Draper55 Posted March 27, 2019 Share Posted March 27, 2019 Wife has a solo 401k that goes over 250k. In the same year the husband starts a solo 401k for his unrelated business. Husband and wife have a minor child, so they form a controlled group as I understand it. The EZ instructions say that all plans of the employer must file the form if the combined assets are over $250,000. My thought is that the husband must file as well. Wondering if others agree. Link to comment Share on other sites More sharing options...
justanotheradmin Posted March 27, 2019 Share Posted March 27, 2019 Agreed. I'm a stranger on the internet. Nothing I write is tax or legal advice. I'd like a witty saying here, but I don't have any. When in doubt, what does the plan document say? Link to comment Share on other sites More sharing options...
CuseFan Posted March 28, 2019 Share Posted March 28, 2019 seconded Kenneth M. Prell, CEBS, ERPA Vice President, BPAS Actuarial & Pension Services kprell@bpas.com Link to comment Share on other sites More sharing options...
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