Schedule Sb (Form 5500) - Single-Employer Defined Benefit Plan Actuarial Information - 2016 Page 3

Download a blank fillable Schedule Sb (Form 5500) - Single-Employer Defined Benefit Plan Actuarial Information - 2016 in PDF format just by clicking the "DOWNLOAD PDF" button.

Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.

Complete Schedule Sb (Form 5500) - Single-Employer Defined Benefit Plan Actuarial Information - 2016 with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.

Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.

ADVERTISEMENT

Page 3
Schedule SB (Form 5500) 2016
Part V
Assumptions Used to Determine Funding Target and Target Normal Cost
21
Discount rate:
a
1st segment:
2nd segment:
3rd segment:
Segment rates:
X
N/A, full yield curve used
123.12_
123.12_
123.12
%
%
%
1
b
21b
Applicable month (enter code) ........................................................................................................................
12
22
22
Weighted average retirement age .........................................................................................................................
X
X
X
23
Mortality table(s) (see instructions)
Prescribed - combined
Prescribed - separate
Substitute
Part VI
Miscellaneous Items
24
Has a change been made in the non-prescribed actuarial assumptions for the current plan year? If “Yes,” see instructions regarding required
X
X
attachment. ...................................................................................................................................................................................................
Yes
No
X
X
Has a method change been made for the current plan year? If “Yes,” see instructions regarding required attachment. ................................
25
Yes
No
X
X
26
Is the plan required to provide a Schedule of Active Participants? If “Yes,” see instructions regarding required attachment. ........................
Yes
No
27
If the plan is subject to alternative funding rules, enter applicable code and see instructions regarding
27
attachment ..........................................................................................................................................................
Part VII
Reconciliation of Unpaid Minimum Required Contributions For Prior Years
-123456789012345
28
28
Unpaid minimum required contributions for all prior years ...................................................................................
29
Discounted employer contributions allocated toward unpaid minimum required contributions from prior years
29
-123456789012345
(line 19a) .............................................................................................................................................................
-123456789012345
30
30
Remaining amount of unpaid minimum required contributions (line 28 minus line 29) ...........................................
Part VIII
Minimum Required Contribution For Current Year
31
Target normal cost and excess assets (see instructions):
-123456789012345
a
31a
Target normal cost (line 6) ................................................................................................................................
b
31b
Excess assets, if applicable, but not greater than line 31a ................................................................................
32
Outstanding Balance
Installment
Amortization installments:
-123456789012345
-123456789012345
a
Net shortfall amortization installment ............................................................................
-123456789012345
-123456789012345
b
Waiver amortization installment ....................................................................................
33
If a waiver has been approved for this plan year, enter the date of the ruling letter granting the approval
33
_
-123456789012345
(Month _________
Day _________
Year _________ )
and the waived amount ............................................
-123456789012345
34
34
Total funding requirement before reflecting carryover/prefunding balances (lines 31a - 31b + 32a + 32b - 33).....
Carryover balance
Prefunding balance
Total balance
35
Balances elected for use to offset funding
-123456789012345
-123456789012345
-123456789012345
requirement .........................................................
-123456789012345
36
36
Additional cash requirement (line 34 minus line 35) ............................................................................................
37
Contributions allocated toward minimum required contribution for current year adjusted to valuation date (line
-123456789012345
37
19c) ......................................................................................................................................................................
38
Present value of excess contributions for current year (see instructions)
-123456789012345
38a
a
Total (excess, if any, of line 37 over line 36) ................................................................................................
38b
b
Portion included in line 38a attributable to use of prefunding and funding standard carryover balances ............
-123456789012345
39
39
Unpaid minimum required contribution for current year (excess, if any, of line 36 over line 37) ...........................
-123456789012345
40
40
Unpaid minimum required contributions for all years .............................................................................................
Part IX
Pension Funding Relief Under Pension Relief Act of 2010 (See Instructions)
41
If an election was made to use PRA 2010 funding relief for this plan:
X
a
Schedule elected ........................................................................................................................................................
2 plus 7 years
15 years
X
X
X
X
b
Eligible plan year(s) for which the election in line 41a was made ..........................................................................
2008
2009
2010
2011
42
42
Amount of acceleration adjustment .......................................................................................................................
43
43
Excess installment acceleration amount to be carried over to future plan years .....................................................

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Financial
Go
Page of 3