5500 ez 2002 form-2025

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Filing Form 5500 is the responsibility of the plan administrator. This role is typically filled by someone in the companys finance, HR or operations department.
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.
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.
The Form 5500 Series is part of ERISAs overall reporting and disclosure framework, which is intended to assure that employee benefit plans are operated and managed in ance with certain prescribed standards and that participants and beneficiaries, as well as regulators, are provided or have access to sufficient
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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That role refers to the party who is legally responsible for the plan and is typically the company that sponsors the plan. That means any person who is authorized to act on behalf of your company (as the sponsor of your 401(k) plan) can sign the Form 5500.
You can easily do this very simple tax filing yourself and save the money. There are two ways to file: by postal mail using IRS Form 5500-EZ, Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan to the IRS, or. electronically, by filing IRS Form 5500-SF.
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.

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