Form 5500Ez PDF Details

The Form 5500Ez is a simplified version of the Form 5500, designed for small businesses with less than 100 employees. The form is used to report employee benefits and pension plans, and must be filed annually with the IRS. While the form is simpler than the full 5500, it still requires careful completion in order to ensure compliance with IRS regulations. To help you understand and complete the Form 5500Ez, this article will provide an overview of its requirements and instructions.

Form NameForm 5500Ez
Form Length2 pages
Fillable fields0
Avg. time to fill out30 sec
Other names5500 ez form, form 5500 ez 2020, irs form 5500 ez, 5500 ez

Form Preview Example

Form 5500-EZ

Department of the Treasury Internal Revenue Service

Annual Return of A One-Participant (Owners/Partners and

Their Spouses) Retirement Plan or A Foreign Plan

This form is required to be filed under section 6058(a) of the Internal Revenue Code.

Certain foreign retirement plans are also required to file this form (see instructions).

Complete all entries in accordance with the instructions to the Form 5500-EZ.

Go to WWW.IRS.GOV/FORM5500EZ for instructions and the latest information.

OMB No. 1545-1610


This Form is Open

to Public Inspection.

Part I

Annual Return Identification Information





For the calendar plan year 2021 or fiscal plan year beginning (MM/DD/YYYY)

and ending









This return is: (1)

the first return filed for the plan


the final return filed for the plan





an amended return



a short plan year return (less than 12 months)



Check box if filing under

Form 5558

automatic extension








special extension (enter description)





If this return is for a foreign plan, check this box (see instructions)

. . . . . . . . .


If this return is for the IRS Late Filer Penalty Relief Program, check this box (see instructions)

. . . . . . . . .

EIf this is a retroactively adopted plan permitted by SECURE Act section 201, check here . . . . . . . . . . .

Part II Basic Plan Information — enter all requested information.


Name of plan









plan number (PN)





1c Date plan first became effective












Employer’s name



Employer Identification Number (EIN)





(Do not enter your Social Security Number)








Trade name of business (if different from name of employer)








2c Employer’s telephone number


In care of name









Business code (see instructions)








Mailing address (room, apt., suite no. and street, or P.O. box)





City or town, state or province, country, and ZIP or foreign postal code (if foreign, see instructions)

3a Plan administrator’s name (if same as employer, enter “Same”)

3b Administrator’s EIN

In care of name

3c Administrator’s telephone number

Mailing address (room, apt., suite no. and street, or P.O. box)

City or town, state or province, country, and ZIP or foreign postal code (if foreign, see instructions)

4If the employer’s name, the employer’s EIN, and/or the plan name has changed since the last return filed for this plan, enter the employer’s name and EIN, the plan name, and the plan number for the last return in the appropriate space provided


Employer’s name








Plan name






5a(1) Total number of participants at the beginning of the plan year



a(2) Total number of active participants at the beginning of the plan year



b(1) Total number of participants at the end of the plan year



b(2) Total number of active participants at the end of the plan year



cNumber of participants who terminated employment during the plan year with accrued

benefits that were less than 100% vested


Part III Financial Information

(1)Beginning of year

(2)End of year

6a Total plan assets . . . . . . . . . . . . . . . . . . .


b Total plan liabilities . . . . . . . . . . . . . . . . . . .


c Net plan assets (subtract line 6b from 6a) . . . . . . . . . . .


For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 5500-EZ.

Catalog Number 63263R

Form 5500-EZ (2021)

Form 5500-EZ (2021)

Page 2




Part III

Financial Information (continued)


7Contributions received or receivable from:






Others (including rollovers)





Part IV

Plan Characteristics

8Enter the applicable two-character feature codes from the List of Plan Characteristics Codes in the instructions.

Part V

Compliance and Funding Questions















During the plan year, did the plan have any participant loans?







If “Yes,” enter amount as of year end







Is this a defined benefit plan that is subject to minimum funding requirements?







If “Yes,” complete Schedule SB (Form 5500) and line 10a below (see instructions)






a Enter the unpaid minimum required contributions for all years from Schedule SB (Form 5500),





line 40

. . .





Is this a defined contribution plan subject to the minimum funding requirements







of section 412 of the Code?







If “Yes,” complete lines 11a or 11b, 11c, 11d, and 11e below, as applicable.






a If a waiver of the minimum funding standard for a prior year is being amortized in this plan





year, enter the month, day, and year (MM/DD/YYYY) of the letter ruling granting the waiver





(see instructions)

. . .





Enter the minimum required contribution for this plan year

. . .





Enter the amount contributed by the employer to the plan for this plan year . . . .

. . .




d Subtract the amount in line 11c from the amount in line 11b. Enter the result (enter a minus sign





to the left of a negative amount)

. . .













Will the minimum funding amount reported on line 11d be met by the funding













Caution: A penalty for the late or incomplete filing of this return will be assessed unless reasonable cause is established.

Under penalties of perjury, I declare that I have examined this return including, if applicable, any related Schedule MB (Form 5500) or Schedule SB (Form 5500) signed by an enrolled actuary, and, to the best of my knowledge and belief, it is true, correct, and complete.

Sign Here

Signature of employer or plan administrator


Type or print name of individual signing as employer or



plan administrator



Form 5500-EZ (2021)

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It really is straightforward to complete the form using out detailed guide! Here is what you need to do:

1. To start with, once filling in the 5500 ez, start with the page containing following blank fields:

form 5500 writing process explained (step 1)

2. Once your current task is complete, take the next step – fill out all of these fields - Mailing address room apt suite no, City or town state or province, If the employers name the, a Employers name, c Plan name, a Total number of participants at, a Total number of active, benefits that were less than, Part III, Financial Information, b EIN, d PN, a a b b, a Total plan assets, and b Total plan liabilities with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

Filling out segment 2 in form 5500

It's easy to make errors when filling in the b Total plan liabilities, thus ensure that you take a second look prior to deciding to finalize the form.

3. In this stage, review Contributions received or, Amount, a Employers, b Participants, c Others including rollovers, Plan Characteristics, Part IV, Enter the applicable twocharacter, Part V, Compliance and Funding Questions, During the plan year did the plan, If Yes enter amount as of year end, Is this a defined benefit plan, Yes No, and Amount. All of these have to be filled out with highest attention to detail.

Stage no. 3 in submitting form 5500

4. It is time to proceed to the next form section! Here you've got all of these b Enter the minimum required, to the left of a negative amount, a b c, e Will the minimum funding amount, deadline, Caution A penalty for the late or, Under penalties of perjury I, Yes No NA, Sign, Here, Signature of employer or plan, Date, Type or print name of individual, and Form EZ blanks to do.

Learn how to fill out form 5500 stage 4

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