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Breakdown65

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  1. Breakdown65
    Looks like I don't have to file 5500ez at this time. Thank you so much for your input!
  2. Breakdown65
    Company B took over the plan as sponsor from company A. They are still at the brokerage and I did not roll the assets over to IRA.
  3. Breakdown65
    The brokerage works closely with Ascensus and they have both updated the name that the funds are held under. The thing that confuses me is that the FEIN has changed. Essentially they are two completely different business. One now closed. They have me as the benefiary.
  4. Breakdown65
    No I did not distribute the assets. They are still at the brokerage house.
  5. Breakdown65
    Hi, In 2017 I created a solo401k for my c corp where I am the sole owner/operator. I then maxed out my solo 4o1k. I closed the corp at the end of 2017 and created a new corp, which is now a s -corp. Ascensus sent me a form that effectively rolled my plan over. It is the same plan with a new corp name and a new FEIN. I hired Ascensus to create the boilerplate solo401k plan and they do very little administrative work. They felt that I did not have to send the IRS a 5500ez stating that the 401k was terminated. But now I am starting to get nervous that they are wrong. I believe I have until July to figure this out. Can anyone help me out here?
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