When does a Solo 401(k) need to file a 5500-EZ?
If the total of the Solo 401(k) plan assets, (and the assets of all other plans maintained by you or your business,) exceed $250,000 at the end of the plan year, you are required to file Form 5500-EZ. The end of the plan year is typically December 31st.
What is the filing date for the 5500-EZ?
The 5500-EZ is due on the last day of the seventh month after the end of the plan year. If the end of your plan year is 12/31/2016, then your 5500-EZ must be filed by 07/31/17.
How do I file a 5500-EZ?
2. The next step is to fill out the form. We have created a PDF which guides you through the form which you can find here
3. Once you have finished filling out the form, mail it to the IRS.