Instructions for Form 5500 Annual Return/Report of Employee Benefit Plan

This document contains the detailed instructions for completing the Form 5500 Annual Return/Report of Employee Benefit Plan. It covers who must file, what to file, when to file, how to file electronically, the specific line-by-line instructions for each part of the form, and instructions for completing the various schedules that must be attached. The instructions provide guidance to ensure the Form 5500 is properly and accurately filed.