IRS Form 5500-EZ, Annual Return of a One-Participant (Owners/Partners and Their Spouses) Retirement Plan or a Foreign Plan, is a document used by one-participant plans (retirement plans that cover only you and your spouse/partner and do not provide benefits to anyone except you and your spouse/partner) and by foreign plans (pension plans maintained outside the United States) that have to file an annual return and do not file it electronically on a related Form 5500-SF.
The latest version of the form was issued by the Internal Revenue Service (IRS) in 2019 with all previous editions obsolete. A fillable Form 5500-EZ is available for download below.
If you are required to file at least 250 forms, you must use Form 5500-SF, Short Form Annual Return/Report of Small Employee Benefit Plan, instead, since electronic filing for the IRS Form 5500-EZ is not available.
You are not required to file the form with attachments or schedules; however, you must retain completed Schedule MB (Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information) for your records and completed and signed Schedule SB (Single-Employer Defined Benefit Plan Actuarial Information), if either of them is applicable because you have to perform an annual valuation and keep the funding records that are associated with plan funding.
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