Form 5500 deadline

[KevinMc]

Since July 31st is on a Sunday this year is the deadline Monday August 1?

Thanks,

[Mike Preston]

Yes.

[My 2 cents]

Filing deadlines are generally first business day coincident with or next following.

Payment deadlines (at least for defined benefit plan contributions) are generally not extended (so payment, if due on a Saturday, must be made by the Friday before the deadline). Tax payments, on the other hand, would generally be extended.

[david rigby]

The questioner should bookmark this webpage: https://www.dol.gov/ebsa/5500main.html

[chc93]

Back when paper filing, the postmark was the indicator of timely filing. Since you couldn't get a postmark on Saturday or Sunday or holidays, the instructions allowed a postmark on the next business day. But now with mandatory electronic filing, a postmark is not required, so it seems that the deadline whether Saturday, Sunday, or holidays shouldn't have to be moved. Well... the instructions haven't changed, so August 1 it is.

[My 2 cents]

Back when paper filing, the postmark was the indicator of timely filing. Since you couldn't get a postmark on Saturday or Sunday or holidays, the instructions allowed a postmark on the next business day. But now with mandatory electronic filing, a postmark is not required, so it seems that the deadline whether Saturday, Sunday, or holidays shouldn't have to be moved. Well... the instructions haven't changed, so August 1 it is.

But people who don't work on Saturdays, Sundays or holidays won't be at work to submit the filing on the normal due date, so it is completely understandable, even with electronic filing, for the due date to be pushed off to the next business day!