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Video instructions and help with filling out and completing File form 5500-sf online
Instructions and Help about File form 5500-sf online
Hi everyone Mitch Nichols with Kong dynamics a friend of mine asked me he wants to pull some data by the SI c code for some auto dealerships night almost pretty easy with my database let's go into the 2022 dataset because there's going to be more records by now in the 2022 and let's just go ahead and open up the schedules a C and H here and all we need to do is go into the SI c code area and put in a filter and let's say we want put it between and these si si codes for auto dealerships i just went out here on in a icas subcom and the IRS business codes are out here used-car new car 44 11 10 and 20 so let's go ahead and put that into this 4411 10 and 40 4 1120 and let's see what happens and we have 70 300 records so this is going to pull every schedule a through here so if there's multiple schedule A's or multiple brokers you'll notice that it will hold you know the header record no constant as we cycle through the various insurance carriers and brokers but in my previous videos you can see when I download this into Excel how we can get rid of those duplicates with just a couple of mouse clicks so so pretty much here's all the car dealerships that are in the regular 5500 form and I'll show you real quick on the short form the 5500 short form for all of the employer groups that are not so large the ones are less than 100 lives will be filing this this one won't have duplicates in here because there's no like attached schedules or anything with like A's and sees this it's just the 5500 form let's go ahead and put in the same filter that we did before but in between 44 111 zero + 44 1 120 for new and used cars if we want to do parts and every all those other type businesses we can include those codes in there too so for the state's this one we have a split between the different states you know states between Al and in Michigan or in one set and then Minnesota through Wyoming in a second set so here it pulled up 20 267 records and as we scroll through we see a bunch of car dealerships here and these will be no unique records here with this so you have the larger filers on on the regular 5500 form and then you'll have the smaller filers in the SF or the short form and then we bring that Minnesota through Wyoming on that tab but in the same filter let's go into filters and then between 44 1 110 4 2 4 1120 and then boom and then for the states between Minnesota and Wyoming there's another 20 571 records so as we scroll through here.