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    US Internal Revenue Service: f5500sr - 1999

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    IRS
    1) This document is an official form (Schedule R) that provides retirement plan information such as distributions, funding, and amendments. 2) It requires reporting of information such as the total value of distributions paid in non-cash forms, the EIN of up to two payors who paid the greatest benefits, and the number of participants who received single sum distributions. 3) For defined benefit plans, it also requires information on minimum funding requirements, funding waivers, changes to actuarial cost methods, and amendments that increased benefits.

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    US Internal Revenue Service: f5500sr - 1999

    Uploaded by

    IRS
    32 views2 pages
    1) This document is an official form (Schedule R) that provides retirement plan information such as distributions, funding, and amendments. 2) It requires reporting of information such as the total value of distributions paid in non-cash forms, the EIN of up to two payors who paid the greatest benefits, and the number of participants who received single sum distributions. 3) For defined benefit plans, it also requires information on minimum funding requirements, funding waivers, changes to actuarial cost methods, and amendments that increased benefits.

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    US Internal Revenue Service: f5500sr--1999

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    1) This document is an official form (Schedule R) that provides retirement plan information such as distributions, funding, and amendments. 2) It requires reporting of information such as the total value of distributions paid in non-cash forms, the EIN of up to two payors who paid the greatest benefits, and the number of participants who received single sum distributions. 3) For defined benefit plans, it also requires information on minimum funding requirements, funding waivers, changes to actuarial cost methods, and amendments that increased benefits.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    32 views2 pages

    US Internal Revenue Service: f5500sr - 1999

    Uploaded by

    IRS
    1) This document is an official form (Schedule R) that provides retirement plan information such as distributions, funding, and amendments. 2) It requires reporting of information such as the total value of distributions paid in non-cash forms, the EIN of up to two payors who paid the greatest benefits, and the number of participants who received single sum distributions. 3) For defined benefit plans, it also requires information on minimum funding requirements, funding waivers, changes to actuarial cost methods, and amendments that increased benefits.

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    of 2

    SCHEDULE R Retirement Plan Information

    Official Use Only

    (Form 5500) OMB No. 1210-0110

    1999
    This schedule is required to be filed under sections 104 and 4065 of the
    Department of the Treasury
    Internal Revenue Service Employee Retirement Security Act of 1974 (ERISA) and section 6058(a) of
    Department of Labor Pension and the Internal Revenue Code (the Code).
    Welfare Benefits Administration This Form is Open
    to Public Inspection.

    ▼
    Pension Benefit Guaranty Corporation File as an Attachment to Form 5500.

    For the calendar year 1999


    or fiscal plan year beginning MM / D D / Y Y Y Y , and ending MM / D D / Y Y Y Y
    A Name of plan
    B Three-digit

    ▼
    plan number

    C Plan sponsor's name as shown on line 2a of Form 5500 D Employer Identification Number

    Part I Distributions
    All references to distributions relate only to payments of benefits during the plan year.

    1 Total value of distributions paid in property other than in cash,


    annuity contracts, or publicly traded employer securities ........................................... ▲ ▲ ▲ .00
    2 Enter the EIN(s) of payor(s) who paid benefits on behalf of the plan to
    participants or beneficiaries during the year (if more than two, enter
    EINs of the two payors who paid the greatest dollar amounts of benefits). } ...............................

    Profit-sharing plans, ESOPs, and stock bonus plans, skip line 3.

    3 Number of participants (living or deceased) whose benefits were distributed in a single


    sum, during the plan year ...................................................................................................................................

    Part II Funding Information (If the plan is not subject to the minimum funding requirements of section 412 of the
    Internal Revenue Code or ERISA section 302, skip this Part)

    4 Is the plan administrator making an election under Code section 412(c)(8) or


    ERISA section 302(c)(8)? ............................................................................................... Yes No N/A
    If the plan is a defined benefit plan, go to line 7.
    5 If a waiver of the minimum funding standard for a prior year is being amortized in this
    MM / D D / Y Y Y Y
    ▼

    plan year, see instructions, and enter the date of the ruling letter granting the waiver. .................

    If you completed line 5, complete lines 3, 9, and 10 of Schedule B and


    do not complete the remainder of this schedule.

    6a Enter the minimum required contribution for this plan year ........................................ ▲ ▲ ▲ .00

    b Enter the amount contributed by the employer to the plan for this plan year ............ ▲ ▲ ▲ .00
    c Subtract the amount in line 6b from the amount in line 6a. Enter the result
    (enter a minus sign to the left of a negative amount.) ................................................ ▲ ▲ ▲ .00
    If you completed line 6c, do not complete the remainder of this schedule.
    For Paperwork Reduction Act Notice and OMB Control Numbers, see the instructions for Form 5500. Cat. No. 24419B Schedule R (Form 5500) 1999

    2 1 9 9 0 0 0 1 1 N
    Schedule R (Form 5500) 1999 Page 2
    Official Use Only

    7 If a change in actuarial cost method was made for this plan year pursuant to a
    revenue procedure providing automatic approval for the change, does the plan
    sponsor or plan administrator agree with the change? ...................................................... Yes No N/A

    Do not complete line 8, if the plan is a multiemployer plan or a plan with


    100 or fewer participants during the prior plan year (see instructions).

    8 Is the employer electing to compute minimum funding for this plan year using the
    transitional rule provided in Code section 412(l)(11) and ERISA section 302(d)(11)? ...... Yes No N/A

    Part III Amendments

    9 If this is a defined benefit pension plan, were any amendments adopted during
    this plan year that increased the value of benefits? (see instructions) .............................. Yes No

    2 1 9 9 0 0 0 2 1 O

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