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Form 5500-EZ Annual Return of One-Participant Owners and Their Spouses Retirement Plan This form is required to be filed under section 6058 a of the Internal Revenue Code. Certain foreign retirement plans are also required to file this form see instructions. Complete all entries in accordance with the instructions to the Form 5500-EZ. B If filing under an extension of time check this box see instructions. C If this return is for a foreign plan check this box see instructions. Basic Plan Informa ...

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

Can you switch from 5500-SF to 5500-EZ?

Beginning January 1, 2021, a one-participant plan * and a foreign plan can file Form 5500-EZ electronically using the EFAST2 filing system or file Form 5500-EZ on paper with the IRS. You can no longer use Form 5500-SF in place of Form 5500-EZ.

Can I file form 5500-EZ electronically?

Beginning January 1, 2021, the Form 5500-EZ can be filed electronically using certain EFAST2-approved third-party software or using this websites IFILE tool. The Form 5500 Series Quick Start Guide provides an overview of how to file.

What is the difference between 5500-EZ and SF?

Form 5500-SF is generally used for organizations with less than 100 participants in their EBP. Form 5500-EZ is used for EBPs that are maintained from outside the U.S. or for owner-only plans.

What is Form 5500-EZ for?

Form 5500-EZ is used by one-participant plans and foreign plans that are not subject to the requirements of section 104(a) of the Employee Retirement Income Security Act of 1974 (ERISA) to satisfy certain annual reporting and filing obligations imposed by section 6058(a) of the Code.

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