Dougsbpc Posted September 26 Share Posted September 26 A small non-pbgc defined benefit plan with 12/31 year end terminates 11/30/2023. All assets are distributed by 5/31/2024. 1. Since this plan has a 12/31 plan year end, is the 2023 5500 filing date 7/31/2024 as usual? Or is it 6/30/2024 (7 months after the termination date)? 2. Or do you file 2023 by 7/31/2024 and then for the 2024 year by 12/31/2024 (7 months after all assets were distributed)? 3. Or are there some other filing due dates? Thank you! Link to comment Share on other sites More sharing options...
Bill Presson Posted September 26 Share Posted September 26 12/31/23 filing deadline is the same as always. Hope you extended. Final 5500 deadline is 7 months after the end of the month in which all assets were distributed (plus extensions). William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070 Link to comment Share on other sites More sharing options...
ugueth Posted September 30 Share Posted September 30 On 9/26/2024 at 2:51 PM, Dougsbpc said: you file 2023 by 7/31/2024 and then for the 2024 year by 12/31/2024 (7 months after all assets were distributed) Above is correct Lou S. 1 Link to comment Share on other sites More sharing options...
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