5310-A-2025

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The document is Form 5310-A, a notice required by the Internal Revenue Service (IRS) for reporting plan mergers, consolidations, spinoffs, or transfers of plan assets or liabilities. It outlines the necessary information that must be provided by employers regarding their retirement plans under specific sections of the Internal Revenue Code. The form includes sections for employer identification, plan details, and compliance with defined benefit and contribution regulations.

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Click ‘Get Form’ to open the 5310-A in the editor. Ensure you have a stable internet connection for a smooth experience.
Begin with Part I. Fill in lines 1 and 2, including the name of the plan sponsor and employer identification number. Make sure to type this information accurately as it will be read by computer.
For line 1c, enter the employer’s tax year end date. If not applicable, indicate 'N/A'.
Proceed to Part II if filing for a plan merger or consolidation. Complete lines 3 through 5, providing details such as the plan name and number.
In line 4a, specify if this is a defined benefit plan by entering '1' for Yes or '2' for No. Attach any required actuarial statements as instructed.
Complete Part III if applicable, answering questions regarding qualified separate lines of business (QSLOB). Ensure all necessary boxes are checked.
Finally, review all entries for accuracy before signing at the bottom of page one. Both copies must be signed and dated.

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Versions	Form popularity	Fillable & printable
2010	4 Satisfied (25 Votes)
2006	4.8 Satisfied (63 Votes)
2003	4.9 Satisfied (43 Votes)
1997	4.2 Satisfied (37 Votes)
1994	4.6 Satisfied (36 Votes)
1991	4 Satisfied (55 Votes)

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How do you notify the IRS of a merger?

Most organizations that merge into another organization or otherwise terminate will notify the IRS of the changes by filing a final Form 990, Form 990-EZ or the e- Postcard (Form 990-N). Which form your organization uses depends on its gross income and assets.

What is Cal Corp code 5310?

(a) A corporation may admit persons to membership, as provided in its articles or bylaws, or may provide in its articles or bylaws that it shall have no members. In the absence of any provision in its articles or bylaws providing for members, a corporation shall have no members.

What is the IRS form for depreciation of rental property?

IRS Form 4562 is used to claim deductions for the depreciation or amortization of tangible or intangible property. Assets such as buildings, machinery, equipment (tangible), or patents (intangible) qualify.

What is the purpose of form 5310?

Plan sponsors or administrators of pension, profit-sharing, or 403(b) plans use Form 5310 to ask the IRS to make a determination on the plans qualification status at the time of the plans termination.

What is a 5310 A?

Employers use this form to give notice of: A plan merger or consolidation that is the combining of two or more plans into a single plan. A plan spinoff that is the splitting of a single plan into two or more spinoff plans.

Who must file form 5310 A?

What is IRS Form 5310-A? It is a notice required for plan mergers, consolidations, or asset transfers. Who needs to file this form? Retirement plan sponsors and companies undergoing mergers need to file this form.

5310-A-2025

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