Dougsbpc Posted September 26, 2024 Posted September 26, 2024 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!
Bill Presson Posted September 26, 2024 Posted September 26, 2024 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
ugueth Posted September 30, 2024 Posted September 30, 2024 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
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