Jan 20, 2025
This article will describe the file transformation that has been created in detamoov to transform the standard 401k file format to the Vestwell Census (non-state rule plans) file specifications. This transformation is used in a detamoov integration with Vestwell.
Source File | Destination file |
Standard 401k | Vestwell Census (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 | [2 Digit State Code]_[Company EIN no dash]_newemployee_[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 | Details |
Social Security Number | SSN | Format SSN w/Dashes |
First Name | FIRST NAME | |
Middle Initials | MIDDLE NAME/INITIAL | Only one letter |
Last Name | LAST NAME | |
Date of Birth | DOB | MM/DD/YYYY |
Physical Address Line 1 | ADDRESS LINE 1 | |
Physical Address Line 2 | ADDRESS LINE 2 | |
Physical City | CITY | |
Physical State | STATE | |
Physical ZIP Code | ZIP | No Dashes |
Primary Phone | PHONE | ###-###-#### or ########## |
Email Address | ||
Mailing Address Line 1 | ||
Mailing Address Line 2 | ||
Mailing City | ||
Mailing State | ||
Mailing ZIP Code | ||
UID | EMPLOYEE NUMBER |