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Retirement tax questions
Nothing has changed about the requirements to to file Form 5500-EZ. See the instructions for this form: https://www.irs.gov/pub/irs-pdf/i5500ez.pdf
If the assets in the plan at the end of the plan year were under $250,000 and the plan has not been terminated, filing Form 5500-EZ is not required.
‎February 21, 2025
8:32 AM