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The form collects plan identification, employer and plan administrator details, participation counts, assets and liabilities, contributions, and plan characteristics using required codes. It also covers compliance and funding questions such as participant loans and defined benefit or contribution minimum funding requirements, and includes filing notices and the perjury declaration with 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form is used to file the annual return for a one-participant retirement plan or a foreign plan?","Question",{"text":109,"@type":110},"Form 5500-EZ is used for the annual return for a one-participant (owners/partners and their spouses) retirement plan or a foreign plan.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"Which plan-year options can be selected for filing the Form 5500-EZ return for 2025?",{"text":114,"@type":110},"The return can be marked as the first return, an amended return, the final return, or a short plan year return (less than 12 months), and it can include selections for extensions and foreign plan status when applicable.",{"name":116,"@type":107,"acceptedAnswer":117},"What financial and compliance items does Form 5500-EZ require?",{"text":118,"@type":110},"It requires reporting participant counts, plan assets and liabilities, contributions received or receivable, applicable plan characteristic feature codes, and compliance and funding questions such as whether the plan had participant loans and whether it is subject to minimum funding requirements.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},303647,1790164074,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":9},13056712833777,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","| Fom5500-EZ  \u003Cbr>Department of the Treasury  \u003Cbr>nternal Revenue Service   | Annual Return of A One-Participant(Owners/Partners and  \u003Cbr>Their Spouses)Retirement Plan or A Foreign Plan  \u003Cbr>This form is required to be filed under section 6058(a)of the Internal Revenue Code.  \u003Cbr>Certain foreign retirement plans are also required to file this form (see instructions).  \u003Cbr>Complete allentries in accordance with the instructions to the Form 5500-EZ.  \u003Cbr>Go to www.irs.gov/Form5500EZ for instructions and the latest information.   | OMBNo.1545-1610   |\n| --- | --- | --- |\n|  |  | 2025   |\n|  |  | This Form is Open  \u003Cbr>to Public Inspection.   |\n\n# Annual Return Identification Information\n\nPartl  \nFor the calendar plan year 2025 or fiscal plan year beginning(MM/DD/YYYY)         and ending         A This return is:(1)□the first return filed for the plan(3)□the final return filed for the plan  \n(2)□an amended return(4)□a short plan year return (less than 12 months)B Check box if filing under □Form 5558□automatic extension  \n□special extension(enter description)C If this return is for a foreign plan,check this box(see instructions).D If this return is for the IRS Late Filer Penalty Relief Program,check this boxE If this is a retroactively adopted plan permitted by SECURE Act section 201,check here  \n## Part II Basic Plan Information-enter all requested information.\n\n1b Three-digit  \n1a Name of plan  \nplan number(PN)  \n1c Date plan first became effective  \n(MM/DD/YYYY)  \n2a Employer's name  \n2b Employer Identification Number(EIN)  \n(Do not enter your Social Security Number)  \nTrade name of business (if different from name of employer)  \n2c Employer's telephone number  \nIn care of name  \n2d Business code(see instructions)  \nMailing address(room,apt.,suite no.and street,or P.O.box)  \nCity or town,state or province,country,and ZIPor foreign postal code (if foreign,see instructions)  \n3a Plan administrator's name(if same as employer,enter“Same”)  \n3b Administrator's EIN  \n3c Administrator's telephone number  \nIn care of name  \nMailing address(room,apt.,suite no.and street,or P.O.box)  \nCity or town,state or province,country,and ZIP or foreign postal code (if foreign,see instructions)  \n4 If the employer's name,the employer's EIN,and/or the plan name has changed since the  \nlast return filed for this plan,enter the employer's name and EIN,the plan name,and the  \nplan number for the last return in the appropriate space provided  \na Employer's name  \n4b EIN  \n4d PN  \n4c Plan name  \n5a(1)Total number of participants at the beginning of the plan year   \n5a(1)  \n5a(2)  \na(2)Total number of active participants at the beginning of the plan year  \n5b(1)  \nb(1)Total number of participants at the end of the plan year ..  \nb(2)Total number of active participants at the end of the plan year .  \n5b(2)  \nc Number of participants who terminated employment during the plan year with accrued  \nbenefits that were less than 100%vested........  \n5c  \n## Part II Financial Information\n\n(1)Beginning of year  \n(2)End of year  \n6a  \n6a Total plan assets .  \nb Total plan liabilities..  \n6b  \nc Net plan assets (subtract line 6b from 6a)_  \n6c  \nFor Privacy Act and Paperwork Reduction Act Notice,see the Instructions for Form 5500-EZ.  \nForm5500-EZ(2025)  \nCatalog Number 63263R  \n\n| Fom 5500-EZ(2025)   | Page 2   |\n| --- | --- |\n| Part IIl Financial Information (continued)   |  |\n| 7 Contributions received or receivable from:   | Amount   |\n| 7a  \u003Cbr>a Employers..·····.   |  |\n| b Participants ..····  \u003Cbr>7b   |  |\n| c Others(including rollovers).  \u003Cbr>7c   |  |\n| Plan Characteristics  \u003Cbr>Part IV    |  |\n\n8 Enter the applicable two-character feature codes from the List of Plan Characteristics Codes in the instructions.  \n## Part VCompliance and Funding Questions\n\n         Amount   9 During the plan year,did the plan have any participant loans?If“Yes,”enter amount as of year end.........9              10 Is this a defined benefit plan that is subject to minimum funding ","cbCaii9QIl0eYcd0","https://ap.wps.com/l/cbCaii9QIl0eYcd0","pdf",124705,"English","# Annual Return Identification Information\n## Part I\n## Part II Basic Plan Information\n## Part II Financial Information\n## Part III Financial Information (continued)\n## Part IV Plan Characteristics\n## Part V Compliance and Funding Questions","[{\"question\":\"What form is used to file the annual return for a one-participant retirement plan or a foreign plan?\",\"answer\":\"Form 5500-EZ is used for the annual return for a one-participant (owners/partners and their spouses) retirement plan or a foreign plan.\"},{\"question\":\"Which plan-year options can be selected for filing the Form 5500-EZ return for 2025?\",\"answer\":\"The return can be marked as the first return, an amended return, the final return, or a short plan year return (less than 12 months), and it can include selections for extensions and foreign plan status when applicable.\"},{\"question\":\"What financial and compliance items does Form 5500-EZ require?\",\"answer\":\"It requires reporting participant counts, plan assets and liabilities, contributions received or receivable, applicable plan characteristic feature codes, and compliance and funding questions such as whether the plan had participant loans and whether it is subject to minimum funding requirements.\"}]","Annual Return - Form 5500-EZ - Plan Year 2025 | PDF",1789805905]