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IRS Form 8717
Updated to Reflect Feb. 1, 2011 Fee Increase
from Rev. Proc. 2011-8

  Fee Schedule
before Feb. 1, 2011
Fee Schedule
effective Feb. 1, 2011
 
A
with Demo 5
and/or Demo 6:
B
no Demo 5 and
no Demo 6
A
with Demo 5
and/or Demo 6:
B
no Demo 5 and
no Demo 6
Form 5300:
$ 1,800
$ 1,000
$ 4,500
$ 2,500
Form 5307:
$ 1,000
$ 300
$ 1,800
$ 300
Form 5310:
$ 1,800
$ 1,000
$ 4,000
$ 2,000
Multiple employer plans (Form 5300):        
2 to 10 Forms 5300 submitted
$ 2,300
$ 1,500
$ 5,000
$ 3,000
11 to 99 Forms 5300 submitted
$ 2,300
$ 1,500
$ 5,000
$ 3,000
100 to 499 Forms 5300 submitted
$ 15,000
$ 10,000
$ 25,000
$ 15,000
Over 499 Forms 5300 submitted
$ 15,000
$ 10,000
$ 25,000
$ 15,000
Multiple employer plans (Form 5310)        
2 to 10 employers
maintaining the plan
$ 2,300
$ 1,500
$ 5,000
$ 3,000
11 to 99 employers
maintaining the plan
$ 2,300
$ 1,500
$ 5,000
$ 3,000
100 to 499 employers
maintaining the plan
$ 15,000
$ 10,000
$ 25,000
$ 15,000
Over 499 employers
maintaining the plan
$ 15,000
$ 10,000
$ 25,000
$ 15,000
Volume submitter:   Before Feb. 1, 2011   Effective Feb. 1, 2011
Specimen plan
with no or one
adoption agreement
 
$ 9,000
 
$ 12,000
Specimen plan
per additional
adoption agreement
(new option)
     
$ 9,500
Lead speciment plan
with no or one
adoption agreement
 
$ 9,000
 
$ 12,000
Mass submitter specimen
plan per each additional
adoption agreement
(new option)
     
$ 1,000
Specimen plan
identical to lead
specimen plan
 
$ 200
 
$ 300
Master & Prototype
(M&P)
  Before Feb. 1, 2011   Effective Feb. 1, 2011
Mass submitter -
per basic plan
document with
one adoption agrmt
 
$ 9,000
 
$ 12,000
Mass submitter -
per each additional
adoption agreement
 
$ 650
 
$ 1,000
Sponsor's identical
adoption of M&P
Mass Submitter
basic plan document -
per adoption agreement
 
$ 200
 
$ 300
Sponsor's minor modification
of M&P Mass Submitter
basic plan document -
per adoption agreement
 
$ 650
 
$ 1,000
Nonmass submission
by M&P sponsor -
per adoption agreement
 
$ 9,000
 
$ 9,500
Advisory letter for
additional optional provisions -
per Mass Submitter
basic plan document
 
$ 650
 
$ 1,000
Addition of new
adoption agreement for
approved plan -
per Mass Submitter
adoption agreement
 
$ 650
 
$ 1,000
Assumption of sponsorship
of an approved
M&P plan
 
$ 200
 
$ 300
Mass Submitter/sponsor-
per trust document
in excess of 10
 
$ 650
 
$ 1,000
Group Trust  
$ 750
 
$ 1,000
.
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