For all calendar-year employee benefit plans, be sure to file by the following deadlines:

September 23, 2016

  • July 31 (calendar-year plans)
    • Form 5500 Annual Return/Report of Employee Benefit Plan
    • Form 5500-SF Short Form Annual Return/Report of Small Employee Benefit Plan
    • Form 5500-EZ Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan
    • Form 5558 Extension Application for Extension of Time to File Certain Employee Plan Returns
  • October 15 (calendar-year plans)
    • Forms\ 5500 series (if Form 5558 filed)

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