American Funds/Recordkeeper Direct 5500SF reporting

    By Cathy from Chicago,
    • 2 replies
    • 2.7k views

  30. Form 5500SF

    By Kevin01,
    • 4 replies
    • 2.1k views

  31. EFAST2

    By Guest notapensiongeek,
    • 5 replies
    • 1.4k views

  32. Filing Under Transposed EIN

    By Guest mcorson,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  33. 2009 Short Pl Year & Term

    By Dazednconfused,
    • 4 replies
    • 1.7k views

  34. Attachment For Late Deferrals

    By blue,
    • 0 replies
    • 1.1k views

  35. 5500 Error messages

    By Belgarath,
    • 8 replies
    • 4.6k views

  36. Is a hedge fund a qualifying plan asset?

    By Guest CharlieLaur,
    • 2 replies
    • 2.7k views

  37. 5500-SF; lines 8f and 8g

    By Guest Karen Kuehlhorn,
    • 1 reply
    • 1.9k views

  38. Schedule A - Post Merger - Nontransferred Assets

    By JRG,
    • 1 reply
    • 994 views

  39. Requirement to file 5500 with the state

    By PAL,
    • 5 replies
    • 3.3k views

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

    By MoShawn,
    • 0 replies
    • 871 views

  41. Online access to Form 5500 and all attachments?

    By tuni88,
    • 1 reply
    • 2.8k views

  42. TPA Practitioner Registration and Form 5500

    By WDIK,
    • 0 replies
    • 1.3k views

  43. Schedule R, Line 3

    By Andy the Actuary,
    • 2 replies
    • 2.1k views

  44. Illiquid assets and Fidelity Bond

    By Guest turkeyhunter,
    • 7 replies
    • 1.4k views
    • Guest
    • Guest

  45. efast auditors report

    By SheilaD,
    • 1 reply
    • 1k views

  46. 5500-EZ

    By Belgarath,
    • 2 replies
    • 1.1k views

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

    By Richard Anderson,
    • 1 reply
    • 1.7k views

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

    By Guest Tom:,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

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

    By Tom Poje,
    • 1 reply
    • 1.2k views

  50. 5500 EZ

    By HarleyBabe,
    • 13 replies
    • 2.8k views
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