Compass Retirement Consulting Group, Inc. |
Carpenter Morse Group |
Prime Pensions, Inc. |
Nicholas Pension Consultants |
Central Pension Fund of the IUOE |
Retirement Plan Legal Specialist Pentegra |
Nova 401(k) Associates |
Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc. |
Trucker Huss, A Professional Corporation |
Central Pension Fund of the IUOE |
Retirement Plan Relationship Manager ERISA Services, Inc. |
United 401(k) Plans, Inc. |
Retirement, LLC |
Bates & Company |
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
| |
<< Previous news item | Next news item >>
Shutting Down a Solo 401(k) -- 5500-EZ Question BenefitsLink Message Boards ![]() Nov. 16, 2021 "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 I file the 5500-EZ by July 31, 2022 if I'm on a calendar year schedule? Does any of this depend on when the 1099-R is received?" |
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the link above). |
An important word about authorship: BenefitsLink® is providing a hypertext link to the item shown above, but is not the author of the item (unless otherwise specified). |