2025 Printable Template
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Form last updated: 03/2024. Please verify this is the current version before use.
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What is a 5500-EZ used for?
Form 5500-EZ is used by one-participant retirement plans and certain foreign plans to report their financial condition, investments, and operations to the IRS. It helps ensure compliance with federal regulations.
Who needs to fill out a 5500-EZ form
One-participant retirement plans or foreign plans that are not subject to the annual return/report requirements under Title I of ERISA.
How to fill out a 5500-EZ online?
Follow these steps to complete your 5500-EZ form online.
Frequently Asked Questions
Find quick answers to common questions about our PDF editor.
It is a form used to report information about one-participant retirement plans to the IRS.
One-participant retirement plans or foreign plans not subject to Title I of ERISA are required to file this form.
The form is due on the last day of the seventh month after the end of the plan year.
Late filings may incur penalties, but relief options may be available under certain IRS programs.
You can file electronically using the EFAST2 system or by mailing the completed form to the IRS.
