Participant ADMIN System Table of Contents (TOC)

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Participant Menu: | Master File | General Status | Eligibility | Compensation | Contribution | Other |

Master File Table of Contents TOC

Master File

Master File top

Service history needed top

Select "Yes" otherwise select "No".

Enter earliest plan year of participation top

Enter the employee's earliest plan year of participation.

Indicate whether the employee is active top

Select "Yes" if the employee is active otherwise select "No".

Enter the employee's title (e.g. Mr., Ms.) top

Enter the employee's title. For example, Mr., Ms., Mrs., Miss, etc.

Enter the employee's first name top

Enter the employee's first name.

Enter the employee's middle initial top

Enter the employee's middle initial.

Enter the employee's last name top

Enter the employee's last name.

Enter the employee's social security number top

Enter the employee's SSN in the format XXX-XX-XXXX.

Enter the employee number assigned by the employer top

Enter the employee's identification number assigned by the employer.

Enter the employee's marital status top

Select employee's marital status. The options are:

Enter the employee's street address top

Enter the employee's street address.

Enter the employee's street address 2 top

Enter the employee's street address 2.

Enter the employee's city of residence top

Enter the employee's city of residence.

Enter the employee's state of residence top

Enter the employee's state of residence. You may enter the state abbreviation or the state in full (i.e. WI or Wisconsin).

Enter the employee's zip code top

Enter the employee's zip code.

Enter the employee's country of residence top

Enter the employee's country of residence.

Enter the employee's home telephone number top

Enter the employee's home telephone number in the format XXX-XXX-XXXX.

Enter the employee's email address top

Enter the employee's email address.

Enter the employee's date of birth top

Enter the employee's date of birth in the format MM/DD/YYYY.

Enter the employee's earliest hire date top

Enter the employee's earliest hire date in the format MM/DD/YYYY.

Date initial eligibility requirements met for disagg top

Enter the employee's initial date eligibility requirements were met for disaggregation in the format MM/DD/YYYY.

Entry date (disagg) top

Enter the employee's disaggregation entry date in the format MM/DD/YYYY.

Initial override (disagg) top

Select "Yes" for disaggregation override otherwise select "No".

Date initial eligibility requirements met for elective deferrals top

Enter the employee's initial date eligibility requirements were met for elective deferrals in the format MM/DD/YYYY.

Entry date (elective deferrals) top

Enter the employee's elective deferrals entry date in the format MM/DD/YYYY.

Initial override (elective deferrals) top

Select "Yes" for elective deferrals override otherwise select "No".

Date initial eligibility requirements met for after tax deferrals top

Enter the employee's initial date eligibility requirements were met for after tax deferrals in the format MM/DD/YYYY.

Entry date (after tax deferrals) top

Enter the employee's after tax deferrals entry date in the format MM/DD/YYYY.

Date initial eligibility requirements met for match top

Enter the employee's initial date eligibility requirements were met for match in the format MM/DD/YYYY.

Entry date (match) top

Enter the employee's match entry date in the format MM/DD/YYYY.

Initial override (match) top

Select "Yes" for match override otherwise select "No".

Date initial eligibility requirements met for safe harbor match top

Enter the employee's initial date eligibility requirements were met for safe harbor match in the format MM/DD/YYYY.

Entry date (safe harbor match) top

Enter the employee's safe harbor match entry date in the format MM/DD/YYYY.

Date initial eligibility requirements met for nonelective top

Enter the employee's initial date eligibility requirements were met for nonelective in the format MM/DD/YYYY.

Entry date (nonelective) top

Enter the employee's nonelective entry date in the format MM/DD/YYYY.

Initial override (nonelective) top

Select "Yes" for nonelective override otherwise select "No".

Date initial eligibility requirements met for Davis Bacon top

Enter the employee's initial date eligibility requirements were met for Davis Bacon in the format MM/DD/YYYY.

Entry date (Davis Bacon) top

Enter the employee's Davis Bacon entry date in the format MM/DD/YYYY.

Initial override (Davis Bacon) top

Select "Yes" for Davis Bacon override otherwise select "No".

Date initial eligibility requirements met for Collective Bargaining Agreement (CBA) top

Enter the employee's initial date eligibility requirements were met for Collective Bargaining Agreement (CBA) in the format MM/DD/YYYY.

Entry date (CBA)< top

Enter the employee's Collective Bargaining Agreement (CBA) entry date in the format MM/DD/YYYY.

Initial override (CBA) top

Select "Yes" for CBA override otherwise select "No".

