obtaining old forms

[Gary]

I am trying to obtain Form 5500 Schedules I and R.

Aside from third party software where, how can I obtain those forms such that they can be completed on the computer and then printed or scanned to a pdf file? So this ins't a form that says for information purposes only.

IFILE does not have such schedules. They start in 2009.

thanks

[SoCalActuary]

How far back do you wish to go?

Some software vendors will consider giving you one as a courtesy. Ask.

[Tom Poje]

this should be the one of the easiest things you do. you simply go the DOL website

http://www.dol.gov/ebsa/faqs/faq-EFAST2.html

see Q 4...

For example, if you are filing a delinquent 2007 Form 5500 return/report for a defined benefit pension plan, you must include the 2007 Schedule B, Schedule R and all required attachments for these schedules. Attach them as pdf images to the current filing year Form 5500 (2010 forms should be used as current filing year forms as of 1/1/2011), tagging them as "other attachments."

To obtain correct-year schedules and related instructions, go to this listing and print the schedules and instructions of the form year that corresponds to the plan year for which you are filing.

by clicking on "this listing" you should be able to obtain the froms you need.

ok, they only go back to 1995, if you have to go farther back then that I have no idea what you would do. Panic, jump off a building or something.

(lucky I even noticed this. Since I don't do DBs I rarely look here, but the topic title suckered me in)

[Gary]

Thanks Tom

I am aware of that site.

Only problem is, for example when trying to view the 2008 Sch R it does not have a version that can be completed/edited on the computer. It doesn't even appear to be a format that the DOL would even accept.

thanks

[Tom Poje]

but since the DOL said attach them as a pdf, I'm not sure what they are going to expect. there are no bar codes, and I vaguely recall having seen froms like that hand filled out, so I think I would think that would be acceptable.

[david rigby]

http://benefitslink.com/boards/index.php?showtopic=48853

I offered mine, but they have now been tossed.

[Gary]

yes, i could print form and complete by hand.

I was trying to avoid that antiquated method ;0) since it is for a client, but given that this should not be a recurring matter, not a bad option

thanks

[Tom Poje]

"antiquated method " - luv it! I was inspired by such comments about the grumblings of E-Fast2, last year ended up writing a version of

"Ah, do you remeber these". (third verse sounds just like your comments.)

attached a music file, you can hum along, though you have to rename the file from .xls to .mid but its the only way I could figure out how to attach the tune.

guess that shows my 'antiquated age', this song goes back to the early - mid 70's as I recall. was in high school. Statler Bros.

10 year cliffs, class year plans, and the rule of 45,

Five to fifteen year vesting really made those plans alive

Laid off just before you’d vest, but that’s the way it goes-

Ah, do you remember those?

No EGTRRA, no USERRA and what the heck is GUST?

No top heavy requirement was placed upon the Trust

No self-direction, default funds and why disclose the fees

Ah do you remember these

Fifty-five hundred C or R, there’s No e-file 2

hand filled forms sent in by mail, that’s all that we need do

And we filled out many forms, the Schedule Ts and Ps

Ah do you remember these

HCEs and the 1/3rd rule, the multiple use test

PIA offset DB plans, they seemed like the best

No Cash Balance, no DB-K, nothing like an E-Bar

Can you remember back that far?

No catch up limits, Roth deferrals, EPCRS

Things were easier back then, but now we’ve got a mess

Segment rates and funding yield curves have added to our woes

Ah, if we could forget those

SIMPLE plans, and SHNECS and SHMACs, New Comparability

Way back when those things were not part of reality

no nondisrim, no 410-b, we didn’t dream of GATT,

ah do you remember that?

Combo plans had 415-e rules to think about

the1.25 multiplier was often left in doubt

and owners could not take a loan, even if they did say please

ah, do you remember these?

30 thou was the limit; 25 percent of pay

comp reduced by deferrals, for us that was ok

for us old folks, those were the rules, they were our ABCs

Do we, do we remember these? Yes, we do, Ahh how we remember these!

[Gary]

that's a great poem.

yes things have changed and although i go back as far as '84 i do remember all of those things.