401K Summary Report

This report provides both employee profile and payroll information on employees who have contributed to the 401k plan in the specified date range.

This report is sorted ascending by check date, then alphabetically by employee and contains the following fields:

Employee Name
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 Emp.	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	Total amount contributed by the employee for the listed check date
Match	Total Employer Match amount for the listed check date
Loan	Total 401k Loan payment amount deducted from the employee for the listed check date
Total	Total of Contribution, Match and Loan amounts for the listed check date

This report has the following options on the main report screen:

Summary

Check box to hide individual employee information and only show company totals