Form 5500

3,281 topics in this forum

1. Relius SAR Program

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

2. Schedule SSA Question (Dollar amounts??)

   By Guest Robert72, September 6, 2002
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   • Guest
   • September 6, 2002

3. 2011 form 5500 EZ

   By Tom Poje, December 7, 2011
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   • Tom Poje
   • December 7, 2011

4. 5500 Schedule D

   By Tom, October 7, 2020   

   • 5500-sf
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   • 436 views
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   • Tom
   • October 7, 2020

5. MEWAs and Form 5500

   By Guest Higley, November 6, 2001
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   • Guest
   • November 6, 2001

6. VDCP application

   By Guest Laura Browne, July 6, 2004
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   • Guest
   • July 6, 2004

7. Schedule A

   By Guest ak, March 29, 2007
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   • Guest
   • March 29, 2007

8. Use of Retroactive Wrap Plans to Fix Filing Problems

   By 401 Chaos, September 22, 2006
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   • 401 Chaos
   • September 22, 2006

9. Posting of 5500 on Employer's Intranet Website

   By Jean, April 9, 2010
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   • Jean
   • April 9, 2010

10. Tax Year for Short Plan Year

    By Guest anagpal, September 22, 2005
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    • Guest
    • September 22, 2005

11. Master Trust Investment Accounts

    By Guest Mark DeBoer, July 29, 2009
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    • Guest
    • July 29, 2009

12. Cost of Limited Partnership

    By kocak, August 31, 2001
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    • kocak
    • August 31, 2001

13. late adp refund

    By KevinMc, May 10, 2010
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    • KevinMc
    • May 10, 2010

14. Webclient - recent updates and saved credentials

    By hunter001, May 22, 2013
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    • 935 views
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    • hunter001
    • May 22, 2013

15. Quarterly Contribution Silliness

    By Andy the Actuary, June 8, 2010
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    • 979 views
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    • Andy the Actuary
    • June 8, 2010

16. One Person Plan - Problem with Filing!

    By Guest m.n.ouellette, July 2, 2010
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    • Guest
    • July 2, 2010

17. Sch R for terminated Money Purchase plan

    By chc93, July 30, 2010
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    • chc93
    • July 30, 2010

18. Schedule C requirements

    By Guest ERISA_kid, October 1, 2004
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    • 970 views
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    • Guest
    • October 1, 2004

19. Large plan filing?

    By TPAAdvisor, November 13, 2023
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    • 368 views
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    • TPAAdvisor
    • November 13, 2023

20. Coverage testing - excludable employees & Schedule T

    By Guest Christie Banks, December 11, 2002
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    • Guest
    • December 11, 2002

21. fORGOT TO FILE AN EXTENSION FOR FORM 5530

    By Guest revier, September 10, 2004
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    • 946 views
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    • Guest
    • September 10, 2004

22. Schedule A information. Automatic or on request

    By Guest ak, October 24, 2004
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    • 1.4k views
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    • Guest
    • October 24, 2004

23. Expenses for Real Estate

    By austin3515, October 14, 2015
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    • 687 views
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    • austin3515
    • October 14, 2015

24. TIAA CREF Deemed Loan Reporting Issue

    By austin3515, October 13, 2022
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    • 411 views
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    • austin3515
    • October 13, 2022

25. the soon to be form 8955-SSA and extensions

    By Tom Poje, March 21, 2011
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    • 1.7k views
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    • Tom Poje
    • March 21, 2011

26. Wrap 5500 different numbers benefitting under different coverages

    By Nancy D, March 2, 2013
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    • 970 views
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    • Nancy D
    • March 2, 2013

27. Schedule H - 5% Transaction Reporting

    By mming, August 21, 2015
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    • 1k views
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    • mming
    • August 21, 2015

28. Schedule A for Health & Welfare Plans

    By Guest EdwardF, August 18, 2000
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    • Guest
    • August 18, 2000

29. Schedule H, line 4j Reportable Transactions

    By Guest Kriso, June 14, 2004
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    • Guest
    • June 14, 2004

30. Form 5500 Schedule H Income

    By Andy the Actuary, March 4, 2013
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    • Andy the Actuary
    • March 4, 2013

31. Schedule A - timing question

    By Guest calcu, June 14, 2004
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    • Guest
    • June 14, 2004

32. F-5500 REF

    By gregburst, March 21, 2011
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    • gregburst
    • March 21, 2011

33. MEP new rule for 5500 filing

    By Tom Poje, November 10, 2014
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    • 1.3k views
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    • Tom Poje
    • November 10, 2014

34. Welfare Plan 5500 furlough counts

    By TPApril, November 12, 2021
    • 0 replies
    • 429 views
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    • TPApril
    • November 12, 2021

35. Restored Forfeitues

    By Disco Stu, May 29, 2002
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    • Disco Stu
    • May 29, 2002

36. Loan reporting question

    By BG5150, August 4, 2006
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    • 1.2k views
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    • BG5150
    • August 4, 2006

37. Schedule D

    By Guest Alwaysthinking, July 25, 2003
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    • Guest
    • July 25, 2003

38. P-215 Error

    By Leopurrd, September 30, 2010
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    • Leopurrd
    • September 30, 2010

39. Schedule T - Question #4

    By buckaroo, May 5, 2003
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    • buckaroo
    • May 5, 2003

40. 5500 filing for 103-12 Investment Entities

    By Guest lolalin, July 6, 2003
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    • Guest
    • July 6, 2003

41. Is this a Master Trust

    By Guest esi-jht, March 29, 2006
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    • Guest
    • March 29, 2006

42. Safe harbor for not filing a 403(b) 5500

    By Bird, September 30, 2010
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    • Bird
    • September 30, 2010

43. form 5500 & late deposits

    By doombuggy, April 4, 2012
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    • 922 views
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    • doombuggy
    • April 4, 2012

44. Amend prior year filing for successor sponsor

    By thepensionmaven, September 18, 2023
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    • 329 views
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    • thepensionmaven
    • September 18, 2023

45. Schedule D

    By Guest jefe96, April 14, 2005
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    • Guest
    • April 14, 2005

46. Form 5500-SF Disclosure of Fees

    By TPA Bob, July 18, 2011
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    • TPA Bob
    • July 18, 2011

47. Relius Web Client Potential Issue

    By Guest AHS527, June 9, 2010
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    • Guest
    • June 9, 2010

48. additional extensions for Katrina

    By Guest JMAC, September 27, 2006
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    • Guest
    • September 27, 2006

49. Amended Form 5500 and accountant's opinion

    By Guest PiggyBank, August 3, 2010
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    • Guest
    • August 3, 2010

50. Amended 2008 Sch SB

    By Guest GEE, October 1, 2010
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    • 840 views
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    • Guest
    • October 1, 2010