Form 5500-SF

Form 5500-SF

A form that a small pension fund or similar small retirement plan files with the IRS for annual reporting purposes. In order to be eligible to file Form 5500-SF, a pension or plan must have fewer than 100 participants, be held by one employer, hold no securities in that employer's company, and have independently audited books. This form is filed electronically.
References in periodicals archive ?
Once assets cross this threshold, you are required to submit Form 5500-SF or 5500-EZ to the IRS.
Judy Diamond Associates obtains raw data from the Department of Labor's form 5500-SF filings and then applies proprietary methodology to create this unique, searchable database.
Most Form 5500-SF filers will not be required to file any schedules.