Standard 401k to Vestwell (non-state run plans)

Travis Viall

Jun 01, 2023

This article will descript the file transformation that has been created in detamoov to transform the standard 401k file format to the Vestwell (non-state rule plans) file specifications. This transformation is used in a detamoov integration with Vestwell.

Source File	Destination file
Standard 401k	Vestwell (non-state run plans)

File Specifications

File Type Generated	CSV
Header Row(s) Generated	Yes
Footer Row(s) Generated	NO
End of Row Character	CRLF
File Naming Generated	[Company EIN no dash]_[Check Date in YYYY-MM-DD]_[current time in YYYYMMHHMMSSS].csv

Field Mappings

The table below details the specific field mapping and transformation rules applied to ensure the Vestwell csv format is created correctly from the standard 401k format.

Vestwell Field Name	Standard 401k Field Name	Field Size	Details
Social Security Number	SSN		Format to SSN
Last Name	LAST NAME
Middle Name	MIDDLE NAME/INITIAL
First Name	FIRST NAME
Date of Birth	DOB		MM/DD/YYYY
Date of Hire	HIRE DATE		MM/DD/YYYY
Date of Rehire	REHIRE DATE		MM/DD/YYYY
Date of Termination	TERMINATION DATE		MM/DD/YYYY
Street Address #1	ADDRESS LINE 1	64	Take first 64
Street Address #2	ADDRESS LINE 2	64	Take first 64
City	CITY	64	Take first 64
State	STATE		2-Letter Code or Full name
Zip Code	ZIP		Numeric Only
Email Address	EMAIL
Secondary Email Address
Phone	PHONE
Secondary Phone
Division			aka pay group
Pre-tax Contribution Amount	CURRENT PAYROLL EMPLOYEE PRETAX		Numeric only, round 2 decimals
Roth Contribution Amount	CURRENT PAYROLL EMPLOYEE ROTH		Numeric only, round 2 decimals
Employer Contribution	CURRENT PAYROLL EMPLOYER MATCH		Numeric only, round 2 decimals
Loan Payment	LOAN 1 REPAYMENT AND LOAN 2 REPAYMENT		Numeric only, round 2 decimals
Current Period Compensation	CURRENT PAY PERIOD GROSS PAY		Numeric only, round 2 decimals
Current Period Hours	CURRENT PAY PERIOD HOURS WORKED		Numeric only, round 2 decimals
YTD Hours	YTD HOURS WORKED		Numeric only, round 2 decimals
Gross Salary	YTD GROSS PAY		Numeric only, round 2 decimals

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