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
Recent Developments
None at this time.
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
Use the Comment on Tax Forms and Publications web form to provide feedback on the content of this product. Although we cannot respond individually to each comment, we do appreciate your feedback and will consider all comments submitted.
Caution: We cannot respond to tax-related questions submitted using this page. Instead, please see our Tax Law Questions page.