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

This document is about the Form 5500-SF, which is the Annual Return/Report of Small Employee Benefit Plan. It is used to report financial and other information about employee benefit plans as required by the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code. The form covers details such as plan information, financial statements, plan characteristics, and compliance questions. It is filed annually by small employee benefit plans to provide transparency and oversight of these plans.