Free 2008 Form 5500 Schedule I - Federal

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 I (Form 5500)
Department of the Treasury Internal Revenue Service Department of Labor Employee Benefits Security Administration Pension Benefit Guaranty Corporation

Financial Information -- Small Plan
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

File as an attachment to Form 5500.

This Form is Open to Public Inspection.

For the calendar plan year 2008 or fiscal plan year beginning
A Name of plan

MM / D D / Y Y Y Y

and ending
B

MM / D D / Y Y Y Y
Three-digit plan number

Complete Schedule I if the plan covered fewer than 100 participants as of the beginning of the plan year. You may also complete Schedule I if you are filing as a small plan under the 80-120 participant rule (see instructions). Complete Schedule H if reporting as a large plan or DFE.

NL

1

Plan Assets and Liabilities: a Total plan assets ........

(a) Beginning of Year

Y,

D

Report below the current value of assets and liabilities, income, expenses, transfers and changes in net assets during the plan year. Combine the value of plan assets held in more than one trust. Do not enter the value of the portion of an insurance contract that guarantees during this plan year to pay a specific dollar benefit at a future date. Include all income and expenses of the plan including any trust(s) or separately maintained fund(s) and any payments/receipts to/from insurance carriers. Round off amounts to the nearest dollar.

O

NO

Part I

Small Plan Financial Information

T

US E

FO
(b) End of Year

SE

S

O







.00 .00 .00

R

C

Plan sponsor's name as shown on line 2a of Form 5500

D

Employer Identification Number

FI LI NG









.00 .00 .00

b Total plan liabilities ..... c Net plan assets (subtract line 1b from line 1a) ............... 2

PU

RP

O

AT

IO

Income, Expenses, and Transfers for this Plan Year: a Contributions received or receivable (1) Employers .........................................................

NA

L

(a) Amount







.00 .00 .00 .00 .00
(b) Total

(3)

Others (including rollovers) .............................

c Other income ............................................................

FO

b Noncash contributions .............................................

R

IN

FO

RM

(2)

Participants ......................................................

d Total income (add lines 2a(1), 2a(2), 2a(3), 2b, and 2c) ...........................................





.00

For Paperwork Reduction Act Notice and OMB Control Numbers, see the instructions for Form 5500. Cat. No. 24414Y

Schedule I (Form 5500) 2008

1

9

0

8

0

0

0

1

0

J
v11.3

Schedule I (Form 5500) 2008 (a) Amount 2e Benefits paid (including direct rollovers) ................. f Corrective distributions (see instructions) ............... g Certain deemed distributions of participant loans (see instructions) ...................................................... h Other expenses ........................................................

Page

2
Official Use Only







.00 .00 .00 .00

FI LI NG
(b) Total

FO

R

i Total expenses (add lines 2e, 2f, 2g, and 2h) ............................................................... j Net income (loss) (subtract line 2i from line 2d) ........................................................... k Transfers to (from) the plan (see instructions) .............................................................. 3





.00 .00 .00

Y,

D

Yes a Partnership/joint venture interests ....................................................... b Employer real property ........................................................................

No

O

NO

Specific Assets: If the plan held assets at any time during the plan year in any of the following categories, check "Yes" and enter the current value of any assets remaining in the plan as of the end of the plan year. Allocate the value of the plan's interest in a commingled trust containing the assets of more than one plan on a line-by-line basis unless the trust meets one of the specific exceptions described in the instructions. Amount

T

US E

NL







.00 .00 .00 .00 .00 .00 .00

4

b Were any loans by the plan or fixed income obligations due the plan in default as of the close of the plan year or classified during the year as uncollectible? Disregard participant loans secured by the participant's account balance ........................................................ c Were any leases to which the plan was a party in default or classified during the year as uncollectible? .......................................

FO

a Did the employer fail to transmit to the plan any participant contributions within the time period described in 29 CFR 2510.3-102? (See instructions and DOL's Voluntary Fiduciary Correction Program.) ........................

R

IN

FO

During the plan year:

RM

Part II

Transactions During Plan Year
Yes No Amount

AT

IO

g Tangible personal property ..................................................................

NA

L

f Loans (other than to participants) .......................................................

PU

e Participant loans ..................................................................................

RP

d Employer securities ..............................................................................

O

SE

c Real estate (other than employer real property) ................................

S

O







.00 .00 .00


0 0 2 0 K





1

9

0

8

0

Schedule I (Form 5500) 2008

Page

3
Official Use Only

Yes 4d Were there any nonexempt transactions with any party-in-interest? (Do not include transactions reported on line 4a.) .............................

No

Amount







.00 .00 .00 .00 .00 .00

e f

Was the plan covered by a fidelity bond? .......................................... Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty? ....................

h

US E T
Yes

Did the plan receive any noncash contributions whose value was neither readily determinable on an established market nor set by an independent third party appraiser? ................................................ Did the plan at any time hold 20% or more of its assets in any single security, debt, mortgage, parcel of real estate, or partnership/joint venture interest? .......................................................

FO


i

k

SE

S

O

Are you claiming a waiver of the annual examination and report of an independent qualified public accountant (IQPA) under 29 CFR 2520.104-46? If no, attach an IQPA's report or 2520.104-50 statement. (See instructions on waiver eligibility and conditions.) ....

NL

Y,

RP

O

5a

Has a resolution to terminate the plan been adopted during the plan year or any prior plan year? If yes, enter the amount of any plan assets that reverted to the employer this year ..........................

No

D

j Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC? ..........................................................................

O

NO

R

g Did the plan hold any assets whose current value was neither readily determinable on an established market nor set by an independent third party appraiser? .....................................................

FI LI NG

Amount







.00

5b(1) Name of plan

5b(1) Name of plan

FO

R

IN

FO

5b(2) EIN

RM

AT

IO

NA

L

5b

If during this plan year, any assets or liabilities were transferred from this plan to another plan(s), identify the plan(s) to which assets or liabilities were transferred. (See instructions.)

PU

5b(3) PN

5b(2) EIN

5b(3) PN

5b(1) Name of plan

5b(2) EIN

5b(3) PN

1

9

0

8

0

0

0

3

0

L