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Important Upcoming Form 5500 Filing Deadlines

Posted by Jennifer V. Gateb | Oct 11, 2016 | 0 Comments

The Form 5500 (Annual Return/Report of Employee Benefit Plan) series, including all required schedules and attachments, is used to report information regarding employee benefit plans and Direct Filing Entities (DFEs). Plan administrators or sponsors are required to file Form 5500 for retirement plans subject to ERISA.

Prepare your financial reporting package early and stay abreast of filing due dates. The Form 5500 series must be filed no later than the last day of the seventh month following the end of the Plan Year. The following chart is an outline of Form 5500 deadlines:

If Your Plan Year Ends:

Your Form 5500 Filing Deadline Is:

January 31

August 31

February 28

September 30

March 31

October 31

April 30

November 30

May 31

December 31

June 30

January 31

July 31

February 28

August 31

March 31

September 30

April 30

October 31

May 31

November 30

June 30

December 31

July 31

Note: Deadlines that fall on a weekend or national holiday are extended to the next business day.

In some cases, the filing deadline may be extended. Contact Butterfield Schechter LLP for more information.

About the Author

Jennifer V. Gateb

Jennifer V. Gateb practices in the areas of general tax and estate planning, ERISA (Employee Retirement Income Security Act of 1974) and related benefit matters.

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Retirement Plans

We help establish a customized plan that meets regulatory requirements as a tax qualified plan. Following implementation, our attorneys can assist clients and their plan administrator with regular reviews and updates to help with regulatory compliance for the plan's operation, and continued effectiveness in meeting the client's specific goals.

ESOPs

We are dedicated to employee ownership. When you come to us for ESOP services, you receive influential legal counsel who stand beside you to help you stay informed, in compliance, and abreast of the latest developments-all to help you realize your plan goals as fully and effectively as possible.

QDROs

A QDRO is a specially designed court order that is required for the division of retirement benefits in a family law case. Many family law attorneys do not possess the expertise necessary to divide retirement benefits or stock options upon divorce. We have extensive experience in dividing qualified plans, government plans, IRAs and stock options between the employee spouse and non-employee spouse.

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