5500 ez instructions-2026

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

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