2016 irs form 5500 ez-2025

1. Click 'Get Form' to open it in the editor.
2. Begin with Part I, entering the Annual Return Identification Information. Specify if this is your first return, an amended return, or a final return by checking the appropriate box.
3. In Part II, provide Basic Plan Information. Fill in the name of the plan, employer details including EIN, and contact information as required.
4. Continue to Part III for Financial Information. Report total plan assets and liabilities at both the beginning and end of the year.
5. Complete Part IV by entering applicable feature codes from the List of Plan Characteristics Codes.
6. In Part V, answer compliance questions regarding participant loans and minimum funding requirements. Ensure all entries are accurate.
7. Finally, review your entries for accuracy before signing. You can print, download, or share your completed form directly from our platform.

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