Jolly G

@ESOP Guy @CuseFan @EMoney Any help with this? Does this mean the final 5500-EZ would only need to be filed by July 31st, 2022 if there was a full in-service distribution in early 2021, account closed, but no technical termination via updating plan documents?

Does this mean the final 5500-EZ would only need to be filed by July 31st, 2022 if there was a full in-service distribution in early 2021, account closed, but no technical termination via updating plan documents?

Does anyone know when you must file the 5500-EZ given the below circumstance? "My account was closed and all assets were dispersed earlier this year from my Solo 401k plan." Would the 5500-EZ need to be filed within 7 months from the month of full distribution and account closure or can this person file the 5500-EZ by July 31, 2022 if they are on a calendar year schedule? Does any of this depend on when the 1099-R is received? All help is appreciated! -Jolly