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Defined Contribution Plan – Dates to Know – JULY 31, 2018

July 31st, 2018

Form 5500, Annual Return/Report of Employee Benefit Plan is due to IRS for plans with 12/31 plan year-end. (Due seven months after plan year end.)

Form 5558, Application for Extension of Time to File Certain Employee Plan Returns is due for plans with 12/31 plan year-end. (Used for extension of Forms 5500 or 5300.)

Form 8955-SSA, Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits is due (without extension).

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