Oct
15
Sun
2023
Extended Form 5500 must be filed (All Plans)
Filing deadline for PBGC Annual Comprehensive Premium Filing (Midsize DB Plans & Variable Rate Large DB Plans)
Third quarter contribution installment for current year, if applicable (DB Plans)
Oct
30
Mon
2023
PBGC comprehensive premium filing for the prior year (Small DB Plans)
Dec
15
Fri
2023
Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were extended (All Extended Plans not covered by the PBGC)
Dec
31
Sun
2023
Any discretionary plan amendments must be adopted by 12/31 in order to be effective during the year (All Plans)
Plan establishment due date if a new plan is desired (Plan must be established by fiscal year end)
Jan
15
Mon
2024
Fourth quarter contribution installment for prior year, if applicable (DB Plans)
Jan
31
Wed
2024
Form 1099-R must be filed (1/31 if taxes are due or 2/10 if taxes timely paid) (All Plans)
Feb
10
Sat
2024
Form 945 must be filed (1/31 if taxes are due or 2/10 if taxes timely paid) (All Plans)
Contact Us
Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.
