Form 5500

3,277 topics in this forum

1. Schedule C Required???

   By Cynchbeast, October 1, 2014
   • 4 replies
   • 1.3k views
   • 
   • My 2 cents
   • October 1, 2014

2. Schedule C Requirement

   By Vlad401k, June 2, 2015
   • 2 replies
   • 1.1k views
   • 
   • Peter Gulia
   • September 29, 2015

3. Schedule C requirements

   By Guest ERISA_kid, October 1, 2004
   • 0 replies
   • 966 views
   • 
   • Guest
   • October 1, 2004

4. Schedule C Web-Cast or Workshop

   By blue, March 29, 2010
   • 1 reply
   • 1k views
   • 
   • Jim Chad
   • March 31, 2010

5. Schedule C with or without Schedule H

   By Guest anagpal, June 9, 2005
   • 7 replies
   • 2.2k views
   • 
   • JanetM
   • June 10, 2005

6. Schedule C- Attorneys Fees

   By Randy Watson, July 30, 2010
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • August 2, 2010

7. Schedule C- Relationhip To Employer

   By austin3515, May 10, 2016
   • 4 replies
   • 1.8k views
   • 
   • chc93
   • May 11, 2016

8. Schedule C-reimbursements to plan sponsor

   By Guest Dolores, October 1, 2007
   • 1 reply
   • 2.1k views
   • 
   • Peter Gulia
   • October 1, 2007

9. Schedule C, line 2d - who is a party-in-interest?

   By Guest LAnderson, August 23, 2005
   • 4 replies
   • 2.9k views
   • 
   • Guest
   • August 26, 2005

10. Schedule C/Schedule A conundrum

    By pmacduff, March 24, 2016
    • 2 replies
    • 930 views
    • 
    • pmacduff
    • March 28, 2016

11. Schedule D

    By Pammie57, April 22, 2021
    • 1 reply
    • 644 views
    • 
    • C. B. Zeller
    • April 22, 2021

12. Schedule D

    By Guest joeyb, March 28, 2002
    • 2 replies
    • 1.6k views
    • 
    • Fredman
    • March 28, 2002

13. Schedule D

    By Guest Alwaysthinking, July 25, 2003
    • 0 replies
    • 924 views
    • 
    • Guest
    • July 25, 2003

14. Schedule D

    By Guest jefe96, April 14, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 14, 2005

15. Schedule D

    By Guest rachd, July 25, 2003
    • 0 replies
    • 932 views
    • 
    • Guest
    • July 25, 2003

16. Schedule D

    By Guest RS Vatalaro, April 25, 2000
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • May 3, 2000

17. Schedule D - DFE

    By Guest Sara H, March 29, 2006
    • 1 reply
    • 1.7k views
    • 
    • JanetM
    • March 29, 2006

18. Schedule D - Relius

    By ratherbereading, April 26, 2022
    • 1 reply
    • 676 views
    • 
    • Bri
    • April 27, 2022

19. Schedule D - when to file

    By Tom, August 14, 2023
    • 3 replies
    • 2.6k views
    • 
    • Paul I
    • August 15, 2023

20. Schedule D - when to file?

    By Guest ForteT, August 9, 2000
    • 3 replies
    • 4.8k views
    • 
    • Guest
    • August 16, 2000

21. Schedule D and Schedule H

    By Below Ground, July 11, 2008
    • 3 replies
    • 2.6k views
    • 
    • Below Ground
    • July 14, 2008

22. Schedule D and Schedule H

    By Guest pensionbrainwashed, October 12, 2005
    • 2 replies
    • 1.7k views
    • 
    • JanetM
    • October 12, 2005

23. Schedule D filing

    By Dazednconfused, September 8, 2011
    • 1 reply
    • 994 views
    • 
    • Guest
    • October 2, 2011

24. Schedule D filing for JOhn Hancock

    By Guest RustyNickel, June 14, 2011
    • 1 reply
    • 2k views
    • 
    • A Shot in the Dark
    • June 14, 2011

