Episode 2 – IRS Form 5500 Staff July 22, 2020 AdBits IRA Financial’s Adam Bergman discusses the IRS Form 5500, which must be submitted before July 31, for individuals with a Solo 401(k) plan balance of at least $250,000 as of December 31 of last year. AdBits · Episode 2 – IRS Form 5500 Tagged Solo 401(k) Post navigation Previous Previous post: Episode 1 – ROBS