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 can be found here.

Latest Forms, Documents, and Supporting Material
Document
Name
Form
Supporting Statement A
All Historical Document Collections
 Extension without change of a currently approved collection 2024-07-31
Approved without change
 Extension without change of a currently approved collection 2021-04-29
Approved without change
 Extension without change of a currently approved collection 2018-03-21
Approved without change
 Extension without change of a currently approved collection 2014-12-31
Approved without change
 Extension without change of a currently approved collection 2011-10-27
Approved without change
 No material or nonsubstantive change to a currently approved collection 2010-05-27
Approved without change
 Extension without change of a currently approved collection 2008-08-29
Approved without change
 Extension without change of a currently approved collection 2005-06-21
Approved without change
 No material or nonsubstantive change to a currently approved collection 2004-12-15
Approved without change
 Extension without change of a currently approved collection 2002-06-13
Approved without change
 No material or nonsubstantive change to a currently approved collection 2001-08-10
Approved without change
 Extension without change of a currently approved collection 1999-07-09
Approved without change
 No material or nonsubstantive change to a currently approved collection 1996-12-04
Approved without change
 Extension without change of a currently approved collection 1996-10-22
Approved without change
 Extension without change of a currently approved collection 1993-10-25
Approved without change
 Revision of a currently approved collection 1991-02-27
Approved with change
 No material or nonsubstantive change to a currently approved collection 1989-08-31
Approved with change
 No material or nonsubstantive change to a currently approved collection 1989-04-18
Approved with change
 No material or nonsubstantive change to a currently approved collection 1988-05-24
Approved without change
 Extension without change of a currently approved collection 1988-03-11
Approved without change
 Revision of a currently approved collection 1985-06-27
Approved without change
 Revision of a currently approved collection 1982-09-24
Approved without change
 New collection (Request for a new OMB Control Number) 1981-08-12