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Copyright 2012: Pension Planners, LLC. Pension Planners. All rights reserved.
4168 Douglas Blvd., Ste. 300 Granite Bay, CA 95746 916-791-9095

Pension Plan Updates
Important Due Dates!

  • Form 5500 and applicable schedule must be post marked by the last day of the 7th month following the end of the plan year.  An extension of 2 1/2 months may be filed if necessary.

  • Deferral Deposits should be deposited a soon as they are separated from payroll.  To expedite this process, electronic transfers should be utilized on the day payroll is processed.​

  • Profit Sharing Contributions are due by the business tax return due date.  In order for your contribution to be deductible, it must be deposited by the due date of your business return, including any extension.​

  • Defined Benefit Contributions are due 8 1/2 months after Plan Year End.​
$2,000
Contact Us

Pension Planners, LLC
2250 Douglas Blvd. Suite 160
Roseville, CA 95661 
Phone: 866-485-7929

4381 W. Flamingo Rd #38307
Las Vegas, NV 89103