Form 5500-SF (2012)

This document is the Form 5500-SF, which is the Short Form Annual Return/Report of Small Employee Benefit Plan. It is used by certain small pension and welfare benefit plans that meet certain eligibility conditions, such as having fewer than 100 participants, holding only eligible plan assets, and being exempt from the annual audit requirement. The form collects basic plan information, financial information, plan characteristics, compliance information, and pension funding compliance information.

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