OMB.report

Federal forms, ICRs, and supporting documents

OMB control number

Form 5309 - Application for Determination of Employee Stock Ownership Plan

OMB 1545-0284 · TREAS/IRS.

OMB 1545-0284

Form 5309 is used in conjunction with Form 5300 when applying for a determination letter as to a deferred compensation plan's qualification status under section 409 or 4975(e)(7) of the Internal Revenue Code. The information is used to determine whether the plan qualifies.

The latest form for Form 5309 - Application for Determination of Employee Stock Ownership Plan expires 2027-09-30 and is listed under ICR 202404-1545-022.

Latest Forms, Documents, and Supporting Material

Latest forms, documents, and information collections
DocumentType
Form 5309 Application for Determination of Employee Stock Ownership PlanForm
Supporting Statement 1545-0284-clean.docxSupporting Statement A
Application for Determination of Employee Stock Ownership Plan Form

All Historical Document Collections

Historical document collections
ReferenceFilingReceivedConcludedAction
202404-1545-022 Extension without change of a currently approved collection 2024-07-31
202103-1545-017 Extension without change of a currently approved collection 2021-04-29 Approved without change
201801-1545-012 Extension without change of a currently approved collection 2018-03-21 Approved without change
201409-1545-015 Extension without change of a currently approved collection 2014-12-31 Approved without change
201108-1545-005 Extension without change of a currently approved collection 2011-10-27 Approved without change
201005-1545-021 No material or nonsubstantive change to a currently approved collection 2010-05-27 Approved without change
200807-1545-034 Extension without change of a currently approved collection 2008-08-29 Approved without change
200506-1545-038 Extension without change of a currently approved collection 2005-06-21 Approved without change
200412-1545-041 No material or nonsubstantive change to a currently approved collection 2004-12-15 Approved without change
200206-1545-010 Extension without change of a currently approved collection 2002-06-13 Approved without change
200108-1545-053 No material or nonsubstantive change to a currently approved collection 2001-08-10 Approved without change
199907-1545-001 Extension without change of a currently approved collection 1999-07-09 Approved without change
199612-1545-025 No material or nonsubstantive change to a currently approved collection 1996-12-04 Approved without change
199610-1545-017 Extension without change of a currently approved collection 1996-10-22 Approved without change
199310-1545-011 Extension without change of a currently approved collection 1993-10-25 Approved without change
199102-1545-019 Revision of a currently approved collection 1991-02-27 Approved without change
198908-1545-076 No material or nonsubstantive change to a currently approved collection 1989-08-31 Approved with change
198904-1545-074 No material or nonsubstantive change to a currently approved collection 1989-04-18 Approved with change
198805-1545-021 No material or nonsubstantive change to a currently approved collection 1988-05-24 Approved with change
198803-1545-008 Extension without change of a currently approved collection 1988-03-11 Approved without change
198506-1545-019 Revision of a currently approved collection 1985-06-27 Approved without change
198209-1545-025 Revision of a currently approved collection 1982-09-24 Approved without change
198108-1545-049 New collection (Request for a new OMB Control Number) 1981-08-12 Approved without change