Date initial eligibility requirements met for safe harbor nonelective top

Enter the employee's initial date eligibility requirements were met for safe harbor nonelective in the format MM/DD/YYYY.

Entry date (safe harbor nonelective) top

Enter the employee's safe harbor nonelective entry date in the format MM/DD/YYYY.

Date initial eligibility requirements met for QNEC top

Enter the employee's initial date eligibility requirements were met for QNEC in the format MM/DD/YYYY.

Entry date (QNEC) top

Enter the employee's QNEC entry date in the format MM/DD/YYYY.

Initial override (QNEC) top

Select "Yes" for QNEC override or otherwise select "No".

Date initial eligibility requirements met for QNEC Davis Bacon top

Enter the employee's initial date eligibility requirements were met for QNEC Davis Bacon in the format MM/DD/YYYY.

Entry date (QNEC Davis Bacon) top

Enter the employee's QNEC Davis Bacon entry date in the format MM/DD/YYYY.

Initial override (QNEC Davis Bacon) top

Select "Yes" for QNEC Davis Bacon override otherwise select "No".

Date initial eligibility requirements met for QNEC CBA top

Enter the employee's initial date eligibility requirements were met for QNEC CBA in the format MM/DD/YYYY.

Entry date (QNEC CBA) top

Enter the employee's QNEC CBA entry date in the format MM/DD/YYYY.

Initial override (QNEC CBA) top

Select "Yes" for QNEC CBA override otherwise select "No".

LTPT Vesting top

When a participant becomes an LTPT employee, this will be set to "Yes".

Vesting years of service override top

Select "Yes" for vesting years of service override otherwise select "No".

Vesting years of service top

Enter the employee's number of vesting years of service (i.e. 1, 2, 3, etc.).

Participation years of service override top

Select "Yes" for participation years of service override otherwise select "No".

General Status Table of Contents TOC

General Status

General Status top

Select first employment status in plan year top

Select employee's first employment status. Options are:

Enter first employment status date (effective date) top

Enter the employee's first effective date in the format MM/DD/YYYY

Select second employment status in plan year top

Select employee's second employment status. Options are:

Second employment status in plan year (effective date) top

Enter the employee's second effective date in the format MM/DD/YYYY

Select third employment status in plan year top

Select employee's third employment status. Options are:

Third employment status in plan year (effective date) top

Enter the employee's third effective date in the format MM/DD/YYYY

Select fourth employment status in plan year top

Select employee's fourth employment status. Options are:

Fourth employment status in plan year (effective date) top

Enter the employee's fourth effective date in the format MM/DD/YYYY

Indicate reason for termination (first employment status in plan year) top

Select first reason for termination. Options are:

Indicate reason for termination (second employment status in plan year) top

Select second reason for termination. Options are:

Indicate reason for termination (third employment status in plan year) top

Select third reason for termination. Options are:

Indicate reason for termination (fourth employment status in plan year) top

Select fourth reason for termination. Options are:

Indicate employment status on last day of plan year top

Select employee's employment status on the last day of the plan year. Options are:

  • Active; or
  • Term.

    Enter division code top

    Enter the division code

    Indicate employee class top

    Select employee class. Options are:

    If employee class 'Other', indicate user-defined employee classification, e.g. DH for dental hygienists top

    If employee's class is 'Other', then indicate the user-defined employee classification. For example, DH stands for dental hygienists.

    Indicate employee class effective date top

    Enter the employee's class effective date in the format MM/DD/YYYY.

    Indicate employee type (used for top paid group determinations) top

    Select employee type. Options are:

    Enter employee type effective date top

    Enter the employee's type effective date in the format MM/DD/YYYY.

    Indicate payroll frequency top

    Select the payroll frequency. Options are:

    Is employee an officer top

    Select "Yes" if employee is an officer otherwise select "No".

    Is employee an officer for top heavy purposes top

    Select "Yes" if employee is an officer for top heavy purposes otherwise select "No".

    Enter percentage ownership top

    Enter employee's percentage of ownership (without % sign).

    Select family group for owners top

    Select family group for owners. Options are:

    Indicate relationship if member of family group top

    Select the relationship if a member of family group. Options are:

    Override automatic determination of HCE and key for this employee top

    Select "Yes" to override automatic determination of HCE and key otherwise select "No".

    Indicate whether the employee is a key employee in current year top

    Select "Yes" if currently a key employee otherwise select "No".

    If Yes, indicate reason for key employee status in current year top

    If employee is a key employee, indicate reason for status.

    Was a participant a key employee in any prior year top

    Select "Yes" if a key employee in prior year otherwise select "No".

