The Form 5500 deadline has been extended to January 31, 2018 for Forms 5500, Forms 5500-SF and Forms 5500-EZ that would have been due between October 8, 2017 and January 31, 2018. This automatically extends the deadline for Summary Annual Reports and small defined benefit plan Annual Funding Notices.
In order to qualify for relief, the employer must be an affected individual.
Nova 401(k) Associates is currently available to work with employers and auditors to minimize delays beyond the original Form 5500 deadline. While some of our clients will need a lengthy extension due to the wildfires, some of our clients will only require a short extension. For those clients and auditors who are ready to work on the Form 5500, we are ready to assist you now so that you do not have to worry about this during the holiday season or busy month of January 2018!