How to make solo 401k contributions | Self-Directed 401k Contributions

QUESTION 1: Is there a form required to make solo 401k contributions? Or do I just make a deposit?

ANSWER: Yes solo 401k contributions should be documented. Please use the solo 401k contribution form found under the forms tab of our website to document your solo 401k contributions.

This 401k contribution form is for your records as the trustee of the self-directed 401k.

QUESTION 2: Do Employee contribution and Employer solo 401k contributions have to be made as separate deposits?

ANSWER:  Both contribution types (employee and employer) can be made in one or multiple deposits; the key is not exceed the annual contribution limits which are listed on the following page.

About Mark Nolan

Each day I speak with energetic entrepreneurs looking to take the plunge into a new venture and small business owners eager to take control of their retirement savings. I am passionate about helping others find their financial independence. Having worked for over 20 years with some of the top retirement account custodian and insurance companies I have a deep and extensive knowledge of the complexities of self-directed 401ks and IRAs as well as retirement plan regulations. Learn more about Mark Nolan and My Solo 401k Financial >>


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