Form 5500

3,272 topics in this forum

1. Relius Web Client - Processing Stopped

   By Guest JPIngold, June 15, 2010
   • 19 replies
   • 5.2k views
   • 
   • Guest
   • August 24, 2010

2. Relius Web Client Emails

   By Guest xo85xo, July 26, 2010
   • 1 reply
   • 1k views
   • 
   • TPAMan
   • July 26, 2010

3. Relius Web Client Potential Issue

   By Guest AHS527, June 9, 2010
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • June 9, 2010

4. Relius Web Client submission error

   By Dinosaur, June 24, 2010
   • 8 replies
   • 3k views
   • 
   • K2retire
   • June 25, 2010

5. Relius WebClient

   By Guest Jennyb473, June 17, 2010
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • June 17, 2010

6. Relius WebClient

   By Leopurrd, May 28, 2010
   • 11 replies
   • 2.2k views
   • 
   • Guest
   • June 14, 2010

7. Relius WebClient

   By ACox, July 23, 2010
   • 5 replies
   • 2.5k views
   • 
   • HarleyBabe
   • August 5, 2010

8. Relius Webclient - Attachment when no attachment

   By TPA Bob, August 25, 2010
   • 1 reply
   • 924 views
   • 
   • Guest
   • August 25, 2010

9. Relius WebClient - not publishing?

   By Leopurrd, April 15, 2013
   • 2 replies
   • 1.3k views
   • 
   • Lou S.
   • April 15, 2013

10. Reportable Transaction

    By Guest Rutager, June 18, 2008
    • 1 reply
    • 1.9k views
    • 
    • JanetM
    • June 18, 2008

11. Reportable Transaction

    By Guest cascigm, September 8, 2005
    • 4 replies
    • 5.2k views
    • 
    • R. Butler
    • September 20, 2005

12. Reportable Transaction upon plan merger

    By B21, February 4, 2021
    • 0 replies
    • 354 views
    • 
    • B21
    • February 4, 2021

13. Reportable Transaction? - Bond Maturing

    By Guest Pat Metallic, April 27, 2006
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • April 28, 2006

14. Reportable Transactions

    By Guest Rebel TPA, May 13, 2011
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 20, 2011

15. Reporting Brokerage Commissions on Schedule H

    By pitkofsky, December 2, 2016
    • 1 reply
    • 1k views
    • 
    • My 2 cents
    • December 2, 2016

16. Reporting Cash Value of Life Insurance Policy in retirement plan

    By Casey, October 7, 2005
    • 4 replies
    • 3k views
    • 
    • Guest
    • October 11, 2005

17. reporting contributions when there was a plan merger

    By Santo Gold, March 17, 2021
    • 9 replies
    • 1.2k views
    • 
    • Belgarath
    • April 12, 2021

18. Reporting Corrective Distributions

    By pmacduff, June 5, 2003
    • 5 replies
    • 4k views
    • 
    • Jim Chad
    • April 3, 2008

19. Reporting currency gains

    By JohnCheek, January 9, 2001
    • 0 replies
    • 1.4k views
    • 
    • JohnCheek
    • January 9, 2001

20. reporting defaulted loan

    By thepensionmaven, May 12, 2020
    • 2 replies
    • 2.1k views
    • 
    • thepensionmaven
    • May 12, 2020

21. Reporting defaulted loans

    By pbarrett, May 6, 2003
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • May 8, 2003

22. Reporting delinquent contributions after EBSA audit closing letter

    By Guest Bearlee, September 26, 2012
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 26, 2012

23. Reporting Delinquent Employee Contribtuions

    By Guest Esquire, November 13, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 14, 2000

24. Reporting dividend distribution to S shareholders

    By k man, August 16, 2005
    • 0 replies
    • 1.2k views
    • 
    • k man
    • August 16, 2005

25. Reporting Excess Contributions & Refunds

    By Guest LWilson, July 22, 2002
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 22, 2002

