ForumsROBS 401K Business FinancingSubmitting Form 5500 Early

Forums ROBS 401K Business Financing Submitting Form 5500 Early

  • Submitting Form 5500 Early

    1 Reply
  • Nancy G

    Top SubjectROBS 401K Business Financing
    Top ForumsROBS 401K Business Financing

    Nancy G

    Nancy G

    Top SubjectROBS 401K Business Financing

    July 1, 2022 at 6:53 am

    Hi, is my understanding correct in that, since our 401(k) was established 7/27/22, our 5500 filling due date is 1/31/23? Another Q, how soon could we go through the valuation and submit that form (what is the earliest date to submit the form)?

    Nancy G
  • George Blower

    Top SubjectSolo 401k,Solo 401k Contributions
    Top ForumsSolo 401k, Solo 401k Contributions

    George Blower

    George Blower

    Top SubjectSolo 401k,Solo 401k Contributions

    July 1, 2022 at 2:38 pm

    1) Yes – for plans that end in June, the 5500 is due in the first part of 2023.

    2) While it is certainly possible to obtain the valuation now, please email us so we can go over your specific account situation.

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