Initial filing deadline for Form 5500 (or extend using Form 5558) (All Plans)
Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were not extended (All Non‐extended Plans)
Safe Harbor Notice (and Contingent Notice for 3% safe harbor contribution, if applicable)
Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were extended (All Extended Plans)
Plan establishment due date if a new plan is desired (Plan must be establish by fiscal year end)
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. Pinnacle has a local presence in Tucson and Phoenix, Arizona (AZ), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.