Schedule sb form 2026

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The document is Schedule SB (Form 5500) for the year 2013, required under ERISA and the Internal Revenue Code. It provides actuarial information for single-employer defined benefit plans, including details on funding targets, participant counts, contributions, and assumptions used in determining funding requirements. The form must be filed with Form 5500 or 5500-SF and is subject to penalties for late submission.

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Click ‘Get Form’ to open the Schedule SB form in the editor.
Begin by filling in the 'Name of plan' field at the top. Ensure that you provide a complete name as it will be referenced throughout the document.
Next, enter the 'Plan sponsor’s name' as shown on line 2a of Form 5500 or 5500-SF. This is crucial for identifying the responsible entity.
In Part I, input the valuation date and asset values in their respective fields. Make sure to round off amounts to the nearest dollar as specified.
Proceed to fill out participant counts and funding targets in sections 3 and 4. Pay attention to detail, especially when indicating whether your plan is in at-risk status.
Complete all required sections, including assumptions used for funding targets and contributions made during the plan year. Review each entry for accuracy before submission.

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