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  • Form 5300 Application For Determination For Employee Benefit Plan (rev

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Form 5300 Application for Determination for Employee Benefit Plan (Rev. December 2013) Department of the Treasury Internal Revenue Service OMB No. 1545-0197 (Under section 401(a) and 501(a) of the.

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The user fee for Form 1023-EZ is $275. The user fees must be paid through Pay.gov when the application is filed. These amounts are subject to change; the IRS publishes the latest user fee information at IRS.gov, keyword "user fee;" you can also contact Customer Account Services for the latest information.

A determination letter is a formal document issued by the Internal Revenue Service (IRS) that indicates whether or not a company's employee benefit plan has been found to meet the minimum legal requirements for special tax treatment.

File this Form 5300 to request a determination letter from the IRS for the initial qualification of a defined benefit or a defined contribution plan and the exempt status of any related trust.

The fee for requests filed on Form 5310 (Application for Determination for Terminating Plan) will increase from $3,000 to $3,500. The most significant increase announced—$5,500—applies to requests by multiemployer pension plans to extend their unfunded liability amortization period.

a. Application for recognition of exemption under section 501 or under section 521 from. organizations (other than pension, profit-sharing, and stock bonus plans described in. section 401).

About Form 8717, User Fee for Employee Plan Determination Letter Request | Internal Revenue Service.

Applicants must also include Form 8718, User Fee for Exempt Organization Determination Letter Request, and the correct user fee, which is $600.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232