IRS Form 5500-EZ Instructions

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Form 5500-EZ Instructions

These instructions reference the following reports and documents from your 401k software and companion materials:

• Employee Census -- All Employees

• Employee Census -- Terminated Employees

• Year End Auditor's Worksheet

• Yearly 5500 Summary Worksheet

• Year to Date ADP Test Correction

• Year to Date Distributions

• Adoption Agreement

Use Form 5500-EZ to fulfill our annual federal 401k reporting requirements ONLY if your plan meets the IRS' definition of a One-Participant Retirement Plan.

The five-page Form 5500-EZ is due to the IRS by July 31st of each year. (For non January to December plan years, file by the last day of the seventh month after the close of your plan year.)

If you have any questions in completing your Form 5500-EZ, call the Department of Labor's toll free 5500 Helpline at 1-866-463-3278.

401k FedForms presents its information in two formats:

You can click on any highlighted area of any IRS Form or Schedule pictured herein to call up the information on where within your 401k software to find the requested information.

You can choose to view step-by-step instructional pages. These pages contain only a small graphical representation of the particular IRS Form or Schedule but list all 401k FedForms instructions regarding that Form or Schedule on a single page. Because information is not "hidden" within popup windows, the step-by-step guide pages are recommended for user's who prefer to download or print out the instructions rather than view them while online.

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