Standard 401k to Wespath
Jan 09, 2024
This article will describe the file transformation that has been created in detamoov to transform the standard 401k file format to the Wespath Format file specifications. This transformation is used in a detamoov integration with Wespath.
| Source File | Destination file |
| Standard 401k | Wespath |
File Specifications
| File Type Generated | CSV |
| Header Row(s) Generated | YES |
| Footer Row(s) Generated | |
| End of Row Character | CRLF |
| File Naming Generated |
[Plan ID]-[Payroll Check Date in MMddyyyy]-[GUID].csv |
Field Mappings
The table below details the specific field mapping and transformation rules applied to ensure the Wespath Payroll Contribution csv format is created correctly from the standard 401k format.
| Wespath Field Name | Standard 401k Field Name | Field Type | Details |
| FEIN | COMPANY EIN | STRING | NO DASHES |
| SSN | SSN | STRING | NO DASHES |
| Payroll Date | PAYROLL CHECK DATE | DATE | MM/DD/YYYY |
| UMPIP Plan | PLAN ID | STRING | |
| UMPIP BeforeTax | CURRENT PAYROLL EMPLOYEE PRETAX | NUMBER | Remove $, separators, leave decimal |
| UMPIP Roth | CURRENT PAYROLL EMPLOYEE ROTH | NUMBER | Remove $, separators, leave decimal |
| UMPIP AfterTax | CURRENT PAYROLL EMPLOYEE POSTTAX | NUMBER | Remove $, separators, leave decimal |
| UMPIP Matching | CURRENT PAYROLL EMPLOYER MATCH CURRENT PAYROLL SH EMPLOYER MATCH |
NUMBER | SUM, Remove $, separators, leave decimal |
| UMPIP NonMatching | NUMBER | Remove $, separators, leave decimal | |
| UMPIP Conditional | NUMBER | Remove $, separators, leave decimal | |
| UMPIP Discretionary | CURRENT PAYROLL NON ELECTIVE CONTRIBUTION | NUMBER | Remove $, separators, leave decimal |
| CRSP/RPGA Plan | STRING | ||
| CRSP/RPGA NonMatching | NUMBER | ||
| CRSP/RPGA Matching | NUMBER | ||
| CPP Plan | NUMBER | ||
| CPP Premium | NUMBER | ||
| Horizon Plan | STRING | ||
| Horizon NonMatching | NUMBER | ||
| Horizon Matching | NUMBER | ||
| Horizon BeforeTax | NUMBER | ||
| Horizon Roth | NUMBER | ||
| Loan Number | 401K LOAN 1 ID | NUMBER | |
| Loan Payment | 401K LOAN 1 REPAYMENT | NUMBER | Remove $, separators, leave decimal |
