This article has been updated for 2024. If you have a Solo 401(k), you may encounter an interesting situation. First, as a part of maintaining a 401(k) Plan, you may need to file Form 5500-EZ. However, you will likely find that your financial provider does not offer this filing as a service. It’s not that […]

Form 5500-EZ

Form 5500-EZ: [Updated] Instructions with Screenshots for Solo 401(k) Plans