Standard 401k to Mutual Of America
Dec 06, 2023
This article will describe the file transformation that has been created in detamoov to transform the standard 401k file format to the Mutual Of America file specifications. This transformation is used in a detamoov integration with Mutual Of America.
| Source File | Destination file |
| Standard 401k | Mutual Of America |
File Specifications
| File Type Generated | CSV |
| Header Row(s) Generated | Yes |
| Footer Row(s) Generated | No |
| End of Row Character | CRLF |
| File Naming Generated |
FTP__[Plan ID]__PCX.csv |
Filed Mappings
The table below details the specific field mapping and transformation rules applied to ensure the Mutual Of America Payroll Contribution csv format is created correctly from the standard 401k format.
| Mutual Of America Field Name | Standard 401k Field Name | Field Type | Details |
| First Name | FIRST NAME | STRING | |
| Last Name | LAST NAME | STRING | |
| SSN | SSN | STRING | ###-##-#### |
| Gender | GENDER | STRING | Male = M Female = F Unspecified = U |
| Marital Status | MARITAL STATUS | STRING | Married = M Single = S Divorced = D Unspecified = U |
| Address 1 | ADDRESS LINE 1 | STRING | Remove/Replace commas with blank space |
| Address 2 | ADDRESS LINE 2 | STRING | Remove/Replace commas with blank space |
| City | CITY | STRING | |
| State | STATE | STRING | |
| Zip | ZIP | STRING | Take first 5 characters |
| Birth Date | DOB | DATE | MM/DD/YYYY |
| Hire Date | HIRE DATE | DATE | MM/DD/YYYY |
| Termination Date | TERMINATION DATE | DATE | MM/DD/YYYY - Leave blank if REHIRE DATE > TERM DATE |
| Payroll Date | PAYROLL CHECK DATE | DATE | MM/DD/YYYY |
| Plan Compensation | CURRENT PAY PERIOD GROSS PAY | NUMERIC | Remove commas, Round Number - Force 2 decimals |
| Hours Worked | CURRENT PAY PERIOD HOURS WORKED | NUMERIC | Remove commas, Round Number - Force 2 decimals |
| Excluded Earnings | NUMERIC | ||
| Employee Deferral | CURRENT PAY PERIOD EMPLOYEE PRETAX | NUMERIC | Remove commas, Round Number - Force 2 decimals |
| Employee Roth | CURRENT PAY PERIOD EMPLOYEE ROTH | NUMERIC | remove commas, Round Number - Force 2 decimals |
| Employer Match | CURRENT PAY PERIOD EMPLOYER MATCH | NUMERIC | Remove commas, Round Number - Force 2 decimals |
| Employer Base Contribution | CURRENT PAY PERIOD SAFE HARBOR NON ELECTIVE AND CURRENT PAY PERIOD NON ELECTIVE |
NUMERIC | Sum, Remove commas, Round Number - Force 2 decimals |
| YTD Plan Compensation | YTD GROSS PAY | NUMERIC | Remove commas, Round Number - Force 2 decimals |
| YTD Plan Hours | YTD HOURS WORKED | NUMERIC | Remove commas, Round Number - Force 2 decimals |
| YTD Employee Deferral | NUMERIC | ||
| YTD Employee Roth | NUMERIC | ||
| YTD Employee Match | NUMERIC | ||
| YTD Employee Base | NUMERIC | ||
| Employer_Number | PLAN ID | STRING | Mutual of America's Plan Number |
| Plan Type | STRING | Default to '401k'. May need field override (401k, 403B, TDA, etc.) | |
| Loan Payment 1 | 401k LOAN 1 REPAYMENT | NUMERIC | Remove commas, Round Number - Force 2 decimals |
| Loan Number 1 | 401k LOAN 1 ID | NUMERIC | |
| Loan Payment 2 | 401k LOAN 2 REPAYMENT | NUMERIC | Remove commas, Round Number - Force 2 decimals |
| Loan Number 2 | 401k LOAN 2 ID | NUMERIC | |
| Loan Payment 3 | NUMERIC | ||
| Loan Number 3 | NUMERIC | ||
| Loan Payment 4 | NUMERIC | ||
| Loan Number 4 | NUMERIC | ||
| Loan Payment 5 | NUMERIC | ||
| Loan Number 5 | NUMERIC | ||
| Payroll Frequency | STRING | Weekly = W BiWeekly = B Semimonthly = S Monthly = M |
|
| Payroll Provider Company Code | COMPANY CODE | STRING | |
| Middle Initial | MIDDLE NAME/INITIAL | STRING | Take first 1 character |
| Job Title | STRING | ||
| Employee ID | EMPLOYEE NUMBER | STRING | |
| Employee Status | EMPLOYEE STATUS | STRING | Terminated = T Active = A Unidentified = U |
| Pay Type | STRING | Salary or Hourly | |
| Rehire Date | REHIRE DATE | DATE | MM/DD/YYYY |
| Leave of Absence Begin Date | DATE | ||
| Leave of Absence End Date | DATE | ||
| Cost Center 1 Code | STRING | ||
| Cost Center 2 Code | STRING | ||
| Cost Center 3 Code | STRING | ||
| Employee Email Address | STRING | ||
| Phone Number | PHONE | STRING | ########## |
