Annual Return/Report of Employee Benefit Plan

This document is about the Form 5500, which is the annual return/report that must be filed for employee benefit plans covered by the Employee Retirement Income Security Act of 1974 (ERISA). It provides instructions and requirements for completing the various parts of the Form 5500, including reporting plan assets and liabilities, income and expenses, compliance information, and other details about the plan. The form is used to satisfy annual reporting requirements under ERISA and the Internal Revenue Code.