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. ________________________________________________
Form
5500-EZ
Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan
This form is required to be filed under section 6058(a) of the Internal Revenue Code.
Official Use Only
OMB No. 1545-0956
2008
This Form is Open to Public Inspection.
Department of the Treasury Internal Revenue Service
Complete all entries in accordance with the instructions to the Form 5500-EZ.
For the calendar plan year 2008 or fiscal plan year beginning
MM / D D / Y Y Y Y
the first return filed for the plan; an amended return;
and ending
MM / D D / Y Y Y Y
(2)
(4)
T
US E
a short plan year return (less than 12 months).
L
PU
RP
O
SE
S
O
NL
1b Three-digit plan number (PN)
Signature of employer or plan administrator
R IN FO
RM
Under penalties of perjury, I declare that I have examined this return (including, if applicable, any related Schedule MB (Form 5500) or Schedule SB (Form 5500) signed by an enrolled actuary, which I will retain) and to the best of my knowledge and belief, it is true, correct, and complete.
AT
Caution: A penalty for the late or incomplete filing of this return will be assessed unless reasonable cause is established.
IO
NA
1c Date plan first became effective
Y,
1a Name of plan
D
O
Part II
Basic Plan Information -- enter all requested information.
NO
B
If filing under an extension of time, check box and attach required information. (see instructions) .............................................................
MM / D D / Y Y Y Y
SIGN HERE
Date
MM / D D / Y Y Y Y
FO
Type or print name of individual signing as employer or plan administrator
FO
A
This return is:
(1)
(3)
the final return filed for the plan;
R
For Paperwork Reduction Act Notice, see the instructions for Form 5500-EZ.
Cat. No. 63263R
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v11.3
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Part I
Annual Return Identification Information
Form 5500-EZ (2008)
Form 5500-EZ (2008) 2a 1) Employer's name and address (Address should include room or suite no.)
Page
2
Official Use Only
Name Name Continued
2) 3) 4) 5) 6) 7) 8) 9)
c / o
Street City State Zip Code
2c Employer's telephone number 2b Employer Identification Number (EIN) (Do not enter your Social Security Number)
Foreign Country D/B/A
Location Address if different than 4) or 5)
Name Continued
5) 6) 7) 4 a
Foreign Routing Code Foreign Country
RM
AT
State
Zip Code
IO
4)
City
NA
L
3)
Street
PU
2)
c / o
RP
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SE
1)
Name
S
O
3a
Plan administrator's name and address (If same as employer, enter "Same")
NL
Y,
D
Location Address if different than Street
O
NO
FO
If the name and/or EIN of the employer has changed since the last return filed for this plan, enter the name, EIN and the plan number from the last return below: Employer's name
R
IN
FO
b
EIN
c PN
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2
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2d Business code (see instructions)
US E
D
Foreign Routing Code
3b Administrator's EIN
3c Administrator's telephone number
FO
R
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Form 5500-EZ (2008) 5 a 1) Preparer information (optional) Name (including firm name, if applicable) and address
Page
3
Official Use Only
Name Name Continued
2) 3) 4) 5) 6)
City State Zip Code
b
EIN
Foreign Routing Code Foreign Country
c
Telephone number
6
Type of plan:
(a) (b) (c)
Defined benefit pension plan (other than a plan described in Code section 412(e)(3))
(d)
NO
T
Money purchase pension plan
Y,
D
Defined benefit pension plan described in Code section 412(e)(3)
O
(e) (f)
O
NL
US E
Profit-sharing plan Stock bonus plan ESOP plan
(1)
Self-employed individuals,
(2)
O
SE
7a If this is a master/prototype, or regional prototype plan, enter the opinion/notification letter number ........ b Check if this plan covers:
S
Partner(s) in a partnership, or
(3)
FO
R
100% owner of corporation
PU
RP
FI LI NG
Street
8a Enter the number of qualified pension benefit plans maintained by the employer (including this plan) ......................................
b Check here if you have more than one plan and the total assets of all plans are more than $250,000 (see instructions) .......
