Future Planning Associates, Inc.




 

Resources

Request for Proposal

To request a proposal, please contact either Dave Davis directly at (802)857-0684 or Mark Shedd at (802)857-0688 or by email: info@futureplanningassoc.com 

Compliance Calendar



Month Deadlines
January January 31 – Form 1099-R’s due to participants
February February 15 – Form 945 due to IRS
March March 14 – Plan Refunds must be processed to avoid Excise Tax Penalty

March 14 – Employer Contributions must be deposited if no extension on Corporate Return

April April 15 – Deadline for first year Required Minimum Distributions for 2007

April 15 - Employer Contributions must be deposited if no extension on Sole Proprietor personal return

July July 31 – Form 5500 Deadline (if not extended)
September September 15 - Employer Contributions must be deposited if extension on Corporate Return

September 30 – Summary Annual Report due to participant (if Form 5500 not extended)

October October 15 - Employer Contributions must be deposited if extension on Sole Proprietor personal return

October 15 – Form 5500 Deadline if extension filed

December December 15 - Summary Annual Report due to participant (if Form 5500 extended)

Government Links

 
Website Logon Links
Link to 401(k) Plan Administration Logon
Link to Cafeteria/125 Plan Administration Logon
Link to Secure File Exchange Logon
Contact Us

600 Blair Park Road
Suite 331
Williston, VT 05495-0905

phone: (802) 878-6601
fax: (802) 878-9455

info@futureplanningassoc.com

Our Affiliations

ASPPA Member

Proud Member Vermont Business for Social Responsibility 
Vermont Bankers Association 

                                   
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