Schedule T Samples and Instructions

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I. OVERVIEW - Schedule T, (for finding information within your 401(k) software
II. DETAILS - Schedule T
III. IRS Instructions - Schedule T  (PDF for download from the IRS website)

 II. Details: Page 1 of 2

Schedule T
Qualified Pension Plan Coverage Information (text only)

Enter the appropriate plan year (see your Adoption Agreement page 2, item B3; attach the appropriate year).

item A: See your Adoption Agreement page 2, item B1.

item B: See your Adoption Agreement page 3, item B5.

item C: Complete as requested.

item D: See your Adoption Agreement page 1, item A4. (If you established a separate plan identification number, use that number.) The number you use should match that in your software’s License Information (Company Information, License Information) as well as that used on your Form 5500 and each related Schedule.

item 1a: Enter your company name, if appropriate.

item 1b: Enter your employer federal ID number. If you have established a separate identification number for your plan, DO NOT use that number on this item (use it on item D, above). For this item, use your official EMPLOYER federal identification number.

items 2a-d: Complete if appropriate.

items 3a-e: Check item “d” and then skip the rest of the form.

— end of page 1 of 2 —

II. Details, Page 2 of 2

Skip all items on page 2 of Schedule T.

— end of page 2 of 2 —

III. IRS Instructions - PDF Schedule T

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401k Fedforms for 100Participant: 1096, 1099-R, 945, 5500, Schedule H, Schedule P, Schedule T,
401k Fedform Worksheet, End of Year Plan Assets Worksheet, Summary Annual Report

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