Schedule R for Money Purchase Plan

[Guest jusducki]

Ques. 6b - is the full contribution put down even if forfeitures actually reduced the actual contribution made by the employer? My concern is that the amount in 6b won't tie in with the employer contribution amount on Schedule I, 2ai. Thanks.

[WDIK]

It would seem to me that if forfeitures reduce "the amount required to be contributed for the year under the formula set forth in the plan document" (Line 6a instructions for Schedule R), then the amount reported on the Schedule R would tie into the actual contribution shown on the Schedule I.

[wmyer]

See this link.