5310-A-2026

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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 includes sections for providing detailed information about the plans involved, including employer identification, plan names, and compliance with specific IRS regulations. The form must be completed in duplicate and filed according to IRS instructions.

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Click ‘Get Form’ to open the 5310-A in the editor.
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.
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.
If there are other plans involved, complete lines 5a through h, providing details for each additional plan as instructed.
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.
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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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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What is form 5310 used for?

Use Form 5310 to request an IRS determination as to the qualified status (under section 401(a) or section 403(a)) of a pension, profit-sharing, or other deferred compensation plan upon plan termination.

What is a form 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.

What is a spinoff 401k plan?

The term spinoff means the splitting of a single plan into two or more plans. (5) Benefits on a termination basis.

What is the purpose of a spinoff?

Why Pursue a Spinoff? A companys management might recommend a spinoff if they expect the combined value of the entities separately would be greater than if they continued to operate as a single company. In this case, theyre anticipating that the whole is currently valued less than the sum of its parts would be.

Is form 5310 mandatory?

A plan sponsor isnt required to submit a Form 5310 to the IRS to rule on a plans termination. However, a favorable determination letter upon plan termination from the IRS gives reliance that the plan document is qualified in form at the time of plan termination.