OMB.report

Federal forms, ICRs, and supporting documents

OMB control number

Application for Determination for Employee Benefit Plan

OMB 1545-0197 · TREAS/IRS.

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 2027-04-30 and is listed under ICR 202312-1545-013.

Latest Forms, Documents, and Supporting Material

Latest forms, documents, and information collections
DocumentType
Form 5300 Form 5300, Application for Determination for Employee Benefit PlanForm
Supporting Statement.docxSupporting Statement A
Form 5300, Application for Determination for Employee Benefit Plan Form

All Historical Document Collections

Historical document collections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