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Form 5500-EZ Illinois Cook: What You Should Know

However, if the Plan Sponsor files a Form 5500-EZ, there is no requirement to notify your employer that your employee contributed for one account, and then provide your employer with information regarding all plans where you contributed for one account. In other words, if you used an E-verify or Do Not Ask-Ask system on one or more of your accounts, you are required to file the Form 5500-EZ even if you are no longer subject to the required employer notification system. Instructions for Form 5500 Series — U.S. Department of Labor (DOL) Form 5500-EZ and 5500-EZ2 — IRS If you have any further questions about the information presented in this post please email us at Cardona POC.

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