Solo 5500 guides
Short, source-linked answers written for humans and LLM extraction.
Do I need to file Form 5500-EZ for my Solo 401(k)?
The direct filing test for one-participant plans: asset threshold, final year, deadline, and filing method.
Form 5500-EZ vs Form 5500-SF for a Solo 401(k)
How a one-participant plan should think about the two short Form 5500-series lanes before preparing a packet.
How electronic Form 5500-EZ filing works
When a Solo 401(k) sponsor may need EFAST2, why Login.gov credentials matter, and what packet-only software does not do.
Final Solo 401(k) plan year: when Form 5500-EZ still matters
Why a terminating one-participant plan can still have a Form 5500-EZ filing even below the normal asset threshold.
Form 5558 extension for Form 5500-EZ
When a Solo 401(k) sponsor should think about the official extension path instead of rushing an incomplete return.
Solo 401(k) owner-only eligibility for Form 5500-EZ
The common-law employee question that decides whether a simple one-participant packet is still the right lane.
Which Solo 401(k) assets go on Form 5500-EZ?
How to organize beginning and ending plan assets before preparing an annual one-participant return.
Participant loans and Form 5500-EZ reporting
What to collect when a Solo 401(k) had a participant loan during the plan year.
Form 5500-EZ penalties and why the deadline matters
A practical explanation of the penalty risk for missing a required Form 5500-EZ filing.
What to keep in a Solo 401(k) annual passport
The source-of-truth file that makes next year's Form 5500-EZ packet faster to review.