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Filing Form 5500-EZ on paper with the IRS: Use the online, fillable 2021 Form 5500-EZ on the IRS website. Complete and download the form to your computer to print and sign before mailing. Or, use the official printed paper Form 5500-EZ obtained from the IRS.
What is the filing deadline for form 5500-EZ?
Instructions and forms for the Form 5500-EZ are maintained by IRS. You must generally file the return on the last day of the seventh month after your plan year ends (July 31 for a calendar-year plan).
What is the difference between 5500-EZ and 5500-SF?
There are 3 types of Form 5500: Form 5500-EZfor one-participant plans only; Form 5500-SF for plans with fewer than 100 participants; and Form 5500for plans with 100 or more participants.
Who may file form 5500-EZ?
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,
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