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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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| Versions | Form popularity | Fillable & printable |
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| 2024 | 4.5 Satisfied (53 Votes) | |
| 2023 | 4.9 Satisfied (22 Votes) | |
| 2022 | 4.5 Satisfied (44 Votes) | |
| 2021 | 4.8 Satisfied (97 Votes) | |
| 2020 | 4.3 Satisfied (185 Votes) | |
| 2019 | 4.4 Satisfied (123 Votes) | |
| 2017 | 4 Satisfied (63 Votes) | |
| 2016 | 4.2 Satisfied (66 Votes) | |
| 2015 | 4.4 Satisfied (160 Votes) | |
| 2011 | 4 Satisfied (53 Votes) |
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