Form 5306-A - Nov 2019

Form 5306-A is used to apply for approval of a prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan). Employers who want to establish a prototype SEP or SIMPLE IRA Plan should fill out this form and submit it to the Internal Revenue Service.

Employers who want to establish a prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan).

The completed Form 5306-A must be filed with IRS.