Form 5500-EZ
Department of the Treasury Internal Revenue Service |
Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan This form is required to be filed under section 6058(a) of the Internal Revenue Code. Certain foreign retirement plans are also required to file this form (see instructions). ▶ Complete all entries in accordance with the instructions to the Form 5500-EZ. ▶ Go to www.irs.gov/Form5500EZ for instructions and the latest information. |
OMB No. 1545-1610 |
2020 |
||
This Form is Open to Public Inspection. |
This return is: (1) the first return filed for the plan;
an amended return;
the final return filed for the plan;
a short plan year return (less than 12 months).
If filing under an extension of time, check this box (see instructions) . . . . . . . . . . . . . . . . . . ▶
If this return is for a foreign plan, check this box (see instructions) . . . . . . . . . . . . . . . . . . ▶
If this return is for the IRS Late Filer Penalty Relief Program, check this box (see instructions) . . . . . . . ▶
Part II Basic Plan Information — enter all requested information.
1a Name of plan |
1b Three-digit plan number (PN) ▶ |
|
|||
1c Date plan first became effective (MM/DD/YYYY) |
|||||
2a |
Employer’s name |
2b Employer Identification Number (EIN) (Do not enter your Social Security Number) |
|||
Trade name of business (if different from name of employer) |
|||||
2c Employer’s telephone number |
|||||
In care of name |
|||||
2d Business code (see instructions) |
|||||
Mailing address (room, apt., suite no. and street, or P.O. box) |
|||||
|
|||||
City or town, state or province, country, and ZIP or foreign postal code (if foreign, see instructions) |
|||||
3a |
Plan administrator’s name (If same as employer, enter “Same”) |
3b Administrator’s EIN |
|||
In care of name |
3c Administrator’s telephone number |
||||
Mailing address (room, apt., suite no. and street, or P.O. box) |
|
||||
City or town, state or province, country, and ZIP or foreign postal code (if foreign, see instructions) |
|||||
4 If the employer’s name, the employer’s EIN, and/or the plan name has changed since the last return filed for this plan, enter the employer’s name and EIN, the plan name, and the plan number for the last return in the appropriate space provided. a Employer’s name |
|
||||
4b EIN |
|||||
4c Plan name |
4d PN |
||||
5a(1) Total number of participants at the beginning of the plan year . . . . . . . . . a(2) Total number of active participants at the beginning of the plan year . . . . . . . b(1) Total number of participants at the end of the plan year . . . . . . . . . . . b(2) Total number of active participants at the end of the plan year . . . . . . . . c Number of participants who terminated employment during the plan year with accrued benefits that were less than 100% vested . . . . . . . . . . . . . . . |
5a(1) |
|
|||
5a(2) |
|
||||
5b(1) |
|
||||
5b(2) |
|
||||
5c |
|
Part III Financial Information
|
|
|
(1) Beginning of year |
(2) End of year |
6a |
Total plan assets . . . . . . . . . . . . . . . . . . . |
6a |
|
|
b |
Total plan liabilities . . . . . . . . . . . . . . . . . . . . . . |
6b |
|
|
c |
Net plan assets (subtract line 6b from 6a) . . . . . . . . . . |
6c |
|
|
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 5500-EZ. Cat. No. 63263R Form 5500-EZ (2020)
Part
III
Financial Information (continued)
7 |
Contributions received or receivable from: |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Amount |
a |
Employers. . . . . . . . . . . |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
7a |
|
b |
Participants . . . . . . . . . . |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
7b |
|
c |
Others (including rollovers) . . . . . |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
. |
7c |
|
Part IV Plan Characteristics
8 Enter the applicable two-character feature codes from the List of Plan Characteristics Codes in the instructions.
Part V Compliance and Funding Questions |
|||||
|
Yes |
No |
Amount |
||
If “Yes,” enter amount as of year end . . . . . . . . . . . . . . . .
If “Yes,” complete Schedule SB (Form 5500) and line 10a below. (See instructions.) |
9 |
|
|
|
|
|
|
|
|
||
10 |
|||||
a Enter the unpaid minimum required contributions for all years from Schedule SB (Form 5500), line 40 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . |
10a |
|
|||
11 Is this a defined contribution plan subject to the minimum funding requirements of section 412 of the Code? . . . . . . . . . . . . . . . . . . . |
|
|
|
|
|
11 |
|
|
|
||
If “Yes,” complete lines 11a or 11b, 11c, 11d, and 11e below, as applicable.
to the left of a negative amount) . . . . . . . . . . . . . . . . . . |
|
|
|||
11a |
|||||
11b |
|
||||
11c |
|
||||
|
|
||||
11d |
|||||
|
Yes |
No |
N/A |
|
|
e Will the minimum funding amount reported on line 11d be met by the funding deadline? . . . . . . . . . . . . . . . . . . . . . . . . . |
11e |
|
|
|
Under penalties of perjury, I declare that I have examined this return including, if applicable, any related Schedule MB (Form 5500) or Schedule SB (Form 5500) signed by an enrolled actuary, and, to the best of my knowledge and belief, it is true, correct, and complete.
▲
SignHere
Signature of employer or plan administrator Date Type or print name of individual signing as employer or
plan
administrator
Form 5500-EZ (2020)
File Type | application/vnd.openxmlformats-officedocument.wordprocessingml.document |
File Title | Form 5500-EZ |
Subject | Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan |
Author | SE:W:CAR:MP |
File Modified | 0000-00-00 |
File Created | 2021-01-11 |