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What is IRS Form 5500-EZ?

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General Information

  • What is the form number?  Form 5500-EZ
  • What government agency is it filed with?  The Internal Revenue Service (IRS)
  • What is the form name?  Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan
  • What is this form about?  The Form 5500 Series is an important compliance, research, and disclosure tool for the Department of Labor, a disclosure document for plan participants and beneficiaries, and a source of information and data for use by other Federal agencies, Congress, and the private sector in assessing employee benefit, tax, and economic trends and policies. The Form 5500 Series is part of ERISA's overall reporting and disclosure framework, which is intended to assure that employee benefit plans are operated and managed in accordance with certain prescribed standards and that participants and beneficiaries, as well as regulators, are provided or have access to sufficient information to protect the rights and benefits of participants and beneficiaries under employee benefit plans.

What does it look like?

5500EZ-full

Resources

Looking for more information about this form?  Here are some helpful resources:

How can we help you today?

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