Reminder: Form 5500 Due Tomorrow, July 31st

For calendar-year employee benefit plans (those with a year-end of December 31), the annual Form 5500 filing deadline is July 31, 2026. Form 5500 is generally due by the last day of the seventh month after the plan year ends, which means July 31 for plans with a December 31 year-end.

If more time is needed, a one-time extension of up to 2½ months may be requested by filing Form 5558 by the original due date, extending the deadline to October 15, 2026, for calendar-year plans. Be sure to also extend the Form 8955-SSA, if applicable.

If PPG Partners does not prepare your Form 5500, be sure to coordinate with your plan administrator to ensure your Form 5500 is filed timely. There are significant fees for late-filed reports.