How do I Prepare Form 5500-SF for a One-Participant/Foreign Plan?

Eligible one-participant/foreign plans need complete only the following questions on the Form 5500-SF:

  • Part I, lines A, B, and C;
  • Part II, lines 1a-5b;
  • Part III, lines 7a-c, and 8a;
  • Part IV, line 9a;
  • Part V, line 10g; and
  • Part VI, lines 11-12e.

Please click here to review the official DOL Instructions in regards to One-Participant/Foreign Plans.

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