Enter the plan year end to calculate the normal Form 5500 filing deadline. For most plans, the return/report is due on the last day of the seventh calendar month after the plan year ends.
This tool also shows the maximum Form 5558 extension date for ordinary plan, GIA and DCG filings.
This calculator handles ordinary calendar rules and standard federal/legal holidays. It does not account for disaster relief, special agency relief, or case-specific filing rules. Always verify the current filing-year instructions.
For plans, group insurance arrangements (GIAs), and defined contribution group reporting arrangements (DCGs), Form 5500 is generally due by the last day of the seventh calendar month after the end of the plan or reporting year. A calendar-year plan normally has a July 31 deadline.
Direct Filing Entities other than GIAs and DCGs generally use a different 9½-month deadline, so the calculator includes a separate DFE option.
LawFirmSoftware.com ERISA 5500 Software is a $399 Windows desktop product for Form 5500 preparation and the EFAST2 workflow.