Form 5500 Schedule SB Single-Employer Defined Benefit Plan Actuarial Information

Notification Icon This version of the form is not currently in use and is provided for reference only. Download this version of Form 5500 Schedule SB for the current year.

Form 5500 Schedule SB Single-Employer Defined Benefit Plan Actuarial Information

What Is IRS Form 5500 Schedule SB?

This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. The document is a supplement to IRS Form 5500, Annual Return/Report of Employee Benefit Plan. As of today, no separate filing guidelines for the form are provided by the IRS.

FAQ

Q: What is IRS Form 5500 Schedule SB?A: IRS Form 5500 Schedule SB is a form used to report actuarial information for single-employer defined benefit plans.

Q: What is a single-employer defined benefit plan?A: A single-employer defined benefit plan is a retirement plan sponsored by a single employer that promises a specific monthly benefit upon retirement.

Q: What type of actuarial information is reported on IRS Form 5500 Schedule SB?A: IRS Form 5500 Schedule SB reports the actuarial funding status, contributions, and other relevant information related to the funding of the defined benefit plan.

Q: Who is required to file IRS Form 5500 Schedule SB?A: Plan administrators of single-employer defined benefit plans are required to file IRS Form 5500 Schedule SB.

Q: What is the purpose of filing IRS Form 5500 Schedule SB?A: The purpose of filing IRS Form 5500 Schedule SB is to provide the IRS with information about the actuarial funding status of the defined benefit plan.

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Form Details:

  • A 3-page form available for download in PDF;
  • This form cannot be used to file taxes for the current year. Choose a more recent version to file for the current tax year;
  • Editable, printable, and free;
  • Fill out the form in our online filing application.

Download a fillable version of IRS Form 5500 Schedule SB through the link below{class="scroll_to"} or browse more documents in our library of IRS Forms.

Download Form 5500 Schedule SB Single-Employer Defined Benefit Plan Actuarial Information

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