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This form is required to be filed under section 6058(a) of the Internal Revenue Code for reporting annual returns of oneparticipant retirement plans.
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How to fill out 5500-ez
How to fill out 5500-ez
01
Obtain a copy of Form 5500-EZ from the IRS website.
02
Fill in the plan year beginning and ending dates.
03
Provide basic information about the plan sponsor, including name, address, and employer identification number (EIN).
04
Enter details about the plan including its name and type.
05
Indicate whether the plan has fewer than 100 participants.
06
Complete any applicable schedules or sections relevant to your plan.
07
Sign and date the form.
08
File the completed form electronically through the EFAST2 system.
Who needs 5500-ez?
01
The Form 5500-EZ is primarily needed by single-employer retirement plans that have fewer than 100 participants and are not subject to the standard Form 5500 filing requirements.
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What is 5500-ez?
5500-EZ is an annual report used by certain retirement plans to satisfy the reporting requirements of the Employee Retirement Income Security Act (ERISA). It is specifically designed for one-participant retirement plans.
Who is required to file 5500-ez?
The 5500-EZ must be filed by one-participant retirement plans, which include solo 401(k)s and pension plans that cover only one individual and their spouse.
How to fill out 5500-ez?
To fill out the 5500-EZ, you need to provide details about the plan, including the plan name, sponsor information, and financial information for the year. You can download the form from the IRS website and complete it either electronically or on paper.
What is the purpose of 5500-ez?
The purpose of the 5500-EZ is to provide the IRS and Department of Labor with information about the financial condition, investments, and operations of the retirement plan to ensure compliance with federal regulations.
What information must be reported on 5500-ez?
The 5500-EZ requires information such as plan identification, type of plan, plan year, number of participants, assets held, and financial statements including income and expenses.
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