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Employers with 100+ participants on the first day of the benefit plan year are required to file an annual information return, Form 5500, with the IRS for such group plans.  The deadline for filing Form 5500 is the last day of the seventh month after the plan year ends . For calendar year plans, the deadline is 7/31; however, Sequoia requests an extension for Form 5500 filings to ensure that there is sufficient time to gather all documents from the carriers.  The extension extends the filing deadline for two and a half months; therefore, the deadline for a calendar year plan is 10/15.

Each year, Sequoia works with an outside CPA firm to prepare the draft of the Form 5500 and e-mails the draft to applicable clients for review around 9/15. Instructions will be included in the email regarding what the employer is required to do.


Action Item

Sequoia clients with 100+ participants on the first day of the plan year who are also on a calendar year plan should be on the lookout for an e-mail around 9/15 from Sequoia containing the draft of Form 5500.  Upon receipt of the email, please follow the enclosed instructions and be mindful of the 10/15 filing deadline.  If you are not a client but have questions about this form, send us an e-mail to start a conversation!


The information and materials on this blog are provided for informational purposes only and are not intended to constitute legal or tax advice. Information provided in this blog may not reflect the most current legal developments and may vary by jurisdiction. The content on this blog is for general informational purposes only and does not apply to any particular facts or circumstances. The use of this blog does not in any way establish an attorney-client relationship, nor should any such relationship be implied, and the contents do not constitute legal or tax advice. If you require legal or tax advice, please consult with a licensed attorney or tax professional in your jurisdiction. The contributing authors expressly disclaim all liability to any persons or entities with respect to any action or inaction based on the contents of this blog.

Bonnie Mangels – Bonnie is the Corporate Counsel and Senior Compliance Manager for Sequoia. When not inundated in paperwork and legal briefs, her interests include arts and crafts, bunnies, and the Bay Area.