Index

A

Annual Report Identification Information, Part I – Annual Report Identification Information

B

Basic Plan Information, Part II – Basic Plan Information

C

Change in Plan Year, Change in Plan Year
Codes for Principal Business Activity, Forms 5500, 5500-SF, and 5500-EZ Codes for Principal Business Activity
Compliance Questions, Part V – Compliance Questions

D

Delinquent Filer Voluntary Compliance (DFVC) Program, Delinquent Filer Voluntary Compliance (DFVC) Program

E

EFAST2 Processing System, EFAST2 Processing System
Extension of Time To File, Extension of Time To File

F

Financial Information, Part III – Financial Information

H

How To File – Electronic Filing Requirement, How To File – Electronic Filing Requirement
How To Get Assistance, How To Get Assistance

N

Nonexempt Transactions, Nonexempt transactions.

P

Party-In-Interest, Party-in-Interest.
Penalties
Administrative, Penalties
Other, Penalties
Pension and Welfare Plans Required To File Annual Return/Report, Pension and Welfare Plans Required To File Annual Return/Report
Pension Funding Compliance, Part VI – Pension Funding Compliance
Plan Assets and Liabilities, Line 7 – Plan Assets and Liabilities.
Plan Terminations, Part VII – Plan Terminations and Transfers of Assets
Plans Exempt From Filing, Plans Exempt From Filing

S

Signature and Date, Signature and Date
Specific Line-by-Line Instructions (Form 5500-SF), Specific Line-by-Line Instructions (Form 5500-SF)

W

What To File, What To File
When To File, When To File
Who May File, Who May File

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