Form 5500

3,272 topics in this forum

1. 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

2. Schedule R Minimum Funding

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

3. Schedule R of 2009 Form 5500

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

4. Schedule R participants with only receivables

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

5. Schedule R Question

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

6. Schedule R Question

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

7. Schedule R question

   By Guest basilb, August 7, 2006
   • 1 reply
   • 1.4k views
   • 
   • WDIK
   • August 8, 2006

8. Schedule R- MP Plan

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

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

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

10. Schedule R--coverage

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

11. Schedule R, Line 3

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

12. Schedule R, Line 3

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

13. Schedule R, Line 3

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

14. Schedule R, Line 8

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

15. Schedule R; file or not to file

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

16. Schedule SB

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

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

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

18. Schedule SB Question

    By asteve46, June 19, 2013   

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

19. Schedule SF - Qualifed Assets

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

20. Schedule SF/Admin Expenses and Insurance

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

21. Schedule SSA

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

22. Schedule SSA

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

23. Schedule SSA

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

24. Schedule SSA

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

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

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

26. Schedule SSA - Money Purchase Plan

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

27. Schedule SSA - Notice to Participant

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

28. Schedule SSA and installment distributions

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

29. Schedule SSA and Multiemployer Plan

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

30. Schedule SSA Filing Requirements for Partial Distributions

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

31. Schedule SSA for 2004

    By Guest RayBerry, May 2, 2005
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • May 4, 2005

32. Schedule SSA for merged plans

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

33. Schedule SSA for terminated plan

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

34. 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

35. Schedule SSA KeyPunching

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

36. Schedule SSA of 5500

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

37. Schedule SSA question

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

38. Schedule SSA question

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

39. Schedule SSA Question (Dollar amounts??)

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

40. Schedule SSA--Form 5500

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

41. 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
    • 987 views
    • 
    • gle3186
    • June 26, 2004

42. 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

43. SCHEDULE SSA/ATTACHMENTS

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

44. Schedule T

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

45. Schedule T

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

46. Schedule T

    By Guest pjg, June 23, 2003
    • 2 replies
    • 1k views
    • 
    • Tom Poje
    • June 23, 2003

47. Schedule T

    By Guest LVanSteeter, July 16, 2003
    • 2 replies
    • 926 views
    • 
    • Tom Poje
    • July 17, 2003

48. Schedule T

    By Guest CCarter, June 10, 2002
    • 3 replies
    • 1.4k views
    • 
    • wmyer
    • June 12, 2002

49. Schedule T

    By Guest Rettop, May 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • May 21, 2002

50. Schedule T

    By Guest shafter, October 11, 2001
    • 1 reply
    • 1.4k views
    • 
    • Kristina
    • October 11, 2001