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SFA Template 8

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SFA Template 8
Day Stacey
Calc
2024-03-25
2026-09-12
complete

Extracted Text

Version Updates
Version

v20220802p

Date updated

v20220802p

8/2/2022

v20220701p

7/1/2022

Cosmetic changes to increase the size of some rows

TEMPLATE 8

File name: Template 8 Plan Name, where "Plan Name" is an abbreviated version of the plan name.

v20220802p

Contribution and Withdrawal Liability Details
Provide details of the projected contributions and withdrawal liability payments used to calculate the requested SFA amount. This should include total contributions, contribution base units (including identification of the base unit used (i.e., hourly, weekly)),
average contribution rate(s), reciprocity contributions (if applicable), additional contributions from the rehabilitation plan (if applicable), and any other identifiable contribution streams. For withdrawal liability, separately show amounts for currently
withdrawn employers and for future assumed withdrawals. Also provide the projected number of active participants at the beginning of each plan year.
The first row in the projection period is for the period beginning on the SFA measurement date and ending on the last day of the plan year containing the SFA measurement date. For all other periods, provide the full plan year of information up to the plan year
ending in 2051.
PLAN INFORMATION
Abbreviated
Plan Name:
EIN:
PN:
Unit (e.g. hourly,
weekly)
All Other Sources of Non-Investment Income

SFA Measurement
Date / Plan Year Start
Date

Plan Year End Date

Total Contributions*

Total Contribution
Base Units

Average Contribution
Rate

Reciprocity
Contributions (if
applicable)

Additional Rehab Plan
Contributions (if
applicable)

Other - Explain if
Applicable

* Total contributions shown here should be contributions based upon CBUs and should not include items separately shown in any columns under "All Other Sources of Non-Investment Income."

Projected Number of
Active Participants
Withdrawal Liability Withdrawal Liability
(Including New
Payments for
Payments for
Entrants) at the
Currently Withdrawn
Projected Future
Beginning of the Plan
Employers
Withdrawals
Year