Form 5500

3,277 topics in this forum

1. Attachment For Late Deferrals

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

2. EFAST2

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

3. Form 5500SF

   By Kevin01, May 25, 2010
   • 4 replies
   • 1.9k views
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   • Kevin01
   • May 27, 2010

4. 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

5. 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

6. Schedule A - Post Merger - Nontransferred Assets

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

7. 5500sf

   By Guest Peggy806, May 24, 2010
   • 14 replies
   • 2.9k views
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   • Guest
   • June 24, 2010

8. 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

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

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

10. 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

11. TPA Practitioner Registration and Form 5500

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

12. Schedule R, Line 3

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

13. efast auditors report

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

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

    By Richard Anderson, May 11, 2010
    • 1 reply
    • 1.6k views
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    • WDIK
    • May 11, 2010

15. Illiquid assets and Fidelity Bond

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

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

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

17. 5500-EZ

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

18. late adp refund

    By KevinMc, May 10, 2010
    • 0 replies
    • 1.4k views
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    • KevinMc
    • May 10, 2010

19. late 5500

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

20. 5500 Error messages

    By Belgarath, May 4, 2010
    • 8 replies
    • 4.2k views
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    • jkdoll2
    • May 25, 2010

21. 5500 EZ

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

22. final form 5500-SF, company dissolving

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

23. Late filing Penalty

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

24. ER Changed Mind & no contributions

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

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

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

26. IRS letters

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

27. Schedule C Questions

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

28. 5500SF, item 10e

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

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

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

30. late 5500s for KEOGH money purchase plan

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

31. EFAST2 Update

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

32. 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

33. Schedule I

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

34. 2007 5500

    By ombskid, April 16, 2010
    • 0 replies
    • 931 views
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    • ombskid
    • April 16, 2010

35. Schedule C - non-monetary compensation

    By Guest allen293, April 16, 2010
    • 0 replies
    • 1.4k views
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    • Guest
    • April 16, 2010

36. 2009 5500ez

    By jkdoll2, April 14, 2010
    • 2 replies
    • 1.1k views
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    • goldtpa
    • April 16, 2010

37. Posting of 5500 on Employer's Intranet Website

    By Jean, April 9, 2010
    • 0 replies
    • 1.5k views
    • 
    • Jean
    • April 9, 2010

38. looks like the EZ is now available

    By Tom Poje, April 9, 2010
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • April 12, 2010

39. 5500SF - lines 8f & 10e

    By Cathy from Chicago, April 7, 2010
    • 2 replies
    • 3k views
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    • goldtpa
    • April 9, 2010

40. 5500-EZ

    By Guest widget75, March 31, 2010
    • 0 replies
    • 1.3k views
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    • Guest
    • March 31, 2010

41. EFILING

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

42. Schedule C Web-Cast or Workshop

    By blue, March 29, 2010
    • 1 reply
    • 1k views
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    • Jim Chad
    • March 31, 2010

43. Schedule R

    By Guest ag31, March 29, 2010
    • 0 replies
    • 823 views
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    • Guest
    • March 29, 2010

44. Late Filing Penalties under new system

    By Guest dbvail, March 25, 2010
    • 0 replies
    • 971 views
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    • Guest
    • March 25, 2010

45. Form 5500-SF for 2010 plan year

    By chc93, March 25, 2010
    • 2 replies
    • 2k views
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    • chc93
    • March 26, 2010

46. Fiscal Year end in 2009 - plan year begin in 2008

    By jkdoll2, March 24, 2010
    • 6 replies
    • 1.3k views
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    • Below Ground
    • April 13, 2010

47. 5500 with fewer than 100 participants

    By bcspace, March 24, 2010
    • 3 replies
    • 1.7k views
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    • J Simmons
    • March 26, 2010

48. Amended Form 5500- audit report

    By Guest BeneMom, March 22, 2010
    • 0 replies
    • 1.3k views
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    • Guest
    • March 22, 2010

49. 5500SF

    By HarleyBabe, March 19, 2010
    • 8 replies
    • 2.4k views
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    • HarleyBabe
    • March 22, 2010

50. Trustee

    By Guest Sieve, March 17, 2010
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • March 17, 2010