|
If
you plan year ends in
|
Form
5500 is due
|
*with
extension
|
|
January
|
August
31
|
November
15
|
|
February
|
September
30
|
December
15
|
|
March
|
October
31
|
January
15
|
|
April
|
November
30
|
February
15
|
|
May
|
December
31
|
March
15
|
|
June
|
January
31
|
April
15
|
|
July
|
February
28
|
May
15
|
|
August
|
March
31
|
June
15
|
|
September
|
April
30
|
July
15
|
|
October
|
May
31
|
August
15
|
|
November
|
June
30
|
September
15
|
|
December
|
July
31
|
October
15
|
*
The extension request must be mailed in by the original deadline
Some
Other Recurring Deadlines (regardless of plan year end)
| January
31 |
Distribution
of 1099-R forms to all participants paid out from the plan
in the prior calendar year |
| January
31 |
Form
945 - only required if any taxes were withheld for participants
paid from the plan in the prior calendar year |
| March
15 |
Corrective
distribution for failed ADP/ACP test from the prior year
(without incurring a 10% excise tax) |
| April
15 |
Corrective
distribution for exceeding 401(k) deferral limit from the
prior year |
1016 Mill Creek Drive, Feasterville, PA 19053
- 215-953-1520 - fax -215-953-8650