    Override automatic determination key in any prior year top

    Select "Yes" to override automatic determination key in any prior year otherwise select "No".

    Employee is excluded in determining top officers in current year top

    Select "Yes" if employee is excluded in determining top officers in current year otherwise select "No".

    Employee is in top officer group in current year top

    Enter the current year the employee is in top officer group.

    Indicate whether the employee is a key employee for determination date year top

    Select "Yes" if the employee is a key employee for determination date year otherwise select "No".

    If Yes, indicate reason for key employee status for determination date year top

    If employee is key, indicate reason for the key status.

    Employee is excluded in determining top officers for determination date year top

    Select "Yes" if the employee is excluded in determining top officers for determination date year otherwise select "No".

    Employee is in top officer group for determination date year top

    Enter determination date year the employee is in top officer group.

    Enter inservice distribution in first prior plan year top

    Enter the amount of inservice distribution in first prior plan year (without $ sign).

    Enter inservice distribution in second prior plan year top

    Enter the amount of inservice distribution in second prior plan year (without $ sign).

    Enter inservice distribution in third prior plan year top

    Enter the amount of inservice distribution in third prior plan year (without $ sign).

    Enter inservice distribution in fourth prior plan year top

    Enter the amount of inservice distribution in fourth prior plan year (without $ sign).

    Indicate whether the employee is an HCE top

    Select "Yes" if employee is an HCE otherwise select "No".

    If Yes, indicate reason for HCE status top

    If employee is an HCE, indicate the reason for the HCE status.

    Employee is excluded in determining top 20% top

    Select "Yes" if employee is excluded in determining top 20% otherwise select "No".

    Employee is in top paid group in current year top

    Select "Yes" if employee is in top paid group otherwise select "No".

    Employee is in top paid group in prior year (copied from prior year census) top

    Select "Yes" if employee was in top paid group the prior year otherwise select "No".

    Eligibility Table of Contents TOC

    • Eligibility

    Eligibility top

    Adjusted hire date (elapsed time computation only, system generated) top

    Enter adjusted hire date (elapsed time computation only, system generated).

    Enter hours of service in this plan year for eligibility purposes top

    Enter hours of service in this plan year for eligibility purposes (i.e. 1, 2, 3, etc.).

    Enter hours for first year of service (only use for first year if eligibility computation period changed and if plan requires a full year or more of service) top

    Enter hours for first year of service (i.e. 1, 2, 3, etc.).

    Enter hours of service in this plan year for vesting purposes top

    Enter hours of service in this plan year for vesting purposes (i.e. 1, 2, 3, etc.).

    Enter hours of service in this plan year for participation purposes top

    Enter hours of service in this plan year for participation purposes (i.e. 1, 2, 3, etc.).

    Override calculation of prior year cumulative service for eligibility purposes top

    Select "Yes" to override calculation of prior year cumulative service for eligibility purposes otherwise select "No".

    Year of service in current plan year (disaggregated part of plan) top

    Enter year of service in current plan year (i.e. 1, 2, 3, etc.).

    Prior year cumulative service (disaggregated part of plan) top

    Enter prior year cumulative service (i.e. 1, 2, 3, etc.).

    Year of service in current plan year (elective deferrals) top

    Enter year of service in current plan year (i.e. 1, 2, 3, etc.).

    Prior years of cumulative service (elective deferrals) top

    Enter prior years of cumulative service (i.e. 1, 2, 3, etc.).

    Year of service in current plan year (match) top

    Enter year of service in current plan year (i.e. 1, 2, 3, etc.).

    Prior years of cumulative service (match) top

    Enter prior years of cumulative service (i.e. 1, 2, 3, etc.).

    Year of service in current plan year (nonelective) top

    Enter year of service in current plan year (i.e. 1, 2, 3, etc.).

    Prior years of cumulative service (nonelective) top

    Enter prior years of cumulative service (i.e. 1, 2, 3, etc.).

    Override calculation of prior year cumulative service for vesting purposes top

    Select "Yes" to override calculation of prior year cumulative service for vesting purposes otherwise select "No".

    Vesting service in current plan year top

    Enter vesting service in current plan year.

    Prior years of cumulative service for vesting top

    Enter prior years of cumulative service (i.e. 1, 2, 3, etc.).

    Override calculation of prior year cumulative service for participation purposes top

    Enter "Yes" to override calculation of prior year cumulative service for participation purposes otherwise select "No."

    Year of participation service in current plan year (match) top

    Enter years of participation service in current plan year (i.e. 1, 2, 3, etc.).

    Prior years of participation service (match) top

    Enter prior years of participation service (i.e. 1, 2, 3, etc.).

