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Vanguard 5305 Simple 2023 Form: What You Should Know
Federal Financial Institution Plan — Filing and Collection of Form 5304-SIMPLE — With a Designated Federal Financial Institution Plan — (Rev. June 2010) · Form 5500 Schedules and Instructions — (Rev. April 2004) 84 FR 63547 — Filing Requirements for SIMPLE IRA Plans — (Rev. April 2014) 84 FR 53531 — SIMPLE IRA Plan Documentation Checklist: Summary (Rev. July 2014) 84 FR 29062 — Designation of a Financial Institution for the Operation of an Individual Retirement Account — (Rev. December 2014) Frequently Asked Questions on SIMPLE IRAs: Answers to Commonly Asked Questions About SIMPLE IRAs — IR-2015-36 — U.S. Department of Labor Simplify IRA Simplification Guide for Small Business Plans; Form 5304 — SIMPLE IRA Plan Document — (Rev. March 2015) The U.S. Department of Labor (USUAL) is a government agency whose mission is to administer the country's retirement programs, provide information services, and administer rules for a range of retirement and post-retirement services, including an employee retirement savings program. For the purposes of the Employee Retirement Income Security Act of 1974 and the Railroad Retirement Act, the IRS has adopted the same terms (including capitalization) used in section 401(k) of the Internal Revenue Code (see 26 U.S.C. 1181(b)); however, each jurisdiction has adopted its own definition of capitalization and definitions of the qualifications of employees to participate. To reduce administrative burden on employers and participants, the IRS has created a number of simplified procedures for the tax year 2015, which require an employer to file either a Schedule K-1 or a simplified employee filing form and to update the information on the form to reflect the tax year 2023 (filing requirements for 2023 begin January 1, 2015). You may wish to consult the table below to see if you should file your Schedule K-1 or simplified form for 2015. Filing Instructions for 2023 Form 5304-SIMPLE — SIMPLE IRA Plan Document Form 5304-SIMPLE (Rev. March 2016) If you intend for an amount to be placed in a SIMPLE IRA and you do not complete the SIMPLE IRA Plan, you will be subject to a penalty.
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