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| Form 5304-SIMPLE Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - Not for Use With a Designated Financial Institution | ![]() |
| Form 5305 Traditional Individual Retirement Trust Account | ![]() |
| Form 5306-A Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan) | ![]() |
| Form 5500 (Schedule I) Financial Information - Small Plan (Info Copy Only) | ![]() |