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.
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