Defined Contribution Deadline
JULY 31:
►Form 5330, (reports excise taxes related to employee benefit plans).
►Form 5500 is due to the DOL (seven months after year-end without an extension).
►Form 5558 (Application for Extension of Time to File Certain Employee Plan Returns) is used to apply for an extension to file forms 5500 and/or 5330.
►Deadline for annual benefit statements for individual account plans not offering
participant-directed investments.
►Form 8955-SSA (identifies Separated Participants with Deferred Vested Benefits) or 5558.