    Year of participation service in current plan year (nonelective) top

    Enter year of participation service in current plan year (i.e. 1, 2, 3, etc.).

    Prior years of participation service (nonelective) top

    Enter prior years of participation service (i.e. 1, 2, 3, etc.).

    Cumulative years of break in service top

    Enter cumulative years of break in service (i.e. 1, 2, 3, etc.).

    Future cumulative years of break in service top

    Enter future cumulative years of break in service (i.e. 1, 2, 3, etc.).

    Enter Yes if in disaggregated part of plan top

    Select "Yes" if in disaggregated part of plan otherwise select "No".

    Indicate whether employee is eligible to make elective deferrals top

    Options are:

  • Yes;
  • No; or
  • No - Excel.

    If No, indicate reason employee is not eligible top

    If the employee is not eligible to make elective deferrals, indicate reason. Options are:

    Override calculation of elective deferral eligibility top

    Select "Yes" to override calculation of elective deferral eligibility otherwise select "No.

    Indicate whether employee is eligible to make catch-up contributions top

    Select "Yes" if employee is eligible to make catch-up contributions otherwise select "No".

    Override calculation of catch-up eligibility top

    Select "Yes" to override calculation of catch-up eligibility otherwise select "No".

    Indicate whether employee is eligible to make after-tax contributions top

    Options are:

  • Yes;
  • No; or
  • No - Excel.

    If No, indicate reason employee is not eligible top

    If the employee is not eligible for to make after-tax contributions, indicate reason. Options are:

    Indicate whether employee is eligible for matching contributions top

    Options are:

  • Yes;
  • No; or
  • No - Excel.

    If No, indicate reason employee is not eligible top

    If the employee is not eligible for matching contributions, indicate reason. Options are:

    Override calculation of match eligibility top

    Select "Yes" to override calculation of match eligibility otherwise select "No".

    Indicate whether employee is eligible for safe harbor matching contributions top

    Options are:

  • Yes;
  • No; or
  • No - Excel.

    If No, indicate reason employee is not eligible top

    If the employee is not eligible for safe harbor matching contributions, indicate reason. Options are:

    Indicate whether employee is eligible for nonelective contributions top

    Options are:

  • Yes;
  • No; or
  • No - Excel.

    If No, indicate reason employee is not eligible top

    If the employee is not eligible for nonelective contributions, indicate reason. Options are:

    Override calculation of nonelective eligibility top

    Select "Yes" to override calculation of nonelective eligibility otherwise select "No".

    Indicate whether employee is eligible for Davis Bacon nonelective contributions top

    Options are:

  • Yes;
  • No; or
  • No - Excel.

    If No, indicate reason employee is not eligible top

    If the employee is not eligible for Davis Bacon nonelective contributions, indicate reason. Options are:

    Override calculation of Davis Bacon nonelective eligibility top

    Select "Yes" to override calculation of Davis Bacon nonelective eligibility otherwise select "No".

    Indicate whether employee is eligible for collective bargaining agreement nonelective contributions top

    Options are:

  • Yes;
  • No; or
  • No - Excel.

    If No, indicate reason employee is not eligible top

    If the employee is not eligible for collective bargaining agreement nonelective contributions, indicate reason. Options are:

    Override calculation of collective bargaining agreement nonelective eligibility top

    Select "Yes" to override calculation of collective bargaining agreement nonelective eligibility otherwise select "No".

    Indicate whether employee is eligible for safe harbor nonelective contributions top

    Options are:

  • Yes;
  • No; or
  • No - Excel.

    If No, indicate reason employee is not eligible top

    If the employee is not eligible for safe harbor nonelective contributions, indicate reason. Options are:

    Indicate whether employee is eligible for QNECs top

    Options are:

  • Yes;
  • No; or
  • No - Excel.

    If No, indicate reason employee is not eligible top

    If the employee is not eligible for QNECs, indicate reason. Options are:

    Override calculation of QNEC eligibility top

    Select "Yes" to override calculation of QNEC eligibility otherwise select "No".

    Indicate whether employee is eligible for Davis Bacon QNECs top

    Options are:

  • Yes;
  • No; or
  • No - Excel.

    If No, indicate reason employee is not eligible top

    If the employee is not eligible for Davis Bacon QNECs, indicate reason. Options are:

    Override calculation of Davis Bacon QNEC eligibility top

    Select "Yes" to override calculation of Davis Bacon QNEC eligibility otherwise select "No".

    Indicate whether employee is eligible for collective bargaining agreement QNECs top

    Options are:

  • Yes;
  • No; or
  • No - Excel.