25. Schedule D for non calendar year Plan

    By Guest TrustMe401k, April 23, 2002
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 23, 2002

26. Schedule D MTIA

    By Guest SherylKelly, September 17, 2003
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 17, 2003

27. Schedule D or A or both

    By Rai401k, August 21, 2013
    • 2 replies
    • 1.5k views
    • 
    • Rai401k
    • August 21, 2013

28. Schedule D Requirements

    By Guest MCarey1, May 2, 2002
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • May 2, 2002

29. Schedule D with ING Plans

    By commishvp, March 23, 2009
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • March 24, 2009

30. Schedule D, and line 1(c) on the Schedule H.

    By Belgarath, January 6, 2005
    • 1 reply
    • 1.6k views
    • 
    • Harwood
    • January 6, 2005

31. Schedule D, PSA

    By Guest jim williams, August 30, 2001
    • 8 replies
    • 3.2k views
    • 
    • Kristina
    • September 4, 2001

32. Schedule E

    By Guest Bob Lees, October 26, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 6, 2001

33. Schedule G

    By Guest Guesty McGuesterson, June 23, 2011
    • 0 replies
    • 971 views
    • 
    • Guest
    • June 23, 2011

34. Schedule G Question

    By Guest TitusracerX, August 11, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 11, 2003

35. Schedule H

    By cdavis25, June 10, 2015
    • 2 replies
    • 1.1k views
    • 
    • cdavis25
    • June 10, 2015

36. Schedule H

    By Guest padmin, June 27, 2006
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • June 27, 2006

37. Schedule H

    By Guest Lex, August 15, 2002
    • 6 replies
    • 5.3k views
    • 
    • Tom Poje
    • July 5, 2011

38. Schedule H

    By helloobb, June 29, 2015   

    • Form 5500
    • 1 reply
    • 1.7k views
    • 
    • Lou S.
    • June 29, 2015

39. Schedule H - 5% Transaction Reporting

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

40. Schedule H - distribution fees

    By SusanKD, June 5, 2014
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • June 6, 2014

41. Schedule H - Faulty opening balances

    By Lori Friedman, September 21, 2005
    • 6 replies
    • 2.9k views
    • 
    • TPApril
    • September 16, 2015

42. Schedule H - Liabilities

    By fiona1, September 29, 2004
    • 5 replies
    • 1.6k views
    • 
    • fiona1
    • September 29, 2004

43. Schedule H - Line 4i(a)

    By AdKu, October 5, 2017
    • 2 replies
    • 3k views
    • 
    • AdKu
    • October 5, 2017

44. Schedule H - Line 4j

    By hunter001, July 19, 2011
    • 1 reply
    • 5.4k views
    • 
    • Guest
    • July 20, 2011

45. Schedule H - reporting corrective distributions

    By Guest LoloV, May 15, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 16, 2003

46. Schedule H - Reporting of Uninvested Cash Balances

    By pitkofsky, December 30, 2016
    • 0 replies
    • 1.1k views
    • 
    • pitkofsky
    • December 30, 2016

47. Schedule H - Trust Information

    By austin3515, May 16, 2014
    • 5 replies
    • 1.4k views
    • 
    • Peter Gulia
    • May 17, 2014

48. Schedule H (I need a tie breaker)

    By Andy the Actuary, July 13, 2010
    • 4 replies
    • 1.1k views
    • 
    • pmacduff
    • July 14, 2010

49. Schedule H / 5% Transactions

    By Guest ElKH, August 21, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 21, 2003

50. Schedule H and assets transferred to PBGC

    By Guest ATurn, July 7, 2014   

    • 5500
    • pbgc
    • (and 1 more)

      Tagged with:

      • 5500
      • pbgc
      • termination
    • 3 replies
    • 2.2k views
    • 
    • Lou S.
    • July 7, 2014