Ask A CPA - Small Business Services

Where Do I File Form 5500 ?

Plan sponsors must generally file the return on the last day of the seventh month after their plan year ends (if that due date falls on a Saturday, Sunday or Federal holiday, then it may be filed on the next business day). Forms 5500 and 5500-SF must be filed electronically through the DOL’s Employee Retirement Income Security Act Filing Acceptance System (EFAST2). Use Form 5558 to request a 2 and a half month extension.

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