U.S. audit filing deadlines for SEC filers, employee benefit plans, private funds and broker-dealers.
| Sun | Mon | Tue | Wed | Thu | Fri | Sat |
|---|---|---|---|---|---|---|
| Form 5500 audit report - extended deadline | ||||||
| FDIC annual report - non-public bankForm 5500 audit report - regular deadlinePrivate fund - audited statements to investors |
Year end: 30 June 2026. Audit: EBP audit - ERISA (AICPA AU-C 703) Deadline basis: 7 months + 2.5 months. Extended date applies when a valid Form 5558 extension is in place.
Set reminder for Form 5500 audit report - extended deadlineYear end: 31 December 2026. Audit: Financial statement audit; Part 363 ICFR assessment and attestation at the applicable $5bn asset threshold. Deadline basis: 120 days. FDIC public-company and holding-company classification determines whether 90 or 120 days applies. Confirm the applicable Part 363 category.
Set reminder for FDIC annual report - non-public bankYear end: 30 September 2026. Audit: EBP audit - ERISA (AICPA AU-C 703) Deadline basis: 7 months.
Set reminder for Form 5500 audit report - regular deadlineYear end: 31 December 2026. Audit: Private fund audit (PCAOB-registered firm) Deadline basis: 120 days. Calendar-day distribution date; no weekend or holiday shift is applied in the supplied schedule.
Set reminder for Private fund - audited statements to investors
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