Form 5500

3,272 topics in this forum

1. Question- FORM 5500 Help needed

   By nan, March 7, 2021
   • 3 replies
   • 903 views
   • 
   • thepensionmaven
   • March 9, 2021

2. Questionable Filing Status

   By Guest ANNEBV, July 13, 2001
   • 2 replies
   • 1.5k views
   • 
   • Kirk Maldonado
   • July 15, 2001

3. Questions Regarding 5500 Schedule T

   By wmyer, August 11, 2000
   • 1 reply
   • 2.1k views
   • 
   • Disco Stu
   • August 11, 2000

4. re-visiting IRS Notice 2014-35.. DFVC (efile) + paper file 8955-SSA

   By Jerry Erisa, May 9, 2015
   • 0 replies
   • 1.4k views
   • 
   • Jerry Erisa
   • May 9, 2015

5. Reading 5500's

   By Guest mcarlson, February 15, 2006
   • 2 replies
   • 2.1k views
   • 
   • GBurns
   • February 16, 2006

6. Real estate expenses

   By austin3515, November 15, 2014
   • 7 replies
   • 2.2k views
   • 
   • austin3515
   • November 17, 2014

7. Reasonable Cause - Fee Waiver

   By Dawn Hafner, September 10, 2002
   • 6 replies
   • 3.1k views
   • 
   • E as in ERISA
   • September 12, 2002

8. Reasonable Cause Letter

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

9. Reasonable Cause Letters

   By Lifer, October 18, 2016
   • 1 reply
   • 883 views
   • 
   • Lou S.
   • October 18, 2016

10. Receipt of Settlement Assets after a plan has terminated

    By buckaroo, July 23, 2009
    • 0 replies
    • 1.3k views
    • 
    • buckaroo
    • July 23, 2009

11. Receivable Contribution

    By Pension RC, September 16, 2016
    • 5 replies
    • 3.6k views
    • 
    • My 2 cents
    • September 16, 2016

12. Receivable Contributions

    By RetirementRosie, May 10, 2017   

    • payroll date
    • effective date
    • (and 3 more)

      Tagged with:

      • payroll date
      • effective date
      • 5500
      • receivable
      • contribution
    • 6 replies
    • 2.6k views
    • 
    • Mike Preston
    • May 12, 2017

13. receivable loan payments on schedule H

    By Rayofsunshine, August 9, 2023
    • 5 replies
    • 1.6k views
    • 
    • Paul I
    • August 11, 2023

14. Receivable only and participant count for audit

    By AmyETPA, December 14, 2022
    • 4 replies
    • 1.1k views
    • 
    • BookReader
    • May 3, 2023

15. Receivable question on 5500

    By Guest JimP, September 14, 2000
    • 4 replies
    • 2.7k views
    • 
    • JohnCheek
    • September 18, 2000

16. Receivables

    By Guest pjb, November 14, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 14, 2003

17. Received Settlement money. Final 5500 filed last year.

    By jkharvey, April 4, 2013
    • 2 replies
    • 1.4k views
    • 
    • jkharvey
    • April 7, 2013

18. Record DFVCP Filing

    By MarZDoates, January 4, 2021
    • 4 replies
    • 804 views
    • 
    • Mike Preston
    • January 19, 2021

19. Refund of loan principal overpayment

    By Liam, October 1, 2018   

    • loan principal
    • overpayment
    • (and 2 more)

      Tagged with:

      • loan principal
      • overpayment
      • refund
      • 5500
    • 12 replies
    • 2.7k views
    • 
    • ESOP Guy
    • October 12, 2018

20. Regarding Part 1 - Item C

    By Guest MSMA, December 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • pmacduff
    • December 12, 2001

21. Rehired Retiree

    By Guest Grumpy455, September 6, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 6, 2005

22. Reimbursed fees on Sched H/I

    By TPApril, July 13, 2011
    • 8 replies
    • 1.4k views
    • 
    • TPApril
    • July 19, 2011

