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This Form is Open to
Public Inspection.
File as an attachment to Form 5500.
MM / D D / Y Y Y Y
MM / D D / Y Y Y Y
and ending
Name of plan
D
Plan sponsor's name as shown on line 2a of Form 5500
Three-digit
plan number
US
E
B
C
2008
FI
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NG
Pension Benefit Guaranty Corporation
For the calendar plan year 2008
or fiscal plan year beginning
OMB No. 1210-0110
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).
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Department of Labor
Employee Benefits Security Administration
Official Use Only
FO
R
Department of the Treasury
Internal Revenue Service
Financial Information -- Small Plan
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SCHEDULE I
(Form 5500)
Employer Identification Number
Part I
NO
T
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.
Small Plan Financial Information
(b) End of Year
a Total plan assets ........
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.00
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.00
b Total plan liabilities .....
c Net plan assets
(subtract line 1b
from line 1a) ...............
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.00
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.00
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.00
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.00
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.00
IN
FO
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AT
IO
N
Income, Expenses, and Transfers for this Plan Year:
a Contributions received or receivable
(1) Employers .........................................................
(a) Amount
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.00
(2)
Participants ......................................................
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.00
(3)
Others (including rollovers) .............................
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.00
b Noncash contributions .............................................
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.00
c Other income ............................................................
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.00
(b) Total
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2
(a) Beginning of Year
Plan Assets and Liabilities:
PU
RP
OS
ES
1
ON
LY
,
DO
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.
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d Total income (add lines 2a(1), 2a(2), 2a(3), 2b, and 2c) ...........................................
For Paperwork Reduction Act Notice and OMB Control Numbers, see the instructions for Form 5500. Cat. No. 24414Y
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0
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0
0
0
1
0
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Schedule I (Form 5500) 2008
J
v11.3
Schedule I (Form 5500) 2008
Page
2
Official Use Only
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.00
f Corrective distributions (see instructions) ...............
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.00
g Certain deemed distributions of participant loans
(see instructions) ......................................................
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.00
h Other expenses ........................................................
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.00
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2e Benefits paid (including direct rollovers) .................
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(a) Amount
US
E
(b) Total
i Total expenses (add lines 2e, 2f, 2g, and 2h) ...............................................................
k Transfers to (from) the plan (see instructions) ..............................................................
3
NO
T
j Net income (loss) (subtract line 2i from line 2d) ...........................................................
▲
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.00
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.00
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.00
No
Amount
ON
LY
,
Yes
DO
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.
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.00
b Employer real property ........................................................................
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.00
c Real estate (other than employer real property) ................................
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.00
d Employer securities ..............................................................................
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.00
e Participant loans ..................................................................................
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.00
f Loans (other than to participants) .......................................................
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.00
g Tangible personal property ..................................................................
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.00
Part II
4
IN
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N
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RP
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a Partnership/joint venture interests .......................................................
Transactions During Plan Year
During the plan year:
Yes
No
Amount
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.00
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 ........................................................
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.00
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.00
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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.) ........................
c Were any leases to which the plan was a party in default or
classified during the year as uncollectible? .......................................
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0
0
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2
0
K
Schedule I (Form 5500) 2008
Page
3
Official Use Only
No
Amount
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e
Was the plan covered by a fidelity bond? ..........................................
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f
Did the plan have a loss, whether or not reimbursed by the plan's
fidelity bond, that was caused by fraud or dishonesty? ....................
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i
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? .......................................................
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 ..........................
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.00
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.00
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.00
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.00
PU
RP
OS
ES
Yes
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.00
No
Amount
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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.)
IN
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AT
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N
5b(1) Name of plan
5b(2) EIN
5b(3) PN
5b(2) EIN
5b(3) PN
5b(2) EIN
5b(3) PN
5b(1) Name of plan
5b(1) Name of plan
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5b
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ON
LY
,
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.) ....
.00
DO
j Were all the plan assets either distributed to participants or
beneficiaries, transferred to another plan, or brought under the
control of the PBGC? ..........................................................................
k
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NO
T
h
.00
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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? .....................................................
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US
E
Were there any nonexempt transactions with any party-in-interest?
(Do not include transactions reported on line 4a.) .............................
FI
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NG
Yes
4d
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0
0
0
3
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| File Type | application/pdf |
| File Title | 55500i |
| Subject | 55500i |
| Author | RhodHM |
| File Modified | 2008-06-05 |
| File Created | 2008-06-03 |