Standard 401k to Ameritas
Nov 20, 2023
This article will describe the file transformation that has been created in detamoov to transform the standard 401k file format to the Ameritas file specifications. This transformation is used in a detamoov integration with Ameritas.
| Source File | Destination file |
| Standard 401k | Ameritas |
File Specifications
| File Type Generated | CSV |
| Header Row(s) Generated | |
| Footer Row(s) Generated | |
| End of Row Character | |
| File Naming Generated |
FTP__AM[PLAN ID]__BPOXXX.csv |
Field Mappings
The table below details the specific field mapping and transformation rules applied to ensure the Ameritas Payroll Contribution csv format is created correctly from the standard 401k format.
| Ameritas Field Name | Standard 401k Field Name | Field Size | Details |
| Plan # | PLAN ID | 6 | |
| Location | 4 | Required if 1+ location | |
| SSN | SSN | 9 | numeric only |
| Employee # | EMPLOYEE NUMBER | 13 | |
| Gender | GENDER | 1 | Male = 1 Female = 2 |
| Last Name, First Name MI | LAST NAME AND FIRST NAME | 30 | |
| Address Line 1 | ADDRESS LINE 1 | 40 | |
| Address Line 2 | ADDRESS LINE 2 | 40 | |
| City | CITY | 28 | |
| State | STATE | 3 | |
| Zip | ZIP | 9 | numeric only |
| DOB | DOB | MM/DD/YYYY | |
| DOH | HIRE DATE | MM/DD/YYYY | |
| DOT | TERMINATION DATE | MM/DD/YYYY | |
| REHIRE DATE | REHIRE DATE | MM/DD/YYYY | |
| CURRENT TAX YEAR | |||
| SRC 2 AMT | Employee P87 | ||
| SCR 4 AMT | |||
| SCR 5 AMT | ER Asset Transfer | ||
| SCR 7 AMT | ER VOL (IRA) | ||
| SCR 8 AMT | EE DED QVEC | ||
| SCR 9 AMT | Unrelated Rollover | ||
| SCR A AMT | CURRENT PAY PERIOD EMPLOYEE PRETAX | Employee Deferrals | |
| SCR B AMT | CURRENT PAY PERIOD EMPLOYEE ROTH | Roth 401(k) Contribution | |
| SCR C AMT | Employer 100% Vested | ||
| SCR D AMT | CURRENT PAY PERIOD EMPLOYER MATCH | Employer Match | |
| SCR E AMT | State & County | ||
| SCR F AMT | Employer Target Benefit | ||
| SCR G AMT | State & County | ||
| SCR H AMT | State & County | ||
| SCR I AMT | EE Pretax Volunteer | ||
| SCR K AMT | CURRENT PAY PERIOD EMPLOYEE POSTTAX | Employee After Tax Contribution | |
| SCR R AMT | Employee After Tax Related Rollover | ||
| SCR S AMT | Roth Rollover | ||
| SCR T AMT | ER Disc 100% | ||
| SCR V AMT | CURRENT PAY PERIOD SAFE HARBOR MATCH | Safe Harbor Match | |
| SCR W AMT | CURRENT PAY PERIOD SH NON ELECTIVE | Safe Harbor Non-elective | |
| SCR X AMT | CURRENT PAY PERIOD NON ELECTIVE | ER Simple Non-elective | |
| SCR Y AMT | Employer Davis Bacon Contribution | ||
| LN1# | LOAN 1 ID | ||
| LN1AMT | LOAN 1 REPAYMENT AMOUNT | ||
| LN2# | LOAN 2 ID | ||
| LN2AMT | LOAN 2 REPAYMENT AMOUNT | ||
| LN3# | |||
| LN3AMT | |||
| LN4# | |||
| LN4AMT | |||
| LN5# | |||
| LN5AMT | |||
| LN6# | |||
| LN6AMT | |||
| LN7# | |||
| LN7AMT | |||
| LN8# | |||
| LN8AMT | |||
| LN9# | |||
| LN9AMT | |||
| LN10# | |||
| LN10AMT | |||
| HOURS | CURRENT PAY PERIOD HOURS WORKED | round 2 decimals | |
| COMP | CURRENT PAY PERIOD GROSS PAY | 0 required if none | |
| PTD OR YTD | |||
| EXCLUDED PER COMP | |||
| PAYROLL START DATE | PAY PERIOD START DATE | ||
| PAYROLL END DATE | PAY PERIOD END DATE | ||
| PAYDATE | PAYROLL CHECK DATE |
