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Data Dictionary

Item Number 0986

IRA/KEOGH ACCOUNTS

Call confidentiality applies to FFIEC 031/041.

Series	Start Date	End Date	Confidential?	Reporting Forms
SVGL0986	1984-03-31	2011-12-31	Yes	Multiple Forms

Data Description:

Includes the total balance of all IRA/KEOGH accounts as of the report date. This amount will have been included in "Deposits (2339)". These are accounts established pursuant to 26 U.S.C. (1 R.C. 1954) Sections 219 and 408 to accumulate funds for retirement. Other types of deferred tax retirement account balances should not be included.

COMPARABILITY:

Beginning 3/31/04, include other retirement accounts such as SEP accounts.

Beginning 6/30/03, definition revised to include: Do not include (1) 401(k) accounts (2) Accounts that, under applicable tax laws, are designed predominantly for uses other than retirement.

Last update: May 17, 2024