This article applies to:

File Form 5500-EZ

To enter information for 5500-EZ:

Go to Organizer
, and then 5500 Series
.

Add or edit your plan.

Next go to Basic Plan Information
and in the Return Type
section, select 5500-EZ
.

Select the plan type.

Now go to 5500-EZ
, 5500-EZ
, and then EZ Information
.

Enter the total number of participants at the beginning and end of the year.

Enter the total plan assets and liabilities at the beginning and end of the year.

Enter the contributions for the year.

Enter the information for the compliance and funding questions.