Menu Close

You Must Submit Your Form Before July 29th if You Want Service

IRA Financial will file the 5500-ez for your Solo 401(k)

Fill out and submit the form below. Upon submission, you will be re-directed to a payment page. You will also receive a confirmation email that we have received your information.

    Full Name*
    Phone*
    Email*
    Number of plan participants (January 1)*
    Number of plan participants (December 31)*
    Did you file an IRS Form 5500-ez last year?*

    If yes, enter the value from last year’s end of year on lines:

    6a(2)
    6b(2)
    6c(2)
    Enter the end of year value of all plan assets and cash.*
    Did you have any plan liabilities last year? (Includes distributions, plan operating payables, and other liabilities.)*

    If yes, provide dollar amount:

    Did you make employer contributions to the plan?*

    If yes, provide dollar amount:

    Did you make employee contributions to the plan?*

    If yes, provide dollar amount:

    Did you rollover funds from another IRA or 401(k) provider last year?*

    If yes, provide dollar amount:

    Did you have any participant loans last year?*

    If yes, provide balance as of December 31:

    Upon submission, you will be re-directed to a payment page. You will also receive a confirmation email that we have received your information.

    For assistance, please contact Jennifer Dann at  [email protected].