Free 2008 Form 5500 Schedule G - Federal


File Size: 129.7 kB
Pages: 5
Date: November 25, 2008
File Format: PDF
State: Federal
Category: Tax Forms
Author: SE:W:CAR:MP
Word Count: 1,183 Words, 7,273 Characters
Page Size: Letter (8 1/2" x 11")
URL

http://www.irs.gov/pub/irs-pdf/f5500sg.pdf

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Preview 2008 Form 5500 Schedule G
Attention:
Telephone requests for the forms, schedules, and instructions for the 2008 Form 5500-series will not be filled until December 10, 2008. Requests for the 2008 Form 5500-series products can be made on the Internet (see below) beginning December 10, 2008. Requests made prior to that date will be filled with the 2007 version of the products. The product you are about to view is provided for information purposes and should not be reproduced on personal computer printers by individual taxpayers for filing. The Forms 5500 and 5500-EZ (and related schedules) are printed on special paper with dropout ink so they can be processed by the computerized processing system "EFAST." These forms and schedules may be obtained by calling 1-800-TAX-FORM (1-800-829-3676). Be sure to order using the IRS form number. Note: You can also use the Internet link Forms and Publications by U.S. Mail to request a limited number of these forms and schedules. Check the Department of Labor's website at www.efast.dol.gov for additional information concerning the processing system, electronic filing, software, and "non-standard" filings. Note: There is no Schedule B (Form 5500) for filing 2008 plan year actuarial information. Instead, file the 2008 Schedule MB (Form 5500), Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information, or the Schedule SB (Form 5500), Single-Employer Defined Benefit Plan Actuarial Information, as applicable. For only plan year 2008 filings, paper Schedules MB and SB are provided in the format presented for completion by pen or typewriter. ________________________________________________

SCHEDULE G (Form 5500)
Department of the Treasury Internal Revenue Service Department of Labor Employee Benefits Security Administration

Financial Transaction Schedules
This schedule is required to be filed under section 104 of the Employee Retirement Income Security Act of 1974 (ERISA) and section 6058(a) of the Internal Revenue Code (the Code).


Official Use Only

OMB No. 1210-0110

2008
This Form is Open to Public Inspection.

File as an attachment to Form 5500.

and ending
B

A

Name of plan

Three-digit plan number

C

Name of plan sponsor as shown on line 2a of Form 5500

Name

City
(c) Original amount of loan (d) Principal (e) Interest

SE

S

Street

O

NL

Y,

(b) Identity and address of obligor

D

(a)

Party-in-interest

O

NO

T

Part I

Schedule of Loans or Fixed Income Obligations in Default or Classified as Uncollectible

State

US E
Zip Code

RP

O







.00 .00 .00
(f) Unpaid balance at end of year

NA

Amount received during reporting year

L

PU



FO

D

Employer Identification Number

R

FI LI NG

For calendar plan year 2008 or fiscal plan year beginning

MM / D D / Y Y Y Y

MM / D D / Y Y Y Y







.00

For Paperwork Reduction Act Notice and OMB Control Numbers, see the instructions for Form 5500. Cat. No. 14739A Schedule G (Form 5500) 2008

FO

R

IN

Amt. overdue (h) Principal

FO

RM

AT

IO

(g) Detailed description of loan including dates of making and maturity, interest rate, the type and value of collateral, any renegotiation of the loan and the terms of the renegotiation, and other material items







.00

Amt. overdue (i) Interest







.00

2

3

0

8

0

0

0

1

0

E
v11.3

Schedule G (Form 5500) 2008

Page

2
Official Use Only

(a)

Party-in-interest

(b) Identity and address of obligor

Name

City
(c) Original amount of loan (d) Principal (e) Interest

State

Zip Code

US E

Amount received during reporting year







.00 .00

(f) Unpaid balance at end of year

FO

R







.00

FI LI NG

Street







.00







.00

NL

Amt. overdue (h) Principal

Amt. overdue (i) Interest

Y,

D

O

NO

(g) Detailed description of loan including dates of making and maturity, interest rate, the type and value of collateral, any renegotiation of the loan and the terms of the renegotiation, and other material items

T







.00

(a)

Party-in-interest

(b) Identity and address of obligor

Name

City
(c) Original amount of loan (d) Principal (e) Interest

IO

NA

Street

L

PU

RP

O

SE

S

O

State

Zip Code

AT

RM







.00 .00 .00
(f) Unpaid balance at end of year

FO

(g) Detailed description of loan including dates of making and maturity, interest rate, the type and value of collateral, any renegotiation of the loan and the terms of the renegotiation, and other material items

R

IN

Amount received during reporting year

FO







.00

Amt. overdue (h) Principal




2 3


0 8

.00
0

Amt. overdue (i) Interest


0 F





.00

0

0

2

Schedule G (Form 5500) 2008

Page

3
Official Use Only

Part II

Schedule of Leases in Default or Classified as Uncollectible

(a) Party-in-interest (b) Identity of lessor/lessee

(c)

Relationship to plan, employer, employee organization or other party-in-interest

NO

T

(e)

Original cost

(h) Expenses paid during the plan year

US E

FO

R

(d) Terms and description (type of property, location and date it was purchased, terms regarding rent, taxes, insurance, repairs, expenses, renewal options, date property was leased)

FI LI NG



(f)





.00
(i)





.00 .00 .00

(e)

Original cost

IN

FO

RM

AT

(d) Terms and description (type of property, location and date it was purchased, terms regarding rent, taxes, insurance, repairs, expenses, renewal options, date property was leased)

IO

NA

L

(c)

Relationship to plan, employer, employee organization or other party-in-interest

PU

RP

(a) Party-in-interest (b) Identity of lessor/lessee

O

SE

R

S
(h) Expenses paid during the plan year

O



.00

NL

(g) Gross rental receipts during the plan year

(j)

Amount in arrears

Y,



.00

D

O

Current value at time of lease

Net receipts

(f)

Current value at time of lease

FO






2 3

.00
(i) Net receipts


(j) Amount in arrears


G

.00 .00 .00

.00 .00
0 8 0 0 0 3 0

(g) Gross rental receipts during the plan year



Schedule G (Form 5500) 2008

Page

4
Official Use Only

Part III

Nonexempt Transactions
If a nonexempt prohibited transaction occurred with respect to a disqualified person, file Form 5330 with the IRS to pay the excise tax on the transaction.

(a)

Identity of party involved

(b) Relationship to plan, employer, or other party-in-interest

(c)

Description of transactions including maturity date, rate of interest, collateral, par or maturity value

(d) Purchase price

(h) Cost of asset

(g) Expenses incurred in connection with transaction

(c)

Description of transactions including maturity date, rate of interest, collateral, par or maturity value

RM

AT

IO

NA

L

PU

(b) Relationship to plan, employer, or other party-in-interest

RP

O

(a)

Identity of party involved

SE

(d) Purchase price

FO

S







.00

O

(h) Cost of asset

NL







.00

Y,

D

(f)

Lease rental

(j)

Net gain or (loss) on each transaction

O







.00

NO

(e)

Selling price

(i)

Current value of asset

T







.00

US E

FO

R

FI LI NG




.00 .00 .00


(e) Selling price




2 3

.00
(i)


Current value of asset





.00 .00 .00

R

IN

FO



.00
(j)



(f)

Lease rental

Net gain or (loss) on each transaction

.00 .00
0 8 0 0 0 4 0

(g) Expenses incurred in connection with transaction





H