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Who is exempt from filing 5500-ez Form: What You Should Know
What happens if you exceed the limits on the Form 5500-EZ annually? — IRS Exempt Plans for Fidelity Individual 401(k) Plans Exempt Plans for Fidelity Individual 401(k) Plans — Fidelity Investments What is a Fidelity Individual 401(k) Plan? — Fidelity Investments How do I select the correct type of plan? — Fidelity.com/Investing How do I learn about my 401(k)? — Fidelity.com/401 Plans For more information on Fidelity 401(k) plans, please see Fidelity 401(k) Guide What are the benefits to a Fidelity 401(k) Plan? — Benefits Compliance A Fidelity plan is not subject to the employer matching contribution requirement under either the Fidelity 401(k) Guide or the Internal Revenue Code. However, a Fidelity 401(k) Plan is subject to the employee contribution requirement that applies to an employee-sponsored employee retirement arrangement (ERA). For more information on these topics, see Fidelity Guide to Employee Benefits Plans — Fidelity Investments How do I open a Fidelity 401(k) Plan? — Fidelity.com/Employee Plans What is an ERA? — Employee Retirement Income Security Act of 1974 How much should I contribute to a Fidelity 401(k) Plan? — Benefits Compliance Fidelity 401(k) Plan Rules The Internal Revenue Service has set forth certain rules that must be followed in order for the contributions of the employee to be considered employees. All contributions from the employee amount are deemed to be employees contributions unless specifically set aside for the benefits of management or the employee plan. The employer will pay 5% of the following: Contributions made by the employee to the employer's plan will be treated as employer contributions. Contributions made by the employee to the individual retirement accounts (IRAs) will be disregarded for purposes of determining that the individual is an employee. Contributions that the employer or employee made directly to the plan will be treated as the employer's contribution and not as contributions by the employee. Employee contributions are generally deductible.
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