Tag Archives: Form 5500-ez

Solo 401k 5500-EZ: Do I include After tax Solo 401k funds transferred to my Roth IRA in calculating the $250k limit?

Solo 401k 5500-EZ: Do I include After tax Solo 401k funds transferred to my Roth IRA in calculating the $250k Form 5500-EZ filing requirement?

Do I combine all Self-directed 401k accounts to see if the $250K 5500 EZ filing requirement applies?

Do I combine all Self-directed 401k accounts to see if the $250K 5500 EZ filing requirement applies?

Is a separate Form 5500 EZ filed for each Solo 401k participant?

Self-Directed Solo 401k FAQ – Is a separate Form 5500 EZ filed for each Solo 401k participant?

Solo 401k Plans Retroactively Adopted After the End of the Plan Year have No 2020 Form 5500-EZ Filing Requirement

The SECURE ACT of 2019 allows a solo 401k plan to be adopted after the close of the self-employed business taxable year (by the due date, including extensions, for filing its tax return for the taxable year) and elect to treat the plan as having been opened as of the last day of the taxable […]

IRS Releases 2019 Data Book Contains Indirect Solo 401k Data

The Internal Revenue Service Data Book describes activities conducted by the Internal Revenue Service during Fiscal Year 2019 (October 1, 2018, through September 30, 2019). It provides information on returns filed and taxes collected, enforcement, taxpayer assistance, the IRS budget and workforce, and other selected activities. Here are some of the highlights of the data […]

  •  

  • Popular Video

  • ROBS 401k Funding Process

  • Solo 401k Contributions Including Mega

  • Checkbook IRA LLC

  • About MySolo401k

    We help our clients take control of their retirement money. Our products and services provide our clients the freedom to invest their retirement savings in their own business as well as alternative investments such as real estate, private companies, promissory notes, precious metals, tax liens and equities.
    Learn more

    Connect with us

  • We’re here to help.

    Call: 800-489-7571

    Monday-Friday

    8:00 am - 4:00 pm PT

    Why us?
MENU