File Form 5500-EZ

To enter information for 5500-EZ:
  1. Go to
    Organizer
    , and then
    5500 Series
    .
  2. Add or edit your plan.
  3. Next go to
    Basic Plan Information
    and in the
    Return Type
    section, select
    5500-EZ
    .
  4. Select the plan type.
  5. Now go to
    5500-EZ
    ,
    5500-EZ
    , and then
    EZ Information
    .
  6. Enter the total number of participants at the beginning and end of the year.
  7. Enter the total plan assets and liabilities at the beginning and end of the year.
  8. Enter the contributions for the year.
  9. Enter the information for the compliance and funding questions.
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