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Form 5500-EZ Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan OMB No. 1545-0956 This form is required to be filed under section 6058(a) of the Internal Revenue Code. ? Complete

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What is 5500-ez - dol?

5500-EZ is a simplified version of the form 5500 that certain small retirement plans can use to satisfy annual reporting requirements with the Department of Labor (DOL).

Who is required to file 5500-ez - dol?

Small retirement plans with less than 100 participants are generally eligible to file form 5500-EZ with the DOL.

How to fill out 5500-ez - dol?

The form 5500-EZ can be filled out online or in paper form and must include basic information about the plan, its assets, and its participants. Specific instructions can be found on the DOL website.

What is the purpose of 5500-ez - dol?

The purpose of form 5500-EZ is to provide the DOL with information about the financial condition and operation of small retirement plans in order to ensure compliance with the Employee Retirement Income Security Act (ERISA).

What information must be reported on 5500-ez - dol?

Information such as plan assets, contributions, distributions, expenses, and participant data must be reported on form 5500-EZ.

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