Completing Scedule Q

[Guest djsimonetti]

I have a new DC plan, effective date 1/1/99 with first plan year ending 12/31/99. I would like to get favorable determination letter now but am having trouble with Part II, Line 5 of Schedule Q re 410(B). Stated simply, I have no data to use for Line 5 because the plan has a last day of the plan year requirement for getting contribution and first plan year is still open. What do I do?

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[Guest Ray Williams]

Use the same data you used in your proposal analysis. That data should be your best estimate. If you did not do a proposal analysis, how did you design the plans?

[Guest djsimonetti]

Got a proposal and can use the projected contributions. Two questions. Would the date on Line 5c be 12/31/99? How do I complete portions of Line 5 concerning the plan's CODA?