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This document provides administrators of Keogh plans with the necessary instructions and guidelines to complete and file Form 5500-EZ as required by federal pension law under ERISA.
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How to fill out memorandum on form 5500-ez

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How to fill out Memorandum on Form 5500-EZ for Keogh Plans

01
Gather all necessary financial information pertaining to the Keogh Plan including contributions and benefits.
02
Ensure that you have the correct version of Form 5500-EZ available.
03
Fill out the basic plan information in Part I, including the plan name, sponsor, and Employer Identification Number (EIN).
04
Complete Part II, which details the plan year and the number of participants.
05
In Part III, report financial information including total plan assets, contributions, distributions, and any administrative expenses.
06
Review Sections A through N for any specific requirements or additional information needed based on your plan's circumstances.
07
Sign and date the form, certifying that the information provided is accurate and complete.
08
Submit the completed form to the Department of Labor by the required due date.

Who needs Memorandum on Form 5500-EZ for Keogh Plans?

01
Employers who sponsor Keogh Plans for their self-employed individuals or partnerships.
02
Plan administrators who are required to report plan financial information.
03
Individuals seeking compliance with federal regulations regarding retirement plans.
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About the Form 5500 Any administrator or sponsor of an employee benefit plan subject to ERISA must file information about each benefit plan every year (pursuant to Code section 6058 and ERISA sections 104 and 4065).
All plans should file a Form 5500-EZ for the final plan year to show that all assets have been distributed. See the instructions for these forms (available from the IRS by calling 1-800-TAX-FORM, or at the IRS website) or see your professional tax advisor.
Form 5500-EZ is the simplest option, meant for solo 401(k) plans—plans that only cover a business owner and possibly their spouse. You only need to file if your solo plan's assets exceed $250,000 at the end of the year. There is no filing requirement for solo plans with fewer assets.
Keogh plans (also called qualified retirement plans, H.R. 10 plans, or self-employed retirement plans) are a type of ERISA retirement plan for self-employed individuals and employees of some private businesses.
One-participant plans that cover a business owner and a spouse, but no other employees, may require Form 5500-EZ. If the total plan assets are $250,000 or less, filing is not necessary. Those who do have to file Form 5500-EZ can do so either electronically or by mail.
There are three main types that are used: Form 5500 is generally used for an EBP that contains at least 100 participants. Form 5500-SF is generally used for organizations with less than 100 participants in their EBP. Form 5500-EZ is used for EBPs that are maintained from outside the U.S. or for owner-only plans.
One-participant plans that cover a business owner and a spouse, but no other employees, may require Form 5500-EZ. If the total plan assets are $250,000 or less, filing is not necessary. Those who do have to file Form 5500-EZ can do so either electronically or by mail.

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The Memorandum on Form 5500-EZ is a specific reporting form required by the IRS for certain retirement plans, including Keogh plans, which are used by self-employed individuals and small business owners to report information about their retirement plans.
Generally, any individual or business that sponsors a Keogh plan with assets exceeding a certain threshold, or those that have participants or beneficiaries, must file the Memorandum on Form 5500-EZ.
To fill out the Memorandum on Form 5500-EZ, you need to provide basic information about the plan, including the plan's name, employer identification number (EIN), plan year, and financial information such as assets and liabilities. The form must be completed accurately and submitted by the required deadline.
The purpose of the Memorandum on Form 5500-EZ is to ensure compliance with federal regulations by providing the IRS with necessary information about the operations and financial condition of the Keogh plan, helping to protect the rights of participants.
The information that must be reported includes the basic details about the plan and the plan sponsor, financial statements, participant counts, and any changes that occurred during the plan year, such as mergers or terminations.
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