Get the free 2006 Form 5500-EZ. Annual Return of One-Participant Pension Retirement Plan - irs

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. 2006 Complete all entries

How to fill out 2006 form 5500-ez annual

How to fill out 2006 form 5500-ez annual?

1. Gather all necessary information and documents such as employee census, financial statements, and plan schedules.
2. Enter the plan sponsor's information including name, address, and employer identification number (EIN).
3. Provide details about the plan administrator, including their name, address, and contact information.
4. Complete the basic plan information section, including the plan name, EIN, plan number, and the type of plan.
5. Fill out the business code section with the appropriate code that best describes the plan sponsor's business.
6. Provide the plan's financial information, including the beginning and ending asset values, contributions, distributions, and participant fees.
7. Complete the plan's funding information, including any transfers, rollovers, or distributions made during the year.
8. Enter the specific plan information, such as the type of plan, eligibility requirements, and features offered to plan participants.
9. Fill out the plan's service provider information, including the names, addresses, and fees of any third-party administrators, investment managers, or custodians.
10. Sign and date the form, certifying that the information provided is accurate and complete.

Who needs 2006 form 5500-ez annual?

1. Small business owners who are the plan sponsors of a one-participant pension benefit plan (including solo 401(k) plans) for the tax year 2006.
2. Self-employed individuals with no employees, operating a solo 401(k) plan or another type of one-participant plan.
3. Plan administrators of one-participant plans who are required to file an annual return/report on the financial condition, investments, and operations of the plan.

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What is form 5500-ez annual return?

Form 5500-EZ Annual Return/Report is a simplified annual reporting form for one-participant retirement plans, such as individual 401(k) plans, that are not subject to the Employee Retirement Income Security Act (ERISA).

Who is required to file form 5500-ez annual return?

One-participant retirement plans (such as individual 401(k) plans) that meet certain criteria are required to file Form 5500-EZ annually. These plans must not be subject to the Employee Retirement Income Security Act (ERISA), and the plan assets must not exceed $250,000 at any point in the plan year.

How to fill out form 5500-ez annual return?

To fill out Form 5500-EZ, you need to provide detailed information about the one-participant retirement plan, the plan sponsor, and certain financial information. The form can be completed manually or electronically using the Department of Labor's EFAST2 system.

What is the purpose of form 5500-ez annual return?

The purpose of Form 5500-EZ is to gather information about one-participant retirement plans and their operations. This information helps the IRS and the Department of Labor monitor compliance with tax and reporting requirements.

What information must be reported on form 5500-ez annual return?

Form 5500-EZ requires information about the plan sponsor, plan characteristics, financial information, and certain compliance-related questions. The specific information needed includes details about the plan investments, contributions, distributions, and any loans.