№ lp_1_2_03996
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Form 5500-EZ is a U.S. tax form that must be filed by employers to report information regarding a one-participant retirement plan or certain foreign plans for the calendar year 2024.
Year:
2024
Note:
Region / city
Topic:
Retirement Plan Filing
Document Type:
Form
Organization / Institution:
U.S. Department of the Treasury, Internal Revenue Service
Target Audience:
Plan administrators, employers, and individuals involved in one-participant retirement plans
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Year:
2020
Region / city:
United States
Theme:
Retirement Plans
Document Type:
Tax Form
Issuing Agency:
Department of the Treasury, Internal Revenue Service
Author:
Internal Revenue Service
Target Audience:
Employers, Plan Administrators, Tax Professionals
Period of validity:
2020
Approval date:
N/A
Date of changes:
N/A
Year:
2024
Country:
United States
Issuing authority:
Internal Revenue Service
Department:
Department of the Treasury
Form number:
5500-EZ
Related legislation:
Internal Revenue Code; Employee Retirement Income Security Act of 1974 (ERISA)
Applicable code sections:
IRC §6058(a); ERISA §104(a); IRC §1372(b); IRC §404A(e); IRC §402(d)
Plan types covered:
One-participant retirement plans; Foreign pension plans
Filing methods:
Paper filing with the IRS; Electronic filing through the EFAST2 system
Filing location (paper):
Ogden, Utah
Asset threshold for exemption:
$250,000 (end of 2024 plan year)
Contact information:
IRS Help Desk 877-829-5500; EFAST2 Help Desk 1-866-463-3278
Intended filers:
Owners, partners, and their spouses maintaining eligible retirement plans
Plan year:
2024
Year:
2020
Region / city:
United States
Theme:
Retirement Plans
Document Type:
Tax Form
Issuing Agency:
Department of the Treasury, Internal Revenue Service
Author:
Internal Revenue Service
Target Audience:
Employers, Plan Administrators, Tax Professionals
Period of validity:
2020
Approval date:
N/A
Date of changes:
N/A
Year:
2024
Country:
United States
Issuing authority:
Internal Revenue Service
Department:
Department of the Treasury
Form number:
5500-EZ
Related legislation:
Internal Revenue Code; Employee Retirement Income Security Act of 1974 (ERISA)
Applicable code sections:
IRC §6058(a); ERISA §104(a); IRC §1372(b); IRC §404A(e); IRC §402(d)
Plan types covered:
One-participant retirement plans; Foreign pension plans
Filing methods:
Paper filing with the IRS; Electronic filing through the EFAST2 system
Filing location (paper):
Ogden, Utah
Asset threshold for exemption:
$250,000 (end of 2024 plan year)
Contact information:
IRS Help Desk 877-829-5500; EFAST2 Help Desk 1-866-463-3278
Intended filers:
Owners, partners, and their spouses maintaining eligible retirement plans
Plan year:
2024
Year:
2020
Region / city:
United States
Theme:
Retirement Plans
Document Type:
Tax Form
Issuing Agency:
Department of the Treasury, Internal Revenue Service
Author:
Internal Revenue Service
Target Audience:
Employers, Plan Administrators, Tax Professionals
Period of validity:
2020
Approval date:
N/A
Date of changes:
N/A
Form Number:
I-765V
OMB Number:
1615-0137
Edition Date:
07/21/2022
Expiration Date:
07/31/2025
Reason for Revision:
Final Fee Rule
Project Phase:
OPS Review
Document Type:
Instruction
Target Audience:
Abused nonimmigrant spouses seeking employment authorization
Relevant U.S. Agencies:
USCIS, CBP
Fee Information:
No filing fee for initial or renewal application; replacement fee $410 if card lost, stolen, or damaged
Applicable Period:
Upon submission of the form according to USCIS regulations
Instructions Scope:
Filing, supporting evidence, replacement of card errors, Form I-94 details, passport and travel document information
Year:
2016
Region / City:
United States
Subject:
Immigration and Nationality
Document Type:
Policy Memorandum
Agency / Institution:
United States Citizenship and Immigration Services (USCIS)
Author:
United States Department of Homeland Security
Target Audience:
U.S. military personnel, veterans, their families, and USCIS staff
Period of Effect:
Ongoing
Approval Date:
November 23, 2016
Date of Changes:
None
Year:
2023
Region / City:
Wisconsin
Topic:
Power of Attorney for Health Care
Document Type:
Informational Article
Organization:
State Bar of Wisconsin
Author:
Jon Fischer, Ben Adams
Target Audience:
Wisconsin residents
Action Period:
Not specified
Approval Date:
Not specified
Date of Changes:
Not specified
Year:
2024
Country:
United States
Issuing authority:
Internal Revenue Service
Department:
Department of the Treasury
Form number:
5500-EZ
Related legislation:
Internal Revenue Code; Employee Retirement Income Security Act of 1974 (ERISA)
Applicable code sections:
