表5500-EZ是一个简单的形式,你可以使用,如果你有一参与退休计划,你满足下谁可以提交表格5500-EZ列出的五个条件。如果你不符合五个条件,见表格5500,员工的回报/报告福利计划,为报告的要求。
退休计划既可以界定供款计划(其中包括利润分享计划,货币购买养老金计划,股票红利计划和员工持股计划(ESOP的))或固定收益养老金计划。
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- IRS Form 5500-EZ
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