AT
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NA
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Number
9
Enter the number of participants in each category listed below:
c Age 70 1/2 or older at the beginning of the plan year ......................................................................................................................
FO
R
b Age 59 1/2 or older at the end of the plan year, but under age 70 1/2 at the beginning of the plan year ....................................
IN
FO
a Under age 59 1/2 at the end of the plan year ...................................................................................................................................
RM
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Form 5500-EZ (2008)
Page
4
Official Use Only
10a (1) Is this a fully insured pension plan which is funded entirely by insurance or annuity contracts? If "Yes," complete lines 10a(2) through 10f and skip lines 10g through 13d. (2) If line 10a(1) is "Yes," are the insurance contracts held: ...........................................................
Yes (1) under a trust (2)
No with no trust
b Cash contributions received by the plan for this plan year .......................................
FI LI NG
.00 .00 .00 .00 .00 .00 .00
c Noncash contributions received by the plan for this plan year .................................
d Total plan distributions to participants or beneficiaries (see instructions) ................
e Total nontaxable plan distributions to participants or beneficiaries ...........................
NO
T
US E O
FO
R
f Transfers to other plans ...............................................................................................
O
i (1) Is this a defined benefit plan subject to minimum funding requirements (see instructions)? .........................................................................................................................
SE
S
O
h Plan expenses other than distributions .......................................................................
NL
Y,
g Amounts received by the plan other than from contributions ....................................
D
Yes
No
RM
AT
(3) If line 10i(2) is "No," enter the amount of the unpaid minimum contribution on line 40 of Schedule SB (Form 5500) (see instructions) ......................................
IO
NA
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(2) If line 10i(1) is "Yes," has the enrolled actuary for the plan certified that the contributions for this plan year meet minimum funding requirements? ......................................
PU
RP
Yes
No
(b) End of Year
.00
IN
FO
(a) Beginning of Year
FO
R
11a Total plan assets ........
.00 .00
.00 .00
b Total plan liabilities .....
0
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0
8
0
0
0
4
0
F
Form 5500-EZ (2008) 12
Page
5
Official Use Only
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. Otherwise, check "No." Yes No Amount
a Partnership/joint venture interests ..................................................
.00 .00 .00 .00 .00 .00 .00
b Employer real property ...................................................................
US E NO T D O NL Y, S
Yes
FO
c Real estate (other than employer real property) ...........................
R
d Employer securities .........................................................................
e Participant loans (see instructions) ................................................
f Loans (other than to participants) ..................................................
13
PU
RP
Check "Yes" and enter amount involved if any of the following transactions took place between the plan and a disqualified person during this plan year. Otherwise, check "No."
O
SE
O
g Tangible personal property .............................................................
No
FI LI NG
Amount
a Sale, exchange, or lease of property .............................................
.00 .00 .00 .00
b Payment by the plan for services ..................................................
d Loan or extension of credit .............................................................
FO
R
IN
FO
RM
c Acquisition or holding of employer securities ................................
AT
IO
0 3 0
NA
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0
0
0
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0
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Form 5500-EZ (2008)
Page
6
Official Use Only
Yes
No
14a Does your business have any employees other than you and your spouse (and your partners and their spouses)? ................................................................................................................................................................... If line 14a is "No," do not complete line 14b or line 14c. See the specific instructions for line 14b and line 14c.
c Does this plan meet the coverage requirements of Code section 410(b)? ....................................................................
FO
R
IN
FO
RM
AT
IO
0
NA
3
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PU
0
RP
8
O
SE
0
S
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0
NL
0
Y,
D
6
O
0
H
c During this plan year, did the plan make loans to married participants? .......................................................................
NO
T
b During this plan year, did the plan make distributions to a married participant in a form other than a qualified joint and survivor annuity or were any distributions on account of the death of a married participant made to beneficiaries other than the spouse of that participant? .................................................................................................
US E
FO
15a Did the plan distribute any annuity contracts this plan year? .........................................................................................
R
FI LI N G
b Total number of employees (including you and your spouse and your partners and their spouses) ............................