Department of Labor (DOL) 5500 filing deadlines and electronic filing information

Refer to the following 5500 due date and electronic filing information.
note
  • There's no limit for the grace period on a rejected 5500 return, but you should resubmit the return as soon as possible.
  • The return is filed and posted on the DOL website, even if the return has a rejected status.
Date
Event
1/1/24
EFAST begins accepting 2023 Form 5500, Form 5500-EZ, and Form 5500-SF electronic returns.
7/31/24
Due date for:
  • timely filed calendar year-end form 5500 returns
  • extensions for forms 5500 and 8955-SA
  • 5500 returns for Direct Filing Entities (DFE) who are filing as a Defined Contribution Group (DCG) or Group Insurance Arrangement (GIA)
9/16/24
Due date for DFEs who are filing form 5500 as:
  • Common/Collective Trust
  • 103-12 Investment Entity
  • Master trust investment accounts
  • Pooled-separate account
10/15/24
Due date for transmission of calendar year-end Form 5500 returns on extension.

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