Plan Year End Deadlines
| Plan Year End | Early Return Discount | Document Return Date | 5500 Filing Deadline | Extended 5500 Filing Deadline |
|---|---|---|---|---|
| January | April 1 | July 1 | August 31 | November 15 |
| February | May 1 | August 1 | September 30 | December 15 |
| March | June 1 | Sepetmber 1 | October 31 | January 15 |
| April | July 1 | October 1 | November 30 | February 15 |
| May | August 1 | November 1 | December 31 | March 15 |
| June | September 1 | December 1 | January 31 | April 15 |
| July | October 1 | January 1 | February 28 | May 15 |
| August | November 1 | February 1 | March 31 | June 15 |
| September | December 1 | March 1 | April 30 | July 15 |
| October | January 1 | April 1 | May 31 | August 15 |
| November | February 1 | May 1 | June 30 | September 15 |
| December | March 1 | June 1 | July 31 | October 15 |