    If No, indicate reason employee is not eligible top

    If the employee is not eligible for collective bargaining agreement QNECs, indicate reason. Options are:

    Override calculation of collective bargaining agreement QNEC eligibility top

    Select "Yes" to override calculation of collective bargaining agreement QNEC eligibility otherwise select "No".

    Indicate whether the Participant is eligible for the top heavy minimum top

    Select "Yes" if the participant is eligible for top heavy minimum otherwise select "No".

    Indicate whether employee is eligible for contributions (average benefit purposes) in other plans top

    Options are:

  • Yes;
  • No; or
  • No - Excel.

    Compensation Table of Contents TOC

    • Compensation

    Compensation top

    Deduction for one-half of self employment tax (self employed only) top

    Enter the deduction for one-half of self employment tax (without $ sign).

    Deduction for share of common law employee deductions (self employed only) top

    Enter the deduction for share of common law employee deductions (without $ sign).

    Enter compensation from entry date - 1 (User defined) top

    Enter the compensation from entry date - 1 (without $ sign).

    Enter compensation from entry date - 2 (User defined) top

    Enter the compensation from entry date - 2 (without $ sign).

    Enter compensation from entry date - 3 (User defined) top

    Enter the compensation from entry date - 3 (without $ sign).

    Enter compensation for elective deferral purposes top

    Enter the compensation for elective deferral purposes (without $ sign).

    Enter compensation for elective deferral purposes (up to Compensation limit) top

    Enter the compensation limit for elective deferral purposes (without $ sign).

    Enter compensation for matching purposes top

    Enter the compensation for matching purposes (without $ sign).

    Enter compensation for matching purposes (Up to Compensation limit) top

    Enter the compensation limit for matching purposes (without $ sign).

    Enter compensation for nonelective purposes top

    Enter the compensation for nonelective purposes (without $ sign).

    Enter compensation for nonelective purposes (up to Compensation limit) top

    Enter the compensation limit for nonelective purposes (without $ sign).

    Enter compensation for top heavy purposes top

    Enter the compensation for top heavy purposes (without $ sign).

    Enter compensation for top heavy purposes (up to Compensation limit) top

    Enter the compensation limit for top heavy purposes (without $ sign).

    Enter compensation for ACP testing purposes top

    Enter the compensation for ACP testing purposes (without $ sign).

    Enter compensation for ACP testing purposes (user defined via mapping, could be net of deferrals) top

    Enter the compensation for ACP testing purposes (without $ sign).
    Note: User defined via mapping, could be net of deferrals.

    Enter compensation for ADP testing purposes top

    Enter the compensation for ADP testing purposes (without $ sign).

    Enter compensation for ADP testing purposes (user defined via mapping, could be net of deferrals) top

    Enter the compensation for ADP testing purposes (without $ sign).
    Note: User defined via mapping, could be net of deferrals.

    Enter compensation for nonelective testing purposes top

    Enter the compensation for nonelective testing purposes (without $ sign).

    Enter statutory compensation in current plan year top

    Enter the statutory compensation in current plan year (without $ sign).

    Enter statutory compensation in current plan year (up to Compensation limit) top

    Enter the statutory compensation limit in current plan year (without $ sign).

    Enter compensation in prior plan year top

    Enter the compensation in prior plan year (without $ sign).

    Enter compensation in calendar year ending within plan year (fiscal year plan) top

    Enter the fiscal plan year compensation ending within plan year (without $ sign).

    Enter compensation used to determine maximum deduction top

    Enter the compensation used to determine maximum deduction (without $ sign).

    Enter compensation used to determine maximum deduction (up to Compensation limit) top

    Enter the compensation limit used to determine maximum deduction (without $ sign).

    Enter compensation excluding total deferrals top

    Enter the compensation excluding total deferrals (without $ sign).

    Enter compensation excluding fringe benefits top

    Enter the compensation excluding fringe benefits (without $ sign).

    Enter compensation excluding other forms of compensation top

    Enter the compensation excluding other forms of compensation (without $ sign).

    First user defined census text top

    Enter the first user defined census text.

    Identifier for first user defined text number (1) top

    Enter the identifier for the first user defined text number.

    Second user defined census text top

    Enter the second user defined census text.

    Identifier for second user defined text number (2) top

    Enter the identifier for the second user defined text number.

    Third user defined census text top

    Enter the third user defined census text.

    Identifier for third user defined text number (3) top

    Enter the identifier for the third user defined text number.

    Fourth user defined census text top

    Enter the fourth user defined census text.

