Form 5304-SIMPLE; Form 5305-SIMPLE; Notice 98-4

OMB 1545-1502

OMB 1545-1502

Forms 5304-SIMPLE and 5035-SIMPLE are used by an employer to permit employees to make salary reduction contributions to a savings incentive match plan (SIMPLE IRA) described in Code section 408(p). These forms are not to be filed with IRS, but to be retained in the employers' records as proof of establishing such a plan, thereby justifying a deduction for contributions made to the SIMPLE IRA. The data is used to verify the deduction. Notice 98-4 provides guidance for employers and trustees regarding how they can comply with the requirements of Code section 408(p) in establishing and maintaining a SIMPLE Plan

The latest form for Form 5304-SIMPLE; Form 5305-SIMPLE; Notice 98-4 expires 2022-07-31 and can be found here.

All Historical Document Collections
Extension without change of a currently approved collection 2022-07-29
Approved without change
Extension without change of a currently approved collection 2019-05-31
Approved without change
Extension without change of a currently approved collection 2016-01-29
Approved without change
Extension without change of a currently approved collection 2012-12-28
Approved without change
Extension without change of a currently approved collection 2009-10-26
Approved without change
Revision of a currently approved collection 2006-06-13
Approved without change
Reinstatement without change of a previously approved collection 2003-07-03
Approved without change
Extension without change of a currently approved collection 2000-04-20
Approved without change
Extension without change of a currently approved collection 1997-04-07
Approved without change
No material or nonsubstantive change to a currently approved collection 1997-01-22
Approved without change
No material or nonsubstantive change to a currently approved collection 1997-01-22
Approved without change
Revision of a currently approved collection 1996-12-30
Approved without change
Revision of a currently approved collection 1996-12-19
Approved without change
No material or nonsubstantive change to a currently approved collection 1996-11-19
Approved without change
New collection (Request for a new OMB Control Number) 1996-10-28
OMB Details

Form 5304-SIMPLE Savings Incentive Match Plan for Employees of Small Employers (SIMPLE)-Not for Use With a Designated Financial Institution

Federal Enterprise Architecture: General Government - Taxation Management

Form 5304 SIMPLESavings Incentive Match Plan for Employees of Small Employers (SIMPLE)¬óNot for Use With a Designated Financial InstitutionFillable PrintableForm

Review document collections for all forms, instructions, and supporting documents - including paper/printable forms.


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