Transcription of Short Form Annual Return/Report of Small Employee Benefit …
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Department of the Treasury Department of Labor Pension Benefit Guaranty Corporation Internal Revenue Service Employee Benefits Security Administration 21 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.
defined contribution plans. Profit-sharing plans, stock bonus plans, money purchase plans, 401(k) plans, Code section 403(b) plans covered by Title I of ERISA, and IRA plans established by an employer are among the pension benefit plans for which an annual return/report must be filed. Welfare benefit plans provide benefits such as medical,
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