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Information about Form 5500-EZ, Annual Return of One Participant (Owners and Their Spouses) Retirement Plan, including recent updates, related forms and instructions on how to file. Form 5500-EZ is used by one-participant plans and foreign plans that are not subject to the requirements of section 104(a) of the Employee Retirement Income ...
You must file Form 5500-EZ for a retirement plan if the plan is a one-participant plan or a foreign plan that is required to file an annual return under section 6058(a).
Filing Form 5500-EZ on paper with the IRS: Use the online, fillable 2022 Form 5500-EZ on the IRS website. Complete and download the form to your computer to print and sign before mailing. Or, use the oficial printed paper Form 5500-EZ obtained from the IRS. Complete the form by hand using only black or blue ink.
This document contains the instructions for filing the Form 5500-EZ, which is used by one-participant plans and foreign plans that are not subject to certain ERISA requirements. It provides details on who must file, how to file (paper or electronic), when to file, and what information must be reported on the form.
You must file Form 5500-EZ for a retirement plan if the plan is a one-participant plan or a foreign plan that is required to file an annual return under section 6058(a).
Form 5500-EZ. One-participant plans that cover a business owner and a spouse, but no other employees, may require Form 5500-EZ. If the total plan assets are $250,000 or less, filing is not necessary. Those who do have to file Form 5500-EZ can do so either electronically or by mail.
5 cze 2024 · When Does Form 5500-EZ Have to Be Filed? According to the IRS: “Form 5500-EZ must be filed by the last day of the 7th calendar month after the end of the plan year that began in 2023 (not to exceed 12 months in length).”
