The Form 5500-EZ is a condensed, 2-page version of the Form 5500-SF, which is 3-pages long and used for plans of fewer than 100 participants.
Compared to the Form 5500-SF, the Form 5500-EZ has:
- A summarized Financial Information section
- A reduced Compliance and Funding section
- A reduced Pension Funding Compliance section
- No section for plan termination or transfer of assets