OMB control number

Simplified Employee Pension—Individual Retirement Accounts Contribution Agreement

OMB 1545-0499 · TREAS/IRS.

OMB 1545-0499

This form is used by an employer to make an agreement to provide benefits to all employees under a Simplified Employee Pension (SEP) described in section 408(k). This form is not to be filed with the IRS but to be retained in the employer's records as proof of establishing a SEP and justifying a deduction for contributions to the SEP. The data is used to verify the deduction.

The latest form for Simplified Employee Pension—Individual Retirement Accounts Contribution Agreement expires 2028-03-31 and is listed under ICR 202408-1545-002.

Latest Forms, Documents, and Supporting Material

Latest forms, documents, and information collections
DocumentType
Form 5305 SEP Form 5305-SEPForm and Instruction
Supporting Statement.docxSupporting Statement A
Form 5305-SEP Form and Instruction

All Historical Document Collections

Historical document collections
ReferenceFilingReceivedConcludedAction
202408-1545-002 Extension without change of a currently approved collection 2024-12-20
202106-1545-005 Extension without change of a currently approved collection 2021-10-29 Approved without change
201803-1545-016 Extension without change of a currently approved collection 2018-08-27 Approved without change
201503-1545-016 Extension without change of a currently approved collection 2015-04-30 Approved without change
201112-1545-031 Extension without change of a currently approved collection 2012-02-13 Approved without change
200811-1545-022 Extension without change of a currently approved collection 2008-12-09 Approved without change
200511-1545-022 Extension without change of a currently approved collection 2005-11-25 Approved without change
200211-1545-011 Extension without change of a currently approved collection 2002-11-26 Approved without change
199911-1545-011 Extension without change of a currently approved collection 1999-11-08 Approved without change
199611-1545-011 Extension without change of a currently approved collection 1996-11-21 Approved without change
199311-1545-013 Revision of a currently approved collection 1993-11-29 Approved without change
199102-1545-021 Revision of a currently approved collection 1991-02-27 Approved without change
198805-1545-015 Extension without change of a currently approved collection 1988-05-24 Approved without change
198510-1545-010 Extension without change of a currently approved collection 1985-10-25 Approved without change
198303-1545-010 Extension without change of a currently approved collection 1983-03-14 Approved without change
198109-1545-215 New collection (Request for a new OMB Control Number) 1981-09-10 Approved without change