A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.
Audit opinion
Schedule H Part III
Unqualified opinion
The auditor signed off without reservation. This is the cleanest opinion.