Irs form 5500 ez 2015-2025

See details

4.6 out of 5

57 votes

The document is the Form 5500-EZ for the year 2015, which is an annual return required under section 6058(a) of the Internal Revenue Code for one-participant retirement plans, including those for owners and their spouses. It includes sections for identifying plan information, financial details, contributions, compliance questions, and requires accurate completion to avoid penalties.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to quickly redact Irs form 5500 ez 2015 online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Dochub is the best editor for updating your documents online. Follow this simple instruction to redact Irs form 5500 ez 2015 in PDF format online free of charge:

Sign up and log in. Register for a free account, set a strong password, and go through email verification to start managing your forms.
Upload a document. Click on New Document and select the form importing option: add Irs form 5500 ez 2015 from your device, the cloud, or a secure URL.
Make adjustments to the template. Take advantage of the top and left panel tools to change Irs form 5500 ez 2015. Insert and customize text, pictures, and fillable areas, whiteout unnecessary details, highlight the important ones, and provide comments on your updates.
Get your paperwork completed. Send the form to other individuals via email, create a link for faster file sharing, export the template to the cloud, or save it on your device in the current version or with Audit Trail included.

Try all the benefits of our editor right now!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What happens if you dont file a 5500?

Its normally a year after it was due and includes a substantial penalty. Late filed returns are subject to penalties from both IRS and DOL, so its very important to identify this mistake before we do. The IRS penalty for late filing of a 5500-series return is $25 per day, up to a maximum of $15,000.

Do all 401k plans have to file a 5500?

In general, all employers who adopt and sponsor a retirement plan governed by ERISA, such as profit-sharing and 401(k) plans, must file a Form 5500 annually with the DOL. Which version of Form 5500 you complete will depend on the size of your business and the structure of your retirement plan.

Do I have to file a 5500 for my health plan?

Generally, any business that sponsors a retirement savings plan must file a Form 5500 each year that the plan holds assets. Form 5500 Series reporting may also be required for certain employer-sponsored health and welfare plans, including medical, dental, life insurance and disability benefits.

Do 457 plans have to file a 5500?

Filing and reporting requirements IRC Section 457 plans arent required to file Form 5500, because they arent subject to Title I of ERISA. However, non-governmental 457(b) (Top Hat) plans must file a notification of the plans existence with the Department of Labor.

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.

Who is exempt from filing a 5500?

One-participant plans that cover a business owner and a spouse, but no other employees, may require Form 5500-EZ. If the total plan assets are $250,000 or less, filing is not necessary.

Who is required to file 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). 3. Does not provide benefits for anyone except you (or you and your spouse) or one or more partners (or partners and their spouses).

Do 403b plans file form 5500?

Reporting and participant disclosure Certain 403(b) plans may be subject to annual Form 5500 filing requirements, and all plans are required to provide information to participants. See retirement plan reporting and disclosure for a chart of the requirements.

Irs form 5500 ez 2015-2025

Here's how it works