When is the Form 5500 filing due?

The Form 5500 is due on the last day of the 7th month after the end of the plan year. For calendar year plans, this is July 31st. For plans requiring a standard Form 5500 and audit, Guideline typically files an automatic extension until October 15th to ensure ample time for completing a plan audit. Generally, an audit is not required for plans with fewer than 100 eligible employees which is discussed in more detail here.

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