26. Reporting fidelity bond with fluctuation feature

    By hunter001, August 26, 2011
    • 4 replies
    • 1.2k views
    • 
    • austin3515
    • August 29, 2011

27. Reporting Life Insurance and Annuity values for 412 Plan

    By JMR, October 26, 2021
    • 7 replies
    • 789 views
    • 
    • ErnieG
    • October 27, 2021

28. Reporting Life Insurance Contracts

    By Guest Jimmy B, January 24, 2001
    • 2 replies
    • 1.9k views
    • 
    • Kristina
    • January 24, 2001

29. Reporting Loans on Schedule I

    By Guest MCarey1, May 12, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • May 19, 2004

30. Reporting of Life Insurance Policy??

    By chris, August 20, 2002
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • August 21, 2002

31. Reporting of nondeductible contributions on Schedule I

    By mwyatt, January 29, 2001
    • 0 replies
    • 1.5k views
    • 
    • mwyatt
    • January 29, 2001

32. reporting of stock dividends on form 5500 schedule h

    By pitkofsky, March 16, 2016
    • 0 replies
    • 673 views
    • 
    • pitkofsky
    • March 16, 2016

33. Reporting PS Contribution on Sched. I and 5500

    By Guest BarryK, May 13, 2004
    • 3 replies
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • May 13, 2004

34. Reporting REIT assets

    By Guest phyphy, May 26, 2004
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 26, 2004

35. Reporting separate account GICs, synthetic GICs, and stable value fund

    By Guest ak, June 9, 2000
    • 0 replies
    • 3k views
    • 
    • Guest
    • June 9, 2000

36. Reporting the Effective Date of the Plan

    By Guest Beth1, January 12, 2001
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • January 17, 2001

37. Reporting Unmade Safe Harbor Contribution

    By Guest MS TPA, January 20, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 20, 2011

38. Request to waive all late filing fees?

    By John A, August 21, 2003
    • 0 replies
    • 1.2k views
    • 
    • John A
    • August 21, 2003

39. Requesting SSA Information from IRS

    By Guest BWNWE, June 27, 2012
    • 0 replies
    • 857 views
    • 
    • Guest
    • June 27, 2012

40. Required SAR filing?

    By Guest Alison Hetrick, May 31, 2000
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • May 31, 2000

41. REQUIRED to file form 5500-EZ Electronically?

    By K-t-F, June 24, 2022
    • 8 replies
    • 2.2k views
    • 
    • Bri
    • June 27, 2022

42. Required to file?

    By Earl, June 16, 2006
    • 3 replies
    • 1.7k views
    • 
    • Earl
    • June 16, 2006

43. required to file?

    By stevena, August 8, 2001
    • 3 replies
    • 1.8k views
    • 
    • JohnCheek
    • August 13, 2001

44. Requirement to file 5500 with the state

    By PAL, May 20, 2010
    • 5 replies
    • 2.9k views
    • 
    • david rigby
    • May 21, 2010

45. Requirements for a Gov't Entity -- Welfare Benefit Plan

    By Archimage, October 18, 2013
    • 3 replies
    • 2.3k views
    • 
    • Everett Moreland
    • October 21, 2013

46. Residual Assets - Zero Participants Term DB Plan

    By Rob P, September 4, 2013
    • 4 replies
    • 1.7k views
    • 
    • chc93
    • September 4, 2013

47. Resolution to terminate question

    By Richard Anderson, October 3, 2013
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • October 3, 2013

48. resource to view dol form 5500 for H&W plans?

    By Guest account2k, June 24, 2012
    • 1 reply
    • 1.1k views
    • 
    • ESOP Guy
    • June 25, 2012

49. Responding to IRS Notices-Who Should Respond?

    By Guest MS TPA, January 12, 2011
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • February 3, 2011

50. Restored Forfeitues

    By Disco Stu, May 29, 2002
    • 0 replies
    • 1.4k views
    • 
    • Disco Stu
    • May 29, 2002