Federal Free Printable Form 5300 (Schedule Q) (Rev. January 2010) for 2017 Federal Elective Determination Requests

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Elective Determination Requests
Form 5300 (Schedule Q) (Rev. January 2010)

SCHEDULE Q (Form 5300) (Rev. January 2010) Department of the Treasury Internal Revenue Service Elective Determination Requests © File as an attachment to Form 5300, 5307, or 5310 to request specific determinations. OMB No. 1545-0197 See the instructions before completing this schedule. Employer Identification Number (EIN) Name of plan sponsor (employer, if single-employer plan) Name of plan Yes No 1 Is this a request for a determination on whether a plan that uses the qualified separate lines of business rules of section 414(r) satisfies the gateway test of section 410(b)(5)(B) or satisfies the special requirements for employer-wide plans? If “Yes,” see instructions and attach Demo 1. 2 Reserved 3 Is this a request for a determination that specified benefits, rights, or features meet the nondiscriminatory current availability requirement? If “Yes,” see instructions and attach Demo 3. 4 Is this a request for a determination regarding the plan being restructured, mandatorily disaggregated, or permissively aggregated? See instructions. If “Yes,” attach Demo 4. 5 If Form 5300, line 13 or Form 5307, line 11 is answered “No,” is this a request for a determination regarding Regulations section 1.410(b)-2(b)(3) average benefit test? If “Yes,” see instructions and attach Demo 5. 6 If Form 5300, line 14 or Form 5307, line 12 is answered “No,” is this a request for a determination regarding a nondesign-based safe harbor or a general test under 401(a)(4)? If “Yes,” see instructions and attach Demo 6. Also, enter the letter (A, B, or C) corresponding to the type of determination requested: A = General test, involving “safety valve” rule in Regulations section 1.401(a)(4)-3(c)(3) (defined benefit plans only) B = General test, not involving “safety valve” rule C = Nondesign-based safe harbor 7 (i) Is this a request for a determination regarding a plan provision that provides for pre-participation or imputed service? (ii) Is this a request for a determination regarding a plan amendment (or, for an initial determination, a plan provision) providing a period of past service in excess of the safe harbor? If (i) or (ii) is “Yes,” see instructions and attach Demo 7. 8 Is this a request for a determination regarding a floor offset arrangement intended to satisfy the safe harbor in Regulations section 1.401(a)(4)-8(d)? If “Yes,” see instructions and attach Demo 8. 9 Is this a request for a determination that a definition of compensation is nondiscriminatory? See instructions. If “Yes,” attach Demo 9. 10 Is this a request for a determination for a defined benefit plan with employee contributions not allocated to separate accounts? If “Yes,” complete lines 11 and 12. For Paperwork Reduction Act Notice, see the Instructions for Form 5300. Cat. No. 21811R Schedule Q (Form 5300) (Rev. 1-2010) *21811R01201001* Schedule Q (Form 5300) (Rev. 1-2010) Page 2 11 Enter the letter (A, B, C, D, or E) corresponding to the method used to determine the employer-provided benefit: Method: A = Composition-of-workforce method B = Minimum benefit method (also enter the plan factor, if applicable (.4 or .6)) C = Grandfather rule D = Government plan method E = Cessation of employee contributions method If “A,” see instructions and attach Demo 10. If applicable, list the plan provisions and indicate the plan factor here: 12 Enter the letter (A, B, or C) corresponding to the method used to show that the employee-provided benefit is nondiscriminatory in amount. If “C,” see instructions and attach Demo 11. Method: A = Same rate of contributions B = Total benefits method C = Grandfather rule Schedule Q (Form 5300) (Rev. 1-2010) *21811R01201002*
Extracted from PDF file 2016-federal-5300-schedule-q.pdf, last modified June 2010

More about the Federal 5300 (Schedule Q) Corporate Income Tax TY 2016

We last updated the Elective Determination Requests in May 2017, so this is the latest version of 5300 (Schedule Q), fully updated for tax year 2016. You can download or print current or past-year PDFs of 5300 (Schedule Q) directly from TaxFormFinder. You can print other Federal tax forms here.

Other Federal Corporate Income Tax Forms:

TaxFormFinder has an additional 774 Federal income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form 941 Employer's Quarterly Federal Tax Return
Form 9465 Installment Agreement Request
Form 990 or 990-EZ (Sch A) Public Charity Status and Public Support
Form 1125-A Cost of Goods Sold
Form 1120 U.S. Corporation Income Tax Return

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Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal 5300 (Schedule Q) from the Internal Revenue Service in May 2017.

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About the Corporate Income Tax

The IRS and most states require corporations to file an income tax return, with the exact filing requirements depending on the type of company.

Sole proprietorships or disregarded entities like LLCs are filed on Schedule C (or the state equivalent) of the owner's personal income tax return, flow-through entities like S Corporations or Partnerships are generally required to file an informational return equivilent to the IRS Form 1120S or Form 1065, and full corporations must file the equivalent of federal Form 1120 (and, unlike flow-through corporations, are often subject to a corporate tax liability).

Additional forms are available for a wide variety of specific entities and transactions including fiduciaries, nonprofits, and companies involved in other specific types of business.

Historical Past-Year Versions of Federal 5300 (Schedule Q)

We have a total of four past-year versions of 5300 (Schedule Q) in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2016 5300 (Schedule Q)

Form 5300 (Schedule Q) (Rev. January 2010)

Elective Determination Requests 2015 5300 (Schedule Q)

Form 5300 (Schedule Q) (Rev. January 2010)

Elective Determination Requests 2012 5300 (Schedule Q)

Form 5300 (Schedule Q) (Rev. January 2010)

Elective Determination Requests 2011 5300 (Schedule Q)

Form 5300 (Schedule Q) (Rev. January 2010)


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