Form 5500

3,277 topics in this forum

1. question on multiple employer plans & question on qslobs

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

2. Question on Schedule I - Financial Information

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

3. question on schedule I -re. real estate

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

4. Question- FORM 5500 Help needed

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

5. Questionable Filing Status

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

6. Questions Regarding 5500 Schedule T

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

7. 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

8. Reading 5500's

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

9. Real estate expenses

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

10. Reasonable Cause - Fee Waiver

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

11. Reasonable Cause Letter

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

12. Reasonable Cause Letters

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

13. Receipt of Settlement Assets after a plan has terminated

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

14. Receivable Contribution

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

15. 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

16. receivable loan payments on schedule H

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

17. Receivable only and participant count for audit

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

18. Receivable question on 5500

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

19. Receivables

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

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

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

21. Record DFVCP Filing

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

22. 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
    • 2.8k views
    • 
    • ESOP Guy
    • October 12, 2018

23. Regarding Part 1 - Item C

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

24. Rehired Retiree

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

25. Reimbursed fees on Sched H/I

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

26. Reimbursement to Plan Sponsor and Schedule C

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

27. REIT - Eligible plan asset?

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

28. REIT on a 5500

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

29. relief for late filers of 5500 EZ

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

30. Relius - Web Client

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

31. Relius & Windows 7

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

32. Relius 2010 forms

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

33. Relius 5500 - EFAST for a Fiscal Year Plan

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

34. Relius 5500 software question

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

35. Relius 5500-EZ Validation Error

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

36. Relius Acknowledgement of Form 5500-SF Received

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

37. Relius Administration

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

38. Relius Form 5500

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

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

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

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

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

41. Relius Gov't Forms not printing

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

42. Relius Government Forms

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

43. Relius Govt Forms Vista Issue

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

44. Relius SAR

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

45. Relius SAR

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

46. Relius SAR Program

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

47. Relius SB 5500 not printing

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

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

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

49. Relius Web Client

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

50. Relius Web Client

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