IMPORTANT DEADLINE: Employers with Employee Benefit Plans

ALL EMPLOYERS WITH EMPLOYEE BENEFIT PLANS:

BENEFIT PLAN DEADLINE (12/31 year end):

Form 5500 and related schedules, as applicable (A, C, D, E, H, I, R), with opinion of qualified public accountant, 5500-EZ or Form 5500-SF, if not extending 

Form 8955-SSA – Annual registration statement identifying separated participants with deferred vested benefits, if not extending 

Form 5558 – Request for extension of time to file Form 5500 annual report and Form 8955-SSA 

Form 5330 – Return of excise taxes related to Employee Benefit Plans – used to report and pay excise taxes on prohibited transactions and excess 401(k) Plan contributors that occurred in 2022. 

For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.