Form 5310 - Application For Determination For Terminating Plan - 2013 Page 5
Download a blank fillable Form 5310 - Application For Determination For Terminating Plan - 2013 in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Form 5310 - Application For Determination For Terminating Plan - 2013 with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2
3
4
5
6
7
8
9
10
11
12
135
Form 5310 (Rev. 12-2013)
Page
(Line 6 continued)
Yes
No
If the response to line 6a was “1,” “2,” “3,” “4,” “6,” or “7,” is the plan’s normal retirement age below 62 at any
b (1)
time after 5/22/07?
If “Yes,” go to line 6b(2).
If “No,” go to line 6c(1).
Has the employer (or trustees, if this is a multiemployer plan) made a good faith determination that the plan’s
(2)
normal retirement age is not lower than an age that reasonably represents the typical retirement age for the
industry in which the covered workforce is employed? If “Yes,” attach required statement. Governmental plans
see instructions.
c (1)
If the response to line 6a was “5,” mark the applicable box to indicate whether the plan sponsor is an S Corporation
or a C Corporation.
S Corp.
C Corp.
(2)
If there has been a change to the corporate status (from S to C or C to S election/revocation), provide
the effective date of such change.
Is the plan sponsor a member of an affiliated service group (ASG), controlled group of corporations, or a group
7a (1)
of trades or businesses under common control within the meaning of section 414(b) or (c)?
If “Yes,” attach the required statement.
Is the plan sponsor a foreign entity or is the plan sponsor a member of an ASG, controlled group of
(2)
corporations, or a group of trades or businesses under common control within the meaning of section 414(b)
or (c) that includes a foreign entity?
Is this a governmental plan under section 414(d)?
b
Is this a church plan under section 414(e)?
c (1)
If “Yes,” go to line 7c(2).
If “No,” go to line 7d.
Was an election made by the church to have participation, vesting, funding, etc. provisions apply in
(2)
accordance with section 410(d)?
d
Does this plan benefit any collectively bargained employees under Regulations section 1.410(b)-6(d)(2)?
e
Is this an insurance contract plan under section 412(e)(3)?
f
Is this a multiemployer plan under section 414(f)?
g
Is this a request for a ruling involving the termination of a plan with a section 401(h) feature?
h (1)
Is this a multiple employer plan under section 413(c)?
If “Yes,” complete lines 7h(2) through 7h(5).
If “No,” go to line 8a.
(2)
Enter the total number of participating employers.
(3)
Enter the number of participating employers submitting a Form 5310 concurrent with this application.
5310
Form
(Rev. 12-2013)
ADVERTISEMENT
0 votes
Related Articles
Related forms
Instructions For Form 5310 - Application For Determination For Terminating Plan - Department Of Treasury
Financial
Form 5307 - Application For Determination For Adopters Of Master Or Prototype Or Volume Submitter Plans Form - Internal Revenue Service
Financial
Related Categories
Parent category: Legal