IRC §6058(a); ERISA §104(a); IRC §1372(b); IRC §404A(e); IRC §402(d)
Plan types covered:
One-participant retirement plans; Foreign pension plans
Filing methods:
Paper filing with the IRS; Electronic filing through the EFAST2 system
Filing location (paper):
Ogden, Utah
Asset threshold for exemption:
$250,000 (end of 2024 plan year)
Contact information:
IRS Help Desk 877-829-5500; EFAST2 Help Desk 1-866-463-3278
Intended filers:
Owners, partners, and their spouses maintaining eligible retirement plans
Plan year:
2024
Year:
2017
Region / City:
United States
Topic:
Retirement Deductions Refund
Document Type:
Form
Organization / Institution:
U.S. Office of Personnel Management (OPM)
Author:
U.S. Office of Personnel Management (OPM)
Target Audience:
Current and former federal employees, spouses
Period of validity:
Not specified
Approval Date:
April 13, 2017
Date of Changes:
Not specified
Year:
2026
Jurisdiction:
West Virginia, United States
Subject:
Employment law, labor preference
Document type:
Legislative bill
Legislative body:
West Virginia Legislature
Sponsors:
Delegates Hornbuckle, Fluharty, Hamilton, Garcia, Lewis
Target group:
Veterans, military spouses, unemployed coal miners
Date introduced:
February 16, 2026
Committee referral:
Committee on Energy and Public Works, then Government Organization
Legal reference:
§16b-17-9a, Code of West Virginia, 1931, as amended
Year:
2026
Region:
United Kingdom
Topic:
Taxation and property transfers
Document type:
Guidance article
Authority / Institution:
HM Revenue & Customs (HMRC)
Target audience:
Married couples with joint assets
Relevant legislation:
Income Tax Act, Stamp Duty Land Tax regulations
Key forms:
Form 17
Considerations:
Capital Gains Tax exemption, private residence relief, mortgage implications
Period covered:
Up to 1 April 2025 for SDLT thresholds
Year:
2025
Location:
United Kingdom
Subject:
Home modification and caregiving circumstances
Document type:
Personal letter
Author:
Kerry Hulbert
Recipient:
Local council / housing authority (implied)
Related individuals:
Leonard Thomas (father), deceased spouse
Health conditions:
Alzheimer’s, Vascular Dementia, Parkinsonism, diabetes, partial sight loss
Housing modifications:
Conservatory extension, removal of old awning and side panels
Purpose:
To describe living situation and home adjustments after spouse’s death
Organization:
Kadena Officers’ Spouses’ Club (KOSC)
Document Type:
Constitution
Date:
January 2019
Location:
Kadena Air Base, Okinawa, Japan
Associated Institution:
United States Air Force community at Kadena AB
Regulatory References:
AFI 34-223 Private Organization Program; AFI 36-2706 Equal Opportunity Program Military and Civilian
Purpose:
Promotion of social, recreational, charitable, and educational activities through non-profit operations
Governing Structure:
Executive Board and Board of Governors
Officer Positions:
President, Honorary President, Honorary Vice President, First Vice President, Second Vice President, Recording Secretary, Corresponding Secretary, Charitable Fund Treasurer, General Fund Treasurer, Gift Corner Liaison
Officer Term Length:
One year beginning 1 June following April elections
Membership Categories:
Active members; Honorary members
Membership Eligibility:
Spouses or family members of commissioned or warrant officers, spouses of retired or deceased officers, eligible civilian employee spouses, and military officers
Membership Requirements:
Payment of annual dues for active membership
Financial Sources:
Membership dues, fundraising activities, and proceeds from Kadena Gift Corner
Financial Allocation:
General fund operations, scholarship fund, and charitable welfare fund supporting American and Japanese communities
Operational Oversight:
18th Wing Commander or designated authority; coordination with 18 FSS Private Organization Monitor
Non-Discrimination Policy:
Membership and hiring without discrimination based on age, race, religion, color, national origin, disability, ethnic group, gender, creed, or marital status
Year:
[Insert Year]
Jurisdiction:
[Insert State/Territory/Country]
Type of Document:
Legal Agreement
Subject:
Marital Property and Financial Rights
Parties Involved:
[Insert Name of First Future Spouse], [Insert Name of Second Future Spouse]
Purpose:
Define property ownership and financial responsibilities before marriage
Effective Date:
Upon solemnization of marriage
Property Exhibits:
Exhibit A (First Future Spouse), Exhibit B (Second Future Spouse)
Tax Considerations:
Federal and state income, gift, and estate tax rights
Legal Representation:
Attorney involvement for enforcement and additional instruments
Reimbursements and Waivers:
Property contributions and pension rights
Residence:
[Insert Address]