1999 Schedule A - how to fill in lines 3 and 4 for a DC plan?

[Guest Stacie Barth]

Can anyone clarify how we are to complete the schedule a form for a defined contribution plan? Part II, #3 and 4. What amounts are supposed to be entered for these questions.

[Guest PLHart]

Schedule A Part II:

Line 3 - Generally, this amount would correspond to the year end balance in the individual or group contract guranteed account since these accounts are usually backed by the general account assets of the insurance company.

Line 4 - Generally, this amount would match up to the year end value of the variable investment accounts of the plan since these monies are held in the insurance company separate accounts.

Hope this helps.