Benbob13 Posted December 15, 2017 Share Posted December 15, 2017 Hi This question pertains to a plan that has less than 250,000$ so there was no need to file 5500EZ annually, and just need to file 5500 EZ for the final year of the plan. If the plan was terminated near the end of 2017, but the assets were distributed in early 2018, I realize that you need to file 5500EZ for the short plan year of 2018. However, do you also need to file 5500EZ for the year 2017 just because the plan was terminated in 2017? What year is the final year of the plan in this case? 2017, the year the plan was terminated or 2018, the year assets were distributed? Thank you very much. Link to comment Share on other sites More sharing options...
Mike Preston Posted December 15, 2017 Share Posted December 15, 2017 Only one return is required: the final one. Link to comment Share on other sites More sharing options...
thepensionmaven Posted December 18, 2017 Share Posted December 18, 2017 Form 5500-EZ is due for the year in which there are $0 in the plan and marked as a "final return." Link to comment Share on other sites More sharing options...
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