Application for Determination for Employee Benefit Plan

OMB 1545-0197

OMB 1545-0197

Internal Revenue Code sections 401(a) and 501(a) set out requirements for qualification of employee benefit trusts and the tax-exempt status of these trusts. Form 5300 is used to request a determination letter from the IRS for the qualification of a defined benefit or a defined contribution plan and the exempt status of any related trust.

The latest form for Application for Determination for Employee Benefit Plan expires 2024-01-31 and can be found here.

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Extension without change of a currently approved collection 2008-02-22
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Extension without change of a currently approved collection 1998-06-01
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No material or nonsubstantive change to a currently approved collection 1996-02-13
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No material or nonsubstantive change to a currently approved collection 1995-09-30
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Revision of a currently approved collection 1995-05-31
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Revision of a currently approved collection 1992-08-20
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Revision of a currently approved collection 1989-11-14
Approved with change
No material or nonsubstantive change to a currently approved collection 1989-05-23
Approved without change
Revision of a currently approved collection 1989-01-03
Approved without change
Revision of a currently approved collection 1988-04-14
Approved with change
No material or nonsubstantive change to a currently approved collection 1986-01-27
Approved without change
Revision of a currently approved collection 1985-06-10
Withdrawn and continue
Revision of a currently approved collection 1984-04-17
Approved without change
Revision of a currently approved collection 1984-03-21
Approved without change
Revision of a currently approved collection 1984-02-10
Approved without change
Revision of a currently approved collection 1983-11-29
Approved without change
Revision of a currently approved collection 1983-09-01
Approved without change
Revision of a currently approved collection 1982-12-09
Approved without change
Revision of a currently approved collection 1981-10-12
Approved without change
Revision of a currently approved collection 1981-04-01

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