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Form 5304-SIMPLE for Queens New York: What You Should Know

If you want to use  Form 5304-SIMPLE as a SIMPLE IRA agreement, you will need this form to: — Identify the retirement program to which the participants, employees, beneficiaries, and investors have — In the case of an employer-sponsored program to which employees are participating, the number of participants, the  types of retirement accounts, the amount of contributions, the types of investments made, the  employee's/participant's percentage contributions, how many years the program is in effect, and the  expiration date or dates. — Provide the total contributions made in all the retirement plans. — Identify the maximum dollar amount to be invested in these retirement plans. — In the case of  Employee Stock Ownership Plan or similar programs that offer employees a deduction for their contributions into the plan. — The plan to which participants and their beneficiary(s) are contributing. — In the case of a SIMPLE IRA plan document, provide the participant-employer name, the  plan that the participant/employer belongs to, the plan name, the name of the participant, participant's date of birth, and the employer's date of birth. A typical Form 5304-SIMPLE is shown below. You may need to do some work to ensure that the information is entered correctly. If the Form 5304-SIMPLE is blank, skip some  information. Your financial institution or a financial institution that offers a model SIMPLE IRA plan document will likely ask you to complete these items using an online form. The document you complete for an individual 401(k), HSA, or Keogh plan may not be identical with the document provided to you with  the Form 5304-SIMPLE because several of these retirement programs require information not provided in this form. The IRS Form 5304-SIMPLE can be used to establish a SIMPLE IRA in three different ways: If your company has a 401(k), HSA, or Keogh plan that matches 100% of the employee's contributions, you must apply the 10% matching feature in the form provided by the retirement plan's administrator. This is an Employee Matching Offer (EMO), which is detailed in the following section of this publication.

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