Compliance Census File DESCRIPTION: This report provides data on personnel employed during a selected plan-year reporting period. It contains information on employee dates, hours, compensation, compensation, etc. It is used for compliance testing and 5500 reporting. AVAILABLE FORMAT: Text: Allows for editing or exporting to a spreadsheet FAQ’s Q: Who should be included on the census file? A: Census data should be provided for everyone employed during the plan year regardless of their length of employment or whether or not the specific individuals elected to participate in the plan. If you are a member of a controlled or affiliated service group of employers, please provide census data for the employees of each employer and indicate which employees are excluded from the plan in the employee status column with an ‘E’. Q: How do I make updates to the file? A: The file can be opened and manipulated using Microsoft Excel. Prior to uploading the file, ensure the file is resaved in a .txt format. Q: What is pre-entry compensation? A: Pre-entry compensation is the compensation earned prior to an employee becoming eligible for entry into the plan during the current plan year. The compensation earned from the later of the date of hire or beginning of the plan year to the employee’s entry date is considered pre-entry compensation. DATA SPECIFICATIONS: Plan Number Plan Year Begin Date Plan Year End Date OUTPUT COLUMNS Column A: Employee Name Column B: Employee Status Column C: SSN Column D: Date of Birth Column E: Worked Column F: Original Date of Hire Column G: Date of Termination Column H: Date of Re-Hire Column I: Pre-Entry Compensation Column J: Plan Compensation Column K: Total Compensation Column L: 12 Months Compensation Column M: Employee Paycheck Contributions Column N: Employer Matching Contributions Column O: Employee After-Tax Contributions Column P: Employer Non-Elective Contributions Column Q: Employee Roth Contributions Column R: Officer Status
Compliance Census File DESCRIPTION: This report provides data on personnel employed during a selected plan-year reporting period. It contains information on employee dates, hours, compensation, compensation, etc. It is used for compliance testing and 5500 reporting. AVAILABLE FORMAT: Text: Allows for editing or exporting to a spreadsheet FAQ’s Q: Who should be included on the census file? A: Census data should be provided for everyone employed during the plan year regardless of their length of employment or whether or not the specific individuals elected to participate in the plan. If you are a member of a controlled or affiliated service group of employers, please provide census data for the employees of each employer and indicate which employees are excluded from the plan in the employee status column with an ‘E’. Q: How do I make updates to the file? A: The file can be opened and manipulated using Microsoft Excel. Prior to uploading the file, ensure the file is resaved in a .txt format. Q: What is pre-entry compensation? A: Pre-entry compensation is the compensation earned prior to an employee becoming eligible for entry into the plan during the current plan year. The compensation earned from the later of the date of hire or beginning of the plan year to the employee’s entry date is considered pre-entry compensation. DATA SPECIFICATIONS: Plan Number Plan Year Begin Date Plan Year End Date OUTPUT COLUMNS Column A: Employee Name Column B: Employee Status Column C: SSN Column D: Date of Birth Column E: Worked Column F: Original Date of Hire Column G: Date of Termination Column H: Date of Re-Hire Column I: Pre-Entry Compensation Column J: Plan Compensation Column K: Total Compensation Column L: 12 Months Compensation Column M: Employee Paycheck Contributions Column N: Employer Matching Contributions Column O: Employee After-Tax Contributions Column P: Employer Non-Elective Contributions Column Q: Employee Roth Contributions Column R: Officer Status
Compliance_Census_File.docx