Form 5500-EZ

Department of the Treasury 

Internal Revenue Service

Annual Return of A One-Participant (Owners/Partners and 

Their Spouses) Retirement Plan or A Foreign Plan

This form is required to be filed under section 6058(a) of the Internal Revenue Code. 

Certain foreign retirement plans are also required to file this form (see instructions).

Complete all entries in accordance with the instructions to the Form 5500-EZ. 

Go to www.irs.gov/Form5500EZ for instructions and the latest information.

OMB No. 1545-1610

2023

This Form is Open 

to Public Inspection.

Part I Annual Return Identification Information

For the calendar plan year 2023 or fiscal plan year beginning (MM/DD/YYYY) and ending

A This return is: (1) the first return filed for the plan

(2) an amended return

(3) the final return filed for the plan

(4) a short plan year return (less than 12 months)

B Check box if filing under Form 5558 automatic extension

special extension (enter description)

C If this return is for a foreign plan, check this box (see instructions) . . . . . . . . . . . . . . . . . . .

D If this return is for the IRS Late Filer Penalty Relief Program, check this box 

(Must be filed on a paper Form with the IRS. See instructions). . . . . . . . . . . . . . . . . . . . .

E If this is a retroactively adopted plan permitted by SECURE Act section 201, check here . . . . . . . . . . . .

Part II Basic Plan Information — enter all requested information.

1a Name of plan 1b Three-digit 

plan number (PN)

1c Date plan first became effective 

(MM/DD/YYYY)

2a Employer’s name

Trade name of business (if different from name of employer)

In care of name

Mailing address (room, apt., suite no. and street, or P.O. box)

City or town, state or province, country, and ZIP or foreign postal code (if foreign, see instructions)

2b Employer Identification Number (EIN) 

(Do not enter your Social Security Number)

2c Employer’s telephone number

2d Business code (see instructions)

3a Plan administrator’s name (if same as employer, enter “Same”)

In care of name

Mailing address (room, apt., suite no. and street, or P.O. box)

City or town, state or province, country, and ZIP or foreign postal code (if foreign, see instructions)

3b Administrator’s EIN

3c Administrator’s telephone number

4 If the employer’s name, the employer’s EIN, and/or the plan name has changed since the 

last return filed for this plan, enter the employer’s name and EIN, the plan name, and the 

plan number for the last return in the appropriate space provided

a Employer’s name 4b EIN

4c Plan name 4d PN

5a(1) Total number of participants at the beginning of the plan year . . . . . . . . . 5a(1)

a(2) Total number of active participants at the beginning of the plan year . . . . . . . 5a(2)

b(1)Total number of participants at the end of the plan year . . . . . . . . . . . 5b(1)

b(2)Total number of active participants at the end of the plan year . . . . . . . . . 5b(2)

c Number of participants who terminated employment during the plan year with accrued 

benefits that were less than 100% vested . . . . . . . . . . . . . . . . 5c

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 5500-EZ. Catalog Number 63263R Form 5500-EZ (2023)

Part III Financial Information

(1) Beginning of year (2) End of year

6a Total plan assets . . . . . . . . . . . . . . . . . . . 6a

b Total plan liabilities . . . . . . . . . . . . . . . . . . . 6b

c Net plan assets (subtract line 6b from 6a) . . . . . . . . . . . 6c
Form 5500-EZ (2023) Page 2

7 Contributions received or receivable from: Amount

a Employers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a

b Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b

c Others (including rollovers) . . . . . . . . . . . . . . . . . . . . . . . 7c

Part IV Plan Characteristics

8 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

9 During the plan year, did the plan have any participant loans? 

If “Yes,” enter amount as of year end . . . . . . . . . . . . . . . . 9

10 Is this a defined benefit plan that is subject to minimum funding requirements?

If “Yes,” complete Schedule SB (Form 5500) and line 10a below (see instructions) 10

a Enter the unpaid minimum required contributions for all years from Schedule SB (Form 5500), 

line 40 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10a

11 Is this a defined contribution plan subject to the minimum funding requirements 

of section 412 of the Code? . . . . . . . . . . . . . . . . . . . 11

If “Yes,” complete lines 11a or 11b, 11c, 11d, and 11e 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 

(see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . 11a

b Enter the minimum required contribution for this plan year . . . . . . . . . . . . . 11b

c Enter the amount contributed by the employer to the plan for this plan year . . . . . . . 11c

d Subtract the amount in line 11c from the amount in line 11b. Enter the result (enter a minus sign 

to the left of a negative amount) . . . . . . . . . . . . . . . . . . . . . 11d

Yes No N/A

e Will the minimum funding amount reported on line 11d be met by the funding 

deadline? . . . . . . . . . . . . . . . . . . . . . . . . . 11e

12 If the plan sponsor is an adopter of a pre-approved plan that received a favorable IRS

Opinion Letter, enter the date of the Opinion Letter / / (MM/DD/YYYY) and

the Opinion Letter serial number

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

Form 5500-EZ (2023)

Part III Financial Information (continued)