Draper55 Posted March 27, 2019 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.
justanotheradmin Posted March 27, 2019 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?
CuseFan Posted March 28, 2019 Posted March 28, 2019 seconded Kenneth M. Prell, CEBS, ERPA Vice President, BPAS Actuarial & Pension Services kprell@bpas.com
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