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Norwalk California online Form 5500-EZ: What You Should Know
Form 5500-EZ is commonly used by individual plans. A plan is said to belong to the “owner-participant” system if one plan owns and sponsors the entire plan and pays the expense account, and the other plan receives contributions and expenses for part only of the plan (e.g., a part or all of the plan). Forms 5500 are also often used by foreign plans where the participants are not resident in the United States. There are other forms used in this series. Form 5500-EZ — Annual Return Form 5500-EZ, Annual Return, includes all required information that is usually on Form 941(D) — Non-Employee Compensation — Tax Treaty Reporting, the Form W-2 and Form 1099. There are a number of requirements that will vary across a number of plans. It is recommended that you obtain the annual return and the associated Form PR from each plan before you file Form 5500-EZ. Required Information for an Individual Plan To be sure an annual tax return and its associated Forms are filed by the deadline, check if the filing method matches that of your plan. If the filing method matches that of your plan, you may skip this section, but if you have a joint, married, estate, or trust plan with more than one participant, check the boxes accordingly on the return. For each of the filing methods listed below, you should complete and attach the following information in the Particular Box for each item of your plan: The first line should be a blank space for the calendar year. The second line should be the name and address of the plan sponsor for each participant in the plan. For a single-employer plan, the name of the employer or designee should be in the same location as the name of the plan sponsor. For a multi-employer plan (i.e. a plan with more than one employer), name the name of each employer in the plan. This information is also included on the Form SS-4, Required Information for a Multiemployer Plan you will receive from the IRS at the start of the plan year. The other required information for each participant in the plan should be in the Particular Box in the same location as the name and address of the plan sponsor in Part I of the form for the calendar year. Note that Form 1099-R, Required Report of Contributions.
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