jsmith1985

Based on my understanding, when I made an extension payment through EFTPS online system, I automatically got a 6 month extension to file my taxes. (Since I'm expecting a refund anyhow, it does not really matter). And my understanding is that since I have an extension to file my taxes until today Oct 15, I can file my Form 5500 today without any problems. Thoughts?

I think that is the essence of the question. If I as a Sole Proprietor set up the plans with 3 custodians, with different plan numbers, then would they be considered different plans? If so, then would each plan have to have over 250K in assets to file 5500 or combined across all plans have to be over 250K?

I had opened 3 Self-Employed 401K plans - Fidelity, T.Rowe price and E-Trade. I never put any money in E-Trade and they closed account after a couple of years due to inactivity. Do I need to file 5500 for this account now? I put some money in T. Rowe and after a couple of years, I transferred all funds to Fidelity 401k account. Do I need to file 5500 for this account as well? At each stage, the total assets were less than 250K combined. Thanks,

Which form to file for a self-employed solo 401k plan with one participant (assets over the limit) - Form 5500-SF online OR Paper Form 5500-EZ to avoid public inspection? Previously it was thought that Form 5500-EZ avoided public inspection. But instructions for Form 5500-EZ states that this form is open for public inspection. Would prefer that contact information does not get public. What are my options? Have looked at several posts but have yet to see a definitive answer. Thanks for your help.

For a solo or self employed 401k plan with only 1 participant (sole proprietor), what are the Plan Characteristic Codes that need to be entered in the form? Seems out of - 2E, 2J, 3B, 3D, 3E Any thoughts? Thanks,