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April 2023

Sole Proprietors and Corporations: 2022 Employer Contributions Due

April 14, 2023 @ 12:00 am

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1st Quarter Account Statements

April 17, 2023 @ 12:00 am
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May 2023

Memorial Day

May 29, 2023 @ 12:00 am
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June 2023

Form 5500 Filing Notifications to be sent by 6/15

June 15, 2023 @ 12:00 am
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401(k) Plans: Submit the Corrective Measures for Contribution Form

June 30, 2023 @ 12:00 am

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July 2023

Pre-Independence Day

July 3, 2023 @ 12:00 am

The Program will be closed in the afternoon in observance of the holiday.

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Independence Day

July 4, 2023 @ 12:00 am
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Self-Directed Brokerage Account (“SDBA”) Participant Statements Distributed

July 10, 2023 @ 12:00 am
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2nd Quarter Account Statements

July 17, 2023 @ 12:00 am
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Send Participants Revised Summary Plan Description (“SPD”) or Summary of Material Modifications (“SMM”)

July 28, 2023 @ 12:00 am

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