This request for
clearance is approved through 10/31/82 and is limited to employers
establishing employee benefit trusts not previously approved by
IRS. It does not appear to be appropriate to obtain all the
information required on forms 5300 and 5301 for employee benefit
trusts that use plans previously approved by IRS. For these, a
short form identifying the approved plan should be sufficient
Please resubmit a request for such a short form if it is feasible
or explain why it is not. It may be necessary to obtain copies of
approved plans for reference, if they are not already retained in
IRS.
Inventory as of this Action
Requested
Previously Approved
12/31/1982
12/31/1982
12/31/1981
55,000
0
20,000
312,961
0
36,000
0
0
0
IRS NEEDS CERTAIN INFORMATION ON THE
FINANCING AND OPERATION OF EMPLOY BENEFIT PLANS SET UP BY
EMPLOYERS. THE IRS USES FORMS 5300 AND 5301 TO OBTAIN THE
INFORMATION NEEDED TO DETERMINE WHETHER THE PLANS QUALIF UNDER
SECTION 401(A) OF THE CODE AND THE APPLICABLE PARTS OF ERISA AS
APPROVED EMPLOYEE BENEFIT PLANS. IT ALSO USES THE INFORMATION TO
DETERMINE TAX EXEMPT STATUS OF THE RELATED TRUST UNDER SECTION
501(A) OF THE CODE.
On behalf of this Federal agency, I certify that
the collection of information encompassed by this request complies
with 5 CFR 1320.9 and the related provisions of 5 CFR
1320.8(b)(3).
The following is a summary of the topics, regarding
the proposed collection of information, that the certification
covers:
(i) Why the information is being collected;
(ii) Use of information;
(iii) Burden estimate;
(iv) Nature of response (voluntary, required for a
benefit, or mandatory);
(v) Nature and extent of confidentiality; and
(vi) Need to display currently valid OMB control
number;
If you are unable to certify compliance with any of
these provisions, identify the item by leaving the box unchecked
and explain the reason in the Supporting Statement.