Form 5500-EZ deadline and $250,000 threshold calculator
Enter year-end Solo 401(k) facts to check the ordinary filing trigger, final-return trigger, deadline, and filing method before preparing a Form 5500-EZ packet.
Inputs
Use year-end plan records and any other one-participant plans maintained by the same employer. This public tool is for simple owner-only Solo 401(k) facts.
Free Form 5500-EZ check
A Form 5500-EZ filing is usually triggered because combined one-participant plan assets are over $250,000 at year end. Confirm the official IRS instructions before filing. Solo 5500 Desk prepares a review packet only; it does not submit, sign, or transmit the return.
Direct answer for this fact pattern
A Form 5500-EZ filing is usually triggered because combined one-participant plan assets are over $250,000 at year end.
This plan's end-of-year assets
$310,000
Combined one-participant assets
$310,000
Final plan year
No
Filing method check
Paper or EFAST2 allowed
Estimated deadline
July 31, 2026
Packet price
$49