Get the free Form 5500-EZ - dol
Show details
This form is required to be filed under section 6058(a) of the Internal Revenue Code for reporting information about a one-participant retirement plan, which covers the owner and their spouse.
We are not affiliated with any brand or entity on this form
Get, Create, Make and Sign form 5500-ez - dol
Edit your form 5500-ez - dol form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share your form instantly
Email, fax, or share your form 5500-ez - dol form via URL. You can also download, print, or export forms to your preferred cloud storage service.
Editing form 5500-ez - dol online
Use the instructions below to start using our professional PDF editor:
1
Log in. Click Start Free Trial and create a profile if necessary.
2
Prepare a file. Use the Add New button. Then upload your file to the system from your device, importing it from internal mail, the cloud, or by adding its URL.
3
Edit form 5500-ez - dol. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.
4
Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.
It's easier to work with documents with pdfFiller than you can have ever thought. You may try it out for yourself by signing up for an account.
Uncompromising security for your PDF editing and eSignature needs
Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
How to fill out form 5500-ez - dol
How to fill out Form 5500-EZ
01
Gather necessary information about the plan: name, type, and number of participants.
02
Determine if your plan qualifies for Form 5500-EZ based on its size and structure.
03
Access the Form 5500-EZ from the IRS website or another reliable source.
04
Fill in the plan details in Part I, including the plan name, plan number, and year of the report.
05
Complete Part II with the plan administrator's information and contact details.
06
Provide the financial information in Part III, which may include assets, liabilities, and net worth.
07
Sign and date the form indicating your certification that the information is accurate.
08
Submit the completed Form 5500-EZ by the deadline, either electronically or via mail.
Who needs Form 5500-EZ?
01
Plan sponsors of one-participant retirement plans or certain small plans that meet specific requirements.
02
Employers with a qualified retirement plan that has fewer than 100 participants and is not subject to the full reporting requirements.
03
Trustees or administrators of retirement plans looking to disclose annual financial information to the IRS.
Fill
form
: Try Risk Free
People Also Ask about
Who is required to file a 5500 form?
IRS Form 5500 applies to most public and private sector businesses providing plans to 100 or more participants. It must be filed electronically using the DOL ERISA Filing Acceptance System (EFAST2).
Who has to file the IRS form 5500?
The employer maintaining the plan or the plan administrator of a Pension or Welfare benefit plan covered by ERISA. File Form 5500 to report information on the qualification of the plan, its financial condition, investments and the operations of the plan.
What happens if you don't file form 5500?
Late filers of Form 5500 can be penalized twice—by the IRS and the DOL. The IRS penalties for a late filing without notice or a qualified extension are $250 per day, up to a maximum of $150,000. If that weren't enough, the DOL civil penalties would be up to $2,586 per day with no maximum.
Where do I send my IRS form 5500-EZ?
The Form 5500-EZ must be filed via mail. It should be filled out and mailed to: Department of the Treasury Internal Revenue Service Ogden, UT 84201-0020 Online Filing Now Available Through IRS EFAST2 System As of January 1, 2021 you can use the EFAST2 filing system to file IRS form 5500 series online.
What is the 5500-EZ form?
Form 5500-EZ is used by one-participant plans and certain foreign plans that are not subject to the requirements of section 104(a) of the Employee Retirement Income Security Act of 1974 (ERISA) to satisfy certain annual reporting and filing obligations imposed by section 6058(a) of the Internal Revenue Code.
What is the penalty for not filing form 5500-EZ?
The plan administrator or employer (owner) must sign and date paper Form 5500-EZ for the 2021 filing. Section 6652(e) imposes a penalty of $250 a day (up to a maximum penalty of $150,000 per plan year) for not filing returns in connection with pension, profit-sharing, etc., plans by the required due date.
Who counts as a participant for 5500?
Active participants (i.e., any individuals who are currently in employment covered by the plan and who are earning or retaining credited service under the plan). This includes any individuals who are eligible to elect to have the employer make payments under a Code section 401(k) qualified cash or deferred arrangement.
Who is exempt from filing form 5500 pdf?
You do not have to file Form 5500-EZ for the 2024 plan year for a one-participant plan if the total of the plan's assets and the assets of all other one-participant plans maintained by the employer at the end of the 2024 plan year does not exceed $250,000, unless 2024 is the final plan year of the plan.
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What is Form 5500-EZ?
Form 5500-EZ is a federal form required by the Employee Benefits Security Administration (EBSA) that is used to report information about one-participant retirement plans, such as solo 401(k) plans or owner-only plans.
Who is required to file Form 5500-EZ?
The form must be filed by plan sponsors of one-participant retirement plans that are not required to file the standard Form 5500, typically for plans that cover only the business owner and their spouse.
How to fill out Form 5500-EZ?
To fill out Form 5500-EZ, you need to provide information such as the plan's name, identification details, financial information, and the number of participants. Instructions from the IRS should be closely followed to ensure accurate completion.
What is the purpose of Form 5500-EZ?
The purpose of Form 5500-EZ is to provide the IRS and the Department of Labor with information about the operation and financial condition of one-participant retirement plans, ensuring compliance with federal laws.
What information must be reported on Form 5500-EZ?
Information required on Form 5500-EZ includes the plan sponsor's name and address, plan information (such as type and tax ID), financial information, and any changes in plan status over the reporting year.
Fill out your form 5500-ez - dol online with pdfFiller!
pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.
Form 5500-Ez - Dol is not the form you're looking for?Search for another form here.
Relevant keywords
Related Forms
If you believe that this page should be taken down, please follow our DMCA take down process
here
.
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.
