Important Dates: Year End 12/31
Applicable due dates for fiscal year ends can be provided upon request.
Applicable due dates for fiscal year ends can be provided upon request.
Provide year-end employee census data to Barclay Planning Group.
Deadline for Actual Deferral Percentage (ADP) and/or Actual Contribution Percentage (ACP) refund.
Corporate deadline, without extension, for the Deposit of Corporate Profit Sharing.
Deadline for first time Required Minimum Distribution.
Deadline to return 402(g) excess deferrals to participants from the prior plan year.
Deposit prior year Partnership/ Unincorporated Employer contributions to the plan to be eligible to take a tax deduction for the prior year (Applicable for tax returns not put on extension).
Filing deadline for IRS Form 5500 (Applicable for Plans not put on extension).
Deposit prior year Corporate Employer contributions to the plan to be eligible to take a tax deduction for prior year (Applicable with led Extension).
Deadline for distributing Summary Annual Report if IRS form 5500 was not extended.
Deadline for ling the IRS form 5500 (with extension).
Deadline to provide annual participant notices as applicable to the Plan (Safe Harbor, Quali ed Default Investment Alternative (QDIA), Automatic Enrollment) .
Deadline for distributing Summary Annual Report if IRS form 5500 was extended.