Get the free 2017 Form 5500-EZ - Internal Revenue Service

Form 5500Annual Return/Report of Employee Benefit PlanDepartment of the Treasury Internal Revenue Services form is required to be filed for employee benefit plans under sections 104 and 4065 of the

How to fill out 2017 form 5500-ez

How to fill out 2017 form 5500-ez

1. To fill out the 2017 form 5500-ez, follow these steps:
2. Start by providing your personal information, such as your name, address, and contact information.
3. Indicate whether you are filing as an individual or on behalf of a business or organization.
4. Provide the necessary identification numbers, including your employer identification number (EIN).
5. Fill out the sections related to the type of retirement plan you are reporting on. This includes information about the plan's assets, participants, and contributions.
6. Report any changes in the plan, such as amendments or terminations, if applicable.
7. Calculate and enter the total assets and net assets of the plan.
8. Sign and date the form to certify its accuracy.
9. Make sure to enclose any required schedules or attachments, if applicable.
10. Keep a copy of the completed form for your records.
11. Submit the form to the appropriate authority or address as instructed by the IRS.

Who needs 2017 form 5500-ez?

1. The following individuals or entities may need to file the 2017 form 5500-ez:
2. - Tax-exempt organizations that maintain a one-participant retirement plan
3. - Defunct plans that still have assets or obligations
4. - Plans that are terminated and winding up their operations
5. - Retirement plan sponsors or administrators required by the IRS to file the form
6. It is recommended to consult with a tax professional or the IRS guidelines to determine if you specifically need to file the form.

For pdfFiller’s FAQs

How do I edit 2017 form 5500-ez in Chrome?

Install the pdfFiller Chrome Extension to modify, fill out, and eSign your 2017 form 5500-ez, which you can access right from a Google search page. Fillable documents without leaving Chrome on any internet-connected device.

Can I create an electronic signature for the 2017 form 5500-ez in Chrome?

Yes. You can use pdfFiller to sign documents and use all of the features of the PDF editor in one place if you add this solution to Chrome. In order to use the extension, you can draw or write an electronic signature. You can also upload a picture of your handwritten signature. There is no need to worry about how long it takes to sign your 2017 form 5500-ez.

How do I complete 2017 form 5500-ez on an Android device?

On an Android device, use the pdfFiller mobile app to finish your 2017 form 5500-ez. The program allows you to execute all necessary document management operations, such as adding, editing, and removing text, signing, annotating, and more. You only need a smartphone and an internet connection.

What is form 5500-ez - internal?

Form 5500-EZ is a federal form used by certain retirement plan sponsors to report information about their single-employer plans to the Department of Labor and the IRS.

Who is required to file form 5500-ez - internal?

Sponsors of single-employer retirement plans with total assets exceeding $250,000 are required to file Form 5500-EZ.

How to fill out form 5500-ez - internal?

To fill out Form 5500-EZ, plan sponsors must provide detailed information about the retirement plan, including the plan's financial condition, participant information, and identifying details about the plan and the sponsor.

What is the purpose of form 5500-ez - internal?

The purpose of Form 5500-EZ is to ensure compliance with the reporting requirements of the Employee Retirement Income Security Act (ERISA) and to provide the government with information about the retirement plans to protect the interests of participants.

What information must be reported on form 5500-ez - internal?

Form 5500-EZ must report information such as the plan's assets, contributions, participant counts, and the plan sponsor's identifying information.