5310-A-2026

1. Click ‘Get Form’ to open the 5310-A in the editor.
2. Begin with Part I. Fill in the name of the plan sponsor (line 1a) and ensure you enter the employer identification number (line 1b). Complete lines 1c and 1d with the employer’s tax year end and contact telephone number.
3. Proceed to Part II if applicable. Enter the name of the plan (line 3a) and its corresponding plan number (line 3b). Indicate whether it is a defined benefit or contribution plan by filling out lines 4a and 4b as required.
4. If there are other plans involved, complete lines 5a through h, providing details for each additional plan as instructed.
5. In Part III, answer questions regarding qualified separate lines of business (QSLOB) by completing lines 6 through 10, ensuring all necessary information is accurately provided.
6. Finally, review your entries for accuracy before signing at the bottom of page one. Ensure both copies are signed as required.

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