Year-to-Date 401K Report

The Year-to-Date 401K report provides a year-to-date summary of 401k employee deductions and employer benefits, including employee year-to-date totals and totals by DBA. This report contains the following components:

  • Contributions by PDBA (bar graph)

  • Contributions by PDBA (table)

  • Employee and Employer Contribution Percentages (pie chart)

  • Contributions by Employee (table)

The Contributions by Employee table component contains drill back functionality as described in the following table:

Functionality

Value

Table column containing drill back link

Employee Number

Table columns passed to application

Employee Number, PDBA Code, Company, Year, Tax History Type, Tax id

Application called

PDBAs History (P079951)

Form called

W079951B

Version called

ZJDE0001