Form 5500

3,272 topics in this forum

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

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

2. Schedule I, line 4d question

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

3. Schedule I; 4e Fidelity Bond Question

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

4. Schedule MEP

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

5. Schedule MEP - Who Must File

   By Catch22PGM, October 8, 2024   

   • 5500
   • 5500sf
   • (and 1 more)

     Tagged with:

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

6. Schedule of Active participant data

   By Guest shronesz, July 8, 2003
   • 7 replies
   • 2.2k views
   • 
   • mwyatt
   • July 17, 2003

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

   By Alex Daisy, July 2, 2008
   • 1 reply
   • 5.1k views
   • 
   • Tom Poje
   • July 7, 2008

8. 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

9. Schedule of Assets Held - Column (a)

   By Guest PHorn, June 25, 2001
   • 5 replies
   • 3.2k views
   • 
   • Guest
   • August 28, 2001

10. Schedule of Assets Held - mutual funds

    By Monica Barnard, September 7, 2006
    • 9 replies
    • 6.7k views
    • 
    • Guest
    • October 2, 2006

11. Schedule of assets held for investment

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

12. Schedule of Assets Held for Investment

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

13. Schedule of Assets Held for Investment Purposes

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

14. Schedule of Delinquent Participant Contributions

    By sam2012, August 2, 2013   

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

15. Schedule of Reportable Transactions

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

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

    By BG5150, July 11, 2016
    • 5 replies
    • 6.4k views
    • 
    • Yesrod5
    • September 27, 2018

17. Schedule of Reportable Transactions necessary?

    By Guest dmcmanus, October 21, 2004
    • 1 reply
    • 2.1k views
    • 
    • WDIK
    • October 27, 2004

18. Schedule of reportable transactions on a merged plan

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

19. Schedule P

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

20. Schedule P

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

21. Schedule P

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

22. Schedule P

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

23. Schedule P

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

24. Schedule P

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

25. Schedule P - changing trustees

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

26. Schedule P - Passive Trustee

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

27. Schedule P - Terminated Plan

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

28. Schedule P- Deceased trustee

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

29. 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

30. Schedule Q

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

31. Schedule Q needed for 5307?

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

32. Schedule R

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

33. Schedule R

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

34. Schedule R

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

35. Schedule R

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

36. Schedule R

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

37. Schedule R

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

38. Schedule R

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

39. Schedule R

    By Guest mcguzzetta, July 29, 2003
    • 8 replies
    • 1.9k views
    • 
    • Theresa Lynn
    • September 5, 2003

40. Schedule R

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

41. Schedule R

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

42. Schedule R

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

43. Schedule R - 2005

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

44. Schedule R - coverage reporting

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

45. Schedule R distributions

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

46. Schedule R filing question

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

47. Schedule R filing required?

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

48. Schedule R for Money Purchase Plan

    By Guest jusducki, May 23, 2005
    • 2 replies
    • 1.2k views
    • 
    • wmyer
    • May 23, 2005

49. Schedule R for terminated plan

    By Guest jusducki, April 6, 2006
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • April 6, 2006

50. schedule r form 5500

    By Guest ehayes, April 3, 2002
    • 2 replies
    • 1.7k views
    • 
    • Earl
    • April 17, 2002