How Do I File a Form 5500-EZ?
Form 5500-EZ is due the last day of the seventh month after the plan year ends, or typically July 31. The IRS provides extensions for those who file a request before July 31. This will avoid any late penalties issued for late filings.
Form 5500-EZ is available on the IRS website. As of January 2020, the IRS now allows you to file electronically through EFAST2. If you are not subject to the IRS e-filing requirements, you can file a paper Form 5500-EZ and send it by mail. You can send it directly to the IRS at the following address:
Department of the Treasury
Internal Revenue Service
Odgen, UT 84201-0020
Although we recommend keeping them for your own records, you do not need to include any kind of statement or additional documentation with your Form 5500-EZ. For complete Form 5500-EZ filing instructions, visit the IRS’ website.