401(k) Fringes and Deductions Report screen

Use the 401(k) Fringes and Deductions Report screen to create a report of specified fringes and deductions for a specified date range sorted by employee. You can specify the types of fringes and benefits to include in the report. The report only includes employees assigned to Pay System screen to which you have access. You can print or save this report.

The 401(k) Fringes and Deductions Report can be used to provide details about 401(k) deductions and fringes benefits, such as a company match, to a 401(k) administrator.

Note: To open the 401(k) Fringes and Deductions Report screen, click Employees > Reports > 401(k) Fringes and Deductions Report in the All Tasks pane.

You can control the output of the 401(k) Fringes and Deductions Report by entering details in one or more of the following fields on the Options tab:

  • Select Format - If you have modified the format and layout of this report on the Modify Reports screen, click to select the version to use for this report. If you haven't modified the report, this field doesn't appear.

  • Check From Date - Enter the starting payroll transaction date for the report, click to select the date from a Date Picker, or click to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula.

  • Check Through Date - Enter the ending payroll transaction date for the report, click to select the date from a Date Picker, or click to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula.

  • Company - Click to select one or more companies for the report. If no companies are selected, all companies appear in the report.

  • Division - Click to select one or more divisions for the report. If no divisions are selected, all divisions appear in the report.

  • Deduction Column 1 - Click to select one or more deductions to appear in Deduction Column 1 in the report. If multiple deductions are selected, the total of the deductions appears in the report. If no deductions are selected, Deduction Column 1 will be blank in the report.

  • Deduction Column 2 - Click to select one or more deductions to appear in Deduction Column 2 in the report. If multiple deductions are selected, the total of the deductions appears in the report. If no deductions are selected, Deduction Column 2 will be blank in the report.

  • Deduction Column 3 - Click to select one or more deductions to appear in Deduction Column 3 in the report. If multiple deductions are selected, the total of the deductions appears in the report. If no deductions are selected, Deduction Column 3 will be blank in the report.

  • Fringe Column 1 - Click to select one or more fringes to appear in Fringe Column 1 in the report. If multiple fringes are selected, the total of the fringes appears in the report. If no fringes are selected, Fringe Column 1 will be blank in the report.

  • Fringe Column 2 - Click to select one or more fringes to appear in Fringe Column 2 in the report. If multiple fringes are selected, the total of the fringes appears in the report. If no fringes are selected, Fringe Column 2 will be blank in the report.

  • Fringe Column 3 - Click to select one or more fringes to appear in Fringe Column 3 in the report. If multiple fringes are selected, the total of the fringes appears in the report. If no fringes are selected, Fringe Column 3 will be blank in the report.

  • Include Pending Transactions - Select the checkbox to include both pending and posted transactions in the report. Deselect the checkbox to show only posted transactions in the report.

  • Include Employees - Click to select the employees that will be included in the report. Your 401(k) plan administrator may need to know employee earnings for all employees, even those not participating in the 401(k) plan. Select With amounts in period to include employees with a deduction or fringe in the selected period. Select With YTD amounts to include employees with a deduction or fringe in the current year. Select Active this year to include employees that were active at some time during the current year.

  • Detailed/Summary - Select Detailed to show deductions and fringes for each check within the selected date range, period subtotals, and year-to-date totals, if the date range is within one calendar year. Select Summary to show totals for the date range selected and year-to-date totals, if the date range is within one calendar year.

    Tip: You can use the Modify Reports screen to customize the format and layout of this report.

For more information on running the report, see Run and Print Reports.