We are just past the “official” start of summer, which means it is time for sponsors of retirement plans and many health and welfare plans to think about preparing and submitting Form 5500. In this ...
The SECURE Act directed that the Form 5500 be modified to allow certain groups of defined contribution plans (“DCGs”) to file a single consolidated annual report/return. The Final Rule modifies the ...
Historically, Form 5500 has served primarily as an information return used by plan administrators and employers to satisfy their reporting obligations under the Employee Retirement Income Security Act ...
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How To Fill Out Form 5500-EZ For Your Solo 401k
The IRS requires Solo 401k plan owners with more than $250,000 in their plan to file a Form 5500-EZ every year. The form satisfies annual reporting and filing obligations set by the IRS. It's another ...
Commentary: Draft versions of forms and publications issued by the Internal Revenue Service often reveal agency intentions with respect to purpose or function. Two Form 5500 draft documents released ...
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