    Identifier for fourth user defined text number (4) top

    Enter the identifier for the fourth user defined text number.

    Fifth user defined census text top

    Enter the fifth user defined census text.

    Identifier for fifth user defined text number (5) top

    Enter the identifier for the firth user defined text number.

    Contribution Table of Contents TOC

    Contribution

    Contribution top

    Enter the total amount of employee's 401(k) contributions - do not reduce for catchups Top

    Enter the total amount of employee's 401(k) contributions.
    Note: Do not reduce for catchups.

    Enter 401(k) contributions made prior to 1/1 in plan year (fiscal year plan) Top

    Enter 401(k) contributions made prior to 1/1.
    Note: Fiscal year plan.

    Enter 401(k) contribution election as a percent of compensation Top

    Enter 401(k) contribution election as a percent of compensation.

    Enter elective deferrals made to another plan (dollar amount) Top

    Enter elective deferrals made to another plan (without $ sign).

    Enter elective deferrals made to another plan in a previous calendar year (dollar amount, fiscal year plan) Top

    Enter elective deferrals made to another plan in a previous calendar year (without $ sign).
    Note: Fiscal year plan.

    Enter the employee's 401(k) contributions that are designated as Roth contributions - do not reduce for catchups Top

    Enter the employee's 401(k) contributions that are designated as Roth contributions
    Note: Do not reduce for catchups.

    Enter Roth 401(k) contribution election as a percent of compensation Top

    Enter the Roth 401(k) contribution election as a percent of compensation.

    Enter Roth 401(k) contributions made prior to 1/1 in plan year (fiscal year plan) Top

    Enter Roth 401(k) contributions made prior to 1/1 in plan year.
    Note: Fiscal year plan.

    Enter first year Roth 401(k) contributions for five year clock Top

    Enter first year Roth 401(k) contributions for five year clock.

    Enter excess deferrals Top

    Enter excess deferrals.

    Excess Deferrals applicable to calendar year ending in current year (fiscal year plan) Top

    Enter deferrals applicable to calendar year ending in current year.
    Note: Fiscal year plan.

    Enter catch-ups made in current plan year Top

    Enter catch-ups made in current plan year.

    Enter catch-ups made in calendar year ending in current year (fiscal year plans) Top

    Enter catch-ups made in calendar year ending in current year.
    Note: Fiscal year plans.

    Enter catch-ups determined by plan imposed deferral limit Top

    Enter catch-ups determined by plan imposed deferral limit.

    Enter catch-ups determined by failed ADP test Top

    Enter catch-ups determined by failed ADP test.

    Enter catch-ups determined by 415 limit Top

    Enter catch-ups determined by 415 limit.

    Enter after-tax contributions (dollars) Top

    Enter after-tax contributions (without $ sign).

    Enter after-tax contributions (percent) Top

    Enter after-tax contributions (without % sign).

    Enter matching contribution Top

    Enter matching contribution.

    Enter safe harbor matching contribution (only used in safe harbor plan where match vesting = 100% and all fixed matching are 100% vested) Top

    Enter safe harbor matching contribution.
    Note: Only used in safe harbor plan where match vesting = 100% and all fixed matching are 100% vested.

    Enter safe harbor matching contribution Top

    Enter safe harbor matching contribution.

    Enter safe harbor QACA matching contribution Top

    Enter safe harbor QACA matching contribution.

    Enter QMAC contribution Top

    Enter QMAC contribution.

    Enter nonelective contribution Top

    Enter nonelective contribution.

    Enter points earned based on compensation (used to calculate nonelective contribution) Top

    Enter points earned based on compensation.
    Note: Used to calculate nonelective contribution.

    Enter points earned based on service (used to calculate nonelective contribution) Top

    Enter points earned based on service.
    Note: Used to calculate nonelective contribution.

    Enter points earned based on age (used to calculate nonelective contribution) Top

    Enter points earned based on age.
    Note: Used to calculate nonelective contribution.

    Enter points earned based on compensation (used to calculate nonelective contribution) Top

    Enter points earned based on compensation.
    Note: Used to calculate nonelective contribution.

    Enter points earned based on service (used to calculate nonelective contribution) Top

    Enter points earned based on service.
    Note: Used to calculate nonelective contribution.

    Enter points earned based on age (used to calculate nonelective contribution) Top

    Enter points earned based on age.
    Note: Used to calculate nonelective contribution.

    Enter total points earned when Points Override on the Plan level is set to Yes (if no override system calculated) Top

    Enter total points earned when Points Override on the Plan level is set to "Yes".
    Note: If no override system calculated.

    Enter nonelective contribution points Top

    Enter nonelective contribution points.

