View Information Collection Request (ICR) Package

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View ICR - OIRA Conclusion

OMB Control No: 1545-0575	ICR Reference No: 202604-1545-001
Status: Active	Previous ICR Reference No: 202212-1545-022
Agency/Subagency: TREAS/IRS	Agency Tracking No:
Title: Form 5330 - Return of Excise Taxes Related to Employee Benefit Plans
Type of Information Collection: Extension without change of a currently approved collection	Common Form ICR: No
Type of Review Request: Regular
OIRA Conclusion Action: Approved without change	Conclusion Date: 07/28/2026
	Date Received in OIRA: 05/29/2026
Terms of Clearance:

	Inventory as of this Action	Requested	Previously Approved
Expiration Date	07/31/2029	36 Months From Approved	07/31/2026
Responses	26,460	0	26,460
Time Burden (Hours)	1,255,149	0	1,255,149
Cost Burden (Dollars)	0	0	0

Authorizing Statute(s): US Code: 26 USC 4971 Name of Law: Taxes on failure to meet minimum funding standards
   US Code: 26 USC 4977 Name of Law: Tax on certain fringe benefits provided by an employer
   US Code: 26 USC 4978 Name of Law: Tax on certain dispositions by employee stock ownership plans and certain cooperatives
   US Code: 26 USC 4973(a)(3) Name of Law: Tax on excess contributions to certain tax-favored accounts and annuities
   US Code: 26 USC 4979 Name of Law: Tax on certain excess contributions
   US Code: 26 USC 4980 Name of Law: Tax on reversion of qualified plan assets to employer
   US Code: 26 USC 4976 Name of Law: Taxes with respect to funded welfare benefit plans
   US Code: 26 USC 4975 Name of Law: Tax on prohibited transactions
   US Code: 26 USC 4972 Name of Law: Taxes on failure to meet minimum funding standards

Citations for New Statutory Requirements: None

Annual Cost to Federal Government: $59,205

Does this IC contain surveys, censuses, or employ statistical methods? No

Does this ICR request any personally identifiable information (see OMB Circular No. A-130 for an explanation of this term)? Please consult with your agency's privacy program when making this determination. Yes

Does this ICR include a form that requires a Privacy Act Statement (see 5 U.S.C. §552a(e)(3))? Please consult with your agency's privacy program when making this determination. Yes

Is this ICR related to the Affordable Care Act [Pub. L. 111-148 & 111-152]? No

Is this ICR related to the Dodd-Frank Wall Street Reform and Consumer Protection Act, [Pub. L. 111-203]? No

Is this ICR related to the American Recovery and Reinvestment Act of 2009 (ARRA)? No

Is this ICR related to the Pandemic Response? No

Agency Contact: Vikki Vrooman 202 317-5884

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