Highwater
Solo 401(k) 5500-EZ Tracker
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Plans
Year end
The file
Year-end assets across every one-participant plan, the $250,000 line, the final-year return, and the 5500-EZ filed on time
Plans
Each solo 401(k): where it is held, when it started, and when it ended.
Year end
Each year's assets, together, against the line - and the return filed.
The file
What is late and what it may cost, what is due - printable.
These Records
Where they are kept, and how to take them with you.
Plans
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started
ended
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the plan year matches the business's tax year and the tax return is extended (the 5500-EZ goes to October 15 with it)
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Year end
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The file
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These Records
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