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5. QUESTIONS 5 THROUGH 8 ARE BASED ON TABLE 3-1. Table 3-1 Talley, Inc. Pension

ID: 2442833 • Letter: 5

Question

5. QUESTIONS 5 THROUGH 8 ARE BASED ON TABLE 3-1.

Table 3-1

Talley, Inc. Pension Plan                      Year 7                                           Year 8

Service cost                                       15,000                                          17,000

Interest cost                                       9,000                                            10,000

Actual return on plan assets                 7,500                                              10,800

Beginning of year plan assets              100,000                                           120,000

Settlement rate                                  8%                                                  8%

What is Talley's pension expense to be recorded for Year 7? (Hint: The expected return on plan assets equals beginning of year plan assets times the settlement rate.)

(Points: 5)

a) $15,000

b) $16,000

c) $16,500

d) $24,000


6. What is Talley's pension expense to be recorded for Year 8? (Hint: The expected return on plan assets equals beginning of year plan assets times the settlement rate.) (Points: 5)

a) $16,200

b) $17,000

c) $17,400

d) $27,000


7. What is Talley's deferred gain or loss from the return on plan assets for Year 7? (Points: 5)

a) $0

b) $500 deferred gain

c) $500 deferred loss

d) Unknown from information provided

8. What is Talley's deferred gain or loss from the return on plan assets for Year 8? (Points: 5)

a) $0

b) $1,200 deferred gain

c) $1,200 deferred loss

d) Unknown from information provided

Explanation / Answer

5. c)$16500 6. d)$27000 7. c)$500 deferred loss 8) b) $1200 deferred gain

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