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File Form 5500-SF

Form 5500-SF, Short Form Annual Return/Report of Small Employee Benefit Plan, is a simplified annual reporting form for use by certain small pension and welfare benefit plans.
To be eligible to use Form 5500-SF, the plan must:
  • Be a small plan (generally have fewer than 100 participants at the beginning of the plan year).
  • Meet the conditions for being exempt from the requirement that the plan's books and records be audited by an independent qualified public accountant (QPA).
  • Have 100% of its assets invested in certain secure investments with a readily determinable fair value.
  • Hold no employer securities.
  • Not be a multiemployer plan.
To enter information for Form 5500-SF:
  1. Go to
    Organizer
    , and then
    5500 Series
    .
  2. Add or edit a plan.
  3. Next go to
    Basic Plan Information
     and in the
    Return Type
     section, select
    5500-SF
    .
  4. Select the plan type.
  5. Select
    5500-SF
    ,
    Form 5500-SF
    , and then
    SF Information
    .
  6. Enter plan participant information.
  7. Enter financial information.
  8. Enter compliance information.
  9. Enter pension funding compliance information.
  10. Enter plan termination and asset transfer information, if applicable.

This article applies to:

  • PRODUCT: GoSystem Tax RS
  • Return type: 5500 Beneficiary Plan

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