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Department of the Treasury Internal Revenue ServiceDepartment of Labor Employee Benefits Security AdministrationPension Benefit Guaranty Corporation20 18 Instructions for Form 5500SF Short Form Annual

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How to fill out clean 2018 form 5500sf

01

To fill out the clean 2018 form 5500sf, follow these steps:

02

Start with the Plan Sponsor Information section and provide all the necessary details.

03

Move on to the Plan Characteristics section and fill in the required information about the plan.

04

Complete the Financial Information section by providing details about the plan's assets and liabilities.

05

Proceed to the Compliance Information section and answer the relevant questions concerning plan compliance.

06

Finally, review the form for any errors or omissions, make necessary corrections, and sign it where required.

07

Submit the completed form to the appropriate authority as instructed.

Who needs clean 2018 form 5500sf?

01

Clean 2018 form 5500sf is required by small employee benefit plans that are not required to file the full Form 5500. It is specifically designed for plans with fewer than 100 participants at the beginning of the plan year.

02

So, if you have a small employee benefit plan with fewer than 100 participants and need to file a simplified annual report for the 2018 plan year, you need to use the clean 2018 form 5500sf.

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