You guys have to remember that books 4 and 5 for the first half run concurrent and it wouldn't be a stretch for them to try and fit some of that stuff in. I mean really the only stuff from book 4 thats important is the introduction of Arianne and Dorne, Cersei getting caught up with the Kettleblacks and Arya in the House of Black and White in Braavos. You could fit all of that in in a few episodes in the middle of the season, and of course still have the battle at the wall be your penultimate episode, with Jon being named the Lord Commander in epi 10.
But since the Arianne and the Sand Snakes haven't been cast i'm thinking the Dorne arc along with the Tyrion/Griff/"Aegon" and the Quintyn Martell arc will come in season 5. The kingsmoot can be damn near skipped entirely as long as you introduce Victarion and Eureon. And Theon/Reek can also be introduced at the end of season 4.
And Gendry as far as im concerned can be killed off at this point, his only purpose was to provide that curse on Robb, Balon, and Joffery.
I agree that they could do without most of the kingsmoot
I don't see them going THAT far with Arya. I think they're going to end her story in the season the way it ended in book 3 with her hitting the boat to Braavos but nothing further. I also think her relationship with the Hound will be more pronounced and have more relative screen time than it did in the book.