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July 2015

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

July 29

BENEFIT PLAN DEADLINE (12/31 year end)

*Summary of Material Modifications (SMM) or Summary Plan Description (SPD) must be distributed within 210 days after the end of the plan year when a plan’s provisions have material changes

 

For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.…

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IMPORTANT DEADLINE: Employers with Employee Benefit Plans

July 31

ALL EMPLOYERS WITH EMPLOYEE BENEFIT PLANS

*For plans that follow a calendar year, Form 5500 or Form 5500-EZ is due. An automatic 2.5-month extension using Form 5558 can be filed.

BENEFIT PLAN DEADLINE (12/31 year end)

*Form 5500 and related schedules, as applicable (A, C, D, E, H, I, R), with opinion of qualified public accountant, 5500-EZ or Form 5500-SF, if not extending

*Form 8955-SSA – Annual registration statement identifying separated participants with deferred vested benefits, if not extending

*Form 5558 – Request for extension of time to file Form 5500 annual report and Form 8955-SSA

*Form 5530 – If a disqualified person engages in a prohibited transaction

 

For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.…

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September 2015

IMPORTANT DEADLINE: Individuals, Corporations, C-Corps, S-Corps, Partnerships and Trusts

September 15

INDIVIDUALS AND CORPORATIONS

*Third installment of 2015 estimated taxes is due.

C-CORPORATIONS AND S-CORPORATIONS

*Must file completed 2014 tax return if a 6-month extension was filed in March.

PARTNERSHIPS AND TRUSTS

*Must file a completed 2014 tax return if a 5-month extension was filed in April.…

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IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

September 30

BENEFIT PLAN DEADLINE (12/31 year end)

*Summary Annual Report (SAR) for 2014. The SAR must be distributed two months after the due date of the Form 5500, so the extended due date is December 15.

 

For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.…

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October 2015

IMPORTANT DEADLINE: Deductions

October 1

DEDUCTION DEADLINE

*Last day to establish a SIMPLE IRA for 2015 contribution deductions.

 

For additional information on these deadlines or our tax services, please click here to contact us.

 …

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IMPORTANT DEADLINE: Individuals and Large Partnerships

October 15

INDIVIDUALS *Final deadline for filing extended 2014 returns LARGE PARTNERSHIPS *Must file completed 2014 tax return if a 6-month extension was filed in April For additional information on these deadlines or our tax services, please click here to contact us.…

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IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

October 15

BENEFIT PLAN DEADLINE (12/31 year end)

*Form 5500 and related schedules, as applicable (A, C, D, E, H, I, R), with opinion of qualified public accountant, 5500-EZ or Form 5500-SF, if extended

*Form 8955-SSA – Annual registration statement identifying separated participants with deferred vested benefits, if extended

 

For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.…

Find out more »
November 2015

IMPORTANT DEADLINE: Nonprofits

November 16

NONPROFITS

*Final extended Form 990 filing deadline for calendar year nonprofit organizations.

For additional information on these deadlines or our nonprofit or tax services, please click here to contact us.

 …

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December 2015

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

December 1

BENEFIT PLAN DEADLINE (12/31 year end):

*Last day to distribute the 2016 Safe Harbor Notice, the Contingent Notice for 3% safe harbor contribution or the Qualified Automatic Contribution Arrangement (QACA), as applicable. Must be distributed 30-90 days prior to the start of the next plan year.…

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IMPORTANT DEADLINE: Corporations

December 15

CORPORATIONS

*Fourth installment of 2015 estimated taxes is due.

For additional information on these deadlines or our tax services, please click here to contact us.

 …

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Accounting | Audit | Advisors | Consultants | CPAs - Belfint Lyons Shuman is a Certified Public Accounting Firm serving companies across Delaware including Wilmington, Dover (DE) and Pennsylvania including Philadelphia and West Chester (PA). BLS focuses on serving the needs of construction companies, employee benefit plan audits, law firms, medical practices and nonprofit organizations. We also assist international companies with international tax, FBAR compliance and regulatory services. For additional information contact us at 302.225.0600.

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