This
For more information, see The Report Properties Dialog.
Overview
This report displays the current and year-to-date 401(k) information for all checks between the starting and ending dates you define. The information can either be summarized by employee or broken out and displayed for each check date or payroll process.
The eligible earnings information is pulled from all earning codes in the code group named 401k Earn (space between 401k and Earn) or code group 401k. If both are set up, the system uses the 401k Earn group.
Date Selection
In the Report Properties dialog, click on the Date Selection tab. The system displays the Date Selection page.
As explained in Date Selection, you can use Override Dates 
to select specific check date/process number combinations. Millennium® bases most reports on one or the other: the date or the process number.
This report is based on the check date.
This report uses company-style default date ranges, which are:
- Most Recent Pay Period
- Current Month
- Current Quarter
- Year-to-Date
- Override Dates
- Quarters 1–4
Data Selection
In the Report Properties dialog, click on the Data Selection tab. The system displays the Data Selection page.
As explained in Data Selection, you can use this page to include company filters to narrow down the selected data for this report. If you want to create a filter, design it to access the following database tables:
- CInfo—Company information.
- EInfo—Employee information.
Subtotals/Breaks
In the Report Properties dialog, click on the Subtotals/Breaks tab. The system displays the Subtotals/Breaks page:
Figure 2-431: Subtotals/Breaks page
If you choose to customize groupings, you can select up to eight levels.
The default Sort Order is DeptName. Available sorts include:
- Dept Name
- Dept ID
- Name
- ID
This report allows eight categories in the Groups column. If you select Custom Sort Order 
, the groups in Available Groups are available:
|
Employee ID |
Employee Job |
Employee User1 |
|
Employee Name |
Employee Position |
Employee User2 |
|
Employee City |
Employee Title |
Employee User3 |
|
Employee State |
Employee EEOC |
Employee User4 |
|
Employee Zip |
Employee Auto Pay |
Employee User5 |
|
Employee SSN |
Employee Job |
Employee User6 |
|
CC1 |
Employee Mail Stop |
Employee User7 |
|
CC2 |
Supervisor |
Employee User8 |
|
CC3 |
Employee Pay Frequency |
Employment Type |
|
CC4 |
Employee Pay Group |
Full Department |
|
CC5 |
Employee Position |
Service Bureau |
|
Company |
Employee Status |
Process |
|
Workers’ Comp Code |
Employee Tax Form |
Check Date |
|
Employee Clock |
Employee Union |
|
This report allows four categories in the Sorts column. If you select Custom Sort Order , the sorts in Available Sorts are available:
Additional Formulas
In the Report Properties dialog, click on the Additional Formulas tab. The system displays the Additional Formulas page:
Figure 2-432: Additional Formulas page
Explanations of the additional formulas are as follows:
Detail Group
Use the drop-down list to select the information on which the report will be summarized.
The valid entries are:
- Employee
- Process—Payroll process.
- Date—Check date.
Hide Non-Contributors
Put a check in this check box to prevent employees with no contribution or match amounts from appearing on the report.
Current Line 1–8
Use these drop-down lists to select which piece of current 401(k) data is to be displayed in the associated column on the report (Current line 1, Current line 2, and so on).
The valid entries include:
|
Pre Tax |
Total Contribution (Simple401k) |
EE |
|
Post Tax |
Total Contribution (403b) |
EE Percent of Eligible |
|
Loan |
Total Contribution (408k) |
EE Percent of Gross (Simple) |
|
Pre Tax (Simple) |
Total Contribution (457b) |
EE Percent of Gross (Simple401k) |
|
Pre Tax (Simple401k) |
Total Contribution (501c) |
EE Percent of Eligible (Simple) |
|
Pre Tax (403b) |
Total Contribution (Roth401k) |
EE Percent of Eligible (Simple401k) |
|
Pre Tax (408k) |
Total Contribution (Roth403b) |
EE Percent of Gross (403b) |
|
Pre Tax (457b) |
Employee Contribution |
EE Percent of Gross (408k) |
|
Pre Tax (501c) |
Employee Contribution (All) |
EE Percent of Gross (457b) |
|
Roth 401k |
Employee Contribution (Simple) |
EE Percent of Gross (501c) |
|
Roth 403b |
Employee Contribution (Simple401k) |
EE Percent of Gross (Roth401k) |
|
Match |
Employee Contribution (403b) |
EE Percent of Gross (Roth403b) |
|
Gross |
Employee Contribution (408k) |
EE Percent of Eligible (403b) |
|
Eligible Earnings |
Employee Contribution (457b) |
EE Percent of Eligible (408k) |
|
Hours |
Employee Contribution (501c) |
EE Percent of Eligible (457b) |
|
Eligible Hours |
Employee Contribution (Roth401k) |
EE Percent of Eligible (501c) |
|
Total Contribution |
Employee Contribution (Roth403b) |
EE Percent of Eligible (Roth401k) |
|
Total Contribution (All) |
ER |
EE Percent of Eligible (Roth403b) |
|
Total Contribution (Simple) |
ER Percent of Eligible |
|
- PreTax—The 401(k) contribution.
- PostTax—The 401(k)-over contribution.
The TotalContribution entry is the sum of:
- (Pre Tax) + (Post Tax) + Loan + (Roth 401k) + (Roth 403b) + Match
The TotalContribution(All) entry is the sum of:
- (Pre Tax) + (Post Tax) + Loan + 403b + 408k + 457b + 501c + (Roth 401k) + (Roth 403b) + Simple + (Simple 401k) + Match
The EmployeeContribution(All) entry is the sum of:
- (Pre Tax) + (Post Tax) + Loan + 403b + 408k + 457b + 501c + (Roth 401k) + (Roth 403b) + Simple + (Simple 401k)
YTD Line 1–6
Use these drop-down lists to select which piece of YTD 401(k) data is to be displayed in the associated column on the report (YTD line 1, YTD line 2, and so on).
The valid entries include:
- PreTax — The 401(k) contribution
- PostTax — The 401(k)-over contribution
The TotalContribution entry is the sum of:
- (Pre Tax) + (Post Tax) + Loan + (Roth 401k) + (Roth 403b) + Match
The TotalContribution(All) entry is the sum of:
- (Pre Tax) + (Post Tax) + Loan + 403b + 408k + 457b + 501c + (Roth 401k) + (Roth 403b) + Simple + (Simple 401k) + Match
The EmployeeContribution(All) entry is the sum of:
- (Pre Tax) + (Post Tax) + Loan + 403b + 408k + 457b + 501c + (Roth 401k) + (Roth 403b) + Simple + (Simple 401k)
Employee Line 1–4
Use these drop-down lists to select which piece of employee data is to be displayed in the associated column on the report (Employee line 1 through Employee line 4).
The valid entries include: