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CoCounsel Legal
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Westlaw
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CoCounsel Tax, Audit, Accounting
Move faster and accomplish more with a professional-grade, generative AI assistant that transforms the way you work. Thomson Reuters CoCounsel is with you every step of the way, backed by authoritative content and industry-leading expertise.
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ONESOURCE
Create a seamless process through automated and accurate corporate tax software and services. Ensure smooth workflows from tax determination through to tax and trade compliance for companies and large accounting firms.
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ONESOURCE Indirect Compliance
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ONESOURCE Pagero
Comply with global e-invoicing mandates by leveraging a fully integrated, electronic invoice compliance solution — one solution spanning the globe, simplifying complexity for tax, e-invoicing, and continuous transaction controls.
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CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
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ID Risk Analytics
Detect, prevent, and mitigate fraud with this online fraud prevention tool for government. Gain a holistic view of identity-based risk within an agency’s program population.
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Reuters Connect
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Reuters Plus - Content Studio
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Reuters.com Platform
Reuters.com provides readers with a rich, immersive multimedia experience when accessing the latest fast-moving global news and in-depth reporting.
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Screen R - Distributions, Funding, Amendments, Coverage (5500)
Distributions
EIN of payor who paid benefits on behalf of the plan to participants / If more than two payors, enter the EINs of only two in terms of most benefits paid
Enter the EINs of payors who paid benefits on behalf of the plan to participants or beneficiaries during the year. If there are more than two payors, enter the EINs of those who paid the greatest dollar amount of benefits.
Part II Funding Information and Part III Amendments
Administrator is making an election under IRC 412(d)(2) or ERISA 302(d)(2)
Selecting 1 updates an
Elections: Number
field with 1
on Screen Letter and prints the Statement of Election.Minimum funding amount will be met by the funding deadline
Enter
X
if there is a remaining funding deficiency on Schedule R, but this deficiency will be made up no later than 8½ months after the end of the plan year. If you enter X
in this field, the plan is not required to file Form 5330, Return of Excise Taxes Related to Employee Benefit Plans.ESOPs
Information for Multiemployer Defined Benefit Plans
Employer contributing more than 5% of total contributions
For all employers whose contributions to the plan exceed five percent of the total contributions by all employers, enter the name and EIN of the employer, the date the collective bargaining agreement expires, the amount contributed, the contribution rate, and the base unit measure.
Ratio of current year participants with no employer obligation (Force): Prior Plan Year
Enter an amount in this field to override the calculated current plan year ratio for Schedule R, Page 3, line 15a.
Information for Single and Multiemployer Plans
Percentage of assets held
The sum of these entries should equal 100 percent.