Form 5500

3,272 topics in this forum

1. 5500-EZ

   By jkdoll2, May 21, 2009
   • 1 reply
   • 943 views
   • 
   • Belgarath
   • May 21, 2009

2. Welfare Plans

   By mlp0816, May 19, 2009
   • 2 replies
   • 1.3k views
   • 
   • jpod
   • May 20, 2009

3. Schedule B - Line 25

   By emmetttrudy, May 18, 2009
   • 3 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • May 19, 2009

4. Urgent Question re IRS Response re 2005 Form 5500

   By ERISAatty, May 14, 2009
   • 7 replies
   • 2.6k views
   • 
   • Bird
   • May 15, 2009

5. Form 5500-EZ

   By Lori H, May 11, 2009
   • 1 reply
   • 1.4k views
   • 
   • WDIK
   • May 11, 2009

6. Online payment for DFVC?

   By Guest erisamelissa, May 4, 2009
   • 0 replies
   • 1k views
   • 
   • Guest
   • May 4, 2009

7. Verification of 5500 filing

   By Guest KennyH, January 29, 2009
   • 6 replies
   • 2.7k views
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   • SMB
   • May 1, 2009

8. SSA problem with terminated plan

   By Guest jc1457, March 30, 2009
   • 3 replies
   • 1.8k views
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   • RCK
   • April 30, 2009

9. 5500 to EZ

   By Guest duerlings, April 29, 2009
   • 1 reply
   • 1.1k views
   • 
   • Bird
   • April 29, 2009

10. Late 5500EZ

    By Guest malisic1, April 16, 2009
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • April 25, 2009

11. SAR and Delinquent Filings

    By Guest erinf, April 21, 2009
    • 2 replies
    • 2.2k views
    • 
    • BG5150
    • April 21, 2009

12. Summary Annual Report

    By Belgarath, April 16, 2009
    • 1 reply
    • 1.6k views
    • 
    • chc93
    • April 17, 2009

13. 2008 Final 5500 and the Schedule SB

    By abanky, April 17, 2009
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • April 17, 2009

14. non-erisa 403b plan

    By Santo Gold, April 15, 2009
    • 11 replies
    • 2.1k views
    • 
    • QDROphile
    • April 17, 2009

15. new schedule C - indirect compensation

    By Guest allen293, April 15, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 15, 2009

16. Change EOY Plan to BOY Plan

    By jkdoll2, April 14, 2009
    • 2 replies
    • 1.5k views
    • 
    • mwyatt
    • April 15, 2009

17. EFAST (second generation) / mandatory E FILE start date

    By BeanCounterBlues, April 10, 2009
    • 5 replies
    • 2.1k views
    • 
    • mwyatt
    • April 15, 2009

18. "Final 5500" box checked, but assets are still in the plan

    By Guest bdm_7458, April 8, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 8, 2009

19. Extension confirmations

    By SheilaD, March 17, 2009
    • 18 replies
    • 4.1k views
    • 
    • jpod
    • April 8, 2009

20. code 3E for prototype on page 2 of 5500

    By Jim Chad, March 31, 2009
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • March 31, 2009

21. Defined Benefit Plans and Tax Return Verifications

    By Guest Lynn123, March 27, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 27, 2009

22. Schedule D with ING Plans

    By commishvp, March 23, 2009
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • March 24, 2009

23. Large Plan Participant Count, 80-120 rule

    By K-t-F, March 17, 2009
    • 6 replies
    • 4.5k views
    • 
    • BG5150
    • March 18, 2009

24. Schedule I - Insurance Premiums

    By Guest babs51, March 12, 2009
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • March 13, 2009

25. controlled group delinquent 5500 and penalty

    By Guest lisasig, March 11, 2009
    • 3 replies
    • 1k views
    • 
    • Guest
    • March 12, 2009

26. Who May Sign 5500?

    By Andy the Actuary, February 23, 2009
    • 6 replies
    • 3.7k views
    • 
    • Andy the Actuary
    • March 9, 2009

27. Distribution Fees

    By Medusa, March 6, 2009
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • March 6, 2009

28. Weflare Benefit

    By nancy, February 26, 2009
    • 3 replies
    • 1.1k views
    • 
    • Bill Presson
    • March 5, 2009

29. Welfare benefit plan - Stop-loss coverage

    By Lori Friedman, February 6, 2007
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • February 23, 2009

30. Relius Govt Forms Vista Issue

    By 401(k)guru, February 11, 2009
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 11, 2009

31. 5500 Line 8A and 8B

    By Medusa, January 15, 2009
    • 1 reply
    • 1.9k views
    • 
    • WDIK
    • February 3, 2009

32. Form 5558

    By Guest Rutager, October 9, 2008
    • 6 replies
    • 3.1k views
    • 
    • BG5150
    • January 30, 2009

33. Failture to file

    By Guest Clain, January 22, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 22, 2009

34. Online search engine / research tool

    By VincentBocchinfuso CPC, January 19, 2009
    • 12 replies
    • 2.1k views
    • 
    • VincentBocchinfuso CPC
    • January 21, 2009

35. Incorrect EIN

    By Guest naveen, September 17, 2008
    • 4 replies
    • 2.2k views
    • 
    • WDIK
    • January 13, 2009

36. Did/Can DOL/IRS Lose Track Of Form 5500 Filers?

    By Guest Scarlet Knight, January 9, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 9, 2009

37. Want to file under DFVCP Program... but Forms 5500C/R were discontinued

    By Moe Howard, January 6, 2009
    • 5 replies
    • 1.7k views
    • 
    • Moe Howard
    • January 9, 2009

38. Voluntary Alternative Reporting Option

    By jukeboy56, January 8, 2009
    • 1 reply
    • 1.3k views
    • 
    • BG5150
    • January 8, 2009

39. Controlled Group / Active or Term'd Participants?

    By Guest notapensiongeek, December 31, 2008
    • 3 replies
    • 1k views
    • 
    • K2retire
    • January 2, 2009

40. DFVCP or Reasonable cause letter?

    By PAL, December 22, 2008
    • 5 replies
    • 2.4k views
    • 
    • K2retire
    • December 29, 2008

41. Amended 5500

    By Guest notapensiongeek, December 17, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 17, 2008

42. Participant

    By Guest Rutager, December 15, 2008
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 15, 2008

43. Small Plan Audit - Insurance Co Wants Audit

    By Guest S Boutwell, December 11, 2008
    • 2 replies
    • 999 views
    • 
    • Guest
    • December 12, 2008

44. 1 life plan 5500 exception

    By Santo Gold, November 7, 2008
    • 8 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • December 11, 2008

45. 5500 for non-erisa?

    By Guest rjorge3, December 8, 2008
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • December 8, 2008

46. Changing the name of the plan- what do I do?

    By Guest bdm_7458, November 18, 2008
    • 5 replies
    • 1.9k views
    • 
    • Lori Friedman
    • November 20, 2008

47. Corrective distribution

    By Guest KRS401k, November 17, 2008
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • November 18, 2008

48. Solo 401k - Forms 5500 & 5500-EZ

    By Guest MSDalt, November 14, 2008
    • 10 replies
    • 7.1k views
    • 
    • Bird
    • November 17, 2008

49. Summary Annual Report (SAR)

    By Jilliandiz, November 13, 2008
    • 2 replies
    • 1.5k views
    • 
    • JanetM
    • November 13, 2008

50. No 5500 filed since plan inception

    By Moe Howard, October 23, 2008
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • November 10, 2008