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5500 Irs Form

5500 Irs Form

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Instructions and help about 2018 form 5500 ez instructions

hi my name is Mina I'm with sense financial services and today I want to talk about filing Form 5500 easy the 5500ez is an informational form that's filed on an annual basis with the IRS it may or may not be required for your solo 401k in this presentation I want to talk about do I need to file the form second when do I need to file form 5500ez how do I file 5500 easy as well as some common mistakes and filing so let's get started first question we want to consider is do I need to file form 5500ez for my solo 401k form 5500ez is required if you fall into one of two categories category number one if the value of your plan hits 250 000 and above by the end of the plan year now keep in mind the plan value includes all assets of the plan for all participants within the plan the 5500ez is filed one form for all participants in the plan so you want to make sure that the plan value that you calculate includes all assets of all participants in the plan assets include ca

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