# Reporting Deadlines ## January 01/01: Annual Goal Setting Process Kick-Off01/15-01/31: PBC Items for OCV Companies’ Annual Tax Returns Due (late delivery will result in extension filing at the company’s expense)Mid January: Review 1099s for vendors with OCV Fund Admin team.01/31: Distribute W-2s and 1099s to OCV employees and contractors. ### February Mid-February: OCV Business Insurance Renewal Questionnaire Due ## March 03/01: Delaware Corporation Annual Renewal - DE Franchise Tax and Annual Report Due (to be completed by individual company’s Finance Team) ## April 04/15 - Tax Filing Date (issue K-1s prior to April 15th for OCV); companies’ annual tax returns due ## May 05/05: OCV Business Insurance Policy Renews05/31: City and County of San Francisco Business Registration Renewal for OCV (funds are disregarded entities and not required to register in SF) - to be completed by the Finance Team. ## June 06/01: Delaware LLC / LP Annual Renewal - Franchise Tax & Annual Report Due ## July 07/23 (\~mid-July): OCV Annual Benefits Renewal Deadline07/30: ShelterPoint Life (NY Disability Benefit / Paid Family Leave) Insurance Premium (EMC)07/31: Q2 TX UI Tax Report Filing (automatically filed through Payroll System) ## August 08/02 (Early August): OCV Open Enrollment Closes ## September 9/15: OCV fund entities tax filing deadline ## October 10/01: Annual Health Benefits Plans Start ## November Mid-Late November: OCV 401K Plan Annual Compliance Review Due ## December 12/01 - OCV Annual Performance Review Process Kick-Off ## Additional Notes TX Employer Quarter Reports: no action items - OCV’s payroll provider to file. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://handbook.opencoreventures.com/ocv-employees/finance-operations/reporting-deadlines.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.