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:
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Employee Name and Number |
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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 |
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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 |
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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 |
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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 |
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Percentage |
Percentage of company ownership; this is indicated on the Retirement tab in the Payroll Profile under the Payroll list |
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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 |
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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 |
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Contribution Amount |
Total amount contributed by the employee for the specified date range |
Sample Report View:
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:
