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Video instructions and help with filling out and completing form 5500 filing requirements for health plans

Instructions and Help about form 5500 filing requirements for health plans

Hi this is Mitch Nichols with Kong dynamics leading source of form 5500 data today we're going to talk about the most efficient way to install the files when you get the CD in the mail and what you see here on the CD right when you get it is a sub-directory here that's named Kong dynamics and if you look inside of it you'll see two more sub directories in here for 2021 files and 2021 so the most efficient way of of loading these files is to go ahead and right mouse click on the sub directory and go copy and then come over to my documents or your desktop wherever you want to put this I'll just put in my documents here and then you know now it's you know all copied on to your hard drive so let's go into it let's pull open one of the files let's go on the larger ones here and we'll start to open it and you'll notice that since those are zipped microsoft access files you'll see it'll say extract to database or extract database to i should say and just go right back out to your sub directory where you had these and we'll just go okay then we'll wait a few seconds here for this to unzip and load in now if you're doing this right off the CD it's going to take longer before you get to the window that says extract the same file if you do it directly from the cd-rom it will take about three minutes before you'll get that first window so it's way more efficient to load this on your software and then go forward and then you'll get the security notice here to sit okay there's another video that I've loaded up there it's it's titled digital certificates and trusted locations and that will go over how to get rid of that little nag screen there so and this is still run in and there it is and you want to do that for all five files and then once they're exploded out like that let's see what that looks like in here come back in oh that was the 2021 oh there's a 2021 tenant it like saved it out into the 2021 subdirectory so this is what this will look like here so you'll get the little lock there and the so it's a little bit different icon and the ones that are the sign package zip files have that little ribbon or or award looking thing on to the document there so once you explode them out they'll they'll look like this when you come in if you try to open this from access let me explain that let's close this database and you'll notice that only one shows up that's because the the default no file that it's looking for is set to Microsoft Access what you'll need to do if you're if you're trying.