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Fidelity solo 401k contribution form

Fidelity self employed 401k 2025

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The document is a contribution remittance form for the Fidelity Self-Employed 401(k) Plan, designed for employers to submit contribution deposits. It includes instructions for filling out the form, mailing addresses for regular and overnight delivery, and guidelines on how to allocate contributions between employee and employer profit-sharing accounts. The form emphasizes the importance of adhering to contribution limits and deadlines, as well as the responsibility of the employer to ensure correct allocation.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out the Employer Information section. Enter your Company Name, Tax ID Number, Plan Administrator, and Daytime Phone with Extension.
Next, move to the Contribution Information section. Input the Employee Name and Fidelity Account Number. Specify the amounts for Employee 401(k) Contribution and Employer Profit Sharing for both Current Year and Prior Year contributions.
In the Authorization section, ensure you read the terms carefully. Print your name, sign, and date the form to authorize Fidelity to process your contributions as indicated.
Review all entries for accuracy before saving your completed form. If needed, make a copy for your records.

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Versions	Form popularity	Fillable & printable
2017	4.8 Satisfied (75 Votes)
2013	4 Satisfied (26 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the 4% rule on Fidelity?

Our guideline is to limit withdrawals to 4% to 5% of your initial retirement savings,4 then keep increasing this withdrawal based on inflation. Read Viewpoints on Fidelity.com: How can I make my savings last?

Does Fidelity have a self-employed 401k?

Looking to reduce your taxable income and grow your savings tax-advantaged? A self-employed 401(k) from Fidelity can help. Cut your income taxes: Deduct your full plan contributions from your taxable income each year. Tax-free growth potential: Your investments have the potential for tax-free growth until withdrawal.

What is the 401k limit for self-employed in 2025?

Solo 401(k) contribution limits for 2025 In 2025, aggregate contributions can docHub up to $70,000 if youre under 50. You can contribute an additional $7,500 in catch-up contributions if youre age 50-59 or age 64 or older.

Can I do a 401k if Im self-employed?

If youre self-employed and have no employees of your own (other than your spouse, if youre married), then you can open an individual 401(k), also known as a solo 401(k). This allows you to make contributions as both a business owner and as an employee.