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5500-EZ Department of the Treasury Internal Revenue Service Part I B OMB No. 1545-0956 This form is required to be filed under section 6058(a) of the Internal Revenue Code. 2004 Complete all entries
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How to fill out form 5500-ez - irs
How to fill out form 5500-EZ - IRS:
01
Gather all necessary information and documents, such as employer identification number (EIN), plan name, plan administrator, plan sponsor, and pertinent financial details.
02
Start by entering the basic information about the plan, including the name, EIN, plan number, and plan year.
03
Provide details about the plan administrator, such as name, address, and contact information.
04
Indicate if there have been any changes in the plan administrator or address during the plan year.
05
Enter the number of participants at the beginning and end of the plan year.
06
Report the total assets held by the plan at the beginning and end of the year.
07
Provide information about any additions or deductions to the plan assets during the year.
08
Report any contributions made to the plan during the year, including both employer and participant contributions.
09
Enter the total benefits paid out during the year, including both lump sum payments and periodic payments.
10
Specify any delinquent participant contributions or participant loans that have not been repaid.
11
If the plan had a final distribution, indicate the reason and report the assets distributed.
12
Sign and date the form, ensuring accuracy and completeness of all information provided.
13
Remember to keep a copy of the completed form for your records.
Who needs form 5500-EZ - IRS:
01
Small business owners or self-employed individuals who sponsor one-participant plans, such as solo 401(k) plans or certain types of money purchase pension plans.
02
Employers who have a retirement plan solely for themselves and, if applicable, a spouse or a business partner.
03
Entities that have terminated or transferred all of their plan assets and need to report the final distribution.
04
It is important to consult the IRS guidelines or a tax professional to determine specific eligibility and reporting requirements for filing Form 5500-EZ.
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What is form 5500-ez - irs?
Form 5500-EZ is a simplified version of Form 5500, which is used by small businesses to report information about their retirement plans to the Internal Revenue Service (IRS).
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