Dec
15
Fri
2023
Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were extended (All Extended Plans)
Dec
31
Sun
2023
Plan establishment due date if a new plan is desired (Plan must be establish by fiscal year end)
Jan
31
Wed
2024
Form 945 must be filed (1/31 if taxes are due or 2/10 if taxes timely paid) (All Plans)
Form 1099-R must be sent to participants who received distributions during the prior calendar year (All Plans)
Feb
28
Wed
2024
If filing a paper copy of Form 1099-R, it must be filed by the last day of February
Mar
15
Fri
2024
Corrective distributions for failed ADP/ACP tests (401(k) Plans)
Mar
31
Sun
2024
If filing an electronic version of Form 1099-R, it must be filed by the last day of March
Apr
15
Mon
2024
Corrective distributions to participants who deferred more than the maximum 401(k) limit (401(k) Plans)
Sep
15
Sun
2024
Employer contributions are due by the tax filing date plus tax return extensions (All Plans)
Funding for plans subject to minimum funding (e.g. money purchase plans) is due regardless of tax filing date
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.