Form 5500

3,277 topics in this forum

1. Statement of Reasonable Cause

   By ombskid, February 2, 2007
   • 4 replies
   • 6.7k views
   • 
   • Guest
   • February 22, 2007

2. Profit sharing terminated, but $29 made its way back into account on 12/29/06

   By Guest JReality, January 31, 2007
   • 5 replies
   • 1.4k views
   • 
   • Bird
   • February 1, 2007

3. 5500EZ late

   By Guest harvisachar, January 23, 2007
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • January 23, 2007

4. Anything new on the statute of limitations w/out schedule P?

   By jkharvey, January 23, 2007
   • 0 replies
   • 1.3k views
   • 
   • jkharvey
   • January 23, 2007

5. When will the new version of Relius Govt. Forms be released?

   By stephen, January 5, 2007
   • 5 replies
   • 1.7k views
   • 
   • Stevo-PDX
   • January 23, 2007

6. Small Plan Sch I 4i Cash>20% of Assets

   By Guest dfeltens, January 4, 2007
   • 4 replies
   • 1.3k views
   • 
   • Bird
   • January 5, 2007

7. 5500EZ Question 10c

   By Guest jusducki, January 3, 2007
   • 1 reply
   • 1.5k views
   • 
   • WDIK
   • January 3, 2007

8. Short Plan year question/audit exception

   By Guest Bearlee, January 3, 2007
   • 2 replies
   • 1.9k views
   • 
   • JanetM
   • January 4, 2007

9. Schedule A coverage question

   By Guest ak, December 28, 2006
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • December 28, 2006

10. 2nd Year Plan w/ No Assets

    By Guest notapensiongeek, December 15, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 16, 2006

11. Form 5500 EZ

    By Belgarath, November 28, 2006
    • 2 replies
    • 2.7k views
    • 
    • JanetM
    • November 30, 2006

12. Change in Control 5500?

    By Guest LVanSteeter, November 17, 2006
    • 3 replies
    • 1.5k views
    • 
    • JanetM
    • November 17, 2006

13. Independent qualified public accountants for audit

    By Guest 401kadmin, November 16, 2006
    • 9 replies
    • 3.5k views
    • 
    • Archimage
    • November 22, 2006

14. PEO sets up a plan as a leasing organization with 25 adopting employers

    By katieinny, November 15, 2006
    • 3 replies
    • 1.5k views
    • 
    • katieinny
    • December 12, 2006

15. SAR distribution

    By Guest forum4, November 13, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 13, 2006

16. 80 - 120 Participant Rule

    By Guest A White, November 3, 2006
    • 2 replies
    • 2.5k views
    • 
    • Below Ground
    • November 3, 2006

17. First Time Filer

    By Guest ehs, October 24, 2006
    • 2 replies
    • 1.5k views
    • 
    • RCK
    • October 30, 2006

18. 5550 - What information needs to be at all work locations?

    By Guest Denise M., October 17, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 17, 2006

19. Premiums get put where?

    By wsp, October 13, 2006
    • 2 replies
    • 1.7k views
    • 
    • wsp
    • October 13, 2006

20. Schedule SSA for terminated plan

    By wsp, October 13, 2006
    • 1 reply
    • 1.9k views
    • 
    • Bird
    • October 14, 2006

21. 5500s Not Ready - File Anyway and Amend?

    By namealreadyinuse, October 12, 2006
    • 11 replies
    • 2.8k views
    • 
    • Belgarath
    • October 13, 2006

22. IQPA never filed

    By goldtpa, October 12, 2006
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • February 22, 2007

23. Summary Annual Report

    By Guest algelin, October 9, 2006
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 9, 2006

24. Plan termed, but one loan was not deemed...

    By BG5150, October 3, 2006
    • 6 replies
    • 1.8k views
    • 
    • Just Me
    • October 11, 2006

25. Final 5500 EZ- money purchase

    By Guest taxchicks, October 3, 2006
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • October 4, 2006

26. Schedule R, Line 3

    By Lori Friedman, September 27, 2006
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • September 27, 2006

27. Employer ID number

    By Guest Moira, September 27, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 27, 2006

28. additional extensions for Katrina

    By Guest JMAC, September 27, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 27, 2006

29. Use of Retroactive Wrap Plans to Fix Filing Problems

    By 401 Chaos, September 22, 2006
    • 0 replies
    • 4.4k views
    • 
    • 401 Chaos
    • September 22, 2006

30. Summary Annual Report

    By Lori Friedman, September 20, 2006
    • 3 replies
    • 1.7k views
    • 
    • Lori Friedman
    • September 27, 2006

31. 5500-EZ $100,00 threshold

    By BG5150, September 20, 2006
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • September 20, 2006

32. Relius Form 5500

    By Lori Friedman, September 20, 2006
    • 5 replies
    • 2.8k views
    • 
    • Tom Poje
    • October 27, 2014

33. Summary Annual Report

    By Guest Jensen, September 19, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 19, 2006

34. Controlled Group Umbrella Plan

    By QDROphile, September 16, 2006
    • 0 replies
    • 1.8k views
    • 
    • QDROphile
    • September 16, 2006

35. Schedule C

    By Guest Tad77, September 14, 2006
    • 1 reply
    • 1.6k views
    • 
    • Archimage
    • September 14, 2006

36. If and when is the SSA going away?

    By BG5150, September 12, 2006
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 14, 2006

37. Fiduciary Service Account?

    By Guest cas10, September 10, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 10, 2006

38. Schedule of Assets Held - mutual funds

    By Monica Barnard, September 7, 2006
    • 9 replies
    • 6.8k views
    • 
    • Guest
    • October 2, 2006

39. Form 5500-EZ loan disclosure

    By Guest jaf036, September 6, 2006
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • September 6, 2006

40. Plan Merger Filings

    By Guest Tad77, August 31, 2006
    • 2 replies
    • 1.9k views
    • 
    • JanetM
    • August 31, 2006

41. Do we need to amend last year's 5500?

    By Guest notapensiongeek, August 30, 2006
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 31, 2006

42. Participant

    By Guest moltengater, August 24, 2006
    • 7 replies
    • 2k views
    • 
    • Bird
    • August 28, 2006

43. schedule a reporting

    By betheeg, August 24, 2006
    • 0 replies
    • 1.2k views
    • 
    • betheeg
    • August 24, 2006

44. No Schedule B with 5500 EZ?

    By Dougsbpc, August 23, 2006
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • August 23, 2006

45. Penalty for not having fidelity bond?

    By BG5150, August 22, 2006
    • 13 replies
    • 13.4k views
    • 
    • david rigby
    • March 12, 2013

46. Schedule of Assets Held for Investment Purposes

    By Guest moltengater, August 21, 2006
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • August 31, 2006

47. 5500 Filing Requirements for MTIA / Plan

    By Guest CraigH, August 17, 2006
    • 1 reply
    • 2k views
    • 
    • JanetM
    • August 17, 2006

48. Schedule R; file or not to file

    By BG5150, August 10, 2006
    • 4 replies
    • 1.9k views
    • 
    • Tom Poje
    • August 14, 2006

49. SChedule C

    By MBCarey, August 10, 2006
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • August 11, 2006

50. Is a public university considered a governmental plan?

    By Guest chrisketch, August 9, 2006
    • 10 replies
    • 5.6k views
    • 
    • Guest
    • August 14, 2006