Form 5310 - Application For Determination For Terminating Plan Page 11
Download a blank fillable Form 5310 - Application For Determination For Terminating Plan 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 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
1311
Form 5310 (Rev. 12-2013)
Page
Yes
No
Is any issue involving this plan currently pending or has any issue related to this plan been resolved during the
18
current RAC by:
(1) Internal Revenue Service,
(2) Department of Labor,
(3) Pension Benefit Guaranty Corporation,
(4) Any court (including bankruptcy), or
(5) The Voluntary Correction Resolution Program of the Employee Plans Compliance Resolution System.
If “Yes,” attach a statement with the contact person’s name (IRS Agent, DOL Investigator, etc.) and telephone
number.
19
Enter the information listed on lines 19a through 19c for the plan year of termination and the 5 prior plan years on the
following schedule.
(i)
(ii)
(iii)
(iv)
(v)
(vi)
Enter Plan Year
▶
Employer contributions
a
(do not include elective
deferrals)
b Forfeitures
Qualified transfer/rollover
c
amount(s) received
20
Indicate how distributions will be made on termination (mark the applicable box(es)):
(1)
In accordance with the plan provisions including notices and consents.
(2)
Qualified Replacement Plan
(3)
Transfer of assets and liabilities to another plan
(4)
Other (specify)
21
Statement of net assets available to pay benefits as of the proposed date of plan termination or latest valuation date.
All “Other” items must be fully explained in an attachment.
Date of valuation
▶
Assets
a
Total noninterest-bearing cash .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
21a
b
Receivables:
(1) Employer contributions
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
21b(1)
(2) Participant contributions .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
21b(2)
(3) Income .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
21b(3)
(4) Other (Attach a detailed explanation) .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
21b(4)
(5) Allowance for doubtful accounts
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
21b(5)
(6) Total. Add 21b(1) through 21b(4) and subtract 21b(5) .
.
.
.
.
.
.
.
.
21b(6)
▶
5310
Form
(Rev. 12-2013)
11840Y12201311
ADVERTISEMENT
0 votes
Related Articles
Related forms
Instructions For Form 5310 (revised January 1996) Application For Determination For Terminating Plan
Financial
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: Financial