| 1 | Total | |
|---|---|---|
| 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). |
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| 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). |
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| Date of Rehire
If applicable Format should be: 8 digit numeric field with slashes (mm/dd/yyyy). |
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| 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) |
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| 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). |
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| 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$ |