What is the deadline for filing the Annual Return/Report Form 5500?
The deadline for filing the Form 5500 is the last day of the seventh month following the end of the Plan Year. For example, a calendar year plan has until the July 31 following the end of the calendar year to file the Form 5500. A one-time 2-month extension may be requested. The request for the extension must be received at the IRS before the original due date of the Form 5500. Generally, plans that cover greater than 100 participants at the beginning of the Plan Year are considered a large plan filer, and must obtain an independent accountants opinion and attach audited financial statements to the Form 5500 filing. For this purpose, all eligible participants (even if they do not have a current account balance) and any terminated participants with account balances are counted.
Related Questions
- I heard that I will have to start filing the annual return/report (Form 5500 or Form 5500-SF) electronically. Can you tell me if thats true and when I would need to start?
- I heard that I have to file the annual return/report (Form 5500 or Form 5500-SF) electronically. Can you tell me if thats true?
- What is the deadline for filing the Annual Return/Report Form 5500?
