Jump to content

5500 and TE 403b plans


Guest Serena

Recommended Posts

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.

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...