Important Due Dates

Form 5500

Form 5500 and applicable schedules must be post marked by the last day of the 7th month following the end of the plan year. An extension of 2.5 months may be filed, if necessary.

Deferral Deposits

Deferral Deposits should be deposited as soon as they are separated from payroll and typically no later than seven business days from that payroll date. To expedite this process, electronic transfers should be utilized on the day payroll is processed.

Profit Sharing Contributions

Profit Sharing Contributions must be made by the business tax return due date, including extension, in order for your contribution to be deductible for the applicable tax year in question.

Defined Benefit Contributions

Defined Benefit contributions are due 8.5 months after Plan Year End.