Instructions for Schedule Q (Form 5300) - Introductory Material

Table of Contents

What's New

  • A request for a description of the gateway requirements under Regulations section 1.401(a)(4)-8 has been added. See Cross-Tested Plans Only under Demo 6 - General Test.

  • Due to processing requirements, fillable fields (plan sponsor, EIN, and name of plan) are now limited to a certain number of characters, including spaces.

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