Form 5500

3,281 topics in this forum

1. Question 5 on 5500

   By Lori H, April 14, 2011
   • 3 replies
   • 1.5k views
   • 
   • Earl
   • April 22, 2011

2. Question 6 on Form 5500

   By justatester, November 22, 2011
   • 1 reply
   • 1.4k views
   • 
   • Andy the Actuary
   • November 22, 2011

3. Question about DFVC

   By KateSmithPA, September 10, 2002
   • 1 reply
   • 1.2k views
   • 
   • BFree
   • September 11, 2002

4. Question for FT William Users

   By ESOP Guy, October 25, 2012
   • 5 replies
   • 2.2k views
   • 
   • EBDI
   • October 25, 2012

5. question on multiple employer plans & question on qslobs

   By Guest edsy, October 20, 2005
   • 2 replies
   • 2k views
   • 
   • stephen
   • October 20, 2005

6. Question on Schedule I - Financial Information

   By Guest PLHart, July 16, 2002
   • 1 reply
   • 2k views
   • 
   • jaemmons
   • July 16, 2002

7. question on schedule I -re. real estate

   By SSRRS, September 11, 2020
   • 2 replies
   • 622 views
   • 
   • SSRRS
   • September 11, 2020

8. Question- FORM 5500 Help needed

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

9. Questionable Filing Status

   By Guest ANNEBV, July 13, 2001
   • 2 replies
   • 1.6k views
   • 
   • Kirk Maldonado
   • July 15, 2001

10. Questions Regarding 5500 Schedule T

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

11. 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

12. Reading 5500's

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

13. Real estate expenses

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

14. Reasonable Cause - Fee Waiver

    By Dawn Hafner, September 10, 2002
    • 6 replies
    • 3.2k views
    • 
    • E as in ERISA
    • September 12, 2002

15. Reasonable Cause Letter

    By Janice F, October 26, 2009
    • 7 replies
    • 7.3k views
    • 
    • Guest
    • April 30, 2010

16. Reasonable Cause Letters

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

17. Receipt of Settlement Assets after a plan has terminated

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

18. Receivable Contribution

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

19. 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
    • 2.7k views
    • 
    • Mike Preston
    • May 12, 2017

20. receivable loan payments on schedule H

    By Rayofsunshine, August 9, 2023
    • 5 replies
    • 1.7k views
    • 
    • Paul I
    • August 11, 2023

21. Receivable only and participant count for audit

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

22. Receivable question on 5500

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

23. Receivables

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

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

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

25. Record DFVCP Filing

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

26. 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
    • 2.9k views
    • 
    • ESOP Guy
    • October 12, 2018

27. Regarding Part 1 - Item C

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

28. Rehired Retiree

    By Guest Grumpy455, September 6, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 6, 2005

29. Reimbursed fees on Sched H/I

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

30. Reimbursement to Plan Sponsor and Schedule C

    By cathyw, August 20, 2020
    • 4 replies
    • 1.3k views
    • 
    • cathyw
    • August 21, 2020

31. REIT - Eligible plan asset?

    By tymesup, March 18, 2013
    • 4 replies
    • 2.7k views
    • 
    • tymesup
    • March 19, 2013

32. REIT on a 5500

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

33. relief for late filers of 5500 EZ

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

34. Relius - Web Client

    By HarleyBabe, June 21, 2011
    • 15 replies
    • 3.1k views
    • 
    • mwyatt
    • June 29, 2011

35. Relius & Windows 7

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

36. Relius 2010 forms

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

37. Relius 5500 - EFAST for a Fiscal Year Plan

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

38. Relius 5500 software question

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

39. Relius 5500-EZ Validation Error

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

40. Relius Acknowledgement of Form 5500-SF Received

    By DPSRich, February 16, 2012
    • 6 replies
    • 1.9k views
    • 
    • ACox
    • February 16, 2012

41. Relius Administration

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

42. Relius Form 5500

    By Lori Friedman, September 20, 2006
    • 5 replies
    • 2.9k views
    • 
    • Tom Poje
    • October 27, 2014

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

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

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

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

45. Relius Gov't Forms not printing

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

46. Relius Government Forms

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

47. Relius Govt Forms Vista Issue

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

48. Relius SAR

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

49. Relius SAR

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

50. Relius SAR Program

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