Instructions For Form 5330 (Rev. 2013) Page 13
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13Index
Prohibited allocation:
Disqualified person
5
A
L
S
ESOP
4
Amended return 3,
6
Late filing
3
S corporations:
Nonallocation period
4
Amount involved
5
Interest
2
Prohibited allocations
4
S corporation
4
Penalty
3
Section 403(b) plan
6
Synthetic equity
5
Late payment
3
Section 4965 5,
12
Worker-owned
C
Liquidity shortfall:
Section 4971(a)
9
cooperative
4
Claim for refund
3
Additional tax
10
Section 4971(b)
9
Prohibited reportable
Listed transaction
5
Section 4971(f)
10
transaction
6
Section 4971(g)
10
Prohibited tax shelter
D
Section 4971(g)(2)
5
transaction
5
Disqualified benefit, funded
M
Section 4971(g)(3)
10
Entity manager
5
welfare plans
4
Minimum funding standards,
Section 4971(g)(4)
10
Required disclosure
6
Disqualified person
9
failure
9
Section 4972
6
Prohibited transaction
7
Due dates
2
Section 4973(a)(3)
6
Correcting
9
Section 4975
7
Correction period
9
N
Section 4976
4
Definition
7
E
Nonallocation period
4
Section 4977
11
Disqualified person
7
Eligible investment advice
Nonallocation year
5
Section 4979
11
Exemptions
7
arrangement
9
Nondeductible employer
Section 4979A
4
Failure to correct
9
Employer reversion
11
contributions
6
Section 4980
11
Investment advice
9
Entity manager
5
Exception, defined benefit
Section 4980F
11
Purpose of form
1
ESOP
4
plan
6
Summary of taxes due
4
Prohibited allocations
4
Exception, defined
Synthetic equity
5
ESOP dispositions
4
contribution plan
6
Amount involved
5
Q
Excess contributions:
Nondeductible
Qualified ESOP securities
4
403(b)(7) plans
6
contributions
6
Section 4979
11
Qualified plan
6
T
Excise tax due dates 2,
4
Notice of significant
Table of due dates
2
R
Extension
2
reduction in future
Required disclosure:
accruals
11
Prohibited tax shelter
Applicable individual
12
W
transaction
6
F
When to file
2
Reversion of qualified plan
Form 5558
2
Where to file
2
assets
11
Funded welfare plans
4
P
Who must file
1
Qualified plan
11
Payment of taxes
6
Worker-owned
Terminated defined
Penalty 2,
3
cooperative
4
benefit plan
11
I
Late payment
3
Interest
2
Private delivery services
2
Investment advice
9
-13-
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