5500EZ XML Generation Form

Click for Example to Prefill from URL Excel to Pension Resource Integration

Who Must File Form 5500-EZ

Who Does Not Have To File Form 5500-EZ

XML Header

Filing ID

Timestamp

Form Year

Form Version

EIN (9-digit)

Plan Number

Plan Year Begin Date

Plan Year End Date

Filing Software ID

AmendedInd

5500-EZ Data

Part I: Annual Return Identification Information

Plan Year Begin Date (EZ)

Plan Year End Date (EZ)

A(1) Initial Filing Indicator

A(2) Amended Indicator

A(3) Final Filing Indicator

A(4) Short Plan Year Indicator

B Form5558 Application Filed Indicator

B Extended Automatic Indicator

B Extended Special Indicator

Extended Special Text

C EZ Foreign Plan Indicator

D EZ Penalty Relief Indicator

E Adopted Plan SECURE Act Indicator

Part II: Basic Plan Information — enter all requested information.

1a Name of Plan

SponsorPlanNum

1cPlanEffDate

Sponsor Information

2aSponsor Name

Sponsor D/B/A Name (if any)

Sponsor Address

Address Line 1

City

State

Zip Code

Sponsor EIN (9-digit)

Sponsor Phone Number

BusinessCode

Administrator Information

3aAdministrator Name

3bAdministrator EIN

3cAdministrator Phone Number

4If 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.

4aLastRptEmplrName

4bLastRptEmplrEIN

4cLastRptPlanName

4dLastRptPlanNum

Participant Counts

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

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

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

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

5c Number of participants who terminated employment during the plan year with accrued benefits that were less than 100% vested

Part III: Financial Information.

Assets and Liabilities

(1)Beginning of year

(2)End of year

6aTotal plan assets

bTotal plan liabilities

cNet plan assets (subtract line 6b from 6a)

7Contributions received or receivable from

aEmployers

bParticipants

cOthers (including rollovers)

Part IV: Plan Characteristics.

Pension Code Table (TypePensionBnftCode) 8Enter up to 20 Pension Benefit Codes

TypePensionBnftCode #1

Part V: Compliance and Funding Questions.

Additional Funding and Contribution Fields

9PartcpLoansInd (Yes/No)

PartcpLoansEoyAmt

10DbPlanFundingReqdInd (Yes/No)

UnpaidMinContribCurrYrTotAmt

11DcPlanFundingReqdInd (Yes/No)

11aRulingLetterGrantDate

11bSec412ReqContribAmt

11cEmplrContribPaidAmt

11dFundingDeficiencyAmt

11eFundingDeadlineInd (Yes/No/NA)

12If 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

OpinLtrDate

OpinSerialNum

Employer Signature

SignedDate (Timestamp)

ManualSignedDate

SignedName

ManualSignedName