Form 5500-Ez - Annual Return Of One-Participant (Owners And Their Spouses) Retirement Plan - 2014 Page 2

Download a blank fillable Form 5500-Ez - Annual Return Of One-Participant (Owners And Their Spouses) Retirement Plan - 2014 in PDF format just by clicking the "DOWNLOAD PDF" button.

Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.

Complete Form 5500-Ez - Annual Return Of One-Participant (Owners And Their Spouses) Retirement Plan - 2014 with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.

Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.

ADVERTISEMENT

2
Form 5500-EZ (2014)
Page
Part III
(Continued)
Amount
8
Contributions received or receivable from:
a Employers.
8a
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b Participants .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8b
c Others (including rollovers) .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8c
Part IV
Plan Characteristics
9
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
10
During the plan year, did the plan have any participant loans?
If “Yes,” enter amount as of year end .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
10
11
Is this a defined benefit plan that is subject to minimum funding requirements?
11
If “Yes,” complete Schedule SB (Form 5500) and line 11a below. (See instructions.)
.
a Enter the unpaid minimum required contribution for current year from Schedule SB (Form 5500),
line 39 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
11a
12
Is this a defined contribution plan subject to the minimum funding requirements
of section 412 of the Code? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
12
If “Yes,” complete lines 12a or 12b, 12c, 12d, and 12e below, as applicable:
a If a waiver of the minimum funding standard for a prior year is being amortized in this plan
year, enter the month, day, and year (MM/DD/YYYY) of the letter ruling granting the waiver
12a
(see instructions)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b Enter the minimum required contribution for this plan year .
.
.
.
.
.
.
.
.
.
.
.
.
12b
c Enter the amount contributed by the employer to the plan for this plan year .
.
.
.
.
.
.
12c
d Subtract the amount in line 12c from the amount in line 12b. Enter the result (enter a minus sign
to the left of a negative amount)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
12d
Yes No
N/A
e Will the minimum funding amount reported on line 12d be met by the funding
deadline? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
12e
Caution. A penalty for the late or incomplete filing of this return will be assessed unless reasonable cause is established.
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.
Sign
Here
Signature of employer or plan administrator
Date
Type or print name of individual signing as employer or
plan administrator
Preparer's telephone number (optional)
Preparer's name (including firm name, if applicable) and address, including room or suite number (optional)
5500-EZ
Form
(2014)

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Financial
Go
Page of 2