Form 5500

3,272 topics in this forum

1. Relius & Windows 7

   By Effen, March 8, 2010
   • 5 replies
   • 1.6k views
   • 
   • mwyatt
   • March 15, 2010

2. Schedule A and 5500 SF

   By Dazednconfused, March 3, 2010
   • 3 replies
   • 4.9k views
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   • chc93
   • March 8, 2010

3. 8955-SSA

   By Guest TQA, March 2, 2010
   • 4 replies
   • 3.9k views
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   • Bird
   • June 23, 2010

4. 2009 Form 5500-EZ

   By Guest 4:15 Limit, March 2, 2010
   • 0 replies
   • 1.4k views
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   • Guest
   • March 2, 2010

5. rpa 94

   By Guest GTD53, February 22, 2010
   • 0 replies
   • 2k views
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   • Guest
   • February 22, 2010

6. Schedule C

   By Guest Pension250, February 8, 2010
   • 2 replies
   • 2k views
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   • Laura Harrington
   • February 16, 2010

7. Form 5558 Rejection

   By Guest padmin, February 4, 2010
   • 0 replies
   • 1.6k views
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   • Guest
   • February 4, 2010

8. 2009 5500-EZ and EFAST2

   By goldtpa, February 3, 2010
   • 8 replies
   • 2.2k views
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   • four01kman
   • February 4, 2010

9. Schedule C - a mutual fund's service providers

   By Peter Gulia, February 3, 2010
   • 8 replies
   • 2.3k views
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   • RCK
   • September 9, 2010

10. Schedule C for 2009

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

11. Form SSA Issue

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

12. Schedule C - Good Faith Statement

    By justbsur, January 27, 2010
    • 0 replies
    • 1.1k views
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    • justbsur
    • January 27, 2010

13. IRS Audit on Profit Sharing Plan

    By chc93, January 27, 2010
    • 4 replies
    • 2.7k views
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    • mwyatt
    • January 29, 2010

14. Union's Right to View Form 5500

    By Guest koo, January 19, 2010
    • 4 replies
    • 2.1k views
    • 
    • RCK
    • January 28, 2010

15. Not counting de-admitted 403(b) contracts for Form 5500

    By Peter Gulia, January 19, 2010
    • 5 replies
    • 1.2k views
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    • jpod
    • January 20, 2010

16. 2008 Form 5500 Schedule H - reporting mutual fund dividends

    By Guest Lin Qian, January 12, 2010
    • 1 reply
    • 1.6k views
    • 
    • Below Ground
    • February 2, 2010

17. Owner Only Defined Benefit Plan, EZ or not?

    By CTipper, January 7, 2010
    • 2 replies
    • 1.5k views
    • 
    • mwyatt
    • January 11, 2010

18. Amended Form 5500 for 2008

    By doombuggy, January 4, 2010
    • 4 replies
    • 1.8k views
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    • Guest
    • January 6, 2010

19. Source for old f5500 codes?

    By J Simmons, January 4, 2010
    • 2 replies
    • 1.1k views
    • 
    • BG5150
    • January 4, 2010

20. Multiple employers

    By Guest ramay, December 16, 2009
    • 1 reply
    • 1k views
    • 
    • pmacduff
    • December 16, 2009

21. Short plan year and EFAST

    By Guest JPIngold, December 15, 2009
    • 16 replies
    • 3.2k views
    • 
    • K2retire
    • March 12, 2010

22. Slew of IRS penalty letters

    By Guest Doogie61, December 11, 2009
    • 19 replies
    • 4.4k views
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    • MJ Hartman
    • February 19, 2010

23. 403b 5500

    By Santo Gold, December 9, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 24, 2009

24. 2009 Sch. I - Adminstrative Fees

    By 401king, December 3, 2009
    • 10 replies
    • 1.7k views
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    • WDIK
    • December 17, 2009

25. My client never filed for 2008!

    By Guest IluvNewComp, November 30, 2009
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • November 30, 2009

26. 2009 Short Pl Year & Term

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

27. 2009 Form 5500 instructions

    By Guest mickiemurphy, November 18, 2009
    • 2 replies
    • 2.1k views
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    • Guest
    • December 24, 2009

28. 5500 to 5500-EZ?

    By Dougsbpc, November 17, 2009
    • 3 replies
    • 1.2k views
    • 
    • mming
    • December 9, 2009

29. Line 10(g) on 5500 EZ

    By Belgarath, November 12, 2009
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • November 12, 2009

30. Employee Assistance Plan- any 5500 schedules required?

    By britoski, November 6, 2009
    • 0 replies
    • 3.7k views
    • 
    • britoski
    • November 6, 2009

31. Master Trust

    By Guest Form5500, October 29, 2009
    • 0 replies
    • 796 views
    • 
    • Guest
    • October 29, 2009

32. DFVCP Payment

    By Guest Scarlet Knight, October 27, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • November 1, 2009

33. Reasonable Cause Letter

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

34. Final 5500 Short 2009 PYE

    By jkharvey, October 22, 2009
    • 4 replies
    • 2k views
    • 
    • Bird
    • November 1, 2009

35. Insufficient information to complete 5500

    By Guest SuzieQNEC, October 22, 2009
    • 6 replies
    • 1.5k views
    • 
    • BG5150
    • October 22, 2009

36. Entity Control Changes

    By MSN, October 20, 2009
    • 12 replies
    • 2.5k views
    • 
    • Guest
    • November 13, 2009

37. Unsigned f5500

    By J Simmons, October 20, 2009
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • October 23, 2009

38. Changing Custodians

    By Guest jpw, October 14, 2009
    • 2 replies
    • 2.1k views
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    • BG5150
    • October 15, 2009

39. Schedule C

    By Guest Golden Girl, October 14, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 1, 2009

40. 5500-EZ Line 10(i)1

    By emmetttrudy, October 12, 2009
    • 2 replies
    • 1.2k views
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    • emmetttrudy
    • October 16, 2009

41. Final Return Or Not

    By Guest merlin, October 12, 2009
    • 3 replies
    • 1.9k views
    • 
    • Ron Snyder
    • November 2, 2009

42. 5500 Signature

    By Guest P Arpey, October 12, 2009
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • November 15, 2009

43. SAR for 2 person pension plan?

    By Guest SuzieQNEC, October 9, 2009
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • October 12, 2009

44. Master Trust

    By Guest bernverd, October 9, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 1, 2009

45. EFAST

    By Belgarath, October 7, 2009
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • October 7, 2009

46. Filing for Plan not subject to ERISA

    By Guest JWOL9, October 6, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 6, 2009

47. Opinion for Limited Scope Audit relying on SAS 70

    By Guest ChristianJWK, October 6, 2009
    • 1 reply
    • 1.6k views
    • 
    • PensionPro
    • October 6, 2009

48. SArs to terminated employees

    By cripp12, October 2, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 5, 2009

49. ESOP & Schedule A

    By Guest SuzieQNEC, October 1, 2009
    • 1 reply
    • 960 views
    • 
    • PensionPro
    • October 1, 2009

50. Multiuple Employer Plan

    By Guest IluvNewComp, September 29, 2009
    • 1 reply
    • 1.1k views
    • 
    • PensionPro
    • September 29, 2009