Form 5500

3,286 topics in this forum

1. SSA Information

   By Guest furiousfurrball, June 8, 2009
   • 9 replies
   • 1.9k views
   • 
   • KateSmithPA
   • June 12, 2009

2. Form 5500 v Schedule A

   By Guest SuzieQNEC, June 10, 2009
   • 1 reply
   • 1.2k views
   • 
   • david rigby
   • June 10, 2009

3. 2A - Form 5500

   By pixmax, June 9, 2009
   • 1 reply
   • 1.6k views
   • 
   • WDIK
   • June 9, 2009

4. Sch D

   By doombuggy, June 3, 2009
   • 3 replies
   • 1.4k views
   • 
   • BG5150
   • June 9, 2009

5. 2008 Sch I for DB plans

   By Guest AP914, May 28, 2009
   • 2 replies
   • 996 views
   • 
   • mwyatt
   • June 8, 2009

6. Stop Loss Schedule A

   By Guest furiousfurrball, June 8, 2009
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • June 8, 2009

7. Schedule I -

   By Alex Daisy, June 4, 2009
   • 6 replies
   • 2.5k views
   • 
   • Below Ground
   • June 5, 2009

8. if assets aren't valued by 10/15, how to file 5500?

   By Guest SuzieQNEC, June 3, 2009
   • 4 replies
   • 1.1k views
   • 
   • Guest
   • June 4, 2009

9. 2006 5500 penalties

   By Belgarath, May 27, 2009
   • 5 replies
   • 1.8k views
   • 
   • PAL
   • June 4, 2009

10. Welfare Plan POP 5500

    By Guest Peggy806, June 2, 2009
    • 1 reply
    • 1.5k views
    • 
    • A Shot in the Dark
    • June 3, 2009

11. Revenue Sharing

    By PFranckowiak, June 3, 2009
    • 0 replies
    • 1.3k views
    • 
    • PFranckowiak
    • June 3, 2009

12. Incorrect EIN Used in Prior Years

    By Guest dms9999, May 28, 2009
    • 9 replies
    • 3.3k views
    • 
    • Bill Presson
    • June 3, 2009

13. Form 5500 Line 7b and 7C

    By Alex Daisy, May 27, 2009
    • 2 replies
    • 1.5k views
    • 
    • Bill Presson
    • May 27, 2009

14. New Schedule C form

    By Belgarath, May 14, 2009
    • 2 replies
    • 1.4k views
    • 
    • Earl
    • May 25, 2009

15. 5500-EZ

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

16. Welfare Plans

    By mlp0816, May 19, 2009
    • 2 replies
    • 1.4k views
    • 
    • jpod
    • May 20, 2009

17. Schedule B - Line 25

    By emmetttrudy, May 18, 2009
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • May 19, 2009

18. Urgent Question re IRS Response re 2005 Form 5500

    By ERISAatty, May 14, 2009
    • 7 replies
    • 2.7k views
    • 
    • Bird
    • May 15, 2009

19. Form 5500-EZ

    By Lori H, May 11, 2009
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • May 11, 2009

20. Online payment for DFVC?

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

21. Verification of 5500 filing

    By Guest KennyH, January 29, 2009
    • 6 replies
    • 2.9k views
    • 
    • SMB
    • May 1, 2009

22. SSA problem with terminated plan

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

23. 5500 to EZ

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

24. Late 5500EZ

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

25. SAR and Delinquent Filings

    By Guest erinf, April 21, 2009
    • 2 replies
    • 2.3k views
    • 
    • BG5150
    • April 21, 2009

26. Summary Annual Report

    By Belgarath, April 16, 2009
    • 1 reply
    • 1.7k views
    • 
    • chc93
    • April 17, 2009

27. 2008 Final 5500 and the Schedule SB

    By abanky, April 17, 2009
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • April 17, 2009

28. non-erisa 403b plan

    By Santo Gold, April 15, 2009
    • 11 replies
    • 2.2k views
    • 
    • QDROphile
    • April 17, 2009

29. new schedule C - indirect compensation

    By Guest allen293, April 15, 2009
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 15, 2009

30. Change EOY Plan to BOY Plan

    By jkdoll2, April 14, 2009
    • 2 replies
    • 1.6k views
    • 
    • mwyatt
    • April 15, 2009

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

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

32. "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

33. Extension confirmations

    By SheilaD, March 17, 2009
    • 18 replies
    • 4.3k views
    • 
    • jpod
    • April 8, 2009

34. 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

35. Defined Benefit Plans and Tax Return Verifications

    By Guest Lynn123, March 27, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 27, 2009

36. Schedule D with ING Plans

    By commishvp, March 23, 2009
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • March 24, 2009

37. Large Plan Participant Count, 80-120 rule

    By K-t-F, March 17, 2009
    • 6 replies
    • 4.6k views
    • 
    • BG5150
    • March 18, 2009

38. Schedule I - Insurance Premiums

    By Guest babs51, March 12, 2009
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • March 13, 2009

39. controlled group delinquent 5500 and penalty

    By Guest lisasig, March 11, 2009
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • March 12, 2009

40. Who May Sign 5500?

    By Andy the Actuary, February 23, 2009
    • 6 replies
    • 3.9k views
    • 
    • Andy the Actuary
    • March 9, 2009

41. Distribution Fees

    By Medusa, March 6, 2009
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • March 6, 2009

42. Weflare Benefit

    By nancy, February 26, 2009
    • 3 replies
    • 1.2k views
    • 
    • Bill Presson
    • March 5, 2009

43. Welfare benefit plan - Stop-loss coverage

    By Lori Friedman, February 6, 2007
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • February 23, 2009

44. Relius Govt Forms Vista Issue

    By 401(k)guru, February 11, 2009
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • February 11, 2009

45. 5500 Line 8A and 8B

    By Medusa, January 15, 2009
    • 1 reply
    • 2k views
    • 
    • WDIK
    • February 3, 2009

46. Form 5558

    By Guest Rutager, October 9, 2008
    • 6 replies
    • 3.2k views
    • 
    • BG5150
    • January 30, 2009

47. Failture to file

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

48. Online search engine / research tool

    By VincentBocchinfuso CPC, January 19, 2009
    • 12 replies
    • 2.2k views
    • 
    • VincentBocchinfuso CPC
    • January 21, 2009

49. Incorrect EIN

    By Guest naveen, September 17, 2008
    • 4 replies
    • 2.3k views
    • 
    • WDIK
    • January 13, 2009

50. 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