Get the free 1998 Form 5500-EZ. Annual Return of One-Participant (Owners and Their Spouses) Retir...
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Form 5500-EZ Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan This form is required to be filed under section 6058(a) of the Internal Revenue Code. OMB No. 1545-0956 Department
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What is form 5500-ez annual return?
Form 5500-EZ Annual Return/Report of One-Participant (Owners and Their Spouses) Retirement Plan is a simplified version of Form 5500 that is used to report information about the operation, funding, assets, and investments of a one-participant retirement plan.
Who is required to file form 5500-ez annual return?
Form 5500-EZ must be filed by plan administrators or sponsors of one-participant retirement plans which cover only the plan owner and their spouse.
How to fill out form 5500-ez annual return?
To fill out Form 5500-EZ, you need to provide information such as plan details, contributions, investments, distributions, and participant information. The form can be completed manually using the provided instructions or electronically through the Department of Labor's EFAST2 system.
What is the purpose of form 5500-ez annual return?
The purpose of Form 5500-EZ annual return is to ensure compliance with reporting and disclosure requirements under the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code.
What information must be reported on form 5500-ez annual return?
Form 5500-EZ requires reporting information such as plan administrator details, plan name, plan number, plan type, financial information, participant count, contributions, investments, distributions, and other related information.
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