Form 5500-SF: Short Form Annual Return/Report of Small Employee Benefit Plan

This document is the Form 5500-SF, the Short Form Annual Return/Report of Small Employee Benefit Plan. It is a simplified annual reporting form that can be used by certain small pension and welfare benefit plans that meet specific eligibility criteria, such as having fewer than 100 participants, investing in secure assets, and not being a multiemployer plan. The form collects basic plan information, financial data, compliance details, and pension funding information.