Form 5500

3,277 topics in this forum

1. SAR to Include or Not Include the Paperwork Reduction Act Blurb?

   By 5500Nerd, July 1, 2024
   • 4 replies
   • 1.6k views
   • 
   • 5500Nerd
   • July 12, 2024

2. SAR to terminated participants (Retirement & H/W)

   By TPApril, April 22, 2021
   • 3 replies
   • 1.1k views
   • 
   • Peter Gulia
   • April 23, 2021

3. SAR via email?

   By doombuggy, May 24, 2012
   • 3 replies
   • 2.3k views
   • 
   • david rigby
   • May 25, 2012

4. Sarbanes-Oxley and prep of SARs

   By Guest LAnderson, December 9, 2004
   • 1 reply
   • 1.2k views
   • 
   • WDIK
   • December 15, 2004

5. SARs - Fees for copying

   By Guest Julie Silverstein, August 24, 2000
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • September 5, 2000

6. SArs to terminated employees

   By cripp12, October 2, 2009
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • October 5, 2009

7. SAS 70 Report

   By Guest jusducki, May 10, 2006
   • 4 replies
   • 1.8k views
   • 
   • david rigby
   • May 10, 2006

8. SB Signed Copy and EFAST2

   By Andy the Actuary, September 19, 2010
   • 1 reply
   • 828 views
   • 
   • Guest
   • September 20, 2010

9. sb versus sf participant count

   By Draper55, November 24, 2015
   • 2 replies
   • 1.2k views
   • 
   • Draper55
   • November 25, 2015

10. SB, What To File

    By Andy the Actuary, July 11, 2010
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • July 13, 2010

11. Sch A - Indiv annuity contracts, basis of premiums?

    By Guest amfam2, February 5, 2002
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • February 11, 2002

12. Sch A info redemption fees reporting

    By pmacduff, August 31, 2010
    • 1 reply
    • 908 views
    • 
    • Belgarath
    • August 31, 2010

13. Sch A question

    By Guest awoj, October 14, 2002
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • April 21, 2010

14. Sch C

    By ESOP Guy, April 20, 2011
    • 1 reply
    • 945 views
    • 
    • PensionPro
    • April 20, 2011

15. Sch C Question

    By Gilmore, May 30, 2003
    • 0 replies
    • 1k views
    • 
    • Gilmore
    • May 30, 2003

16. Sch D

    By doombuggy, June 3, 2009
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • June 9, 2009

17. Sch H

    By Penman2006, May 19, 2007
    • 2 replies
    • 1.2k views
    • 
    • Penman2006
    • May 20, 2007

18. Sch H - key in assets held or attach page?

    By AlbanyConsultant, October 15, 2017
    • 7 replies
    • 1.3k views
    • 
    • chc93
    • October 18, 2017

19. Sch H - Prohibited Transaction ? Tranfer of assets to corp., then pay benefits

    By Guest Partly Cloudy, October 5, 2003
    • 5 replies
    • 1.1k views
    • 
    • david rigby
    • October 7, 2003

20. Sch H 4j 5% figure

    By Guest Candybar, August 15, 2003
    • 2 replies
    • 1.3k views
    • 
    • R. Butler
    • August 18, 2003

21. Sch H, Line 2i(2) -- Particpant Distribution Fee?

    By Jean, January 23, 2004
    • 0 replies
    • 1k views
    • 
    • Jean
    • January 23, 2004

22. Sch H, line2b(10)

    By Guest Alison Williams, July 19, 2001
    • 1 reply
    • 1.5k views
    • 
    • Disco Stu
    • July 19, 2001

23. Sch I - Part I(3) - Assets listed incorrectly

    By Guest SuzieQNEC, March 19, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 19, 2008

24. Sch I for Sect 125 plan.

    By Guest Alison Harrel Williams, October 9, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 9, 2000

25. Sch R for terminated Money Purchase plan

    By chc93, July 30, 2010
    • 0 replies
    • 821 views
    • 
    • chc93
    • July 30, 2010

26. Sch SSA for 2006

    By Guest ames, September 10, 2007
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • September 10, 2007

27. Sch. A

    By doombuggy, June 19, 2002
    • 1 reply
    • 1.4k views
    • 
    • JohnCheek
    • June 22, 2002

28. Sch. A and life insurance

    By Chippy, August 14, 2008
    • 1 reply
    • 925 views
    • 
    • Bill Presson
    • August 14, 2008

29. Sch. A Incentive Compensation

    By Guest ak, April 3, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 3, 2007

30. Sch. A. what does reg "on request" wording mean

    By Guest ak, June 22, 2006
    • 2 replies
    • 1.4k views
    • 
    • E as in ERISA
    • June 22, 2006

31. Sch. A/allocated insurance contracts

    By Guest ak, June 3, 2006
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 3, 2006

32. Sch. B for Form 5500EZ

    By Guest, September 19, 2000
    • 3 replies
    • 1.9k views
    • 
    • Theresa Lynn
    • September 20, 2000

33. Sch. R question

    By FJR, October 3, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • October 9, 2002

34. Sch. SSA

    By FJR, July 25, 2003
    • 7 replies
    • 1.8k views
    • 
    • jquazza
    • March 18, 2004

35. Sch. SSA -- lost participant forfeited balance

    By R. Butler, May 22, 2008
    • 2 replies
    • 1.7k views
    • 
    • R. Butler
    • May 22, 2008

36. Sch. T

    By FJR, July 25, 2003
    • 0 replies
    • 856 views
    • 
    • FJR
    • July 25, 2003

37. Sch. T - collective bargained and NHCE's in same plan.

    By Guest, January 9, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 10, 2001

38. Sch. T Lines 4c and 4d - which disaggregated part?

    By John A, August 2, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 2, 2000

39. Sched C, Name of entity that provided prospectus

    By Jim Chad, March 29, 2012
    • 0 replies
    • 815 views
    • 
    • Jim Chad
    • March 29, 2012

40. Sched G & Sched - Line 4a & d - Late Remittance of employee contributions

    By Guest Chaffee, October 2, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 3, 2003

41. Sched H - Report delinquent contributions until Restored & Lost Earnings Deposited, or until VFCP?

    By TPApril, December 19, 2024
    • 4 replies
    • 1.9k views
    • 
    • Paul I
    • December 20, 2024

42. Sched I Line 4d non-exempt transactions

    By goldtpa, September 7, 2005
    • 5 replies
    • 2.3k views
    • 
    • goldtpa
    • September 8, 2005

43. Sched SSA question

    By BG5150, June 26, 2006
    • 5 replies
    • 1.5k views
    • 
    • WDIK
    • June 27, 2006

44. SchedH and deferred audit

    By hunter001, August 17, 2015
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • August 17, 2015

45. Schedule 5500 line 4j reportable transactions

    By Guest Kriso, October 14, 2003
    • 5 replies
    • 8.6k views
    • 
    • austin3515
    • July 6, 2017

46. Schedule A

    By Guest C.Wendt, May 30, 2001
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • June 29, 2001

47. Schedule A

    By commishvp, September 19, 2007
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • September 19, 2007

48. Schedule A

    By Lori Friedman, March 28, 2007
    • 1 reply
    • 1.4k views
    • 
    • Lori Friedman
    • March 29, 2007

49. Schedule A

    By Guest ak, March 29, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 29, 2007

50. Schedule A

    By SSRRS, July 21, 2021
    • 9 replies
    • 1.3k views
    • 
    • Peter Gulia
    • July 23, 2021