5500 ez instructions-2025

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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 completing the form. Key updates include mandatory electronic filing for certain filers and specific conditions under which a plan may be exempt from filing. The document also includes information on penalties for late filing, how to obtain forms, and resources for assistance.

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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.

Where do I send my 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 a 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).

What employers are required to file a form 5500?

The form aims to provide the IRS and DOL with information about the plans operation and compliance with government regulations. 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.

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

The plan administrator or employer (owner) must sign and date paper Form 5500-EZ for the 2021 filing. Section 6652(e) imposes a penalty of $250 a day (up to a maximum penalty of $150,000 per plan year) for not filing returns in connection with pension, profit-sharing, etc., plans by the required due date.

2022 form 5500 ez

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Who is exempt from filing a form 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. Those who do have to file Form 5500-EZ can do so either electronically or by mail.