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

This document contains the detailed instructions for completing the Form 5500-SF Short Form Annual Return/Report of Small Employee Benefit Plan. It covers who is eligible to file the simplified form, what information must be provided, when the form must be filed, how to file electronically, and the specific line-by-line instructions for each part of the form. The instructions guide small plans through the process of properly and accurately filing the simplified annual return.