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5500ez

Form 5500-EZ is a simpler form that you can use if you have a one-participant retirement plan and you meet the five conditions set by the IRS. If you do not meet the five conditions, then Form 5500 Return/Report of Employee Benefit Plan will be used for reporting requirements. Explanation of the 5 requirements. The filing deadlines for this form, 7 months without an extension and 9˝ with an extension, is the same as the regular 5500 form (see above example).

 

 

 

 

 

 

 

 

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