Schedule F Corporation And Partnership - Deduction For Contributions To Pension Or Other Qualified Plans - 2011
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1
2Schedule F Corporation
and Partnership
20__
DEDUCTION FOR CONTRIBUTIONS TO PENSION
Rev. 02.11
OR OTHER QUALIFIED PLANS
Taxable year beginning on ____________, _____ and ending on ___________, _______
Complete one Schedule for each plan to which a contribution was made that is claimed as a deduction under Section 1023(n) of the Code.
Taxpayer’s Name
Employer Identification Number
Plan’s Name
Type of plan:
Defined Benefits
Defined contributions:
Profit Sharing
Money Purchase
Stocks Bonus
Acquisition of stocks for employees
Agreement of cash or deferred contributions
Effective Date: Day _____ Month ________ Year _____
Qualification Date: Day _____ Month ________ Year _____
Trust’s Name
Trust’s Employer Identification Number
Total Contributions Made
QUESTIONNAIRE
Part I
Plan’s General Information
P a r t e
IV
Yes
No
1. Was the plan amended during the year?..........................................................................................................................................
(1)
Indicate the dates in which the amendments were made:
Day _____ Month ________ Year _____
Day _____ Month ________ Year _____
Day _____ Month ________ Year _____
Day _____ Month ________ Year _____
Parte I
2. Were the amendments notified to the Department? ...........................................................................................................................
(2)
3. Were the plan’s contributions frozen during the year? ……………………………………………………………................…….....……
(3)
Indicate the date: Day _____ Month ________ Year _____
4. Was this plan merged with another plan during the year?.................................................................................................................
(4)
Indicate the date: Day _____ Month ________ Year _____
Plan with which it merged:___________________________________________________________
Plan that prevailed:_________________________________________________________________
5. Was the merge notified to the Department?.......................................................................................................................................
(5)
Indicate the date: Day _____ Month ________ Year _____
6. Was the plan terminated during the year?.........................................................................................................................................
(6)
Indicate the date: Day _____ Month ________ Year _____
7. Was said termination notified to the Department? ..............................................................................................................................
(7)
Indicate the date: Day _____ Month ________ Year _____
Parte IV
Part II
Coverage Requirements
1. Indicate the coverage test that was met by the plan:
The plan benefits at least 70% of the highly compensated employees.
The plan benefits a percentage of non-highly compensated employees, that is at least 70% of the percentage of highly compensated
employees benefited under the plan.
The plan meets the average benefit percentage test.
Retention Period: Ten (10) years
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