Summer 2023 Tax Deadline

You might be interested in an important compliance deadline coming up for defined contribution plans and a quick reminder about filing IRS Form 5500.

October 16th – Extended deadline to file IRS Form 5500 to the Department of Labor (DOL) for plans with a December 31st plan year-end.

IRS Form 5500 must be filed electronically with the DOL (with limited exceptions for certain retirement plans), while IRS Form 5558 is filed in paper form with the IRS. If this extension is filed before the regular due date, the extension is automatically applied; no IRS or DOL approval is required.

We will transmit your IRS Form 5500/8955-SSA filings on your behalf.

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