Form 5500-SF 2012 - Lockheed Martin-2026

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The document is the Form 5500-SF, an annual report required by the Employee Retirement Income Security Act (ERISA) for small employee benefit plans. It includes identification information, plan details, financial data, compliance questions, and characteristics of the pension plan for the year 2012. The form is filed by Lockheed Martin Corporation for its Performance Sharing Plan for employees in Puerto Rico and includes various sections detailing plan assets, liabilities, contributions, and compliance with funding requirements.

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Click ‘Get Form’ to open the Form 5500-SF 2012 in our editor.
Begin by filling out the Annual Report Identification Information section. Enter the calendar plan year as '2012' and check the appropriate boxes for plan type, such as single-employer or multiple-employer.
In Part II, Basic Plan Information, provide the name of the plan, sponsor’s name and address, and Employer Identification Number (EIN). Ensure all fields are completed accurately.
Proceed to Part III for Financial Information. Input total plan assets and liabilities, ensuring calculations are correct for net plan assets.
Complete Part IV and V by answering compliance questions regarding participant contributions and any nonexempt transactions. Be thorough to avoid penalties.
Finally, review your entries for accuracy before signing electronically in the designated signature fields at the end of the form.

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Versions	Form popularity	Fillable & printable
2018	4.8 Satisfied (101 Votes)
2012	4.2 Satisfied (39 Votes)

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Who is required to file 5500-sf?

All pension benefit plans and welfare benefit plans covered by ERISA must file a Form 5500 or Form 5500-SF for a plan year unless they are eligible for a filing exemption. (See Code sections 6058 and 6059 and ERISA sections 104 and 4065).

What is the difference between 5500 and 5500-SF?

Form 5500-SFMost small business retirement plans with fewer than 100 participants may complete and file Form 5500-SF electronically. Form 5500Form 5500 must be completed by plans with 100 or more participants. It may only be completed and filed electronically.

Can you switch from 5500-sf to 5500 ez?

Beginning January 1, 2021, you can file the Form 5500-EZ electronically through EFAST2; you can no longer use the Form 5500-SF to electronically file one-participant plan and foreign plan annual returns. One-participant plans or foreign plans must file the Form 5500-EZ.

Who signs form 5500-sf?

A plan sponsor/employer or the plan administrator must electronically sign Forms 5500 and 5500-SF before submitting the returns.

How long do you have to work at Lockheed to get a pension?

To receive your pension benefit, you must be vested. One year of vesting service is equal to 1,000 hours of service, as defined above. Vesting eligibility is met with one of the two requirements: Five years of vesting service.

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