Form 5500-EZ deadline

Last day of the 7th month after the plan year ends — July 31 for calendar-year plans.

Definition

Form 5500-EZ is due the last day of the 7th month after the plan year ends. For a calendar-year Solo 401(k), that is July 31 of the following year. A timely-filed Form 5558 extends the deadline by 2½ months to October 15.

Related terms

Form 5558IRS Application for Extension of Time To File Certain Employee Plan Returns — grants 2½-month extension for Form 5500-EZ.Form 5500-EZIRS annual return for one-participant retirement plans (owner-only Solo 401(k), partner-spouse plan, or foreign plan).