Form 5500

3,272 topics in this forum

1. Stop Loss Schedule A

   By Guest furiousfurrball, June 8, 2009
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • June 8, 2009

2. Stop Loss?

   By SLuskin, September 4, 2012
   • 2 replies
   • 5.1k views
   • 
   • SLuskin
   • September 12, 2012

3. Strange Question day - 5500 SF reporting question

   By Belgarath, September 21, 2021
   • 2 replies
   • 538 views
   • 
   • Belgarath
   • September 22, 2021

4. Stupid 8955-SSA form

   By Guest Brenda Schachle, January 5, 2012
   • 2 replies
   • 1.6k views
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   • Tom Poje
   • January 5, 2012

5. Submitting a 5500 with no Credentials

   By austin3515, July 15, 2011
   • 7 replies
   • 1.4k views
   • 
   • austin3515
   • July 18, 2011

6. Successful EFiling without User ID and PIN?

   By 12AX7, August 15, 2011
   • 7 replies
   • 1.6k views
   • 
   • K2retire
   • August 16, 2011

7. Summ Ann Report

   By austin3515, April 18, 2019
   • 10 replies
   • 2.4k views
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   • BG5150
   • April 25, 2019

8. Summary Annual Report

   By Belgarath, April 16, 2009
   • 1 reply
   • 1.6k views
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   • chc93
   • April 17, 2009

9. Summary Annual Report

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

10. Summary Annual Report

    By Guest 401kadmin, June 23, 2005
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • June 24, 2005

11. Summary Annual Report

    By Guest rachd, August 5, 2003
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • August 5, 2003

12. Summary Annual Report

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

13. Summary Annual Report

    By KateSmithPA, July 22, 2008
    • 2 replies
    • 2.1k views
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    • Kevin C
    • July 22, 2008

14. Summary Annual Report

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

15. Summary Annual Report

    By Dazednconfused, February 18, 2011
    • 1 reply
    • 1.1k views
    • 
    • GMK
    • February 18, 2011

16. Summary Annual Report

    By Guest Hartnett123, May 18, 2004
    • 5 replies
    • 1.6k views
    • 
    • KJohnson
    • May 19, 2004

17. Summary Annual Report

    By MBCarey, June 13, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 13, 2005

18. summary annual report

    By wmyer, October 28, 2004
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • October 29, 2004

19. summary annual report

    By Guest George Chimento, August 4, 2009
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • August 10, 2009

20. Summary Annual Report

    By Guest hitt24, May 26, 2004
    • 1 reply
    • 2.2k views
    • 
    • maverick
    • May 28, 2004

21. Summary Annual Report (SAR)

    By Jilliandiz, November 13, 2008
    • 2 replies
    • 1.5k views
    • 
    • JanetM
    • November 13, 2008

22. Summary Annual Report Distribution

    By Guest monti1, September 3, 2003
    • 1 reply
    • 8.8k views
    • 
    • WDIK
    • September 4, 2003

23. Summary Annual Report for 5500-EZ?

    By 5500sorBust, August 24, 2020
    • 1 reply
    • 1.9k views
    • 
    • Lou S.
    • August 24, 2020

24. Summary annual report question

    By bzorc, September 11, 2002
    • 7 replies
    • 3.7k views
    • 
    • E as in ERISA
    • September 16, 2002

25. Summary Annual Report to Participant with no Balance?

    By Guest SuzieQNEC, September 17, 2009
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • September 18, 2009

26. Sungard Relius IFile

    By Andy the Actuary, July 15, 2013
    • 0 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • July 15, 2013

27. Sungard/Relius Govenment Forms

    By Lou S., October 14, 2010
    • 14 replies
    • 4.8k views
    • 
    • Guest
    • October 29, 2010

28. Supplemental group life, ltd and dependent life 5500 question.

    By Guest benefitsdude6, July 7, 2004
    • 2 replies
    • 1.7k views
    • 
    • KJohnson
    • July 7, 2004

29. Switch to 5500 EZ?

    By Dougsbpc, April 11, 2012
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • April 11, 2012

30. Switch to 5500-EZ

    By 415 Limit, June 28, 2010
    • 0 replies
    • 983 views
    • 
    • 415 Limit
    • June 28, 2010

31. Switching from filing 5500 to filing5500EZ

    By Guest ElKH, June 3, 2003
    • 3 replies
    • 1.1k views
    • 
    • mwyatt
    • June 4, 2003

32. Switching from Form 5500 to 5500EZ

    By Richard Anderson, September 21, 2010
    • 5 replies
    • 3.4k views
    • 
    • Bird
    • September 22, 2010

33. Switching from large filing to small

    By Guest Powers, August 3, 2004
    • 2 replies
    • 1.3k views
    • 
    • R. Butler
    • August 3, 2004

34. Synthetic GIC's

    By justbsur, June 17, 2008
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • June 17, 2008

35. Takeover plan has assets from 457 tax exempt

    By leighl, October 6, 2016
    • 1 reply
    • 805 views
    • 
    • XTitan
    • October 6, 2016

36. Tax Consequences of Failing Coverage Testing

    By Guest PBJ, March 27, 2007
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 27, 2007

37. Tax Forms - Do you PDF and email to your client?

    By MLML, January 10, 2012
    • 9 replies
    • 1.7k views
    • 
    • jkharvey
    • January 18, 2012

38. Tax Forms Needed If Assets Are $0 At EOY?

    By mming, April 26, 2008
    • 7 replies
    • 2.6k views
    • 
    • JanetM
    • April 28, 2008

39. Tax I.D. Number on 5500

    By KateSmithPA, March 12, 2002
    • 3 replies
    • 2.9k views
    • 
    • bdeancpa
    • March 23, 2002

40. Tax Relief for Storm Victims - Form 5500

    By pcbenefits007, October 1, 2015   

    • Texas
    • tax relief
    • (and 1 more)

      Tagged with:

      • Texas
      • tax relief
      • form 5500 2007-56
    • 0 replies
    • 1.1k views
    • 
    • pcbenefits007
    • October 1, 2015

41. Tax Year for Short Plan Year

    By Guest anagpal, September 22, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 22, 2005

42. TE Compliance Unit Letter for 1 participant plan

    By thepensionmaven, August 24, 2021
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • August 25, 2021

43. Term plan number of participants

    By Guest Georgia1, August 18, 2010
    • 2 replies
    • 807 views
    • 
    • WDIK
    • August 19, 2010

44. Terminated Actuary/Schedule C

    By austin3515, May 11, 2016
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • May 11, 2016

45. Terminated DB

    By Guest rachd, July 30, 2003
    • 3 replies
    • 1.2k views
    • 
    • mwyatt
    • July 31, 2003

46. Terminated DB Plan

    By Guest mo again, September 26, 2000
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • October 6, 2000

47. terminated plan

    By pmacduff, July 1, 2008
    • 4 replies
    • 2.4k views
    • 
    • pmacduff
    • July 2, 2008

48. Terminated Plan - 5500 Error - Pointing Assets Transferred to Acquiring Plan

    By kadvisor, June 5
    • 6 replies
    • 1.1k views
    • 
    • Paul I
    • June 6

49. Terminated Plan - 5500 Rejected by DOL in Error

    By BeanCounterBlues, May 22, 2012
    • 3 replies
    • 4.9k views
    • 
    • Tom Poje
    • June 26, 2012

50. Terminated Plan - Account's Opinion

    By Guest cands2002, July 14, 2014   

    • large plan
    • 5 replies
    • 1.4k views
    • 
    • Peter Gulia
    • July 15, 2014