Form 5500 Is Due by July 31 for Calendar Year Plans
Form 5500 Due Date 2023. Thus, filing of the 2023 forms generally will not begin until july 2024. For calendar year plans, the deadline is normally july 31 of the following year.
Form 5500 Is Due by July 31 for Calendar Year Plans
October 16 to open a simplified employee (usually due september 30, which falls on a saturday in 2023. Must file electronically through efast2. In this primer article we highlight who must file, the deadlines to file, and the extensions of time available to those filings. Thus, filing of the 2023 forms generally will not begin until july 2024. Web file form 5500 to report information on the qualification of the plan, its financial condition, investments and the operations of the plan. Deadlines and extensions applicable to the form 5500 series return. For calendar year plans, the deadline is normally july 31 of the following year. On december 8, 2022 dol, irs, and pbgc released informational copies of the 2022 form 5500 series and announced upcoming changes to the efast2 website authentication process. The last day of the seventh month after the plan year ends (july 31 for a calendar year plan).
Must file electronically through efast2. Notes there is no limit for the grace period on a rejected 5500 return, but you should resubmit the return as soon as possible. Thus, filing of the 2023 forms generally will not begin until july 2024. Deadlines and extensions applicable to the form 5500 series return. (usually due september 30, which falls on a saturday in 2023. Must file electronically through efast2. October 16 to open a simplified employee In this primer article we highlight who must file, the deadlines to file, and the extensions of time available to those filings. The form 5500 must be filed by the last day of the seventh month following the end of the plan year, unless an extension applies. The last day of the seventh month after the plan year ends (july 31 for a calendar year plan). Web file form 5500 to report information on the qualification of the plan, its financial condition, investments and the operations of the plan.
