IRS Form 5500-EZ

Use Form 5500-EZ to report information on your retirement plan.
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IRS Form 5500-EZ Ranking & Summary

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  • License:
  • Free
  • Price:
  • Free
  • Publisher Name:
  • By IRS
  • Publisher web site:
  • http://www.irs.gov/
  • Operating Systems:
  • Windows NT/98/Me/2000/XP/2003/Vista/7/8
  • Additional Requirements:
  • None
  • File Size:
  • 69.86K
  • Total Downloads:
  • 444

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IRS Form 5500-EZ Description

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 listed under Who May File Form 5500-EZ. If you do not meet the five conditions, see Form 5500, Return/Report of Employee Benefit Plan, for reporting requirements. Retirement plans can be either defined contribution plans (which include profit-sharing plans, money purchase pension plans, stock bonus plans, and employee stock ownership plans (ESOPs)) or defined benefit pension plans.


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