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 Form 5500 2017

2017-2025 Form

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Video instructions and help with filling out and completing Form 5500

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Instructions and help about Form 5500

how to complete irs form 5500 easy for your solo 401k plan hey everyone adam bergman here tax attorney and founder of iri financial welcome to another episode of ad bits on today's episode i want to discuss how you can complete irs form 5500 easy for your solo 401k plan so i'm going to go in depth on this i'm going to actually um show my screen and show the forum so if you're listening to this podcast you can easily just watch it on youtube and kind of watch me go through and complete the form line by line or you can just listen to me whatever works for you but before we get into the details of the forum just want to briefly discuss the rules for filing form 5500 ez first rule is you only have to file it if you're solo 401k not your ira not your sep ira not your simple ira if your solo 401k has assets with a fair market value in excess more than two hundred and fifty thousand dollars as of 12 31 2021. so if your plan assets are only 150 or 210 yo

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