Sep
15
Fri
2023
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
Sep
30
Sat
2023
Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were not extended (All Non‐extended Plans)
Oct
15
Sun
2023
Employer contributions are due by the tax filing date plus tax return extensions (Only applicable to Schedule C (1040) filers)
Extended Form 5500 must be filed (All Plans)
Dec
1
Fri
2023
Safe Harbor Notice (and Contingent Notice for 3% safe harbor contribution, if applicable)
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)
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.