23. Reimbursement to Plan Sponsor and Schedule C

    By cathyw, August 20, 2020
    • 4 replies
    • 1.2k views
    • 
    • cathyw
    • August 21, 2020

24. REIT - Eligible plan asset?

    By tymesup, March 18, 2013
    • 4 replies
    • 2.6k views
    • 
    • tymesup
    • March 19, 2013

25. REIT on a 5500

    By austin3515, October 13, 2015
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • October 13, 2015

26. relief for late filers of 5500 EZ

    By Tom Poje, May 13, 2014
    • 1 reply
    • 782 views
    • 
    • A Shot in the Dark
    • May 13, 2014

27. Relius - Web Client

    By HarleyBabe, June 21, 2011
    • 15 replies
    • 3k views
    • 
    • mwyatt
    • June 29, 2011

28. Relius & Windows 7

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

29. Relius 2010 forms

    By Guest JPIngold, July 7, 2010
    • 1 reply
    • 976 views
    • 
    • EBDI
    • July 7, 2010

30. Relius 5500 - EFAST for a Fiscal Year Plan

    By Guest PAINPA, August 11, 2004
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • August 13, 2004

31. Relius 5500 software question

    By TPAnnie, October 17, 2005
    • 1 reply
    • 1.5k views
    • 
    • Fredman
    • October 18, 2005

32. Relius 5500-EZ Validation Error

    By austin3515, September 29, 2010
    • 6 replies
    • 1.5k views
    • 
    • Tom Poje
    • September 29, 2010

33. Relius Acknowledgement of Form 5500-SF Received

    By DPSRich, February 16, 2012
    • 6 replies
    • 1.8k views
    • 
    • ACox
    • February 16, 2012

34. Relius Administration

    By Guest jsummer, May 7, 2012
    • 0 replies
    • 666 views
    • 
    • Guest
    • May 7, 2012

35. Relius Form 5500

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

36. Relius Gov't Form, unable to log in

    By Rayofsunshine, May 23, 2024
    • 1 reply
    • 381 views
    • 
    • Egold
    • June 3, 2024

37. Relius Gov't Forms - "filing for plan year"

    By Dinosaur, October 20, 2010
    • 2 replies
    • 1k views
    • 
    • austin3515
    • October 20, 2010

38. Relius Gov't Forms not printing

    By Dinosaur, October 19, 2010
    • 4 replies
    • 1.6k views
    • 
    • TPAMan
    • October 19, 2010

39. Relius Government Forms

    By Andy the Actuary, March 8, 2015
    • 3 replies
    • 2.5k views
    • 
    • Beemer
    • March 13, 2015

40. Relius Govt Forms Vista Issue

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

41. Relius SAR

    By Guest SPOT, March 20, 2002
    • 3 replies
    • 1.6k views
    • 
    • mwyatt
    • March 26, 2002

42. Relius SAR

    By Guest SPOT, May 29, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 31, 2002

43. Relius SAR Program

    By mwyatt, February 9, 2007
    • 0 replies
    • 1.3k views
    • 
    • mwyatt
    • February 9, 2007

44. Relius SB 5500 not printing

    By pgold, August 12, 2010
    • 0 replies
    • 849 views
    • 
    • pgold
    • August 12, 2010

45. Relius SB overrides on the SB - possible or impossible

    By Bug on my window, August 13, 2024
    • 1 reply
    • 356 views
    • 
    • Lou S.
    • August 14, 2024

46. Relius Web Client

    By TPAMan, October 16, 2012
    • 32 replies
    • 6.9k views
    • 
    • TPApril
    • October 23, 2014

47. Relius Web Client

    By Guest grzesiu, October 14, 2011
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • November 1, 2011

48. Relius Web Client

    By 12AX7, September 21, 2010
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 22, 2010

49. Relius Web Client

    By Guest LauraVanSteeter, January 25, 2013
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 25, 2013

50. Relius Web Client - Attachment error

    By Spencer, July 30, 2010
    • 1 reply
    • 1.3k views
    • 
    • Spencer
    • August 2, 2010