We bring you the latest updates from Self Directed Retirement Plans through a simple and fast subscription.
We can deliver your news in your inbox, on your phone or you can read them here on this website on your personal news page.
Unsubscribe at any time without hassle.
Self Directed Retirement Plans's title: Self Directed Retirement Plans | Take Checkbook Control of Your IRA
Is this your feed? Claim it!
Quick Answer
Solo 401(k) plans must file Form 5500-EZ once total plan assets pass $250,000 at the close of the plan year. The deadline falls on the last day of the seventh month after your plan year ends — July 31st for calendar-year plans. A final filing is also required when you shut down the plan, regardless of the balance.
What Is Form 5500-EZ?...