- Annual Report Identification Information, Part I – Annual Report Identification Information
- Basic Plan Information, Part II – Basic Plan Information
- 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
- Delinquent Filer Voluntary Compliance (DFVC) Program, Delinquent Filer Voluntary Compliance (DFVC) Program
- Financial Information, Part III – Financial Information
- Nonexempt Transactions, Nonexempt transactions.
- One-Participant Plans, Specific Instructions Only for One-Participant Plans
- Party-In-Interest, Party-in-Interest.
- 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
- Transfers of Assets, Part VII – Plan Terminations and Transfers of Assets
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