The IRS Form 5500 and all required schedules and attachments must be filed “by the last day of the 7th calendar month after the end of the plan or GIA year (not to exceed 12 months in length).” The IRS provides different ways to file for an extension.

The IRS Form 5500 and all required schedules and attachments must be filed “by the last day of the 7th calendar month after the end of the plan or GIA year (not to exceed 12 months in length).” The most common way to obtain an extension is by filing IRS Form 5558 – Application for Extension of Time To File Certain Employee Plan Returns. The IRS revised IRS Form 5558 in June 2011.