| Instructions for Form 5500 |
2003 Tax Year |
Index
This is archived information that pertains only to the 2003 Tax Year. If you
are looking for information for the current tax year, go to the Tax Prep Help Area.
F
- Final Return/Report
-
- Mergers/Consolidations, Final Return/Report
- Pension and Welfare Plans That Terminated Without Distributing All Assets, Final Return/Report
- Welfare Plans Still Liable To Pay Benefits, Final Return/Report
- Financial Schedules, Financial Schedules
- Form 5500 Completed by Pen, Form 5500 Completed by Pen
- Form 5500 Completed by Typewriter, Form 5500 Completed by Typewriter
- Form 5500 Completed by Using Computer Software, Form 5500 Completed by Using Computer Software
- Form 5500 Schedules, Form 5500 Schedules
- Fully insured welfare benefit plan, Do Not File A Form 5500 For A Welfare Benefit Plan
That Is Any Of The Following:
- Funding Information, Part II - Funding Information
I
- Information Concerning Insurance Contract Coverage, Fees, and Commissions, Part I - Information Concerning Insurance Contract
Coverage, Fees, and Commissions
- Instructions for Schedule A
-
- Who Must File, 2003 Instructions for Schedule A
(Form 5500)
Insurance Information
- Instructions for Schedule B
-
- Statement by Enrolled Actuary, 2003 Instructions for Schedule B
(Form 5500)
Actuarial Information
- Who Must File, 2003 Instructions for Schedule B
(Form 5500)
Actuarial Information
- Instructions for Schedule C
-
- Who Must File, 2003 Instructions for Schedule C
(Form 5500)
Service Provider Information
- Instructions for Schedule D
-
- Who Must File, 2003 Instructions for Schedule D
(Form 5500)
DFE/Participating Plan Information
- Instructions for Schedule E
-
- Who Must File, 2003 Instructions for Schedule E
(Form 5500)
ESOP Annual Information
- Instructions for Schedule G
-
- Who Must File, 2003 Instructions for Schedule G
(Form 5500)
Financial Transaction Schedules
- Instructions for Schedule H
-
- Who Must File, 2003 Instructions for Schedule H
(Form 5500)
Financial Information
- Instructions for Schedule I
-
- Who Must File, 2003 Instructions for Schedule I
(Form 5500)
Financial Information – Small Plan
- Instructions for Schedule P
-
- Who May File, 2003 Instructions for Schedule P
(Form 5500)
Annual Return of Fiduciary of
Employee Benefit Trust
- Instructions for Schedule R
-
- Who Must File, 2003 Instructions for Schedule R
(Form 5500)
Retirement Plan Information
- Instructions for Schedule SSA
-
- Revising a Prior Report, 2003 Instructions for Schedule SSA
(Form 5500)
Annual Registration Statement
Identifying Separated Participants With
Deferred Vested Benefits
- What To File, 2003 Instructions for Schedule SSA
(Form 5500)
Annual Registration Statement
Identifying Separated Participants With
Deferred Vested Benefits
- When NOT to Report a Separated Participant, 2003 Instructions for Schedule SSA
(Form 5500)
Annual Registration Statement
Identifying Separated Participants With
Deferred Vested Benefits
- When to Report a Separated Participant, 2003 Instructions for Schedule SSA
(Form 5500)
Annual Registration Statement
Identifying Separated Participants With
Deferred Vested Benefits
- Who Must File, 2003 Instructions for Schedule SSA
(Form 5500)
Annual Registration Statement
Identifying Separated Participants With
Deferred Vested Benefits
- Instructions for Schedule T
-
- Who Must File, 2003 Instructions for Schedule T
(Form 5500)
Qualified Pension Plan Coverage Information
- Investment and Annuity Contract Information, Part II - Investment and Annuity Contract Information
P
- Paper and Electronic Filing, Paper and Electronic Filing
- Party-in-Interest, Part III - Nonexempt Transactions, Party-in-Interest.
- Penalties
-
- Administrative, Penalties
- Other, Penalties
- Pension Benefit Plan - Who Must File, Pension Benefit Plan
- Pension Benefit Plan Filing Requirements, Pension Benefit Plan Filing Requirements
- Pension Benefit Schedules, Pension Benefit Schedules
- Plan sponsor, Line 2a.
- Pooled Separate Account (PSA), Common/Collective Trust (CCT) and Pooled Separate Account (PSA)
- Private Delivery Service, Private Delivery Service
- Processing Tips, EFAST Processing Tips
S
- Schedule of Reportable Transactions, Line 4j.
- Securities acquisition loan, Lines 7 through 12.
- Service Provider Information, Part I - Service Provider Information
Line 1.
- Short Plan Year Rule, (2) Short Plan Year Rule:
- Signature and Date, Signature and Date
- Small Plan Financial Information, Part I - Small Plan Financial Information
- Snapshot testing, Line 4.
- Special rule for certain participant-directed transactions, Line 4j.
- Special Rules for Certain Plans of Partnerships and Wholly Owned Trades or Businesses, Special Rules for Certain Plans of Partnerships
and Wholly Owned Trades or Businesses
- Statement by Enrolled Actuary, Statement by Enrolled Actuary
- Substantiation Guidelines, Substantiation Guidelines
W
- Welfare Benefit Contract Information, Part III - Welfare Benefit Contract Information
- Welfare Benefit Plan - Who Must File, Welfare Benefit Plan
- Welfare Benefit Plan Filing Requirements, Welfare Benefit Plan Filing Requirements
- What To File, Section 5: What To File
- When To File
-
- DFEs other than GIAs, Section 2: When To File
- Extensions, Section 2: When To File
- Plans and GIAs, Section 2: When To File
- Short Years, Section 2: When To File
- When to Report a Separated Participant, When to Report a Separated Participant
- Where To File, Section 3: Where To File
- Who Must File, Section 1: Who Must File
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