5500Nerd Posted May 9 Share Posted May 9 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! Link to comment Share on other sites More sharing options...
Paul I Posted May 9 Share Posted May 9 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 Luke Bailey 1 Link to comment Share on other sites More sharing options...
5500Nerd Posted May 14 Author Share Posted May 14 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! Link to comment Share on other sites More sharing options...
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