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What is the 2022 5500 filing deadline?

Due date: the last day of the seventh month after the plan year ends (July 31 for a calendar year plan). Request copies of filed Forms 5500-EZ using Form 4506PDF (includes instructions).

What is form 5500-SF?

The Form 5500-SF, Short Form Annual Return/Report of. ERISA Compliance Quick Checklist .. 25 Small Employee Benefit Plan, is a simplified annual Page 2 reporting form for use by certain small pension and welfare benefit plans.

What is the extended due date for filing form 5500?

Typically, the Form 5500 is due by July 31st for calendar year plans, with an extension deadline of Oct. 15th, but if the filing due date falls on a Saturday, Sunday or federal holiday, it may be filed on the next business day.

What is the filing deadline for form 5500-EZ?

Instructions and forms for the Form 5500-EZ are maintained by IRS. You must generally file the return on the last day of the seventh month after your plan year ends (July 31 for a calendar-year plan).

Do all 401k plans have to file a 5500?

ERISA and the Internal Revenue Code require many employers and plan administrators to submit reports to government agencies and furnish certain plan information to participants. Most 401(k) plan sponsors are required to file an annual Form 5500, Annual Return/Report of Employee Benefit Plan.

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