Form 5500

3,281 topics in this forum

1. Schedule B - line 6i Estimated investment return

   By Guest joe22, December 18, 2002
   • 1 reply
   • 1.1k views
   • 
   • david rigby
   • December 18, 2002

2. Schedule B and Money Purchase Plans

   By Guest Emiliano, January 17, 2002
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • January 17, 2002

3. schedule b and valuation date

   By abanky, April 13, 2007
   • 2 replies
   • 1.2k views
   • 
   • abanky
   • April 13, 2007

4. Schedule B Mortality Code

   By Guest RichA, September 4, 2002
   • 1 reply
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • September 5, 2002

5. Schedule B of Form 5500

   By Guest meggie, May 8, 2002
   • 6 replies
   • 2.1k views
   • 
   • Blinky the 3-eyed Fish
   • May 8, 2002

6. Schedule C

   By Guest Tad77, September 14, 2006
   • 1 reply
   • 1.6k views
   • 
   • Archimage
   • September 14, 2006

7. Schedule C

   By DPL, March 15, 2012
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • March 15, 2012

8. Schedule C

   By Guest Peter Riggins, August 28, 2002
   • 1 reply
   • 1.2k views
   • 
   • jaemmons
   • August 29, 2002

9. Schedule C

   By Guest carsonv, August 5, 2003
   • 2 replies
   • 988 views
   • 
   • Guest
   • August 19, 2003

10. Schedule C

    By Guest JMN, August 17, 2011
    • 1 reply
    • 1k views
    • 
    • Guest
    • October 2, 2011

11. Schedule C

    By Alex Daisy, September 24, 2010
    • 1 reply
    • 1.2k views
    • 
    • Laura Harrington
    • September 27, 2010

12. Schedule C

    By Guest SPOT, March 26, 2002
    • 1 reply
    • 1.6k views
    • 
    • JohnCheek
    • April 2, 2002

13. Schedule C

    By Guest Pension250, February 8, 2010
    • 2 replies
    • 2k views
    • 
    • Laura Harrington
    • February 16, 2010

14. Schedule C

    By Guest Golden Girl, October 14, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 1, 2009

15. Schedule C

    By Guest jdawson, July 25, 2002
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • July 25, 2002

16. Schedule C

    By austin3515, April 25, 2014
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • April 28, 2014

17. Schedule C

    By blue, June 12, 2010
    • 0 replies
    • 950 views
    • 
    • blue
    • June 12, 2010

18. Schedule C

    By 52626, September 3, 2015
    • 10 replies
    • 3.1k views
    • 
    • Andy the Actuary
    • September 4, 2015

19. SChedule C

    By MBCarey, August 10, 2006
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • August 11, 2006

20. Schedule C

    By Guest JMN, March 30, 2011
    • 0 replies
    • 795 views
    • 
    • Guest
    • March 30, 2011

21. Schedule C - broker/dealer and Reg Inv Advisor

    By Anonymoose, August 12, 2010
    • 0 replies
    • 980 views
    • 
    • Anonymoose
    • August 12, 2010

22. Schedule C - a mutual fund's service providers

    By Peter Gulia, February 3, 2010
    • 8 replies
    • 2.3k views
    • 
    • RCK
    • September 9, 2010

23. Schedule C - all eligible indirect comp but for $500

    By TPApril, August 24, 2011
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • August 24, 2011

24. Schedule C - Alternative Reporting Option

    By 12AX7, March 27, 2014
    • 1 reply
    • 2k views
    • 
    • sam2012
    • April 18, 2014

25. Schedule C - Brokerage Accounts

    By austin3515, August 19, 2011
    • 1 reply
    • 1.2k views
    • 
    • MoJo
    • August 19, 2011

26. Schedule C - Change in auditors

    By Guest Christie Banks, February 28, 2002
    • 1 reply
    • 3.7k views
    • 
    • JohnCheek
    • March 1, 2002

