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Schedule SB (Form 5500) 2014

Page

Part II

Beginning of Year Carryover and Prefunding Balances

(a) Carryover balance

(b) Prefunding balance

Balance at beginning of prior year after applicable adjustments (line 13 from prior

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year) ............................................................................................................................

Portion elected for use to offset prior year’s funding requirement (line 35 from

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prior year) ...................................................................................................................

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Amount remaining (line 7 minus line 8) .......................................................................

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Interest on line 9 using prior year’s actual return of

% ..............................

Prior year’s excess contributions to be added to prefunding balance:

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Present value of excess contributions (line 38a from prior year) .............................

b(1)

Interest on the excess, if any, of line 38a over line 38b from prior year

Schedule SB, using prior year's effective interest rate of ___

% .....................

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b(2)

Interest on line 38b from prior year Schedule SB, using prior year's actual

return .................................................................................................................

Total available at beginning of current plan year to add to prefunding balance ..............

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Portion of (c) to be added to prefunding balance ....................................................

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Other reductions in balances due to elections or deemed elections ...........................

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Balance at beginning of current year (line 9 + line 10 + line 11d – line 12) .................

Part III

Funding Percentages

123.12

Funding target attainment percentage .................................................................................................................................................................

123.12

Adjusted funding target attainment percentage

...............................................................................................................................

Prior year’s funding percentage for purposes of determining whether carryover/prefunding balances may be used to reduce

123.12

current year’s funding requirement .........................................................................................................................................................

If the current value of the assets of the plan is less than 70 percent of the funding target, enter such percentage. ..............................

123.12

Part IV

Contributions and Liquidity Shortfalls

Contributions made to the plan for the plan year by employer(s) and employees:

(a) Date

(b) Amount paid by

(a) Date

(b) Amount paid by

(MM-DD-YYYY)

employer(s)

employees

(MM-DD-YYYY)

employer(s)

employees

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YYYY-MM-DD

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YYYY-MM-DD

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YYYY-MM-DD

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YYYY-MM-DD

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YYYY-MM-DD

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YYYY-MM-DD

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YYYY-MM-DD

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YYYY-MM-DD

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YYYY-MM-DD

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YYYY-MM-DD

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YYYY-MM-DD

Totals ►

18(b)

18(c)

Discounted employer contributions – see instructions for small plan with a valuation date after the beginning of the year:

19a

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Contributions allocated toward unpaid minimum required contributions from prior years. .....................................

19b

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Contributions made to avoid restrictions adjusted to valuation date .......................................................................

19c

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Contributions allocated toward minimum required contribution for current year adjusted to valuation date .....................

Quarterly contributions and liquidity shortfalls:

Did the plan have a “funding shortfall” for the prior year? .............................................................................................................................

Yes

If line 20a is “Yes,” were required quarterly installments for the current year made in a timely manner? .....................................................

Yes

If line 20a is “Yes,” see instructions and complete the following table as applicable:

Liquidity shortfall as of end of quarter of this plan year

(1) 1st

(2) 2nd

(3) 3rd

(4) 4th

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