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Form 5500-EZ, Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan

Form 5500-EZ is used by one-participant plans that are not subject to the requirements of Internal Revenue Code section 104(a) of the Employee Retirement Income Security Act of 1974 (ERISA) and that are not eligible or choose not to file Form 5500-SF, Short Form Annual Return/Report of Small Employee Benefit Plan, electronically to satisfy certain annual reporting and filing obligations imposed by the Code.


Current Products

Form 5500-EZ

Instructions for Form 5500-EZ (HTML)


Recent Developments

The Publication 5500 Filing Reminder is Obsolete – 03-FEB-2014


Other Items You May Find Useful:

All Form 5500-EZ Revisions

Form 5558, Application for Extension of Time to File Certain Employee Plan Returns

EFAST2 Filing - EFAST2 is an all-electronic system designed by the Department of Labor, Internal Revenue Service, and Pension Benefit Guaranty Corporation to simplify and expedite the submission, receipt, and processing of the Form 5500 and Form 5500-SF.

Other Current Products


Comment on Form 5500-EZ

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Page Last Reviewed or Updated: 24-Feb-2014