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2025 Instructions for Form 5500-SF
Short Form Annual Return/Report of Small Employee Benefit Plan
View Official Instructions | Business Codes | Plan Characteristic Codes
Table of Contents
Changes to N...
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2025 Instructions for Schedule SB
(Form 5500)
Single-Employer Defined Benefit Plan Actuarial Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
...
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2025 Instructions for Schedule R
(Form 5500)
Retirement Plan Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Purpose of Schedule ...
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2025 Instructions for Schedule MEP
(Form 5500)
Multiple-Employer Retirement Plan Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must F...
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2025 Instructions for Schedule MB
(Form 5500)
Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information
View General Instructions | View Official Instructions
Table of Contents
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2025 Instructions for Schedule I
(Form 5500)
Financial Information - Small Plan
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
...
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Last Updated: 09/04/2025
in 5330 User Guide
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Table of Contents
Q1: What are the differences between subscription access? (5500 only vs 5330 add on)
Q2: Do I need the 5500 module to access 5330 e-filing?
Q3: What is the purpose of the additional pages for the Schedule ...
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2025 Instructions for Schedule H
(Form 5500)
Financial Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
Sp...
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2025 Instructions for Schedule G
(Form 5500)
Financial Transaction Schedules
View Gener al Instruction s | View Official Instructions
Table of Contents
General Instructions
Who Must File
...