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The document is the Form 5500-EZ, an annual return required for one-participant retirement plans, specifically for owners and their spouses. It includes sections for basic plan information, financial data, compliance questions, and penalties for late filing. The form must be completed in accordance with IRS instructions and is subject to public inspection.

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Who needs to file a form 5500-EZ?

You must file Form 5500-EZ for a retirement plan if the plan is a one-participant plan or a foreign plan that is required to file an annual return under section 6058(a).

Who must file form 5500 for health insurance?

IRS Form 5500 applies to most public and private sector businesses providing plans to 100 or more participants. It must be filed electronically using the DOL ERISA Filing Acceptance System (EFAST2).

Do all 401k plans have to file a 5500?

Most 401(k) plan sponsors are required to file an annual Form 5500, Annual Return/Report of Employee Benefit Plan. For an explanation of how to file your Form 5500 return, in addition to the EFAST electronic filing requirements, visit EFAST2 Filing.

Who is exempt from filing a Form 5500?

There are a few circumstances in which filing a Form 5500 for 401(k) or other employee benefit plans is not required. For example, ERISA does not cover: Plans that are established or maintained by government entities or churches.

Who is required to file form 5500-EZ?

Employers who sponsor one-participant plans or foreign plans must file Form 5500-EZ electronically using the Department of Labors EFAST2 filing system. Only employers not subject to the IRS e-filing requirements under Treas. Reg. 301.6058-2 may file paper Form 5500-EZ with the IRS.

Who is supposed to file Form 5500?

The employer maintaining the plan or the plan administrator of a Pension or Welfare benefit plan covered by ERISA. File Form 5500 to report information on the qualification of the plan, its financial condition, investments and the operations of the plan.

What is the difference between Form 5500 and 5500-EZ?

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. Forms 5500 and 5500-SF must be filed electronically using the DOL ERISA Filing Acceptance System (EFAST2)Opens in a new window.

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