Get the free 2002 Form 5500-EZ - irs

5500-EZ Department of the Treasury Internal Revenue Service Part I B OMB No. 1545-0956 This form is required to be filed under section 6058(a) of the Internal Revenue Code. 2002 Complete all entries

How to fill out 2002 form 5500-ez

How to fill out 2002 form 5500-ez:

1. Start by obtaining the 2002 form 5500-ez from the Internal Revenue Service (IRS) website or your local IRS office.
2. Begin filling out the form by entering the basic information required, such as the plan sponsor's name, address, employer identification number (EIN), and plan number.
3. Provide details about the plan administrator, including their name, address, and contact information.
4. Indicate the type of plan being reported, such as a welfare benefit plan, pension plan, or certain deferred compensation plan.
5. Report the plan's funding arrangements, including the method used for employee contributions and any funding vehicles utilized.
6. Provide information about the plan's assets, including the types of investments held and their respective worth.
7. Enter details regarding the plan's financial transactions, such as contributions, distributions, and any loans taken.
8. Include details about the plan's participants, such as the number of participants, the average age, and the percentage of participants who are eligible to receive benefits.
9. Report any changes in the plan's operations, such as plan mergers, terminations, or amendments.
10. Sign and date the form, certifying its accuracy and compliance with IRS regulations.

Who needs 2002 form 5500-ez:

1. Small business owners who maintain a one-participant retirement plan, such as a solo 401(k) plan, involve only themselves and their spouses, and have no employees other than their spouse.
2. Trustees or administrators of certain tax-exempt organizations with one participant only, like certain cooperative organizations or charitable trusts.
3. Individuals who are the sole owners or partners in a business with no employees, except their spouses. They can use the form to report their pension or welfare benefits plan.

Note: It is advised to consult with a tax professional or refer to the official form instructions provided by the IRS for accurate and up-to-date information on filling out the 2002 form 5500-ez.

For pdfFiller’s FAQs

What is form 5500-ez - irs?

Form 5500-EZ is an annual return of one-participant (owners or spouses) retirement plan.

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

Owners of one-participant retirement plans are required to file Form 5500-EZ with the IRS.

How to fill out form 5500-ez - irs?

Form 5500-EZ can be filled out online or by mail, following the instructions provided by the IRS.

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

The purpose of Form 5500-EZ is to report information about the retirement plan's financial situation to the IRS.

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

Form 5500-EZ requires information such as plan assets, contributions, distributions, and participant demographics.

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