Form 5500 filing deadline & extension

The deadline to file is the last day of the 7th calendar month after the plan year ends (for example, July 31 for a calendar year plan).

Extension for Filing Form 5500

Companies may use Form 5558 to apply for an extension of time to file the Form 5500 series. A Form 5558 extension is automatically approved to the date requested if it is filed on or before the Form 5500 due date, and if the requested date is no later than the 15th day of the third month after the due date. 

For more information about Form 5500, visit this Department of Labor page.

When do companies need to file a Form 5558 extension by?

A Form 5558 extension is automatically approved to the date requested if it is filed on or before the Form 5500 due date, and if the requested date is no later than the 15th day of the third month after the due date.

Was this answer helpful?  

Still need our help? Our support team is waiting to help you. Contact us