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Question- FORM 5500 Help needed


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It seems that several folks responded differently about completion of the Form 5500 (EZ). Is an individual required to complete &file 2 separate 5500's one each for solo401K and DB plan when assets exceed 250K together?


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All one-participant plans of the employer are considered together to determine if the $250,000 limit is reached.

Free advice is worth what you paid for it. Do not rely on the information provided in this post for any purpose, including (but not limited to): tax planning, compliance with ERISA or the IRC, investing or other forms of fortune-telling, bird identification, relationship advice, or spiritual guidance.

Corey B. Zeller, MSEA, CPC, QPA, QKA
Preferred Pension Planning Corp.

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