    Enter nonelective contribution points Top

    Enter nonelective contribution points.

    Enter points earned based on age-weighted method (used to calculate nonelective contribution) Top

    Enter points earned based on age-weighted method. Note: Used to calculate nonelective contribution.

    Enter participant's allocation group Top

    Enter participant's allocation group. Options are:

    Enter Davis Bacon nonelective contribution Top

    Enter Davis Bacon nonelective contribution.

    Enter collective bargaining agreement nonelective contribution Top

    Enter collective bargaining agreement nonelective contribution.

    Enter safe harbor nonelective contribution Top

    Enter safe harbor nonelective contribution.

    Enter safe harbor QACA contribution Top

    Enter safe harbor QACA contribution.

    Enter QNEC contribution Top

    Enter QNEC contribution.

    Enter Davis Bacon QNEC contribution Top

    Enter Davis Bacon QNEC contribution.

    Enter rollover contribution (related) Top

    Enter rollover contribution.
    Note: Related.

    Enter rollover contribution (unrelated) Top

    Enter rollover contribution.
    Note: Unrelated.

    Enter Roth rollover contribution (non-taxable) Top

    Enter Roth rollover contribution.
    Note: Non-taxable.

    Enter Roth rollover contribution (taxable) Top

    Enter Roth rollover contribution.
    Note: Taxable.

    Enter other contributions for average benefits purposes other than elective deferrals already entered for the participant Top

    Enter other contributions for average benefits purposes other than elective deferrals already entered for the participant.

    Enter other contributions for 415 purposes other than elective deferrals already entered for the participant Top

    Enter other contributions for 415 purposes other than elective deferrals already entered for the participant.

    Enter elective deferral contribution (for ADR purposes) Top

    Enter elective deferral contribution.
    Note: For ADR purposes.

    Enter matching contribution (for ACR purposes) Top

    Enter matching contribution.
    Note: For ACR purposes.

    Enter elective deferral contribution shifted match for ACR purposes Top

    Enter elective deferral contribution shifted match for ACR purposes.

    Other Table of Contents TOC

    Other

    Other top

    Enter average deferral rate (gross compensation, including deferrals) Top

    Enter average deferral rate.
    Note: Gross compensation, including deferrals.

    Enter average deferral rate (net compensation, excluding deferrals) Top

    Enter average deferral rate.
    Note: Net compensation, excluding deferrals.

    Enter average deferral rate (from other plan) Top

    Enter average deferral rate.
    Note: From other plan.

    Enter average deferral rate (adjusted for correction) Top

    Enter average deferral rate
    Note: Adjusted for correction.

    ADP failure preliminary in dollars (system generated) Top

    Enter ADP failure preliminary in dollars (without $ sign).
    Note: System generated.

    ADP failure preliminary refund in dollars (system generated) Top

    Enter ADP failure preliminary refund in dollars (without $ sign).
    Note: System generated.

    ADP failure recharacterized as catch-up (system generated) Top

    Enter ADP failure recharacterized as catch-up.
    Note: System generated.

    ADP failure refund in dollars (system generated) Top

    Enter ADP failure refund in dollars (without $ sign).
    Note: System generated.

    ADP failure adjusted deferrals in dollars (system generated) Top

    Enter ADP failure adjusted deferrals in dollars (without $ sign).
    Note: System generated.

    ADP failure QNEC needed to pass in percent (system generated) Top

    Enter ADP failure QNEC needed to pass in percent (without % sign).
    Note: System generated.

    Enter average contribution rate (gross compensation, including deferrals) Top

    Enter average contribution rate.
    Note: Gross compensation, including deferrals.

    Enter average contribution rate (net compensation, excluding deferrals) Top

    Enter average contribution rate.
    Note: Net compensation, excluding deferrals.

    Enter average contribution rate (from other plan) Top

    Enter average contribution rate.
    Note: From other plan.

    Enter average contribution rate (adjusted for correction) Top

    Enter average contribution rate.
    Note: Adjusted for correction.

    ACP failure preliminary in dollars (system generated) Top

    Enter ACP failure preliminary in dollars (without $ sign).
    Note: System generated.

    ACP failure preliminary refund in dollars (system generated) Top

    Enter ACP failure preliminary refund in dollars (without $ sign).
    Note: System generated.

    ACP failure recharacterized as catch-up (system generated) Top

    Enter ACP failure recharacterized as catch-up.
    Note: System generated.

    ACP failure refund in dollars (system generated) Top

    Enter ACP failure refund in dollars (without $ sign).
    Note: System generated.

