Form M1 and Form 5500 to Match?

[5500Nerd]

Hello, I wondered if anyone may know - Is the Plan year in the Form 5500 and the Form M1 to match? The instructions in the Form M1 do not provide instruction on this. On page two the instructions note to use the same identifying information but do not classify  if the Plan year is to be included in this case. Any insight would be valuable. Many thanks! 

[Paul I]

Short answer:  No.  The timing requirements for Form M-1 differ from the timing requirements for the 5500, and each form has its own online filing system.

See https://www.dol.gov/sites/dolgov/files/ebsa/employers-and-advisers/plan-administration-and-compliance/reporting-and-filing/forms/m1-filing-tips.pdf

 

 

[5500Nerd]

On 5/9/2024 at 10:36 AM, Paul I said:

Short answer:  No.  The timing requirements for Form M-1 differ from the timing requirements for the 5500, and each form has its own online filing system.

See https://www.dol.gov/sites/dolgov/files/ebsa/employers-and-advisers/plan-administration-and-compliance/reporting-and-filing/forms/m1-filing-tips.pdf

 

 

Thanks so much!