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

This document provides the instructions for completing the Form 5500-SF, which is the short form annual return/report that can be filed by certain small pension and welfare benefit plans instead of the full Form 5500. It covers who can file the Form 5500-SF, when to file, the electronic filing requirement, line-by-line instructions, and other important information.