Transcription of Instructions for Form 5500-SF - DOL
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Instructions for Form 5500-SF - DOL
2200 Department of the Treasury Department of Labor Pension Benefit Internal Revenue Service Employee Benefits Guaranty Corporation Security Administration 2019 Instructions for Form 5500-SF Short Form Annual Return/Report of Small Employee Benefit Plan Code section references are to the Internal Revenue Code unless otherwise noted. ERISA refers to the Employee Retirement Income Security Act of 1974. Changes to Note Part VI Pension Funding Compliance. Line 11b has been added to obtain information related to PBGC reporting requirements resulting from unpaid minimum required contributions.
dental, life insurance, apprenticeship and training, scholarship funds, severance pay, disability,etc. Plans that cover residentsof Puerto Rico, the U.S. Virgin Islands, Guam, Wake Island, or American Samoa also must file unless theyare eligible for a filing exemption. This includes a plan that elects to have the provisions of section
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