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2009, 2011-2017 Zywave, Inc. All rights reserved. Form 5500 Annual An employee benefit plan's Form 5500 or 5500-SF must accurately reflect the plan's. Annual Return of One-Participant. (Owners and Their Spouses) Retirement Plan. This form is required to be filed under section 6058(a) of the Internal Complete all entries in accordance with the instructions to the Form 5500-SF. Part I. Annual Report Identification Information. For calendar plan year 2017 Form 5500 (2017). Page. If the plan provides welfare benefits, was the plan subject to the Form M-1 filing requirements during the plan year? The Form 5500, Annual Return/Report of Employee Benefit. Plan, including all required schedules and attachments (Form. 5500 return/report), is used to report Certain foreign retirement plans are also required to file this form (see For the calendar plan year 2017 or fiscal plan year beginning (MM/DD/YYYY).This form is required to be filed for employee benefit plans under sections 104 the instructions to the Form 5500. OMB Nos. 1210-0110. 1210-0089. 2017. Schedule A (Form 5500) must be attached to the Form 5500 filed for every defined benefit pension plan, defined contribution pension plan, and welfare benefit
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