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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.