If you sponsor a 401(k) plan, you should take note that the deadline for submitting
Form 5500 is July 31 following the close of the plan year (for calendar year plans).The Form 5500 is required by the Internal Revenue Service and Department of Labor annually. The 5500 provides statistical information about the plan and plan sponsors, reports financial information about the plan, and demonstrates compliance with 401(k) rules. A Form 5558 may be filed to extend this deadline to October 15.
As just one of the many services we offer to our plan sponsors, NADART takes care of completing the forms on behalf of our clients and submitting them electronically by the stated deadline. If you would like to learn more about our plans and the retirement plan services, we offer, please contact a NADART representative at (800) 462-3278, ext. 7161 or e-mail nadart401k@nada.org.