What is the Deadline for Filing a Form 5500?

With it being the middle of July, many groups are in the middle of finishing up their Form 5500 filing.  If you are new to the 5500 world, you may be wondering about the deadline for filing a Form 5500.

Generally speaking, the deadline is the last day of the 7th month following the end of the plan year.  So if the plan year ends on December 31st, like many do, then the 5500 is due by July 31.  However, a group can receive an extension to this deadline.

There are several other questions that come from the subject of a Form 5500, such as who is required to complete the form?  Who do I call with questions?

Answers to these and other 5500 FAQs can be found on the document linked below.

Form 5500 Annual Return Report of Employee Benefit Plan

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