Get the free 2004 Form 5500 EZ. Annual Return of One-Participant Pension Retirement Plan

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Attention: This form or schedule is provided for information purposes and should not be reproduced on personal computer printers by individual taxpayers for filing. The Form 5500series of forms and

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How to fill out 2004 form 5500 ez

01

Step 1: Gather all necessary information and documents such as the company's name, address, EIN, and plan year.

02

Step 2: Download the 2004 Form 5500 EZ from the official IRS website or obtain a physical copy from an IRS office.

03

Step 3: Read the instructions provided with the form to understand the requirements for each section.

04

Step 4: Complete the General Information section, providing accurate details about the plan sponsor, administrator, and the plan itself.

05

Step 5: Fill out Part I - Financial Information, reporting the total assets, liabilities, and income of the plan.

06

Step 6: Proceed to Part II - Administrative Information and provide information about the plan's funding arrangement, participants, and account statement details.

07

Step 7: Complete Part III - Compliance Information, disclosing any compliance issues or changes in the plan.

08

Step 8: Review the completed form for accuracy and ensure all required fields are filled.

09

Step 9: Sign and date the form.

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Step 10: Keep a copy of the filled-out form for your records and submit the original to the IRS.

Who needs 2004 form 5500 ez?

01

Small business owners who sponsor a pension, profit-sharing, or welfare benefit plan for their employees.

02

Plan administrators responsible for filing annual reports for such plans.

03

Employers who meet the eligibility requirements specified in the instructions for Form 5500 EZ.

04

Note: It is recommended to consult with a tax professional or visit the IRS website for detailed eligibility criteria.

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What is form 5500 ez annual?

Form 5500-EZ annual return is an IRS tax form used by one-participant retirement plans to report financial information, such as contributions and distributions.

Who is required to file form 5500 ez annual?

Any retirement plan with only one participant and certain foreign plans are required to file Form 5500-EZ annually.

How to fill out form 5500 ez annual?

Form 5500-EZ can be filled out electronically using the IRS EFAST2 system or by mailing a paper copy to the IRS.

What is the purpose of form 5500 ez annual?

The purpose of Form 5500-EZ is to provide the IRS with information about the financial status of a one-participant retirement plan.

What information must be reported on form 5500 ez annual?

Information such as contributions, distributions, and the value of plan assets must be reported on Form 5500-EZ.

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