Form 5500‑EZ – Fillable PDF for Single‑Participant Retirement Plans

Form 5500‑EZ is the streamlined annual reporting form used by the Internal Revenue Service (IRS) for small retirement plans that have only one participant or are foreign plans. It replaces the longer Form 5500 series and includes basic plan information, number of participants, contributions, benefits, and other required details.

What Is Form 5500‑EZ?

This form is required for:

• One‑participant pension plans (e.g., solo 401(k) or SIMPLE IRA)
• Foreign retirement plans that meet the IRS definition of a small plan
• Plans that do not need to file Schedule MB or Schedule SB

Filing Form 5500‑EZ on time helps you avoid penalties and keeps your retirement plan in good standing.

How to Fill Out the Form Online with Formize

Instead of downloading the PDF and editing it manually, you can complete the form directly on our site:

1. Click the "Fill out this form" button below.
2. The Formize PDF Filler app loads the official fillable PDF.
3. Enter the required information in each field – the form validates data as you type.
4. When you’re done, add your electronic signature, then save or download the completed PDF.

All changes are saved automatically, so you never lose your work.

Common Mistakes & Tips for a Smooth Filing

• Incorrect plan year: Verify the plan year on the first page; a mismatch triggers an IRS notice.
• Missing participant count: Even a single‑participant plan must list the exact number of participants.
• Wrong contribution totals: Double‑check employer and employee contributions – they must equal the amounts reported on Schedule A.
• Signature errors: Use the built‑in electronic signature tool; hand‑written signatures on a printed PDF are not accepted for e‑filings.

Download the Official IRS PDF

If you prefer the original IRS version, you can download it directly from the link below. The file is the same one used by Formize, ensuring full compatibility with the online filler.

Download Form 5500‑EZ (PDF)