The IRS requires Solo 401k plan owners with more than $250,000 in their plan to file a Form 5500-EZ every year. The form satisfies annual reporting and filing obligations set by the IRS. It's ...

Small businesses that fail to file required annual retirement plan returns, usually Form 5500-EZ, can face stiff penalties — up to $15,000 per return.

The IRS requires employers to file Forms 5500, 5500-SF and 5500-EZ electronically. Businesses maintain complete records of activities related to profit-sharing plans to help prepare accurate filings.

If you have a Solo 401 (k) plan, it’s important to be aware of Form 5500-EZ and its filing requirements.

For a defined benefit plan, an actuarial report must accompany Form 5500. Sole owners or partners in a partnership may file Form 5500-EZ or Form 5500-SF. Article continues below this ad ...

The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) on Monday announced an extension of the deadline for filing Form 5500 and Form 5500 EZ annual report/returns due to ...

In addition to the Form 5500 informational copies, the IRS has also released the 2021 Form 5500-EZ and related instructions.

The IRS also notes that a one-participant plan that is eligible to file Form 5500-SF, Short Form Annual Return/Report of Small Employee Benefit Plan, may elect to file Form 5500-SF electronically with ...