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
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