2020 SF Instructions - DOL

← Back to document page

Department of the Treasury Department of Labor Pension Benefit Internal Revenue Service Employee Benefits Guaranty Corporation Security Administration 20. Instructions for Form 5500-SF. Short Form Annual Return/Report of Small Employee Benefit Plan Code section references are to the Internal Revenue Code Index ........................................ ................................. 26. unless otherwise noted. ERISA refers to the Employee Retirement Income Security Act of 1974. Changes to Note EFAST2 Processing System Instructions for Form 5500-SF.

dental, life insurance, apprenticeship and training, scholarship funds, severance pay, disability, etc. Plans that cover residents of Puerto Rico, the U.S. Virgin Islands, Guam, Wake Island, or American Samoa also must file unless they are eligible for a filing exemption. This includes a plan that elects to have the provisions of section

  American, Instructions, Dental