Thank you for correcting me. You are correct on both criteria.@toddthebod Yes, I did a rollover.
@realclemsongrad and @rady2retire My understanding is that 5500-EZ is required each year the December 31 asset value is greater than $250K AND the last year of the plan (regardless of balance). IANAL.
Statistics: Posted by realclemsongrad — Tue Sep 03, 2024 8:52 pm — Replies 12 — Views 682