Annual Return/Report of Employee Benefit Plan

Annual Return/Report of Employee Benefit Plan

OMB: 1545-1610

IC ID: 40957

Documents and Forms

Document Name Document Type
2025 Form 5500SF Instructions 250312 - Clean.docx Instruction
5500 Annual Return/Report of Employee Benefit Plan 250312 Form 5500 - Clean.docx Form
5500 SF Short Form Annual Return/Report of Small Employee Benefit Plan 250312 Form 5500-SF - Clean.docx Form
Sch A (Form 5500) Insurance Information 250312 Sch A - Clean.docx Form
Sch C (Form 5500) Service Provider Information 250312 Sch C - Clean.docx Form
Sch D (Form 5500) DFE/Participating Plan Information 250312 Sch D - Clean.docx Form
Sch G (Form 5500) Financial Transaction Schedules 250312 Sch G - Clean.docx Form
Sch H (Form 5500) Financial Information 250312 Sch H - Clean.docx Form
Sch I (Form 5500) Financial Information Small Plan 250312 Sch I - Clean.docx Form
Sch MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information 250312 Sch MB - Clean.docx Form
Sch R (Form 5500) Retirement Plan Information 250312 Sch R - Clean.docx Form
Sch SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Information 250312 Sch SB - Clean.docx Form
2025 Form 5500 Instructions 250312 - Clean.docx Instruction
Schedule MEP (Form 5500) MULTIPLE-EMPLOYER RETIREMENT PLAN INFORMATIO 250312 Sch MEP - Clean.docx Form
Form DCG Individual Plan Information 250312 Sch DCG - Clean.docx Form