Annual filing

5500-EZ Preparedness

Form 5500-EZ is required for one-participant Solo 401(k) plans with assets over $250,000. The interview below walks you through your data and saves automatically to your browser.

5500-EZ Interview

Step 1 of 6: Identification

1Identification
2Plan & Employer
3Administrator
4Participants
5Financials
6Compliance & Sign

Plan year beginning

MM/DD/YYYY

Plan year ending

MM/DD/YYYY

A — This return is

(1) The first return filed for the plan(2) An amended return(3) The final return filed for the plan(4) A short plan year (less than 12 months)

B — Filing under

Form 5558Automatic extension

Special extension (description)

C — This return is for a foreign planD — Filing under the IRS Late Filer Penalty Relief ProgramE — Retroactively adopted plan permitted by SECURE Act §201