Form 5500

3,277 topics in this forum

1. Schedule I, 4i

   By Guest Victoria Pelletiere, July 18, 2001
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • July 19, 2001

2. Schedule I, Line 4(i)

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

3. Schedule I, Line 4a

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

4. Schedule I, Line 4a attachment for late contributions

   By Guest vqualplan, May 16, 2005
   • 1 reply
   • 2.4k views
   • 
   • WDIK
   • May 16, 2005

5. Schedule I, line 4d question

   By Richard Anderson, August 14, 2007
   • 1 reply
   • 1.7k views
   • 
   • WDIK
   • August 15, 2007

6. Schedule I; 4e Fidelity Bond Question

   By Guest spanarkle, April 7, 2004
   • 3 replies
   • 1.4k views
   • 
   • Earl
   • May 2, 2004

7. Schedule MEP

   By R. Butler, April 1, 2024
   • 2 replies
   • 818 views
   • 
   • R. Butler
   • April 2, 2024

8. Schedule MEP - Who Must File

   By Catch22PGM, October 8, 2024   

   • 5500
   • 5500sf
   • (and 1 more)

     Tagged with:

     • 5500
     • 5500sf
     • mep
   • 0 replies
   • 562 views
   • 
   • Catch22PGM
   • October 8, 2024

9. Schedule of Active participant data

   By Guest shronesz, July 8, 2003
   • 7 replies
   • 2.3k views
   • 
   • mwyatt
   • July 17, 2003

10. Schedule of Assets - Sch H, Line 4i

    By Alex Daisy, July 2, 2008
    • 1 reply
    • 5.2k views
    • 
    • Tom Poje
    • July 7, 2008

11. Schedule of Assets (held at the end of the year) - include clearing cash?

    By John ATL, October 4, 2023
    • 4 replies
    • 1.8k views
    • 
    • John ATL
    • October 4, 2023

12. Schedule of Assets Held - Column (a)

    By Guest PHorn, June 25, 2001
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • August 28, 2001

13. Schedule of Assets Held - mutual funds

    By Monica Barnard, September 7, 2006
    • 9 replies
    • 6.8k views
    • 
    • Guest
    • October 2, 2006

14. Schedule of assets held for investment

    By Guest Tara Curran, October 8, 2001
    • 3 replies
    • 1.7k views
    • 
    • Kristina
    • October 8, 2001

15. Schedule of Assets Held for Investment

    By Guest Jeff Underwood, July 22, 2004
    • 4 replies
    • 4k views
    • 
    • Guest
    • September 1, 2004

16. Schedule of Assets Held for Investment Purposes

    By Guest moltengater, August 21, 2006
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • August 31, 2006

17. Schedule of Delinquent Participant Contributions

    By sam2012, August 2, 2013   

    • 5500
    • 1 reply
    • 9.7k views
    • 
    • chc93
    • August 2, 2013

18. Schedule of Reportable Transactions

    By Guest SPOT, July 9, 2002
    • 3 replies
    • 10.6k views
    • 
    • Guest
    • July 15, 2002

19. Schedule of Reportable Transactions (Line 4j on Sched H)

    By BG5150, July 11, 2016
    • 5 replies
    • 6.5k views
    • 
    • Yesrod5
    • September 27, 2018

20. Schedule of Reportable Transactions necessary?

    By Guest dmcmanus, October 21, 2004
    • 1 reply
    • 2.2k views
    • 
    • WDIK
    • October 27, 2004

21. Schedule of reportable transactions on a merged plan

    By armand2706, July 14, 2016
    • 0 replies
    • 944 views
    • 
    • armand2706
    • July 14, 2016

22. Schedule P

    By abanky, August 16, 2005
    • 2 replies
    • 1.2k views
    • 
    • Leopurrd
    • August 16, 2005

23. Schedule P

    By Guest chris4013, April 6, 2005
    • 9 replies
    • 2k views
    • 
    • pmacduff
    • April 8, 2005

