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-- This is the total value of all of your investments, including but not limited to cash, syndications, investment properties, cryptocurrency, precious metals, promissory notes, etc. 

-- If you had a personal loan outstanding at this time, you will include that outstanding value in your total asset value. 

 

NOTE: If you filed a 5500-EZ for 2023, your 12/31/2023 value will align with your 01/01/2024 value. 

-- The most common liability for an eQRP plan is a non-recourse loan for a property.

--This is ONLY liabilities where your eQRP directly borrowed money and is the actual borrower. 

 

NOTE: Personal loans are not listed as a liability on the 5500-EZ. 

-- The most common liability for an eQRP plan is a non-recourse loan for a property. This is ONLY liabilities where your eQRP directly borrowed money and is the actual borrower. 

 

NOTE: Personal loans are not listed as a liability on the 5500-EZ. 

-- If under Age 50, the maximum was $22,500. After Age 50 the limit increased to $30,000.

-- Please only list the profit-sharing portion here, do not add the elective deferral amount to it. 

-- This can be zero if you did not rollover any cash or assets in 2024.

 

--If yes, what was the balance on the loan as of 12/31/2024? 

-- If no, please write in 0 in the box below.