Jul
15
Sat
2023
Second quarter contribution installment for current year, if applicable (DB Plans)
Jul
31
Mon
2023
Initial filing deadline for Form 5500 (or extend using Form 5558)
Sep
15
Fri
2023
Contribution due for minimum funding
Employer contributions are due by the tax filing date plus extensions but no later than 9/15 (All DB Plans)
Sep
30
Sat
2023
Adjusted Funding Target Attainment Percentage (AFTAP) must be certified (DB Plans)
Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were not extended (All Non‐extended Plans not covered by the PBGC)
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)
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.
