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 of Small Employee Benefit Plan. It covers who may file the Form 5500-SF, what information must be provided, when the form must be filed, and how to file it electronically. The instructions also include details on compliance questions, plan characteristics, and pension funding requirements.