Schedule SB definition

Schedule SB means Schedule SB to the Form 5500 Series.
Sample 1Sample 2Sample 3

Examples of Schedule SB in a sentence

  • Rather, these are included in the entries for line 32b on the Schedule SB for the following plan year.Note.

  • Complete the entire Schedule SB and attachments as outlined in these instructions.

  • If an election was made to use the funding standard carryover balance or the prefunding balance to offset the amount of a required quarterly installment, but the election was made after the due date of the installment, the amount reported on line 35 may not be the same amount that is subtracted from the plan’s balances in the following plan year (to be reported in line 8 of Schedule SB for the following plan year).

  • Complete the entire Schedule SB, reflecting the modifications to the otherwise- required funding rules under section 115(b) of PPA, and disregarding the attachment required for plans reporting the use of the substitute mortality table in line 23.

  • Complete all items from the 2007 Schedule B, excluding line 9f and Part II, and attach the 2007 Schedule B and all applicable attachments to the Schedule SB.

  • See the Instructions for Schedule SB in the Instructions for Form 5500.Filing Form 5500-EZ with the IRS.

  • Actuaries of one-participant plans that are defined benefit plans subject to the minimum funding standards for this plan year, must complete Schedule SB (Form 5500) and forward the completed and signed Schedule SB to the plan administrator no later than the filing due date.

  • One-participant plans do not attach Schedule SB (Form 5500) to the Form 5500-SF.

  • See the instructions for the Schedule SB in the Instructions for Form 5500.

  • If a plan is funded exclusively by the purchase of such contracts, the otherwise applicable minimum funding requirements of section 412 of the Code and section 302 of ERISA do not apply for the year and neither the Schedule MB nor the Schedule SB is required to be filed.‘‘Trust’’ includes any fund or account that receives, holds, transmits, or invests plan assets other than an account or policy of an insurance company.

Related to Schedule SB

  • Schedule Supplement has the meaning set forth in Section 6.03.

  • Schedule E means internal revenue service schedule E (form 1040) filed by a taxpayer pursuant to the Internal Revenue Code.

  • Schedule means a schedule to this Agreement.

  • Schedule F means internal revenue service schedule F (form 1040) filed by a taxpayer pursuant to the Internal Revenue Code.

  • Schedule C means internal revenue service schedule C (form 1040) filed by a taxpayer pursuant to the Internal Revenue Code.

  • Sellers Disclosure Schedule means the disclosure schedule delivered by the Sellers to the Purchaser on the date hereof.

  • Schedule B herein mean Schedule B attached hereto as constituted on the Effective Date, and thereafter as it may be amended from time to time (deemed or in writing) pursuant to Section 16 or 19(l).

  • Disclosure Schedules means the Disclosure Schedules of the Company delivered concurrently herewith.

  • Schedule of Contracts means the list or lists of Contracts attached as Schedule A to this Agreement, which Contracts are being transferred to the Owner Trustee as part of the Trust Estate, which list or lists shall set forth the following information with respect to each such Contract in numbered columns:

  • Schedule 4 means Schedule 4 to ITEPA;

  • Buyer Disclosure Schedule means the disclosure schedule dated as of the date hereof delivered by Buyer to Seller in connection with the execution and delivery of this Agreement.

  • Schedule 2 means Schedule 2 of this Licence unless otherwise stated;

  • Schedule of Representations means the Schedule of Representations and Warranties attached hereto as Schedule B.

  • Schedule A has the meaning specified in Section 2.3(a);

  • Seller Disclosure Schedule means the disclosure schedule delivered by Seller to Purchaser contemporaneously with the execution and delivery of the Agreement.

  • Schedule of Exceptions shall have the meaning set forth in Section 5, and is attached hereto as Exhibit C.

  • Company Disclosure Schedule means the disclosure schedule delivered by the Company to and accepted by Parent and Merger Sub on the date hereof.

  • Disclosure Memorandum means the set of numbered schedules referencing Sections of this Agreement delivered by Seller and dated of even date herewith, as supplemented by new or amended schedules delivered by Seller prior to the Closing.

  • Disclosure Schedule has the meaning set forth in Section 3 below.

  • Parent Disclosure Schedule means the disclosure schedules delivered by Parent to the Company simultaneously with the execution of this Agreement.

  • Buyer Disclosure Schedules means the disclosure schedules delivered by Buyer to Seller concurrently with the execution of this Agreement.

  • Schedule 1 means Schedule 1 of this Licence unless otherwise stated;

  • Purchaser Disclosure Schedule means the schedule (dated as of the date of the Agreement) delivered to Seller and the Members by the Purchaser, a copy of which is attached to this Agreement.

  • Information Certificate means the Information Certificate of Borrower constituting Exhibit A hereto containing material information with respect to Borrower, its business and assets provided by or on behalf of Borrower to Lender in connection with the preparation of this Agreement and the other Financing Agreements and the financing arrangements provided for herein.

  • Disclosure Letter means the disclosure letter dated the date of this Agreement and delivered by the Vendor to the Purchaser with this Agreement.

  • Disclosure Letters means the Seller Disclosure Letter and the Buyer Disclosure Letter.