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Posted

I am trying to figure out the 5500 deadlines for this calendar year-end plan..

Plan was terminated in October 2020 but still held funds through the end of the year. Would the 12/31/2020 Form 5500 be due 7/31/2021 (or 10/15/2021 if extended) like normal?

Final payout/transfer of funds in plan was April 2021. ($0 balance left in plan as of this date). When would this final Form 5500 be due?

 

Posted

2020 5500 due 7/31/2021 or 10/15/2021 if extended

Final 5500, assuming the assets are zeroed out in April 2021, 11/30/2021. you can also extend this for another 2 1/2 month as long as you file 5558 by 11/30/2021

Hope this helps.

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