Screen EZInfo - One-Participant Plan General and Financial Information (5500-EZ)

General and Financial Information

Use the 5500 Screen to enter general information for Form 5500-EZ and use the Admin Screen to enter the administrator information, if applicable.

Compliance and Funding

Amount of participant loans at year-end
Enter enter
0
(zero) in this field if there were participant loans at any time during the plan year, but no outstanding loans at year’s end.

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