Application for Determination for Employee Benefit Plan

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.

Latest Forms, Documents, and Supporting Material

Document Name
Form 5300 Form 5300, Application for Determination for Employee Benefit Plan Form
Supporting Statement.docx Supporting Statement A
Form 5300, Application for Determination for Employee Benefit Plan Form

All Historical Document Collections

202312-1545-013	Extension without change of a currently approved collection	2024-01-31
202006-1545-017	Extension without change of a currently approved collection	2020-10-29
201705-1545-047 Approved without change	Extension without change of a currently approved collection	2017-07-17
201312-1545-025 Approved without change	Revision of a currently approved collection	2014-05-29
201102-1545-019 Approved without change	Revision of a currently approved collection	2011-03-29
200801-1545-012 Approved without change	Extension without change of a currently approved collection	2008-02-22
200501-1545-001 Approved without change	Revision of a currently approved collection	2005-01-03
200112-1545-018 Approved without change	Extension without change of a currently approved collection	2001-12-18
200108-1545-017 Approved without change	Revision of a currently approved collection	2001-08-10
200104-1545-023 Approved without change	Extension without change of a currently approved collection	2001-04-18
199806-1545-001 Approved without change	Extension without change of a currently approved collection	1998-06-01
199602-1545-006 Approved without change	No material or nonsubstantive change to a currently approved collection	1996-02-13
199509-1545-016 Approved with change	No material or nonsubstantive change to a currently approved collection	1995-09-30
199505-1545-059 Approved without change	Revision of a currently approved collection	1995-05-31
199208-1545-016 Approved without change	Revision of a currently approved collection	1992-08-20
198911-1545-011 Approved without change	Revision of a currently approved collection	1989-11-14
198905-1545-028 Approved with change	No material or nonsubstantive change to a currently approved collection	1989-05-23
198901-1545-006 Approved without change	Revision of a currently approved collection	1989-01-03
198804-1545-008 Approved without change	Revision of a currently approved collection	1988-04-14
198601-1545-011 Approved with change	No material or nonsubstantive change to a currently approved collection	1986-01-27
198506-1545-023 Approved without change	Revision of a currently approved collection	1985-06-10
198404-1545-009 Withdrawn and continue	Revision of a currently approved collection	1984-04-17
198403-1545-029 Approved without change	Revision of a currently approved collection	1984-03-21
198402-1545-006 Approved without change	Revision of a currently approved collection	1984-02-10
198311-1545-020 Approved without change	Revision of a currently approved collection	1983-11-29
198309-1545-005 Approved without change	Revision of a currently approved collection	1983-09-01
198212-1545-008 Approved without change	Revision of a currently approved collection	1982-12-09
198110-1545-018 Approved without change	Revision of a currently approved collection	1981-10-12
198104-1545-197 Approved without change	Revision of a currently approved collection	1981-04-01