Solo 401(k) 5500-EZ Filings
Solo 401(k) 5500-EZ Filings Due July 31st
If you are operating a Solo 401(k) and the total value of your plan exceeded $250,000 at any point during the tax year (January 1 – December 31), then your plan must file form 5500-EZ.
The deadline for the filings is July 31st, or the first business day of August if the 31st falls on a weekend.
The 5500-EZ is a simplified, informational filing for owner-only 401(k) plans. Links to the form and instructions follow.
If you terminate your Solo 401(K) plan, a final 5500-EZ filing is required, regardless of plan value. The filing must occur within 7 months of plan termination.
If you need specific assistance with preparing or filing form 5500-EZ, please consult with your licensed tax professional.