401K History Reports

401K Contribution History

This report provides the 401k Contribution History for employees who have contributed to the 401k plan in the specified date range.  This report is sorted alphabetically by employee and contains the following fields: 

Employee Name and Number

 

First Participation

Employee’s first date of participation in the 401k plan; this is indicated on the Retirement tab in the Payroll Profile under the Payroll list

First Eligible

Date employee was eligible to participate it the 401k plan; this is indicated on the Retirement tab in the Payroll Profile under the Payroll list

Officer

If checked, the specified employee is an officer of the company; this is indicated on the Retirement tab in the Payroll Profile under the Payroll list

Owner

If checked, the specified employee is an owner of the company; this is indicated on the Retirement tab in the Payroll Profile under the Payroll list

Percentage

Percentage of company ownership; this is indicated on the Retirement tab in the Payroll Profile under the Payroll list

Highly Comp

If checked, the specified employee is a highly compensated employee; this is indicated on the Retirement tab in the Payroll Profile under the Payroll list

Key Employee

If checked, the specified employee is a key employee; this is indicated on the Retirement tab in the Payroll Profile under the Payroll list

Contribution Amount

Total amount contributed by the employee for the specified date range

Sample Report View:

A screenshot of a history

Description automatically generated

 

401K Match History

This report provides the 401K Match History for employees who have received an employer match or contribution to the 401k plan in the specified date range.  This report is sorted the same as and contains the same data fields as the 401K Contribution History report above.

Sample Report View:

A screenshot of a computer screen

Description automatically generated