Final form 5500 instructions self

If you have a solo 401k, also known as a self-employed 401k or an individual 401k, and the plan's assets as of December 31 last year exceeded $250k, you are required to file a Form 5500-EZ with the IRS before July 31 each year.. If you dread another tax form, relax. Form 5500-EZ is very easy to do. My plan is with Fideli Form 5500-SF Small plans that meet certain conditions. (See IRS Instructions for Form 5500-SF.) May also be used for one-participant plans in place of Form 5500-EZ. Must be filed electronically with the EFAST2 processing system. Form 5500 All plans that don't meet the conditions for filing Form 5500-EZ or This form is required to be filed for employee benefit plans under sections 104 and 4065 of the Employee Retirement Income Security Act of 1974 (ERISA) and sections 6047(e), 6057(b), and 6058(a) of the Internal Revenue Code (the Code). Complete all entries in accordance with the instructions to the Form 5500. OMB Nos. 1210-0110 1210-0089 2011 The instructions for the 5500EZ (P3) state that the final 5500 form is filed for the year in which all assets are distributed from the plan. It seems to me that if the final distribution of assets from the plan does not take place until 2010 than 2010 is the year for whch the final 5500 EZ is filed. Form 5500 Deadlines and Extensions posted on Schedule A includes premium and agent commission details for insured plans and does not apply to self-funded plans such as the Health Care FSA or EBC HRA. According to the Form 5500 Instructions, the ERISA plan administrator must keep a copy Plans eligible to file Form 5500-EZ are automatically granted an extension for filing Form 5500-EZ until the extended due date of the employer's federal income tax return, provided certain conditions are met. Please refer to the IRS Instructions for Form 5500-EZ (PDF) for details. According to the Form 5500 Instructions, the ERISA plan administrator must keep a copy of the Form 5500—including schedules and attachments—