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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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