Invesco solo 401k form 2025

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The Invesco Solo 401(k) Plan Establishment Kit provides comprehensive information for establishing and managing a Solo 401(k) retirement plan. It includes details on services provided by Invesco Investment Services, Inc. (IIS) and Invesco Distributors, Inc. (IDI), compensation structures, recordkeeping services, investment options, and compliance with federal regulations such as the Department of Labor's Rule 408b-2. The document outlines the responsibilities of plan sponsors and administrators, loan guidelines, distribution procedures, and necessary forms for contributions and rollovers. Additionally, it emphasizes the importance of legal compliance and fiduciary duties in managing the plan.

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Click ‘Get Form’ to open the Invesco Solo 401(k) form in the editor.
Begin by filling out your personal information, including your name, Social Security number, and date of birth. Ensure all details are accurate.
Complete the plan information section, including the plan name and tax identification number. This is crucial for proper identification.
Designate your beneficiaries in the appropriate section. Clearly indicate primary and contingent beneficiaries, ensuring their details are complete.
Review the loan guidelines if you intend to apply for a loan. Fill out the loan application section accurately, specifying amounts and repayment terms.
Once all sections are completed, review your entries for accuracy. Use our platform's features to save or print your completed form.

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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 paperwork is required for a Solo 401k?

A one-participant 401(k) plan is generally required to file an annual report on Form 5500-EZ if it has $250,000 or more in assets at the end of the year. A one-participant plan with fewer assets may be exempt from the annual filing requirement.

Is a Solo 401k protected by Erisa?

Not all retirement plans are subject to ERISA. Solo 401k plans are not typically classified as standard ERISA plans, because these plans are for business owners only. Solo 401k plans dont include non-owner employees, so there are certain titles of ERISA that dont apply to the Solo 401k.

How much does Invesco Solo 401k cost?

Annual account maintenance fee per participant: - $30 for account balances under $50,000. - $0 for account balances $50,000 or greater. 4 $75 loan set-up fee. Other account-related fees and fund expenses may apply.

Does a Solo 401k have a plan document?

Plan Document Requirement For an employer to establish a plan , the IRS requires that a Solo 401(k) have a written plan document. The most common documents used by employers to establish a plan are called prototype documents which consist of an Adoption Agreement and Basic Plan Document.

Do solo 401ks need a TPA?

A Solo 401k plan is surprisingly easy to administer. With the Solo 401k plan by Nabers Group, you do not need a third party administrator. In fact, you are allowed to act as your own administrator.

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Is a Solo 401k a safe harbor plan?

Solo 401k plans do not need a safe harbor provision- this is reserved for company-sponsored 401k plans. Regardless, we believe you should understand the rules. earn more than $160,000 in salary (for the 2025 tax year) and was in the companys top 20% in terms of pay.

How to file Form 5500 for Solo 401k?

Electronically Filing Form 5500-SF You cant electronically file Form 5500-EZ; instead, you file Form 5500-SF, Short Form Annual Return/Report of Small Employee Benefit Plan. To file, you must use the Department of Labors EFAST2 web-based filing system (or an EFAST2-approved vendor).