Form 5305-SEP (Model SEP) is used by an employer to make an agreement to provide benefits to all eligible employees under a simplified employee pension (SEP) described in section 408(k).

Step 2: Complete and sign Form 5305-SEP (or other plan document if not using the IRS model form). Regardless of the SEP document you choose, it will include the name of the employer, the …

It's important to read the 5305-SEP and familiarize yourself with the information and rules for your plan. While there's typically no special tax filing for the SEP IRA, the 5305-SEP states that there are …

Download or print the 2025 Federal Form 5305-SEP (Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement) for FREE from the Federal Internal Revenue Service.

Dec 7, 2025 · Form 5305-SEP is a model plan document provided by the IRS, not a form that is submitted or filed with the agency. When completed and signed by the employer, this document …

Form 5305-SEP (Model SEP) is used by an employer to make an agreement to provide benefits to all eligible employees under a simplified employee pension (SEP) described in section 408(k).

When not to use Form 5305-SEP. Do not use this form if you: Currently maintain any other qualified retirement plan. This does not prevent you from maintaining another SEP.

Download Form 5305-B: Health Savings Account (HSA) Download Form 5305-E: Education Savings Account (ESA) Download Form 5305-SEP: Simplified Employee Pension - Individual Retirement …

Aug 26, 2025 · The IRS has a model SEP plan document, Form 5305-SEP, Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement PDF. Do not file this form with the …

Read, complete, sign and return this form with your Adoption Agreement (or IRS Form 5305-SEP). Keep a copy for your files.