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Vista California online Form 5500 - Schedule H: What You Should Know
X E (Exhibit A) (2). X E (Exhibit B) (2). X (For retirement age and date to commence first pension). A All contributions to the qualified plans must be made within 2 years after the plan begins operation; and (For age at which payments in cash or property are due, or when payments are made, subject to a special rule) (1) “Employer” means an employer other than a state (except Puerto Rico) or Indian tribe; and (2) “Beneficiary” means an individual who is a participant or beneficiary in a retirement plan; excepting an account holder as defined in section 409A of the Internal Revenue Code. (3) “Account holder” means a “person who receives from the employer all or part of the contributions in excess of a stated maximum amount.” (4) “Settlement amount” means: (A) In the case of a defined benefit plan, the amount of the benefit in excess of the maximum amount that is paid under a final order of the administrator at the time the settlement occurs; or (B) In the case of a defined contribution plan with plan years after December 31, 2007, the amount at or after the time the maximum amount is paid under a final order of the administrator at the time the settlement occurs. (10) “Settlement amount” means: (A) A payment made (other than in accordance with part 5 or section 408) to an account holder in satisfaction of (i) accrued benefits under a final order of the administrator for a plan year or (ii) payments made pursuant to section 403(b), 404(a)(1), 404(j)(1) for a plan year; and (B) In the case of an account held primarily for the benefit of employees of a qualified plan, the amount of the payment to which the account holder is entitled at the time the payment is made.
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