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

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

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

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

-- is a simpler form that you can use if you have a one-participant retirement plan and you meet the five conditions listed under Who May File Form 5500-EZ. If you do not meet the five conditions, see Form 5500, Return/Report of Employee Benefit Plan, for reporting requirements.

Retirement plans can be either defined contribution plans (which include profit-sharing plans, money purchase pension plans, stock bonus plans, and employee stock ownership plans (ESOPs)) or defined benefit pension plans.

From Fedforms.Gov:
"Certain one-participant pension benefit plans use the simpler Form 5500-EZ to report information on the plans."

DOWNLOAD Form 5500-EZ

This form may be downloaded directly from the IRS website. To open or download, in PDF format, simply click on the link below:

Form 5500-EZ

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