Form 5500

3,277 topics in this forum

1. Schedule R for Money Purchase Plan

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

2. Schedule R for terminated plan

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

3. schedule r form 5500

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

4. Schedule R lines 4 & 6

   By Guest Alison Williams, August 10, 2001
   • 5 replies
   • 2.1k views
   • 
   • Blinky the 3-eyed Fish
   • September 11, 2003

5. Schedule R Minimum Funding

   By Guest tcunagin, June 18, 2002
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • June 19, 2002

6. Schedule R of 2009 Form 5500

   By Guest Teddie, June 25, 2010
   • 0 replies
   • 5.7k views
   • 
   • Guest
   • June 25, 2010

7. Schedule R participants with only receivables

   By Pat Crum, May 14, 2024
   • 1 reply
   • 719 views
   • 
   • Paul I
   • May 14, 2024

8. Schedule R Question

   By Guest rachd, April 4, 2003
   • 1 reply
   • 1.2k views
   • 
   • pmacduff
   • April 4, 2003

9. Schedule R Question

   By Guest persie, August 27, 2008
   • 2 replies
   • 1.1k views
   • 
   • J Simmons
   • August 28, 2008

10. Schedule R question

    By Guest basilb, August 7, 2006
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • August 8, 2006

11. Schedule R question 21b (or SF 14b)

    By WCC, January 8
    • 4 replies
    • 354 views
    • 
    • TPABob
    • January 9

12. Schedule R- MP Plan

    By Guest rachd, July 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • Lynn Campbell
    • July 17, 2003

13. Schedule R--are many of you filing it?

    By Theresa Lynn, February 12, 2003
    • 9 replies
    • 2.5k views
    • 
    • Theresa Lynn
    • February 18, 2003

14. Schedule R--coverage

    By Guest stillwater, April 3, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 3, 2006

15. Schedule R, Line 3

    By Lori Friedman, September 27, 2006
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • September 27, 2006

16. Schedule R, Line 3

    By Andy the Actuary, May 15, 2010
    • 2 replies
    • 1.9k views
    • 
    • GMK
    • May 17, 2010

17. Schedule R, Line 3

    By mming, October 5, 2016
    • 2 replies
    • 1.4k views
    • 
    • chc93
    • October 5, 2016

18. Schedule R, Line 8

    By Guest khartford, September 23, 2009
    • 4 replies
    • 1.7k views
    • 
    • quinnfield
    • September 24, 2009

19. Schedule R; file or not to file

    By BG5150, August 10, 2006
    • 4 replies
    • 1.9k views
    • 
    • Tom Poje
    • August 14, 2006

20. Schedule SB

    By Guest Doogie61, August 16, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 16, 2010

21. Schedule SB filed with 5500-SF for 401k Plan

    By emmetttrudy, December 5, 2011
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • December 15, 2011

22. Schedule SB fillable pdf

    By SSRRS, January 1
    • 2 replies
    • 242 views
    • 
    • SSRRS
    • Monday at 09:35 PM

23. Schedule SB Question

    By asteve46, June 19, 2013   

    • Schedule SB
    • 1 reply
    • 1.7k views
    • 
    • quinnfield
    • June 19, 2013

24. Schedule SF - Qualifed Assets

    By Chippy, October 8, 2014
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • October 8, 2014

25. Schedule SF/Admin Expenses and Insurance

    By austin3515, September 29, 2010
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • September 29, 2010

26. Schedule SSA

    By Guest DIGMYDOG, September 11, 2003
    • 4 replies
    • 1k views
    • 
    • WDIK
    • September 11, 2003

27. Schedule SSA

    By RCK, August 26, 2005
    • 4 replies
    • 1.6k views
    • 
    • Lori Friedman
    • September 16, 2005

28. Schedule SSA

    By Guest terid, December 9, 2004
    • 8 replies
    • 2k views
    • 
    • WDIK
    • December 10, 2004

29. Schedule SSA

    By Guest notapensiongeek, May 12, 2008
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • May 12, 2008

30. Schedule SSA - Defined Benefit Plan purchases annuity contract guarant

    By Guest rocnrols2, March 18, 2003
    • 0 replies
    • 884 views
    • 
    • Guest
    • March 18, 2003

31. Schedule SSA - Money Purchase Plan

    By Guest cease, February 4, 2005
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • February 4, 2005

32. Schedule SSA - Notice to Participant

    By Guest TPAStacey, August 17, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 17, 2009

33. Schedule SSA and installment distributions

    By DPL, June 19, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • June 20, 2009

34. Schedule SSA and Multiemployer Plan

    By Guest TPAStacey, July 22, 2009
    • 0 replies
    • 842 views
    • 
    • Guest
    • July 22, 2009

35. Schedule SSA Filing Requirements for Partial Distributions

    By Beemer, June 9, 2005
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 10, 2005

36. Schedule SSA for 2004

    By Guest RayBerry, May 2, 2005
    • 5 replies
    • 1.6k views
    • 
    • AndyH
    • May 4, 2005

37. Schedule SSA for merged plans

    By JanetM, July 19, 2002
    • 0 replies
    • 1.2k views
    • 
    • JanetM
    • July 19, 2002

38. Schedule SSA for terminated plan

    By wsp, October 13, 2006
    • 1 reply
    • 1.9k views
    • 
    • Bird
    • October 14, 2006

39. Schedule SSA for year of merger: past participants reported again?

    By John A, September 11, 2000
    • 1 reply
    • 1.8k views
    • 
    • Kristina
    • September 12, 2000

40. Schedule SSA KeyPunching

    By Guest anagpal, June 15, 2005
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • June 20, 2005

41. Schedule SSA of 5500

    By gle3186, June 30, 2003
    • 0 replies
    • 1k views
    • 
    • gle3186
    • June 30, 2003

42. Schedule SSA question

    By BG5150, July 21, 2011
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • July 21, 2011

43. Schedule SSA question

    By Belgarath, July 14, 2005
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • July 15, 2005

44. Schedule SSA Question (Dollar amounts??)

    By Guest Robert72, September 6, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • September 6, 2002

45. Schedule SSA--Form 5500

    By Guest carsonv, February 13, 2003
    • 15 replies
    • 4.2k views
    • 
    • kocak
    • March 21, 2003

46. Schedule SSA--in a db plan scenario, how should (or should they) the beneficiaries of deceased participants be reported?

    By gle3186, June 26, 2004
    • 0 replies
    • 996 views
    • 
    • gle3186
    • June 26, 2004

47. Schedule SSA: Does anyone know the definition of "DEFERRED VESTE

    By Moe Howard, September 8, 2000
    • 2 replies
    • 11.6k views
    • 
    • david rigby
    • September 8, 2000

48. SCHEDULE SSA/ATTACHMENTS

    By Guest BDH, August 23, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • August 24, 2000

49. Schedule T

    By Lori Foresz, May 27, 2004
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • June 1, 2004

50. Schedule T

    By Guest LVanSteeter, August 4, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 19, 2003