5500-EZ Filing for Husband and Wife Solo 401k - Spidell

5500-EZ Filing for Husband and Wife Solo 401k

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Message Board 5500-EZ Filing for Husband and Wife Solo 401k

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    • #265816
      Anonymous
      Member

      Here are some minor questions to ask since the instructions don’t seem to have good guidance for filling out 5500-EZ

      Part II, Line 1a
      Name of Plan 1(a): Do I put in this field
      “Self-employed 401(k) Plan for Husband”
      “Self-employed 401(k) Plan for Wife”

      Part II, Line 5a-b
      I’m assuming number of participants are 1 since husband and wife are considered 1 participant?

      Part IV
      Plan Characteristics: 2E, 3D 2J
      – Just want to verify for Solo 401k (boilerplate plan)

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