    ACP failure adjusted deferrals in dollars (system generated) Top

    Enter ACP failure adjusted deferrals in dollars (without $ sign).
    Note: System generated.

    General test contribution allocation (system generated if no override) Top

    Enter general test contribution allocation.
    Note: System generated if no override.

    General test allocation percent (system generated) Top

    Enter general test contribution percent.
    Note: System generated.

    General test contribution allocation for average benefit purposes (system generated) Top

    Enter general test contribution allocation for average benefit purposes.
    Note: System generated.

    General test allocation percent for average benefit purposes (system generated) Top

    Enter general test allocation percent for average benefit purposes.
    Note: System generated.

    Attained age for general test purposes (system generated) Top

    Enter attained age for general test purposes.
    Note: System generated.

    Retirement age for general test purposes (system generated) Top

    Enter retirement age for general test purposes.
    Note: System generated.

    Years to retirement for general test purposes (system generated) Top

    Enter years to retirement for general test purposes.
    Note: System generated.

    Value of contribution at retirement for general test purposes (system generated) Top

    Enter value of contribution at retirement for general test purposes.
    Note: System generated.

    Value of annuity at retirement for general test purposes (system generated) Top

    Enter value of annuity at retirement for general test purposes.
    Note: System generated.

    Value of contribution at retirement for average benefit test purposes (system generated) Top

    Enter value of contribution at retirement for average benefit test purposes.
    Note: System generated.

    Value of annuity at retirement for average benefit test purposes (system generated) Top

    Enter value of annuity at retirement for average benefit test purposes.
    Note: System generated.

    Equivalent benefit at retirement for general test purposes (system generated) Top

    Enter equivalent benefit at retirement for general test purposes.
    Note: System generated.

    General test covered comp, if permitted disparity used (system generated) Top

    Enter general test covered comp, if permitted disparity used.
    Note: System generated.

    Adjusted (if impute disparity) equivalent benefit at retirement for general test purposes (system generated) Top

    Enter adjusted (if impute disparity) equivalent benefit at retirement for general test purposes.
    Note: System generated.

    Equivalent benefit at retirement for average benefit purposes (system generated) Top

    Enter equivalent benefit at retirement for average benefit purposes.
    Note: System generated.

    Adjusted (if impute disparity) Equivalent benefit at retirement for average benefit purposes (system generated) Top

    Enter adjusted (if impute disparity) equivalent benefit at retirement for average benefit purposes.
    Note: System generated.

    Rate group for general testing purposes (1 for each HCE) (system generated) Top

    Enter group for general testing purposes (1 for each HCE).
    Note: System generated.

    NHCE average benefit percent (system generated) Top

    Enter NHCE average benefit percent.
    Note: System generated.

    HCE average benefit percent (system generated) Top

    Enter HCE average benefit percent.
    Note: System generated.

    Average benefit percent ratio (NHCE%/HCE%, system generated) Top

    Enter average benefit percent ratio (NHCE%/HCE%).
    Note: System generated.

    General test pass or fail indicator (system generated) Top

    Enter general test pass or fail indicator.
    Note: System generated.

    Average benefit test nonexcludable employees (system generated) Top

    Enter average benefit test nonexcludable employees.
    Note: System generated.

    Enter vesting percentage for discretionary matching source Top

    Enter vesting percentage for discretionary matching source (without % sign).

    Enter vesting percentage for fixed matching source Top

    Enter vesting percentage for fixed matching source (without % sign).

    Enter vesting percentage for safe harbor QACA matching source Top

    Enter vesting percentage for safe harbor QACA matching source (without % sign).

    Enter vesting percentage for nonelective source Top

    Enter vesting percentage for nonelective source (without % sign).

    Enter vesting percentage for safe harbor QACA source (non-match) Top

    Enter vesting percentage for safe harbor QACA source (non-match) (without % sign).

    Indicate if a hardship distribution has been made Top

    Indicate if a hardship distribution has been made.

    If Yes, enter date of distribution Top

    If a hardship distribution has been made, enter the date of distribution.

    If Yes, enter date six month suspension expires Top

    If a hardship distribution has been made, enter the date six month suspension expires.

    Enter early retirement age (or is it sys generated date) Top

    Enter early retirement age.
    Note: Or the system generated date.

    Enter normal retirement age (or is it sys generated date) Top

    Enter normal retirement age.
    Note: Or the system generated date.

    Indicate whether termination distribution has been processed Top

    Indicate whether termination distribution has been processed.

    If yes, enter date processed Top

    If termination distribution has been processed, enter date processed.

    System generated error message Top

    Enter system generated error message.