USA Form 5500 EZ


Joined
Jan 10, 2015
Messages
18
Reaction score
2
Country
United States
I recently shutdown by solo 401(K) plan through E*Trade. I now need to file form 5500 EZ. I believe I have the form done correctly but I have a question about question number 8. This is question number 8:

8 Enter the applicable two-character feature codes from the List of Plan Characteristics Codes in the instructions.

One of the codes I could enter is: 1A. The description of this code is:
1A - Benefits are primarily pay related

I do not understand what this code means. When would somebody select this code?

I am now thinking that form 1A is for defined benefit plans and therefore would not be selected for a 401(K) plan.
 
Last edited:
Ad

Advertisements


Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top