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Personal Finance (Not Investing) • Solo 401k Form 5500 EZ

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Good day everyone.
My wife has a single member LLC (just her) and a solo 401k with far less than $250k in it; under $50k.
I have a solo 401k that I setup last year when I was doing some Fiverr gig work, but never funded it at all, i.e., $0 balance.

With both accounts being well below $250k, is there anything else, aside from closing the account(s), which would require either of us to file the 5500 EZ form?

Thank you

Statistics: Posted by physics911 — Thu Jun 27, 2024 8:06 am — Replies 0 — Views 35



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