Upcoming Deadline: Form 5500 Filing Due July 31

Form 5500 must be filed by the last day of the seventh month following the end of the plan year. For calendar year plans, the deadline is July 31, 2025. If your audit is not complete or you need additional time to file, you can request an extension by submitting Form 5558 to the IRS by July 31, 2025, which extends the filing deadline to October 15, 2025.

Remember, Forms 5500 and 5500-SF must be filed electronically through the Department of Labor’s EFAST2 filing system. Failure to file on time may result in significant penalties from both the DOL and the IRS.

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