Form 5300 Draft - Application For Determination For Employee Benefit Plan Page 7
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126
Form 5300 (Rev. 2-2011)
Page
9
General Eligibility Requirements
a
Check all that apply:
(1)
All employees
(2)
Hourly rate employees
(3)
Salaried employees
(4)
Other: (Specify in box below)
b
Minimum years of service required to participate. If no minimum, check
c
Minimum age required to participate. If no minimum, check
Vesting Indicate the regular (non-top heavy) vesting provisions of the plan by entering the letter from the
10
list below:
a – Full and immediate
c – Full vesting after 3 years of service
e – 2 to 6 year graded vesting
b – Full vesting after 2 years
d – Full vesting after 5 years of service
f – 3 to 7 year graded vesting
of service
g – Other
11
Benefits and Requirements for Benefits
a For defined benefit plans - Method for determining accrued benefit:
(1) Benefit Formula at early retirement age is
(2) Benefit Formula at normal retirement age is
(3) Normal form of retirement benefit is
b For defined contribution plans - Employer contributions:
(1) Profit Sharing or stock bonus plan contributions are determined under (check box):
A definite formula
A discretionary formula
Both
(2) Matching contributions are determined under, check box:
A definite formula
A discretionary formula
Both
5300
Form
(Rev. 2-2011)
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