Guest Stacie Barth Posted June 20, 2000 Posted June 20, 2000 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 Posted July 18, 2000 Posted July 18, 2000 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.
Recommended Posts
Archived
This topic is now archived and is closed to further replies.