Get the free Form 5308 (Rev. April 2013). Request for Change in Plan/Trust Year - irs

5308 Form (Rev. April 2013) Department of the Treasury Internal Revenue Service OMB No. 1545-0201 Request for Change in Plan/Trust Year File in Duplicate (Under section 412(d)(1) of the Internal Revenue

How to fill out form 5308 rev april

How to fill out form 5308 rev April:

1. Start by entering your personal information at the top of the form, including your name, address, and Social Security number.
2. Next, provide the name and address of the plan sponsor or administrator.
3. Specify the type of plan being administered, such as a defined benefit pension plan or profit-sharing plan.
4. Indicate the plan number and the date the plan was established.
5. If the plan is being terminated, provide the termination date and other relevant details.
6. In the next section, answer questions regarding whether the plan covers union employees or is subject to certain federal regulations.
7. Complete the sections related to funded, unfunded, or partially funded plans, including the plan's financial details.
8. Fill in the information regarding the plan's funding target attainment percentage.
9. Provide details about any waivers or extensions requested.
10. Finally, sign and date the form, and submit it to the appropriate authority.

Who needs form 5308 rev April:

1. Employers who administer qualified retirement plans, such as pension plans or profit-sharing plans, may need to fill out form 5308 rev April.
2. Plan sponsors or administrators who are terminating or making significant changes to their retirement plans may be required to complete this form.
3. The form is generally used to provide detailed information about the plan and its financial status to the Internal Revenue Service (IRS) for filing purposes.

For pdfFiller’s FAQs

What is form 5308 rev april?

Form 5308 rev april is a form used by employee plans agents to report the results of plan audits.

Who is required to file form 5308 rev april?

Plan administrators and employee plans agents are required to file form 5308 rev april.

How to fill out form 5308 rev april?

Form 5308 rev april should be filled out with the results of the plan audit, including any compliance issues or findings.

What is the purpose of form 5308 rev april?

The purpose of form 5308 rev april is to report the results of plan audits and ensure compliance with employee plan regulations.

What information must be reported on form 5308 rev april?

Information such as the results of the plan audit, any compliance issues found, and any corrective actions taken must be reported on form 5308 rev april.

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