I recently read a great article at plansponsor.com written by PlanSponsor Staff. Please see below.
JUN 30 / ADP/ACP refunds for EACA plans due to HCEs to avoid 10%-excise tax on employer.
JUL 29 / Summary of Material Modifications due to participants (due no later than 210 days after the end of the plan year in which the plan change is adopted).
AUG 2 / Form 5330 to report excise taxes related to employee benefit plans due to IRS. Note: The deadline is usually July 31, which falls on Saturday in 2010.
AUG 2 / Form 5500 due to IRS for plans with December 31 plan year end (due seven months after year end). Note: The deadline is usually July 31, which falls on Saturday in 2010.
AUG 2 / Form 5558 Application for Extension of Time To File Certain Employee Plan Returns is due (used to apply for extension of time to file Forms 5500 and 5330). Note: The deadline is usually July 31, which falls on Saturday in 2010.
AUG 2 / Annual Benefit Statement for Non-Participant-Directed DC Plans: Good Faith Compliance for non-participant- directed DC plans and ERISA 403(b) plans. Note: The deadline is usually July 31, which falls on Saturday in 2010.JAN 15 / Last required quarterly contribution for defined benefit (DB) plans for 2009, due 15 days after last plan year quarter.
To read the rest of the article, please go to the plansponsor.com link.
Integrity Financial Corporation’s flagship 401k client is the Association of Washington Business (AWB) in Olympia. AWB is Washington state’s premier advocate for the business community and is recognized as The State’s Chamber of Commerce. This plan has a BrightScope Rating of 76, placing it in the top 15% of all plans in its peer group. www.brightscope.com
Integrity Financial Corporation helps business owners and individuals build a financial legacy through well designed executive compensation and retirement plans. Our clients can expect to receive personalized service and expertise, built on a foundation of trust. Call us at 425-454-1254 for the Seattle or Bellevue area, or at 1-800-794-401k.
Please visit our website at www.ifclegacy.com to have an independent fiduciary 401k advisor at Integrity Financial Corporation analyze and evaluate your company's 401k plan.
About Me
- Kristofer Gray
- Kristofer Gray is Principal and Co-founder of Integrity Financial Corporation, a boutique Registered Investment Advisor and consulting practice founded in 2004. Kristofer earned his Master’s degree in Administration from the University of Washington in 2002. He serves on the Tax & Fiscal Policy Council for the Association of Washington Business. As a Chartered Retirement Plan Specialist, Kristofer helps business owners evaluate and make smart financial planning decisions on behalf of their business. He also serves on the board of Global Inter-Action, a non-profit engaged in global relief and development. Kristofer is a longtime resident of the Pacific Northwest.
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