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5500 and TE 403b plans

Guest Serena

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Guest Serena

For a tax exempt employer with an ERISA 403b plan, is there an automatic extended due date if the employer files the Form 990 with a 3 month extension and otherwise qualifies for the extension - ie plan year and tax year are the same. So if a calendar year plan, 990 is due May 15 but employer extends to August 15. Does August 15 become the automatic due date for the 5500 rather than July 31? I know the rules for a corporate employer, but not too sure on the tax exempt side.

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