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Plan Year End Deadlines

Plan Year EndEarly Return DiscountDocument Return Date5500 Filing DeadlineExtended 5500 Filing Deadline
JanuaryApril 1July 1August 31November 15
FebruaryMay 1August 1September 30December 15
MarchJune 1Sepetmber 1October 31January 15
AprilJuly 1October 1November 30February 15
MayAugust 1November 1December 31March 15
JuneSeptember 1December 1January 31April 15
JulyOctober 1January 1February 28May 15
AugustNovember 1February 1March 31June 15
SeptemberDecember 1March 1April 30July 15
OctoberJanuary 1April 1May 31August 15
NovemberFebruary 1May 1June 30September 15
DecemberMarch 1June 1July 31October 15
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