This article will describe the file transformation that has been created in detamoov to transform the standard 401k file format to the FuturePlan by Ascensus CSV file specifications. This transformation is used in a detamoov integration with FuturePlan by Ascensus.
|
Source File |
Destination File |
|
Standard 401k |
FuturePlan CSV |
File Specifications
|
File Type Generated |
CSV |
|
Header Row(s) Generated |
Yes |
|
Footer Row(s) Generated |
No |
|
End of Row Character |
CRLF (Carriage Return Line Feed) |
|
File Naming Generated |
[plan_ID]_[check date in YYYYMMDD]_[Company Name]_[timestamp in YYYYMMDDHHMMSS].csv |
Field Mappings
The table below details the specific field mapping and transformation rules applied to ensure the FuturePlan format is created correctly from the standard 401k format.
|
FuturePlan Field Name |
Standard 401k Field Name |
Details |
|
Pay Date |
PAYROLL CHECK DATE |
MM/DD/YYYY |
|
Plan ID |
PLAN ID |
|
|
Location |
|
|
|
Employee ID |
EMPLOYEE NUMBER |
|
|
SSN |
SSN |
######### or ###-##-#### |
|
First Name |
FIRST NAME |
|
|
Middle Initial |
MIDDLE NAME/INITIAL |
|
|
Last Name |
LAST NAME |
|
|
Gender |
GENDER |
F = Female |
|
Marital Status |
MARITAL STATUS |
M = Married |
|
Date of Birth |
DOB |
MM/DD/YYYY |
|
Address 1 |
ADDRESS LINE 1 |
|
|
Address 2 |
ADDRESS LINE 2 |
|
|
City |
CITY |
|
|
State |
STATE |
|
|
Zip Code |
ZIP |
##### or #####-#### |
|
Country |
|
|
|
Primary Phone Number |
PHONE |
########## or ###-###-#### |
|
Work Email Address |
|
|
|
Payroll Frequency |
PAY PERIOD START DATE |
2 = Weekly |
|
Date of Hire |
HIRE DATE |
MM/DD/YYYY |
|
Date of Termination |
TERMINATION DATE |
MM/DD/YYYY |
|
Date of Rehire |
REHIRE DATE |
MM/DD/YYYY |
|
Leave Start Date |
|
MM/DD/YYYY |
|
Leave End Date |
|
MM/DD/YYYY |
|
Department |
|
|
|
Division |
|
|
|
Excluded Class |
|
Y = Yes |
|
Employee Type |
|
F = Full-Time |
|
Union Indicator |
|
Y = Yes |
|
HCE Indicator |
|
Y = Yes |
|
Officer Indicator |
|
Y = Yes |
|
Annual Salary |
|
|
|
Hours |
CURRENT PAY PERIOD HOURS WORKED |
|
|
Gross Compensation |
CURRENT PAY PERIOD GROSS PAY |
|
|
Plan Compensation |
RESERVED1 |
|
|
Excluded Compensation |
|
|
|
Pretax Deferrals |
CURRENT PAYROLL EMPLOYEE PRETAX |
|
|
Roth Deferrals |
CURRENT PAYROLL EMPLOYEE ROTH |
|
|
After Tax Deferrals |
CURRENT PAYROLL EMPLOYEE POSTTAX |
|
|
Pretax Catch-up |
|
|
|
Roth Catch-up |
|
|
|
Match |
CURRENT PAYROLL EMPLOYER MATCH |
|
|
Safe Harbor Match |
CURRENT PAYROLL SAFE HARBOR EMPLOYER MATCH |
|
|
Safe Harbor QACA Match |
|
|
|
Safe Harbor Non-Elective |
CURRENT PAYROLL SAFE HARBOR NON ELECTIVE |
|
|
Safe Harbor QACA Non-Elective |
|
|
|
Profit Sharing |
CURRENT PAYROLL NON ELECTIVE |
|
|
QMAC |
|
|
|
QNEC |
|
|
|
First Loan ID |
401K LOAN 1 ID |
|
|
First Loan Payment |
401K LOAN 1 REPAYMENT |
|
|
Second Loan ID |
401K LOAN 2 ID |
|
|
Second Loan Payment |
401K LOAN 2 REPAYMENT |
|
|
Third Loan ID |
|
|
|
Third Loan Payment |
|
|
|
Fourth Loan ID |
|
|
|
Fourth Loan Payment |
|
|
|
Fifth Loan ID |
|
|
|
Fifth Loan Payment |
|
|
|
YTD Hours |
|
|
|
YTD Gross Compensation |
|
|
|
YTD Plan Compensation |
|
|
|
YTD Excluded Compensation |
|
|
|
YTD Pretax Deferrals |
|
|
|
YTD Roth Deferrals |
|
|
|
YTD After Tax Deferrals |
|
|
|
YTD Pretax Catch-up |
|
|
|
YTD Roth Catch-up |
|
|
|
YTD Match |
|
|
|
YTD Safe Harbor Match |
|
|
|
YTD Safe Harbor Non-Elective |
|
|
|
YTD Profit Sharing |
|
|
|
YTD QMAC |
|
|
|
YTD QNEC |
|
|
|
Funding Code |
|
ACH Information |
