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.
Why it matters
For IRS Form 5500-EZ, this term helps decide which records, dates, values, or review questions belong in the packet.
How the tool uses it
Solo 5500 treats this as a review signal. The user enters the facts, checks the source-linked explanation, reviews the packet, and files through the official channel when the supported case still fits.
When to check the source
Check the official source when the answer depends on eligibility, late filing relief, official correspondence, valuation, or a fact you cannot verify from your own records.
Source and review date
Last reviewed: . Use the linked source for the official wording behind this term.
Official source: IRS Form 5500-EZ filing notices