27. Schedule C - Direct Compensation

    By Alex Daisy, October 11, 2010
    • 1 reply
    • 1.7k views
    • 
    • My 2 cents
    • October 11, 2010

28. Schedule C - Finders Fees

    By k man, April 28, 2003
    • 0 replies
    • 1.3k views
    • 
    • k man
    • April 28, 2003

29. Schedule C - Good Faith Statement

    By justbsur, January 27, 2010
    • 0 replies
    • 1.1k views
    • 
    • justbsur
    • January 27, 2010

30. Schedule C - loan fees deducted from participant check

    By Guest TWoodward, June 11, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 11, 2010

31. Schedule C - non-monetary compensation

    By Guest allen293, April 16, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 16, 2010

32. Schedule C - Question 2 (c)

    By Guest Janiele, June 18, 2013
    • 0 replies
    • 1k views
    • 
    • Guest
    • June 18, 2013

33. Schedule C - Service Provider

    By emmetttrudy, September 19, 2013
    • 3 replies
    • 1.6k views
    • 
    • Calavera
    • September 20, 2013

34. Schedule C -- An intriguing matter

    By Lori Friedman, June 13, 2005
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • June 14, 2005

35. Schedule C -- Who is a "service provider"?

    By Lori Friedman, July 13, 2005
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • July 14, 2005

36. Schedule C and a "party-in-interest"

    By Lori Friedman, June 22, 2006
    • 4 replies
    • 2.7k views
    • 
    • Lori Friedman
    • June 22, 2006

37. Schedule C and negative direct fees

    By TPApril, September 10, 2015
    • 0 replies
    • 952 views
    • 
    • TPApril
    • September 10, 2015

38. Schedule C changes

    By dmwe, January 18, 2008
    • 1 reply
    • 1.7k views
    • 
    • JanetM
    • January 18, 2008

39. Schedule C Codes, oh my!

    By austin3515, October 4, 2010
    • 1 reply
    • 1.2k views
    • 
    • Laura Harrington
    • October 4, 2010

40. Schedule C disclosure needed?

    By bzorc, January 5, 2016
    • 4 replies
    • 2.7k views
    • 
    • bzorc
    • January 8, 2016

41. Schedule C EIN #s for DFE

    By Guest MFROM, August 9, 2001
    • 1 reply
    • 1.9k views
    • 
    • Kristina
    • August 10, 2001

42. Schedule C Eligible Indirect Disclosures

    By austin3515, August 10, 2010
    • 0 replies
    • 991 views
    • 
    • austin3515
    • August 10, 2010

43. Schedule C for 2009

    By Below Ground, February 2, 2010
    • 7 replies
    • 1.5k views
    • 
    • Below Ground
    • February 2, 2010

44. Schedule C for a Non-Trust Filing if Non-monetary Funds to Report?

    By 5500Nerd, May 24, 2024
    • 2 replies
    • 648 views
    • 
    • 5500Nerd
    • May 29, 2024

45. Schedule C for law firms

    By Guest Livia, September 8, 2010
    • 2 replies
    • 1.8k views
    • 
    • Peter Gulia
    • September 10, 2010

46. Schedule C for Self-Funded Health Plan

    By J Simmons, September 19, 2008
    • 0 replies
    • 3.1k views
    • 
    • J Simmons
    • September 19, 2008

47. Schedule C For Union Plan

    By goldtpa, October 6, 2010
    • 1 reply
    • 845 views
    • 
    • My 2 cents
    • October 6, 2010

48. Schedule C info for MassMutual plan

    By Bird, April 26, 2019
    • 1 reply
    • 723 views
    • 
    • Bird
    • May 8, 2019

49. Schedule C needed for change in Enrolled Actuary?

    By Guest HarveyC, October 7, 2003
    • 8 replies
    • 6k views
    • 
    • Guest
    • October 9, 2003

50. Schedule C negative direct compensation to recordkeeper

    By WCC, October 7, 2019
    • 8 replies
    • 3.1k views
    • 
    • Elizabeth G
    • October 11, 2019