Form 5500

3,272 topics in this forum

1. Schedule H Expenses - What HC expenses go in Line 2(e)(1)?

   By Guest luluthetool, June 21, 2005
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • June 21, 2005

2. Schedule H in 2008, what is required in 2009

   By cpc0506, August 9, 2010
   • 5 replies
   • 1.2k views
   • 
   • cpc0506
   • August 10, 2010

3. Schedule H Income Reporting

   By MBCarey, September 9, 2002
   • 11 replies
   • 3.5k views
   • 
   • JohnCheek
   • September 12, 2002

4. Schedule H Line 2a(C) or 2a(2) for in-kind rollover?

   By Guest M. Martin, June 26, 2013
   • 3 replies
   • 1.3k views
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   • Guest
   • June 28, 2013

5. Schedule H line 4i (assets held) attachment - how to determine the cost of assets if the assets are with a mutual fund company such as MFS?

   By Guest rachd, September 30, 2003
   • 1 reply
   • 2.6k views
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   • pmacduff
   • September 30, 2003

6. Schedule H Listing of Plan Assets

   By Nancy D, September 19, 2017   

   • mutual fund
   • psa
   • 6 replies
   • 2.8k views
   • 
   • Phillip M
   • May 25, 2019

7. Schedule H Needed?

   By Guest akwallace, June 10, 2004
   • 0 replies
   • 1.2k views
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   • Guest
   • June 10, 2004

8. Schedule H on a Cash Basis

   By 12AX7, October 10, 2011
   • 4 replies
   • 1.3k views
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   • JanetM
   • October 12, 2011

9. Schedule H or I?

   By Guest BillClinton, July 1, 2002
   • 1 reply
   • 1.3k views
   • 
   • jaemmons
   • July 10, 2002

10. Schedule H or I?

    By Guest rachd, July 2, 2003
    • 5 replies
    • 1.9k views
    • 
    • WDIK
    • July 14, 2003

11. Schedule H Reporting

    By Guest Joseph Corona, August 15, 2001
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • August 16, 2001

12. Schedule H required for group medical plan?

    By SLuskin, December 12, 2000
    • 4 replies
    • 1.8k views
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    • SLuskin
    • December 21, 2000

13. Schedule H Requirement for Wrap Plan

    By 401 Chaos, September 25, 2009
    • 1 reply
    • 2.2k views
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    • Guest
    • October 5, 2009

14. Schedule H where to report credit...

    By pmacduff, May 19, 2015
    • 2 replies
    • 1.4k views
    • 
    • pmacduff
    • May 19, 2015

15. Schedule H- Questions 4i & 4j

    By Guest rachd, July 16, 2003
    • 1 reply
    • 2.7k views
    • 
    • WDIK
    • July 16, 2003

16. schedule H-individual brokerage accounts

    By Draper55, February 5, 2016
    • 4 replies
    • 1.1k views
    • 
    • Draper55
    • February 9, 2016

17. Schedule H-Value of funds held in insurance company general account

    By mm57451, April 12, 2016
    • 1 reply
    • 1.1k views
    • 
    • My 2 cents
    • April 14, 2016

18. Schedule H, 4i

    By Jean, July 16, 2001
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • July 16, 2001

19. Schedule H, Item 4i-Assets held for investment?

    By Guest Judy S, March 1, 2004
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • March 2, 2004

20. Schedule H, item 4j - When determining if a series of transactions of

    By Guest SPOT, November 2, 2001
    • 3 replies
    • 8.3k views
    • 
    • JohnCheek
    • August 7, 2002

21. Schedule H, Line 3(a)(1)

    By Belgarath, August 7, 2003
    • 10 replies
    • 2k views
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    • Guest
    • August 19, 2003

22. Schedule H, line 4a - maximum time period - "15th business day&qu

    By John A, May 24, 2001
    • 5 replies
    • 3.3k views
    • 
    • Kristina
    • May 25, 2001

23. Schedule H, line 4j Reportable Transactions

    By Guest Kriso, June 14, 2004
    • 0 replies
    • 3.7k views
    • 
    • Guest
    • June 14, 2004

