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QUESTION: What is the deadline for filing Form 5500-EZ if the amount of my Solo 401k plan assets exceeds $250k?
RESPONSE:
Great question as we handle the 5500-EZ for our solo 401k clients (as part of our service for no additional charge) when they need to file a Form 5500-EZ.
A form 5500-EZ must be filed when the plan assets exceed $250,000 as of the end of the plan year.
For example, if the plan assets exceeded $250,000 as of 12/31/2022, Form 5500-EZ is due by July 31, 2023.
For answers to common Form 5500-EZ questions, please see Common Solo 401k Form 5500-EZ FAQs
