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This form is used by one-participant retirement plans and foreign plans that are not subject to ERISA requirements. It includes instructions on how to file the form, who must file, and the filing
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How to fill out form 5500-ez

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How to fill out form 5500-ez

01
Obtain Form 5500-EZ from the IRS website or your tax professional.
02
Fill in the plan year beginning and ending dates.
03
Provide the employer's name, address, and employer identification number (EIN).
04
Enter information about the plan, including plan name and type.
05
Specify the number of participants in the plan as of the end of the plan year.
06
Include financial information such as total assets and liabilities.
07
Sign and date the form at the bottom.
08
Submit the form electronically through the EFAST2 system or mail it to the appropriate address.

Who needs form 5500-ez?

01
Small businesses that have a one-participant retirement plan.
02
Businesses with a simplified employee pension (SEP) plan.
03
Self-employed individuals who sponsor their own retirement plans.
04
Retirement plans that do not have more than 100 participants at the end of the year.
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Form 5500-EZ is a one-page form that is used by certain retirement plan administrators to report information about single-employer retirement plans that are not subject to the Employee Retirement Income Security Act (ERISA).
Employers who maintain a single-employer retirement plan that is not subject to ERISA, such as certain types of defined benefit or defined contribution plans, are required to file Form 5500-EZ when the plan has 100 or fewer participants.
To fill out Form 5500-EZ, one needs to provide basic information about the plan, including the name, type, and fiscal year, as well as details about the plan sponsor and the number of plan participants.
The purpose of Form 5500-EZ is to provide the IRS and the Department of Labor with information about the financial condition, investments, and operations of retirement plans, ensuring compliance with federal regulations.
Form 5500-EZ requires reporting information such as the name and EIN of the plan sponsor, the plan name, the plan number, the type of plan, the number of participants, and financial information including plan assets and liabilities.
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IRS Form 5500-EZ retirement plan one-participant plan foreign plan e-filing tax return ERISA penalties federal regulations

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