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Instructions for Form 5307 (Rev. December 2024)Application for Determination for Adopters of Modified Nonstandardized PreApproved Plans Section references are to the Internal Revenue Code unless otherwise

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What is modified nonstandardized pre-approved plans?

Modified nonstandardized pre-approved plans are retirement plan documents that have been pre-approved by the IRS but allow for certain modifications by the plan sponsor. These plans retain some standard features while permitting customization to meet the specific needs of the employer.

Who is required to file modified nonstandardized pre-approved plans?

Employers who wish to adopt a retirement plan that has been pre-approved by the IRS and involves modifications to standard provisions are required to file modified nonstandardized pre-approved plans.

How to fill out modified nonstandardized pre-approved plans?

To fill out modified nonstandardized pre-approved plans, employers need to complete the required forms and sections, ensuring to input specific details regarding their plan features, eligible employees, contributions, and other customized aspects while adhering to IRS guidelines.

What is the purpose of modified nonstandardized pre-approved plans?

The purpose of modified nonstandardized pre-approved plans is to provide a compliant framework for employers to establish retirement plans that can be tailored to their specific business needs while still benefiting from the pre-approval process by the IRS.

What information must be reported on modified nonstandardized pre-approved plans?

Information that must be reported on modified nonstandardized pre-approved plans includes plan provisions, eligibility requirements, contribution limits, vesting schedules, and any modifications from the standard pre-approved plan language.

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