Solo 401(k) · $99 per filing

Solo practice. Late 401(k) deposit. One form to file.

Medical practices — solo physicians, group practices, and dental offices — frequently trigger Form 5330 late deposit penalties. 5330Prep handles the § 4975 excise tax calculation without an ERPA consultation.

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Why medical practices see this more than most

Solo physicians and small group practices often manage payroll and retirement plan deposits themselves, or through a small office manager. The DOL's deposit deadline is strict — and a single missed payroll cycle triggers a prohibited transaction. With a Solo 401(k), there is no TPA to catch it.

The practice owner finds out at year-end, during a CPA review, or in a DOL audit.

The numbers are usually small. The filing is still required.

For a solo physician depositing $2,000 in employee deferrals 30 days late, the excise tax might be $7. But the IRS still requires Form 5330. Not filing compounds the problem — 5% per month late filing penalty on top of the original tax. 5330Prep gets the form done in under 10 minutes.

What happens if you don't file?

Failure to file Form 5330 by the due date carries a 5% per month penalty (up to 25%) on any tax owed, plus interest. For late deposits that remain unresolved, the IRS can also impose a 100% excise tax if the transaction isn't corrected.

What you'll need

That's it. 5330Prep calculates lost earnings and generates the PDF.

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Calculate for free. Pay $99 only when you're ready to download the completed PDF.

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