Important Dates
Important Deadlines for Non-Calendar Year-End Plans
| PLAN-YEAR END DATE | FILLING DEADLINE DATE | EXTENSION DEADLINE DATE |
|---|---|---|
| January 31 | August 31 | November 15 |
| February 28 | September 30 | December 15 |
| March 31 | October 31 | January 15 |
| April 30 | November 30 | February 15 |
| May 31 | December 31 | March 15 |
| June 30 | January 31 | April 15 |
| July 31 | February 28 | May 15 |
| August 31 | March 31 | June 15 |
| September 30 | April 30 | July 15 |
| October 31 | May 31 | August 15 |
| November 30 | June 30 | September 15 |
| December 31 | July 31 | October 15 |
Important Dates
March 15
Deadline for deposit of employer’s contributions for S-Corps and Partnerships, if not extending tax filing (12/31 fiscal year), but not later than due date of Income Tax Return.
April 1
Deadline for Required Minimum Distributions (RMD’s) for Plan Participants that delayed their initial 2023 RMD
April 15
Deadline for deposit of employer’s contributions for C-Corps and Sole Proprietorships, if not extending tax filing (12/31 fiscal year), but not later than due date of Income Tax Return.
July 31
Deadline to file Form 5500, 8955-SSA, 5330 and 5558 Extension of Time. (08/01 or next working day if the 07/31 falling on Weekend or holiday).
Sept 30
Summary Annual Reports due to Plan Participants if 5500 Forms filing was not extended. If extending, then, deadline is 12/15
Oct 15
Deadline to file Form 5500 and 8955-SSA if extnesion was filed. (10/16 or next working day if the 10/15 falling on Weekend or holiday).
Dec 1
Deadline to provide Annual Safe Harbor Notice, Annual Qualified Default Investment Alternative (QDIA), Annual 401(k) Election Form and Auto-Enroll notices, if applicable.
Dec 31
Deadline to withdrawal of 2024 RMD’s