24. Schedule H, Lines 4a and 4d -- What is "amount" of late defe

    By Guest CMC, July 20, 2001
    • 0 replies
    • 2.1k views
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    • Guest
    • July 20, 2001

25. Schedule H, question 4a - late deposit of salary deferrals

    By BeckyMiller, May 19, 2004
    • 0 replies
    • 1.4k views
    • 
    • BeckyMiller
    • May 19, 2004

26. Schedule I

    By Guest JohnSB, May 16, 2007
    • 4 replies
    • 1.5k views
    • 
    • JanetM
    • May 17, 2007

27. Schedule I

    By Belgarath, April 19, 2010
    • 0 replies
    • 835 views
    • 
    • Belgarath
    • April 19, 2010

28. Schedule I -

    By Alex Daisy, June 4, 2009
    • 6 replies
    • 2.4k views
    • 
    • Below Ground
    • June 5, 2009

29. Schedule I - A really quick question

    By Lori Friedman, July 12, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 13, 2006

30. SCHEDULE I - End of year assets

    By Guest CHRISTA, August 22, 2000
    • 1 reply
    • 1.9k views
    • 
    • Lynn Campbell
    • August 22, 2000

31. Schedule I - Greater than 20% in single security

    By MarZDoates, April 5, 2005
    • 2 replies
    • 1.2k views
    • 
    • MarZDoates
    • April 5, 2005

32. Schedule I - Insurance Premiums

    By Guest babs51, March 12, 2009
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • March 13, 2009

33. Schedule I - Late Deferral Payments

    By Guest revier, September 28, 2004
    • 2 replies
    • 1.5k views
    • 
    • Lori Friedman
    • September 30, 2004

34. Schedule I - Participant Loans

    By MBCarey, April 29, 2003
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • April 29, 2003

35. Schedule I & Forfeitures

    By Guest rachd, March 30, 2004
    • 5 replies
    • 2k views
    • 
    • Archimage
    • April 8, 2004

36. Schedule I & Forfeitures

    By Guest rachd, February 4, 2003
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • February 5, 2003

37. Schedule I & REIT's

    By Guest shafter, June 14, 2001
    • 2 replies
    • 3.2k views
    • 
    • david rigby
    • December 7, 2009

38. Schedule I = Question 4i

    By MarZDoates, May 8, 2003
    • 2 replies
    • 1.2k views
    • 
    • mwyatt
    • May 9, 2003

39. schedule I and forfeitures

    By Guest carsonv, July 10, 2003
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 10, 2003

40. Schedule I and Insurance Premiums

    By Chippy, June 22, 2012
    • 2 replies
    • 1k views
    • 
    • Bird
    • June 22, 2012

41. Schedule I for past 3 years shows beginning-of-year participant counts of 106, 109 and 114; trouble?

    By Guest joeplans, September 24, 2003
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 24, 2003

42. schedule I item3(a)

    By Draper55, July 22, 2015   

    • partnership definition
    • 0 replies
    • 848 views
    • 
    • Draper55
    • July 22, 2015

43. Schedule I line 4i-Does Money Market Account Count as a single security?

    By Guest spanarkle, March 4, 2004
    • 3 replies
    • 3.1k views
    • 
    • Archimage
    • March 19, 2004

44. Schedule I or H

    By MBCarey, June 22, 2009
    • 3 replies
    • 1.1k views
    • 
    • Bill Presson
    • June 23, 2009

45. Schedule I question 4k Bonding

    By PFranckowiak, August 19, 2010
    • 4 replies
    • 1.5k views
    • 
    • austin3515
    • September 2, 2010

46. Schedule I Small Plan Reporting

    By Guest mhmarino, October 11, 2011
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • October 12, 2011

47. Schedule I--Q's 2a1 total Contribution and forfeitures

    By Guest James Osterhaus, July 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 12, 2001

48. Schedule I, 4i

    By Guest Victoria Pelletiere, July 18, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 19, 2001

49. Schedule I, Line 4(i)

    By R. Butler, May 23, 2001
    • 1 reply
    • 1.6k views
    • 
    • Kristina
    • May 23, 2001

50. Schedule I, Line 4a

    By Archimage, January 15, 2002
    • 2 replies
    • 2k views
    • 
    • JohnCheek
    • January 16, 2002