Census

1 Total
Soc. Sec Number

Required

Format should be:

9 digit numeric field with slashes (xxx-xx-xxxx)

Last Name, First Name
Ownership (%) 0.00%
Officer Y/N
Family Member
Gender
Date of Birth

Required for year-end testing, determining eligibility, and required to process RMD`s.

Format should be:

8 digit numeric field with slashes (mm/dd/yyyy).

Date of Hire

Required for year-end testing, determining eligibility, and required to update vested %.

Format should be:

8 digit numeric field with slashes (mm/dd/yyyy).

Date of Rehire

If applicable

Format should be:

8 digit numeric field with slashes (mm/dd/yyyy).

Hours Worked

Required for all plans that have an hours requirement for eligibility.

Used for determining eligibility, and also for year-end testing purposes.

Format should be: XXXX (number, rounded up or down)

Date of Termination

If applicable, is required for year-end testing, and distribution processing.

Format should be:

8 digit numeric field with slashes (mm/dd/yyyy).

Annual Compensation

Required for testing purposes or illustrations.

Format should be:

Numeric with 2 decimals (XXXXXXXXX.XX)

0.00$
Annual 401(K) Deferrals 0.00$
Annual Roth Deferrals 0.00$
Annual Match Contributions 0.00$
Annual Safe Harbor Contributions 0.00$
Annual Profit Sharing Contributions 0.00$
Annual Loan Payments 0.00$