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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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