Schedule Sb (Form 5500) - Single-Employer Defined Benefit Plan Actuarial Information - 2013 Page 2
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Schedule SB (Form 5500) 2013 130118
Page
Part II
Beginning of Year Carryover and Prefunding Balances
(a) Carryover balance
(b) Prefunding balance
7
Balance at beginning of prior year after applicable adjustments (line 13 from prior
-123456789012345
-123456789012345
year) ............................................................................................................................
8
Portion elected for use to offset prior year’s funding requirement (line 35 from
-123456789012345
-123456789012345
prior year) ...................................................................................................................
9
-123456789012345
-123456789012345
Amount remaining (line 7 minus line 8) .......................................................................
10
-123456789012345
-123456789012345
Interest on line 9 using prior year’s actual return of
% ..............................
11
Prior year’s excess contributions to be added to prefunding balance:
a
-123456789012345
Present value of excess contributions (line 38a from prior year) .............................
b
Interest on (a) using prior year’s effective interest rate of
% except
-123456789012345
as otherwise provided (see instructions) ...............................................................
c
-123456789012345
Total available at beginning of current plan year to add to prefunding balance ..............
d
-123456789012345
Portion of (c) to be added to prefunding balance ....................................................
12
-123456789012345
-123456789012345
Other reductions in balances due to elections or deemed elections ...........................
13
-123456789012345
-123456789012345
Balance at beginning of current year (line 9 + line 10 + line 11d – line 12) .................
Part III
Funding Percentages
14
14
123.12
%
Funding target attainment percentage .................................................................................................................................................................
15
15
123.12
%
Adjusted funding target attainment percentage
...............................................................................................................................
16
Prior year’s funding percentage for purposes of determining whether carryover/prefunding balances may be used to reduce
16
123.12
%
current year’s funding requirement .........................................................................................................................................................
17
17
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
18
Contributions made to the plan for the plan year by employer(s) and employees:
(a) Date
(b) Amount paid by
(c) Amount paid by
(a) Date
(b) Amount paid by
(c) Amount paid by
(MM-DD-YYYY)
employer(s)
employees
(MM-DD-YYYY)
employer(s)
employees
12345678901234
12345678901234
YYYY-MM-DD
12345678901234
123456789012345-
YYYY-MM-DD
12345678901234
12345678901234
YYYY-MM-DD
12345678901234
123456789012345-
YYYY-MM-DD
12345678901234
12345678901234
YYYY-MM-DD
12345678901234
123456789012345-
YYYY-MM-DD
12345678901234
12345678901234
YYYY-MM-DD
12345678901234
123456789012345-
YYYY-MM-DD
12345678901234
12345678901234
YYYY-MM-DD
12345678901234
123456789012345-
YYYY-MM-DD
12345678901234
12345678901234
YYYY-MM-DD
Totals ►
18(b)
18(c)
19
Discounted employer contributions – see instructions for small plan with a valuation date after the beginning of the year:
a
19a
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Contributions allocated toward unpaid minimum required contributions from prior years. .....................................
b
19b
-123456789012345
Contributions made to avoid restrictions adjusted to valuation date .......................................................................
c
19c
-123456789012345
Contributions allocated toward minimum required contribution for current year adjusted to valuation date .....................
20
Quarterly contributions and liquidity shortfalls:
a
X
X
Did the plan have a “funding shortfall” for the prior year? .............................................................................................................................
Yes
No
b
X
X
If line 20a is “Yes,” were required quarterly installments for the current year made in a timely manner? .....................................................
Yes
No
c
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
-123456789012345
-123456789012345
-123456789012345
-123456789012345
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