Free 2008 Form 5500 - Federal


File Size: 68.5 kB
Pages: 5
Date: November 25, 2008
File Format: PDF
State: Federal
Category: Tax Forms
Author: SE:W:CAR:MP
Word Count: 1,343 Words, 9,289 Characters
Page Size: Letter (8 1/2" x 11")
URL

http://www.irs.gov/pub/irs-pdf/f5500.pdf

Download 2008 Form 5500 ( 68.5 kB)


Preview 2008 Form 5500
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

Official Use Only

Annual Return/Report of Employee Benefit Plan
This form is required to be filed under sections 104 and 4065 of the Employee Retirement Income Security Act of 1974 (ERISA) and sections 6047(e), 6057(b), and 6058(a) of the Internal Revenue Code (the Code).

OMB Nos. 1210-0110 / 1210-0089

Department of the Treasury Internal Revenue Service Department of Labor Employee Benefits Security Administration Pension Benefit Guaranty Corporation

2008
This Form is Open to Public Inspection.

Complete all entries in accordance with the instructions to the Form 5500.

Part I

Annual Report Identification Information



For the calendar plan year 2008 or fiscal plan year beginning
A This return/report is for: (1) (2)

MM / D D / Y Y Y Y
a multiemployer plan; a single-employer plan (other than a multiple-employer plan); the first return/report filed for the plan; an amended return/report; (3) (4)

and ending

MM / D D / Y Y Y Y

a multiple-employer plan; or

B

This return/report is:

(1) (2)

(3) (4)

the final return/report filed for the plan;

D

O

C D

a short plan year return/report (less than 12 months). If the plan is a collectively-bargained plan, check here ..............................................................................................................................

NO

T

US E

FO

a DFE (specify) .....................

R

FI LI NG

NA

L

PU

RP

O

SE

S

O

1a

Name of plan

NL

Part II

Basic Plan Information -- enter all requested information.

Y,

If filing under an extension of time or the DFVC program, check box and attach required information. (see instructions) ....................



FO

RM

Under penalties of perjury and other penalties set forth in the instructions, I declare that I have examined this return/report, including accompanying schedules, statements and attachments, as well as the electronic version of this return/report if it is being filed electronically, and to the best of my knowledge and belief, it is true, correct and complete. Signature of plan administrator

AT

Caution: A penalty for the late or incomplete filing of this return/report will be assessed unless reasonable cause is established.

IO

1b

Three-digit plan number (PN)



1c

Effective date of plan

MM / D D / Y Y Y Y

SIGN HERE
a

Date

MM / D D / Y Y Y Y

Type or print name of individual signing as plan administrator

Signature of employer/plan sponsor/DFE

FOR

IN

SIGN HERE
b

Date

MM / D D / Y Y Y Y

Type or print name of individual signing as employer, plan sponsor or DFE

For Paperwork Reduction Act Notice and OMB Control Numbers, see the instructions for Form 5500.

Cat. No. 13500F

Form 5500 (2008)

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v11.3





Form 5500 (2008) 2a 1)

Page

2
Official Use Only

Plan sponsor's name and address (employer, if for single-employer plan) (Address should include room or suite no.)

Name Name Continued

2) 3) 4) 5) 6) 7) 8) 9)

c / o
Street City State Zip Code
2c Sponsor's telephone number

2b Employer Identification Number (EIN)

Foreign Country D/B/A

Location Address City/State/Zip if different than 4) or 5)

Name Continued

4) 5) 6) 7) 4 a

City

NA

L

3)

Street

PU

2)

c / o

RP

O

SE

1)

Name

S

O

3a

Plan administrator's name and address (If same as plan sponsor, enter "Same")

NL

Y,

D

Location Address if different than Street

O

NO

Foreign Routing Code Foreign Country

RM

AT

State

Zip Code

IO

b

EIN

FO

If the name and/or EIN of the plan sponsor has changed since the last return/report filed for this plan, enter the name, EIN and the plan number from the last return/report below: Sponsor's name

R

IN

FO

c PN

0

1

0

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0

0

0

2

0

T

2d Business code (see instructions)

US E
B

Foreign Routing Code

3b Administrator's EIN

3c Administrator's telephone number

FO

R

FI LI NG

Form 5500 (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

NO

T

US E

FO

R


FI LI NG


Street

6

Total number of participants at the beginning of the plan year ..........................................................................

a Active participants .................................................................................................................................................

c Other retired or separated participants entitled to future benefits .....................................................................

e Deceased participants whose beneficiaries are receiving or are entitled to receive benefits ..........................

f Total. Add lines 7d and 7e ................................................................................................................................... g Number of participants with account balances as of the end of the plan year (only defined contribution plans complete this item) ................................................................................................................. h Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested ................................................................................................................................ i If any participant(s) separated from service with a deferred vested benefit, enter the number of separated participants required to be reported on a Schedule SSA (Form 5500) ...........................................

FO

R

IN

FO

RM

AT

IO

0

NA

1

L

d Subtotal. Add lines 7a, 7b, and 7c ......................................................................................................................

PU

0

RP

8

O

SE

b Retired or separated participants receiving benefits ...........................................................................................

0

S

O
0 0 3

NL

Y,

7

Number of participants as of the end of the plan year (welfare plans complete only lines 7a, 7b, 7c, and 7d)

D

O
0 C

Form 5500 (2008) 8 a Benefits provided under the plan (complete 8a and 8b, as applicable)

Page

4
Official Use Only

Pension benefits (check this box if the plan provides pension benefits and enter below the applicable pension feature codes from the List of Plan Characteristics Codes printed in the instructions):

b

Welfare benefits

(check this box if the plan provides welfare benefits and enter below the applicable welfare feature codes from the List of Plan Characteristics Codes printed in the instructions):

9a Plan funding arrangement (check all that apply) (1) (2) (3) (4) Insurance Code section 412(e)(3) insurance contracts Trust

9b Plan benefit arrangement (check all that apply)

(2) (3) (4)

Y,

D

(1)

NL

RP

10

Schedules attached (Check all applicable boxes and, where indicated, enter the number attached. See instructions.) b Financial Schedules 1) 2) 3) 4) 5) H I A C D (Financial Information) (Financial Information--Small Plan) (Insurance Information) (Service Provider Information) (DFE/Participating Plan Information) (Financial Transaction Schedules)

a Pension Benefit Schedules 1) 2) 3) 4) R B E

(Retirement Plan Information)

(ESOP Annual Information)

IN

FO

RM

SSA (Separated Vested Participant Information)

AT

IO

NA

(Actuarial Information)

L

PU

O

SE

General assets of the sponsor

S

O

6)

O

Insurance Code section 412(e)(3) insurance contracts Trust General assets of the sponsor

NO

T

US E
G

FO

R

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1

0

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0

0

0

4

0

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FO

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FI LI NG