5500 ez instructions-2026

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The document provides detailed instructions for filing Form 5500-EZ, which is required for one-participant retirement plans and foreign plans not subject to ERISA. It outlines the filing process, including electronic submission via the EFAST2 system, requirements for paper submissions, and guidelines for amendments. The document also specifies who must file, exemptions based on asset thresholds, and penalties for non-compliance. Additionally, it includes information on obtaining forms, deadlines for filing, and resources for assistance.

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Click ‘Get Form’ to open the 5500-EZ instructions in the editor.
Begin by entering the plan year dates in Part I. Use the format MM/DD/YYYY for accuracy.
In Part II, provide the employer's name, EIN, and contact information. Ensure all details are accurate to avoid delays.
For Part III, report financial information including total plan assets and liabilities. Use whole dollars only for clarity.
Complete Part IV by entering applicable plan characteristics codes that describe your plan's features.
Finally, review all sections for completeness and accuracy before submitting electronically via EFAST2 or mailing a paper form.

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What is the difference between 5500 and 5500-EZ?

Whats the difference between these forms? The standard Form 5500 is for larger plans and requires an audit. Forms 5500-SF and EZ are much shorter and have summarized financial information sections with no additional schedules to attach.

What is the penalty for not filing Form 5500-EZ?

Without the program, a plan sponsor faces many potential late filing penalties, including: $250 per day, up to $150,000 for each late Form 5500 or 5500-EZ, plus interest (IRC Section 6652(e)) as amended by section 403 of the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act).

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.

Where to send IRS form 5500-EZ?

Where to file If you file Form 5500-EZ electronically, you can either use: EFAST2s web-based filing system or. an EFAST2-approved vendor. If you file Form 5500-EZ on paper, you must mail it to: Department of the Treasury. IRS. Ogden, UT 84201-0020.

Who needs 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.

2022 form 5500 ez

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What is the limit for Form 5500-EZ?

Youre required to file Form 5500-EZ if your Solo 401(k) plan has more than $250,000 in assets at the end of the plan year (typically December 31st).

What is the 5500-EZ tax return?

Form 5500-EZ is used by one-participant plans and certain 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 Internal Revenue Code.

5500 ez instructions-2026

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What is the difference between 5500 and 5500-EZ?

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Who needs to file form 5500-EZ?

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