5500 and Schedules for a 403(b) match plan

[Guest richez]

Are there any schedules required to be file for a 403(b) match plan? Someone in our organization made the argument that we should file Sched. P for statute of limitations purposes, but this does not appear to be required per the instructions.

[Archimage]

You do not attach any schedules to the form 5500 for ERISA 403(b) plans. The 5500 instructions state:

"1. 403(b) Arrangements: A pension plan or arrangement using a tax deferred annuity arrangement under Code section 403(b)(1) and/or a custodial account for regulated investment company stock under Code section 403(b)(7) as the sole funding vehicle for providing pension benefits need complete only Form 5500 Part I and Part II, lines 1 through 5, and 8 (enter pension feature code 2L, 2M, or both)."