Get the free Form 5500-EZ
Show details
This form is required to be filed under section 6058(a) of the Internal Revenue Code and is used to report information regarding a retirement plan maintained by a single participant. It includes information
We are not affiliated with any brand or entity on this form
Get, Create, Make and Sign form 5500-ez
Edit your form 5500-ez 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 form via URL. You can also download, print, or export forms to your preferred cloud storage service.
How to edit form 5500-ez online
Here are the steps you need to follow to get started with our professional PDF editor:
1
Log in. Click Start Free Trial and create a profile if necessary.
2
Upload a document. Select Add New on your Dashboard and transfer a file into the system in one of the following ways: by uploading it from your device or importing from the cloud, web, or internal mail. Then, click Start editing.
3
Edit form 5500-ez. Text may be added and replaced, new objects can be included, pages can be rearranged, watermarks and page numbers can be added, and so on. When you're done editing, click Done and then go to the Documents tab to combine, divide, lock, or unlock the file.
4
Save your file. Select it from your records list. Then, click the right toolbar and select one of the various exporting options: save in numerous formats, download as PDF, email, or cloud.
It's easier to work with documents with pdfFiller than you could have believed. Sign up for a free account to view.
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
How to fill out Form 5500-EZ
01
Download Form 5500-EZ from the IRS website.
02
Read the instructions carefully before starting.
03
Fill in the basic identifying information, including the plan's name, EIN, and plan number.
04
Indicate the year for which you are filing the form.
05
Provide information about the plan sponsor, including the name and address.
06
Report the total number of participants in the plan as of the end of the plan year.
07
Complete the financial information section, including assets, liabilities, and income.
08
Sign and date the form.
09
Mail the completed form to the address specified in the instructions.
Who needs Form 5500-EZ?
01
Employers who maintain a single-employer retirement plan with fewer than 100 participants.
02
Plan sponsors of certain pension and profit-sharing plans that are not subject to the full Form 5500 filing requirements.
03
Self-employed individuals who have established their own retirement plans.
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 that is used to report information about one-participant retirement plans to the Employee Benefits Security Administration (EBSA).
Who is required to file Form 5500-EZ?
Form 5500-EZ must be filed by any plan sponsor of a one-participant retirement plan, typically sole proprietors, partnerships, and corporations that have a retirement plan covering only the owner and their spouse.
How to fill out Form 5500-EZ?
To fill out Form 5500-EZ, a filer needs to provide basic information about the retirement plan, including plan name and sponsor details, information about the plan's assets and the number of participants, and signatures from the plan administrator.
What is the purpose of Form 5500-EZ?
The purpose of Form 5500-EZ is to provide the federal government with essential information about retirement plans and ensure compliance with applicable laws, including the Employee Retirement Income Security Act (ERISA).
What information must be reported on Form 5500-EZ?
Form 5500-EZ requires reporting of the plan's name, sponsor, EIN, plan number, financial information including the fair market value of plan assets, and details regarding the number of participants, along with the signature of the plan administrator.
Fill out your form 5500-ez 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 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.
