5500 2007 Form 5500 Schedule SSA

Annual Information Return/Report

75500ssa

Annual Information Return/Report

OMB: 1210-0110

Document [pdf]
Download: pdf | pdf
Official Use Only

Annual Registration Statement Identifying Separated
Participants With Deferred Vested Benefits

This Form is NOT Open
to Public Inspection.

File as an attachment to Form 5500 unless box 1 is checked.

MM / D D / Y Y Y Y

Name of plan

C

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

B

Three-digit
plan number

and ending

▼

Check here if plan is a government, church or other plan that elects to voluntarily file Schedule SSA. If so, complete lines 2 through
3c, and the signature area.

ON
LY
,

2

Employer Identification Number

Plan sponsor's address (number, street, and room or suite no.) (If a P.O. box, see the instructions for line 2.)

PU
RP
OS
ES

1

D

DO

NO
T

A

MM / D D / Y Y Y Y

FO
R

For calendar plan year 2007
or fiscal plan year beginning

2007

US
E

Department of the Treasury
Internal Revenue Service

▼

Under Section 6057(a) of the Internal Revenue Code

OMB No. 1210-0110

FI
LI
NG

SCHEDULE SSA
(Form 5500)

City or town

State

ZIP code

IN
FO
RM
AT
IO
N

3a Name of plan administrator (if other than sponsor)

3b Administrator's EIN

3c Number, street, and room or suite no. (If a P.O. box, see the instructions for line 2.)

State

SIGN HERE

▼

FO
R

Date

▼

Under penalties of perjury, I declare that I have examined this report, and to
the best of my knowledge and belief, it is true, correct, and complete.
Phone number of
Signature of plan administrator
plan administrator

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

2

9

0

7

0

0

0

1

ZIP code

MM / D D / Y Y Y Y

▼

City or town

0

Cat. No. 13506T

Schedule SSA (Form 5500) 2007

J
v10.1

Schedule SSA (Form 5500) 2007

Page

2
Official Use Only

Enter one of the following Entry Codes in column (a) for each separated participant with deferred vested benefits that:
Code A -- has not previously been reported.
Code B -- has previously been reported under the above plan number but requires revisions to the information previously reported.
Code C -- has previously been reported under another plan number but will be receiving their benefits from the plan listed above instead.
Code D -- has previously been reported under the above plan number but is no longer entitled to those deferred vested benefits.

FI
LI
NG

4

(a) Entry code

FO
R

Use with entry code "A", "B", "C", or "D"
(b) Social security number

(c) Name of participant

(M. I.)

(Last)

US
E

(First)

Use with entry code "A" or "B"

Share
indicator

(g) Units or shares

(e)
Payment
frequency

(f) Defined benefit plan -- periodic payment

▲

▲

▲

.

▲

▲

▲

.

▲

▲

▲

▲

(h) Total value of account

DO

(d)
Type of
annuity

NO
T

Amount of vested benefit
Defined contribution plan

Enter code for
nature and
form of benefit

▲

ON
LY
,

▲

(i) Previous sponsor's employer identification number

PU
RP
OS
ES

Use with entry code "C"

.

(j) Previous plan number

Use with entry code "A", "B", "C", or "D"
(a) Entry code

(b) Social security number

(c) Name of participant

(First)

(Last)

(M. I.)

Enter code for
nature and
form of benefit
(d)
Type of
annuity

IN
FO
RM
AT
IO
N

Use with entry code "A" or "B"

(e)
Payment
frequency

Amount of vested benefit
Defined contribution plan

Share
indicator

(g) Units or shares

(f) Defined benefit plan -- periodic payment

▲

▲

▲

.
▲

▲

▲

▲

▲

(i) Previous sponsor's employer identification number

FO
R

9

0

7

▲

▲

▲

(h) Total value of account

Use with entry code "C"

2

.

▲

0

0

0

2

0

K

.

(j) Previous plan number


File Typeapplication/pdf
File Title75500ssa.pmd
Authorrhodhm
File Modified2007-06-07
File Created2007-06-06

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