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.
The Publication 5500 Filing Reminder is Obsolete – 03-FEB-2014
Other Items You May Find Useful
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.
Form 5558, Application for Extension of Time to File Certain Employee Plan Returns
Form 8822-B, Change of Address - Business
Form SS-4, Application for Employer Identification Number (EIN)
Instructions for Form 5500-SF, Short Form Annual Return/Report of Small Employee Benefit Plan
Comment on Form 5500-EZ
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