Screen SFInfo-2 – Funding Compliance, Plan Terminations and Transfers (5500-SF)

Pension Funding Compliance

Subject to minimum funding standards
Marking this field or entering a date in the
Date of letter ruling granting waiver of minimum funding standard
field will complete Schedule SB.
Contributed by the employer
Enter the amount of contributions made by the employer for the plan year including those made no later than 8½ months after the end of the plan year but before you file the return.
Minimum funding met by funding deadline
If there is an
X
in this field, the plan is not required to file Form 5330, Return of Excise Taxes Related to Employee Benefit Plans.

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