Screen SFInfo – Short Form Employee Benefit Plan (5500-SF)

Plan Identification

If you selected
B
(Multiple-employer plan) in the
Entity code
field, enter the code or use the fieldview to select the code that best describes the type of multiple-employer plan.

Number of Participants

If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.
If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.
If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.
If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.
If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.
If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.

Financial Information

If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.
If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.

Compliance Questions

Entering an amount in any of these fields also enters that amount in the applicable box and mark the Yes box. Leaving these fields blank marks the No box.
Enter
0
(zero) in this field if there were participant loans at any time during the plan year but no outstanding loans at year’s end.
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