24. Schedule P

    By Guest nps, June 5, 2003
    • 1 reply
    • 974 views
    • 
    • WDIK
    • June 5, 2003

25. Schedule P

    By Guest tcunagin, August 8, 2001
    • 2 replies
    • 1.5k views
    • 
    • Kristina
    • August 9, 2001

26. Schedule P

    By Guest jalbee, July 11, 2002
    • 13 replies
    • 2.7k views
    • 
    • Guest
    • November 5, 2003

27. Schedule P

    By jane123, March 17, 2003
    • 3 replies
    • 1.2k views
    • 
    • jane123
    • March 17, 2003

28. Schedule P - changing trustees

    By Guest RJM, July 19, 2002
    • 2 replies
    • 1.2k views
    • 
    • jpod
    • July 19, 2002

29. Schedule P - Passive Trustee

    By Guest Jim Jesikiewicz, August 3, 2001
    • 10 replies
    • 2k views
    • 
    • JohnCheek
    • August 13, 2001

30. Schedule P - Terminated Plan

    By Guest tscher, March 21, 2005
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • March 21, 2005

31. Schedule P- Deceased trustee

    By jquazza, October 13, 2004
    • 4 replies
    • 1.3k views
    • 
    • Ron Snyder
    • October 19, 2004

32. Schedule P- Who signs the schedule P when the plan is taken over mid year and the new trustee is a corporate trustee not an Individual any more?

    By Rai401k, April 30, 2004
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • May 2, 2004

33. Schedule Q

    By Guest Asvedlow, June 21, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 22, 2001

34. Schedule Q needed for 5307?

    By Archimage, December 11, 2003
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • December 12, 2003

35. Schedule R

    By Guest MPITTS, August 30, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • August 30, 2000

36. Schedule R

    By nancy, July 11, 2000
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • August 16, 2000

37. Schedule R

    By Guest ag31, March 29, 2010
    • 0 replies
    • 822 views
    • 
    • Guest
    • March 29, 2010

38. Schedule R

    By hunter001, June 17, 2009
    • 5 replies
    • 4.2k views
    • 
    • BG5150
    • October 7, 2009

39. Schedule R

    By Guest Bearlee, January 25, 2008
    • 5 replies
    • 1.6k views
    • 
    • WDIK
    • February 25, 2008

40. Schedule R

    By Guest AJM 34, May 18, 2007
    • 3 replies
    • 1.3k views
    • 
    • Leopurrd
    • May 25, 2007

41. Schedule R

    By Elizabeth Matthews, March 7, 2024
    • 1 reply
    • 1k views
    • 
    • Paul I
    • March 7, 2024

42. Schedule R

    By Guest mcguzzetta, July 29, 2003
    • 8 replies
    • 2k views
    • 
    • Theresa Lynn
    • September 5, 2003

43. Schedule R

    By blue, January 12, 2006
    • 6 replies
    • 3.6k views
    • 
    • Tom Poje
    • January 27, 2006

44. Schedule R

    By stephen, June 19, 2001
    • 8 replies
    • 2.3k views
    • 
    • R. Butler
    • June 21, 2001

45. Schedule R

    By Guest Jstriley, June 22, 2011
    • 1 reply
    • 977 views
    • 
    • Andy the Actuary
    • June 22, 2011

46. Schedule R - 2005

    By Guest jae3207, June 29, 2006
    • 5 replies
    • 2k views
    • 
    • Guest
    • July 3, 2006

47. Schedule R - coverage reporting

    By pmacduff, October 14, 2008
    • 1 reply
    • 877 views
    • 
    • PensionPro
    • October 14, 2008

48. Schedule R distributions

    By Guest PGross, February 7, 2001
    • 2 replies
    • 1.6k views
    • 
    • wmyer
    • February 8, 2001

49. Schedule R filing question

    By Guest Bob Kayak, March 31, 2006
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • March 31, 2006

50. Schedule R filing required?

    By stephen, October 7, 2004
    • 8 replies
    • 1.8k views
    • 
    • Bird
    • October 12, 2004