Appearances

Sep
15
Thu
2022
Employer Contributions Due
Sep 15 all-day

Employer contributions are due by the tax filing date plus tax return extensions (All Plans)

Minimum Funding is Due
Sep 15 all-day

Funding for plans subject to minimum funding (e.g. money purchase plans) is due regardless of tax filing date

Sep
30
Fri
2022
Summary Annual Report to Participants
Sep 30 all-day

Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were not extended (All Non‐extended Plans)

Oct
15
Sat
2022
Employer Contributions Due
Oct 15 all-day

Employer contributions are due by the tax filing date plus tax return extensions (Only applicable to Schedule C (1040) filers)

File Extended Form 5500
Oct 15 all-day

Extended Form 5500 must be filed (All Plans)

Dec
1
Thu
2022
Safe Harbor Notice
Dec 1 all-day

Safe Harbor Notice (and Contingent Notice for 3% safe harbor contribution, if applicable)

Dec
15
Thu
2022
Summary Annual Report to Participants
Dec 15 all-day

Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were extended (All Extended Plans)

Dec
31
Sat
2022
New Plan Establishment
Dec 31 all-day

Plan establishment due date if a new plan is desired (Plan must be establish by fiscal year end)

Jan
31
Tue
2023
File Form 945
Jan 31 all-day

Form 945 must be filed (1/31 if taxes are due or 2/10 if taxes timely paid) (All Plans)

Form 1099-R to Participants
Jan 31 all-day

Form 1099-R must be sent to participants who received distributions during the prior calendar year (All Plans)

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