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2025 Inst 5500-EZ (PDF) · 2026-10-03 edition · updated 2026-10-04 · United States

CAUTION

Do not file an annual return for a plan that is a qualified foreign plan within the meaning of section 404A(e) that does not qualify for the treatment provided in section 402(d).

Note. If you are not eligible to file the Form 5500-EZ for a plan that is subject to the reporting requirements in section 104 of ERISA, you must electronically file Form 5500 or, if eligible, Form 5500-SF.

Specifc Instructions¶

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▸Contents — 2025 Inst 5500-EZ (PDF)

2025 Inst 5500-EZ (PDF)

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