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  • Form 5300 (rev. January 2017). Application For Determination For Employee Benefit Plan

Get Form 5300 (rev. January 2017). Application For Determination For Employee Benefit Plan

Form 5300 Application for Determination for Employee Benefit Plan (Rev. January 2017) Department of the Treasury Internal Revenue Service OMB No. 15450197 (Under section 401(a) and 501(a) of the Internal.

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[PDF] Form 5300 (Rev. January 2017) - Internal...
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A ruling or determination letter will be issued to your organization if its application and supporting documents establish that it meets the particular requirements of the section under which it is claiming exemption.

Determination Letters apply to a particular set of facts and are issued only when a determination can be made on the basis of clearly established rules as set forth in the tax law statutes or Treasury Regulations, or by rulings, opinions or court decisions published in the IRB.

What Is a Determination Letter? 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.

A favorable determination letter: is issued by the IRS in response to a request by a plan sponsor as to the qualified status of its retirement plan under IRC Section 401(a). expresses the IRS's opinion regarding the form of the plan.

Form 5300 is the Application for Determination for Employee Benefit Plans. This form is used to request a favorable determination letter from the IRS regarding the qualification of a defined contribution or a defined benefit plan.

The agency will accept paper forms until June 30, 2022. The user fee for a Form 5300 submitted on or after January 3, 2022, is $2,700 (or $4,000 for multiple employer plans) if the plan does not qualify for the zero-dollar user fee in Notice 2017-1.

More In Forms and Instructions 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.

Contact IRS Customer Account Services at 877-829-5500 for additional help.

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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
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
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