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New Form 5500 Schedule B Instructions for Cash Balance and Other Hybrid Plans (PDF)
Internal Revenue Service [IRS]Link to more items from this source
[Official Guidance]
Oct. 1, 2004
2 pages. Excerpt: This announcement provides additional instructions for Line 8c on the 2003 Schedule B (Form 5500). .... The 2003 instructions for Line 8c regarding cash balance plans require that 'such plans reporting 1,000 or more active participants on line 2b(3) must also provide average cash balance account data.' The 2003 instructions did not provide a specific method for reporting the required data.

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